The Problem:

• Their sales team was spending too much time qualifying and chasing inbound leads.

• Speed-to-lead was inconsistent, causing hot leads to go cold.

• Appointment booking required too much manual effort.

• Cost per meeting was high — and often not worth the rep time.

Case Study Overview

How Mainspring.AI, a cutting-edge financial services company increase their appointment setting conversion rate by +180% with an AI Inbound System

The Solution

Mainspring implemented an AI Sales Agent to handle inbound leads: from initial qualification to scheduling the meeting.

Now, they have an automated system that handles leads through their website forms and paid media traffic, 24/7, while also keeping their CRM updated with no human involvement.

The Results:

• +180% increase in booked call conversion rate compared to their manual SDR workflow.

• Meetings booked for as little as $5–$10 each, cutting their cost per opportunity dramatically

• Response times dropped from hours to seconds, fixing speed-to-lead instantly.

• Higher quality meetings: only qualified leads were passed to the sales team.