The Problem
Digital Émigré specialises in investment migration services, helping clients identify and secure investment opportunities that provide residency or citizenship benefits in European countries.
Despite strong SEO performance attracting hundreds of potential investors – each representing opportunities worth hundreds of thousands of euros – their lead management process wasn’t keeping pace.
Their manual approach to lead handling meant delayed responses, inconsistent follow-up, and ultimately, significant revenue left on the table. With high-value clients expecting premium service right from the point of first contact, this gap was particularly problematic.
What We Built Together
We created a sophisticated automated lead response and qualification system that transformed Digital Émigré’s client acquisition process. The solution combined ChatGPT, Claude, and Make.com to create an intelligent workflow that felt personal but required minimal human intervention.
Here’s how the system works:
When a new lead arrives through their website, the system immediately sends a personalised acknowledgment based on the specific investment product they’ve expressed interest in. Rather than a generic auto-response, this initial message addresses common questions about that particular investment pathway.
Within minutes, the lead receives a tailored intake questionnaire designed to understand their specific investment goals, timeline, and eligibility factors. This questionnaire is dynamically generated based on their initial interest area, ensuring relevance.
As soon as the prospect completes the questionnaire, our system analyses their responses using a custom-built AI model trained specifically on investment migration parameters. It identifies which investment product best matches their situation and generates a detailed, personalised recommendation document.
One challenge we faced was maintaining compliance with financial advice regulations across different jurisdictions. We solved this by implementing a careful review system where the AI drafts responses that are automatically flagged for human review if they contain certain advice-like elements.
The system also creates a prioritised lead profile for the Digital Émigré team, highlighting key information and suggesting the best follow-up approach based on the prospect’s responses and engagement patterns.
The Outcome
The impact was immediate and significant. Response time plummeted from over 24 hours to just minutes, creating a powerful first impression with potential investors. The system at least tripled the number of successful client investments by ensuring no leads were missed and each prospect received information perfectly tailored to their needs.
Beyond the quantitative improvements, the system elevated Digital Émigré’s professional image. Prospects consistently commented on the responsiveness and personalisation of the communications, which built crucial trust early in the relationship – particularly important when dealing with investments of this magnitude.
“Samantha’s team created an automated system that replies intelligently to new leads while our team work on other tasks (or even while they sleep). We no longer have to worry about missing important deals, and several clients have praised our new inbound lead system for being fast and streamlined.” – Gareth Bowen, Director
Are you handling high-value leads but struggling with response time or personalisation? Let’s discuss how an AI-powered lead system could transform your conversion rates and customer experience.