Role: AI Automation Architect Tools: Agent.so, Calendly, Webhooks Outcome: 10+ Hours Saved/Week | 40% Increase in Qualified Strategy Calls

The founder of Canal Digital LLC was stuck in a bottleneck. As the face of the agency, he was spending 15+ hours a week manually fielding inquiries.

He wasn't just answering FAQs; he was giving away free mini-consultations via email to leads who often turned out to be unqualified or budget-constrained. He needed a way to deliver his strategic expertise upfront without sacrificing his time.

I didn't build a basic support bot. I engineered a Smart Marketing Consultant Agent using Agent.so that replicates the founder's strategic approach.

Phase 1: The "Agency Brain" Download 🧠 I ingested Canal Digital’s entire methodology—past proposals, successful case studies, and pricing structures—into the agent.

Result: The agent doesn't just say "we do SEO." It explains how Canal Digital’s specific strategy drives ROI, mimicking the founder's professional tone.

Phase 2: The Diagnostic Interview 🩺 Instead of a passive contact form, the agent acts as a senior consultant. It proactively "interviews" visitors to diagnose their needs:

"What are your primary growth blockers?" It filters out "tire-kickers" by offering them free resources, while guiding serious brands toward a partnership.

Phase 3: The Strategic Handoff 🤝 I integrated Calendly directly into the chat.

If the agent identifies a high-potential client, it says: "Based on your goals, you're a great fit for our Growth Accelerator. Let's book a strategy session."

The lead books a time instantly, without ever leaving the chat.

Within 30 days of deploying the agent on Canal Digital’s site:

10+ Hours Reclaimed: The founder stopped doing manual "pre-consulting" via email.

40% Booking Boost: Visitors were more likely to book after having a valuable conversation with the AI.

100% Qualified Calendar: Every booked meeting is now with a prospect who has budget, intent, and a clear need.

For a consulting agency, your expertise is your product. By turning a static website into an Interactive Consultant, we proved that you can scale high-touch service without burning out the founder.