From Lead to Close: AI + CRM Automation for Credit Repair Businesses

See how Graham Russo transformed his credit repair business, improved client conversions, and streamlined operations using Agentli's AI-powered CRM and automation.

Graham Russo

Elevate Credit Solutions,

Charlotte, North Carolina

Use Case: Credit Repair Business Workflow with AI + CRM Integration

Graham Russo, the owner of Elevate Credit Solutions, faced constant challenges managing a growing client base while ensuring each client received timely follow-ups and required documentation. As his business in Charlotte, North Carolina, expanded, the complexity of managing client credit repair cases and maintaining compliance became overwhelming.

Graham was struggling with keeping up with manual tasks, including lead follow-ups, document collection, and ensuring that no client’s case was delayed due to missed steps. He also found it difficult to keep clients engaged throughout the repair process and track their progress effectively.

Before implementing the Agentli.ai solution, Graham's process was manual and time-consuming:

  • Graham captured leads through his website and social media, but there was no automated system to categorize and follow up with them.

  • Follow-ups were primarily done via email or phone calls, but without personalized messaging, clients often lost interest or didn’t respond.

  • Many leads were lost because Graham missed calls or didn’t have time to respond to all inquiries during busy periods.

  • Graham also struggled with document management and compliance, relying on manual tracking to ensure all necessary paperwork was collected and filed. There was no automated system for tracking client progress, which made it difficult to stay organized and compliant.

Solution with Agentli.ai

After implementing Agentli's CRM system integrated with AI-powered automation, Graham ’s team streamlined every part of their workflow. Here’s how the solution worked for her business

Workflow Breakdown (Before vs. After)

  1. AI-Powered Lead Capture & Qualification

  • Before: Graham captured leads from his website, social media, and landing pages, but without a structured system to prioritize or qualify them, many prospects were left to stagnate in the pipeline.

  • After: The AI-powered CRM automatically categorizes leads based on their credit status and personal information, sending them personalized, timely follow-ups.

  • Result: The AI qualification system reduced manual lead sorting by 40% and increased client engagement by 35%, leading to more qualified prospects moving through the pipeline.

  1. AI-Powered Voice Assistant (Receptionist)

  • Before: Missed calls and after-hours inquiries were a major issue, as Graham’s team couldn’t handle every phone call during busy times or after business hours.

  • After: The AI receptionist now manages all missed calls, collects essential lead information, qualifies leads by asking key questions, and schedules appointments for consultations.

  • Result: This 24/7 support increased lead capture by 30% and resulted in a 20% improvement in booked consultations, with clients appreciating the prompt response even outside of office hours.

  1. Automated Document Collection & Compliance Management

  • Before: Graham manually tracked and requested essential documents, often dealing with missed documents or slow responses, creating delays in the credit repair process.

  • After: The system automates the document collection process by sending secure, automated reminders to clients. It ensures that all communications are compliant with regulatory standards.

  • Result: Document collection efficiency improved by 50%, reducing errors and compliance-related issues by 25%, ensuring faster case progression and fewer client complaints.

  1. AI-Driven Lead Scoring & Prioritization

  • Before: Leads were managed in a generic manner, with no clear system for identifying which prospects were most likely to convert, leading to wasted efforts on less promising leads.

  • After: AI analyzes lead engagement through interactions like emails, website visits, and responses, automatically scoring and prioritizing leads based on conversion potential.

  • Result: Lead prioritization increased conversion rates by 40%, allowing Graham’s team to focus on high-potential clients and reducing follow-up time by 30%.

  1. AI-Driven Email & SMS Campaigns

  • Before: Email and SMS communication was mostly generic, leading to lower engagement and missing key moments in the client’s credit repair journey.

  • After: AI personalizes email and SMS campaigns based on a client’s stage in the credit repair process, sending tailored messages, reminders, and check-ins.

  • Result: This resulted in a 45% increase in open rates for emails and a 33% increase in SMS responses, significantly boosting client engagement and retention.

  1. Automated Client Feedback & Review Requests

  • Before: Graham relied on clients remembering to leave feedback or reviews, which often led to low response rates and missed opportunities for social proof.

  • After: The AI system automatically detects when clients have had a positive experience and sends them personalized requests for feedback or 5-star reviews.

  • Result: Automated review requests increased the number of reviews by 50%, which contributed to a 15% growth in new client inquiries from positive online reviews.

  1. AI-Powered Progress Tracking & Client Updates

  • Before: Graham’s team manually tracked each client’s credit repair progress, which often led to delays in providing updates, affecting client satisfaction.

  • After: The AI system provides real-time tracking and automatic updates to clients on their credit repair progress, ensuring transparency and client satisfaction.

  • Result: This led to a 20% increase in client satisfaction scores and a 10% reduction in client follow-up inquiries, freeing up Graham’s team for more strategic work.

Results & Impact

Lead Capture & Qualification

35% increase in client engagement and 27% higher lead-to-call conversions.

Document Collection

50% faster onboarding and reduced compliance errors by 60%.

Email & SMS

45% increase in response rates and 22% more appointments booked.

Lead Engagement

32% increase in lead-to-appointment conversions and stronger client engagement throughout the funnel.

Appointment Bookings:

28% increase in booked appointments and 18% growth in monthly revenue.

Online Reputation:

50% increase in 5-star reviews and stronger online reputation.

"Agentli.ai has completely changed how we run our credit repair business."

Before Agentli.ai, we were constantly chasing leads and manually following up—wasting hours on admin work. Important documents would go missing, and we often lost promising leads just because we couldn’t respond fast enough.

Since switching, everything’s automated. Leads are captured, qualified, and followed up with instantly. The Voice AI handles calls, books appointments, and keeps things moving—even after hours. We've seen a 35% boost in conversions and way fewer no-shows. It’s like having a full-time assistant that never sleeps, and it’s helped us grow faster without hiring more staff.

Graham Russo

Elevate Credit Solutions,

Charlotte, North Carolina