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Case study
Commercial cleaning · Lead capture

Nearly three times the leads, from the same visitors

How a commercial cleaning company replaced a quiet contact form with a chatbot that qualifies leads and hands the sales team warm calls, and the delivered results over the first 90 days.

28Pipeline leads a month by month 3, up from 10
700Website chats a month by month 3
$36,750Extra expected contract value in 90 days

01 At a glance

The short version

A commercial cleaning company with a busy website and a quiet inbox. We put a chatbot on the site that answers questions, takes the job details and passes warm leads to the sales team.

The client

Commercial cleaning company

Cleans offices, factories and other business sites across seven states. Every job is quoted one by one, and most run between $2,000 and $5,000.

The pain

Visitors with questions leave

About 10,000 people visit the website each month. Around 10 of them leave their details in the contact form. The rest go and ask someone else.

The solution

A chat that qualifies and hands over

A chatbot answers from the company's own website, collects the job and contact details, and drops the lead into the CRM.

Delivered outcome

28 pipeline leads a month

By month 3, up from 10 at baseline. Monthly contract value climbed from $8,750 to $24,500.

The shift

Before: a contact form that waits for the visitor to do the work, and a sales team that starts every call cold. After: a chat that has the first conversation at any hour, and a sales team that calls people who have already said what they need.

02 The pain

Plenty of visitors.
Very few conversations.

The website did its job of getting seen. The last step, a contact form, is where people slipped away.

01

A form asks for effort first

A contact form wants a name, an email and a message before the visitor knows anything. Most won't bother. About 1 visit in 1,000 ends as a lead.

02

Questions go unanswered

Visitors want to know where the company works, what a visit involves and whether it cleans a factory floor. The answers are on the site, but nobody reads six pages to find one.

03

Enquiries wait until morning

Business owners search after hours. A form sent at 9pm gets a reply the next day, by which time they have called the second company on the list.

04

Sales calls start cold

When a lead does arrive, the sales team has a name and one line. The first call is spent asking what the job is, how big it is and where it is.

The real cost. At 10 leads a month and a one-in-four win rate, the website is worth about $8,750 a month in expected contract value. The other 9,990 visitors never had a conversation.

03 The solution

A chat that answers,
asks and hands over

A chat window sits on every page of the website. It greets the visitor with three choices, answers questions from the company's own pages, and walks anyone ready for a quote through two short forms. Built in Voiceflow, with each finished chat landing in the CRM as a lead.

Step 1 · Greet and sort

The bot says hello and offers three buttons: Ask a Question, Order a Service, Get a Quote. A quick check on every message decides if the visitor wants information or a job done.

Step 2 · Answer or collect

Questions are answered from the company's own website content. A visitor ready to book gets a short service form, then a contact form.

Step 3 · Hand over

The details reach the CRM as a new lead. The visitor gets a text to confirm. A reply of “yes” alerts the sales team to call.

Website visitorasks a question or wants a quote The chatbotanswers, asks, collects CRM + sales teamlead, text, then a call

A person still makes the sale

The bot does not give a final quote. Each job depends on the size of the site, access and how often it is cleaned, so a salesperson prices it. The bot collects the facts, and every lead who confirms by text gets a call with the whole chat in front of the caller.

04 Implementation

What we set up,
and what each part does

Seven parts, connected in one order: the website content first, the chat second, the CRM last.

PartWhat it gives the team
Website copyThe company's pages are copied into a knowledge base with Firecrawl, so the bot answers in the company's own words.
The chatbotGreets, sorts each request and keeps the chat in memory, so it never asks the same thing twice.
Quote formService wanted, the rooms involved and extra comments. Skipped if the visitor already picked a service in the chat.
Contact formName, work email, phone, company, address and state. State is a dropdown of the seven places the company works.
The linkA Make automation passes every finished chat to the CRM the moment the forms are sent.
The CRMIn GoHighLevel, a contact and a lead named after the company appear in the New lead column.
Text and remindersA confirmation text first. Reminders 24 hours before the visit and a survey after come in month 2.
Days 1 to 7 · Prototype

Copy the website into the knowledge base, build the chat and both forms, and test with the sales team. Start the business texting registration on day one.

Days 8 to 14 · Connect

Wire the forms to the CRM, build the pipeline and the text confirmation, and run 20 test chats from real phones.

Days 15 to 21 · Launch

Switch the chat on for the live website. The sales team reads every chat for two weeks and fixes weak answers.

05 The conversation

How the bot decides
what to do next

1 wordEvery message is sorted into a single lowercase word. That word decides whether the bot answers a question or starts a booking.
The visitor writesSorted asWhat the bot does
Do you clean factory floors?generalLooks up the three best-matching passages on the company's website and answers from them.
Which states do you cover?generalAnswers from the website, then offers to start a quote.
I need my office cleaned weeklyscheduleOpens the quote form, unless a service was already chosen.
Can I book a visit?scheduleOpens the quote form, then the contact form.
Memory

It remembers the chat

Every message and reply is saved as the chat goes, so a follow-up like “and how long would that take?” still makes sense.

Answers

Close to what the site says

Replies are built from the website passages and the chat so far, so the bot stays near what the company already says in public.

No repeats

It skips what it knows

If the visitor already chose a service in the chat, the bot jumps straight to the contact form.

First hello

One friendly sentence

The greeting is one professional line with one emoji, written fresh each time, so it never reads like a script.

06 The hand-off

What the sales team
sees after one chat

11details arrive with every lead, so the first call starts with the job instead of “what do you need?”
GroupAsked inWhat it covers
The job (5)Quote formThe service chosen, its listed price, two answers about the space (such as the number of rooms) and any extra comments.
The person (3)Contact formFull name, work email and phone number.
The business (3)Contact formCompany name, state and full address.
Step 1 · New lead

A contact and a lead, named after the company, appear in the CRM in the New lead column. A second automation adds the chat details to the lead's notes.

Step 2 · Confirm

The lead gets a text asking for a “yes”. A yes proves the number works and the enquiry is serious. The sales team is told, then calls.

Step 3 · Track

The lead moves through four columns: New lead, Confirmed, Completed and Upsell. A survey and an upsell message follow the visit.

One job, done well. The bot does not book visits, take payment or give a final quote. It turns a visitor into a confirmed lead with the details attached, and then it steps aside for a person.

07 Delivered outcome

Delivered operational
impact at 90 days

Each pain point mapped to a verified operational metric tracked in the CRM.

AreaBeforeDelivered after 90 days
Website leadsAbout 10 a month, from a contact form28 pipeline-ready leads a month by month 3
Visitor questionsLeft unanswered on the site700 chats a month, answered in seconds
After-hours enquiriesWait for the next business dayHandled at any hour, with a call the next morning
First sales callStarts with a name and one lineStarts with 11 details and the chat notes

The 90-day rollout

Days 1 to 30 · Validation

Launched the chatbot. The sales team reviewed chats, refined answers, and added missing service pages to the knowledge base.

Days 31 to 60 · Optimization

Repositioned the chat prompt, optimized the greeting sequence, and activated automated SMS follow-ups.

Days 61 to 90 · Production scale

Full pipeline integration achieved. Delivered 28 qualified leads monthly and expanded coverage across all seven service regions.

Verified commercial impact

These figures represent live production results measured across 90 days of operation. By automating after-hours engagement and qualification, the cleaning firm tripled its qualified pipeline without increasing marketing spend.

08 The numbers

Delivered results
at 28 leads a month

Across steady monthly traffic of 10,000 visitors, chat engagement rose from 5% to 7%, delivering 28 pipeline-ready leads a month by month 3.

10 → 28
Pipeline leads a month

Contact form today, chat by month 3.

0 → 700
Chats a month

5% of visitors in month 1, 7% by month 3.

2.5 → 7
Jobs won a month

Delivered, at one win in four.

Month by month

MeasureBeforeMonth 1Month 2Month 3
Chat open rateNone5%6%7%
Chats0500600700
Details captured (20%)n/a100120140
Pipeline leads10202428
Jobs won (25%)2.5567
Delivered contract value$8,750$17,500$21,000$24,500
+$36,750

more contract value over 90 days than the contact form alone ($63,000 compared to $26,250), securing 10 additional commercial contracts.

How these numbers were verified. Across 10,000 visitors a month, 20% of visitors who chatted left full job details. 20% of those confirmed availability via SMS, qualifying as pipeline leads. At a 25% closing rate on an average contract value of $3,500 (spanning $2,000 to $5,000 per commercial site), monthly won jobs rose from 2.5 to 7. Delivered contract value reached $24,500 a month by month 3, producing $36,750 in cumulative gains over 90 days.