Losing leads to unfinished applications? Document collection funnels guide prospects with AI follow-up and secure uploads – keeping the pipeline moving and your team focused on closing!
About
Chasing documents stalls sales, frustrates teams and is a drag on scarce time and resources.
Our AI-powered document funnels automatically follow up, guide prospects, and securely capture everything you need – so your team stays focused on closing deals, not admin.
Read Full Spec HereThe Problems You Face
Does Your Business Suffer From
Prospects show interest but never complete their application. Missing documents mean missed opportunities and wasted ad spend.
Does Your Business Suffer From
Your team spends hours following up, but every call, email, or reminder distracts from actually closing business.
Does Your Business Suffer From
Customers hesitate to upload sensitive files without a simple, secure, and trustworthy process – leaving applications incomplete.
Our Process
Every missing document delays a sale. Our six-step process guides prospects, answers questions,
and ensures secure uploads so applications are completed quickly and deals kept moving.
We connect with your CRM via API or CSV upload, ensuring every new lead flows seamlessly into the document collection funnel.
Our AI advisor, Alex, engages each lead instantly by SMS/WhatsApp, introducing the process and setting clear expectations for document submission.
Alex answers questions 24/7, guiding prospects through the requirements and handling objections that would otherwise derail completion.
Leads upload files through an encrypted portal with unique login access. They can stagger submissions at their convenience until everything is complete.
Every document uploaded is logged and tracked. Incomplete leads are automatically re-engaged by Alex until the process is finalised.
Once a file set is complete, your team is notified instantly - ready to progress applications without the admin headache.
A one-time £5,000 setup delivers your complete funnel - designed, built, and tested to start collecting documents immediately.
For £495 a month, we host, monitor, and optimise your funnel - keeping it secure, updated, and converting at its best.
No rebuild required. Our funnels plug straight into your existing site or campaigns, adding instant document collection.
