Client Overview

Media Mastery Experts is a media coaching firm specializing in training public figures, entrepreneurs, and professionals on how to effectively pitch to and appear in broadcast and digital media.

Challenge

The client faced growing administrative demands that limited their capacity to respond to prospects efficiently. Scheduling consultations, collecting lead information, and qualifying potential clients were all manual processes that drained time from the coaching team and risked losing high-intent leads.

Solution

Halyard Consulting designed and implemented a custom AI chatbot integrated with Media Mastery Experts’ CRM and scheduling platform. The chatbot performed 24/7 lead qualification, collected critical intake data, and scheduled consults directly into the client’s calendar—reducing friction and improving the prospect experience.

• AI chatbot trained on company FAQs and intake logic
• CRM-integrated calendar scheduling (via Cal.com)
• Lead qualification logic embedded in conversation flow
• Real-time notifications to sales team

Outcomes

• 80% reduction in admin time spent on lead qualification
• Increased booked consultations by 3x within the first 60 days
• Improved lead quality through automated routing logic
• Positive feedback from prospects citing ease of use and accessibility

Testimonial

“The chatbot Jonathan’s team built completely changed the way I engage with new clients. It runs like clockwork, qualifies my leads, and frees me to focus on what I love—coaching.”

— Mark Albert, CEO, Media Mastery Experts

Ready to Automate Your Lead Intake?

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