{"id":9032485896466,"title":"WhatConverts","handle":"whatconverts","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eWhatConverts | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTurn Marketing Activity into Measurable Revenue with WhatConverts and AI-Powered Automation\u003c\/h1\u003e\n\n \u003cp\u003eWhatConverts captures the moment a prospect becomes a lead — whether they pick up the phone, submit a form, or chat on your site — and turns those interactions into clear, actionable insights. For organizations running paid search, organic campaigns, and multi-channel marketing, this clarity is the difference between spending budget on noise and investing in channels that actually generate customers. By centralizing lead activity and tying it back to campaigns, WhatConverts creates a reliable source of truth for marketing outcomes.\u003c\/p\u003e\n\n \u003cp\u003eThat matters because today’s customer journeys are fragmented. Calls, chats, and forms arrive through many channels and often live in separate tools, which creates blind spots and handoff friction. When WhatConverts is combined with AI integration and workflow automation, it becomes more than a tracking tool — it becomes a lead operations engine that reduces manual work, improves response times, and helps teams focus on closing deals instead of chasing data. The result is predictable pipeline and measurable business efficiency.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a practical level, WhatConverts does three essential things: it records inbound lead interactions, ties those interactions to the marketing activity that generated them, and packages that context into reports teams can act on. Every phone call, form submission, or chat conversation is captured as a lead record. Those records include attributes such as campaign source, keyword, landing page, timestamp, and session behavior, which lets you trace outcomes back to specific ads, content, or channels.\u003c\/p\u003e\n\n \u003cp\u003eOnce lead records exist, WhatConverts can send structured lead data into the systems your business already uses: your CRM, customer support platform, analytics suite, and billing system. This creates a consistent flow of information so marketing, sales, and operations work from the same reality. Rather than debating who touched a lead or how it converted, teams can quickly see which activities produce qualified prospects and which should be optimized or paused.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eLayering AI agents and workflow automation onto WhatConverts amplifies value by removing manual bottlenecks and adding intelligence where humans would otherwise spend their time. Agentic automation means small, focused AI workers—agents—carry out repeatable tasks and coordinate across tools. These agents listen for new leads, enrich data, score urgency, and perform routing decisions automatically, reducing errors and accelerating follow-up.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eAutomatic transcription and sentiment analysis of phone calls so sales teams receive concise summaries and emotional context instead of raw audio files.\u003c\/li\u003e\n \u003cli\u003eAI-driven lead scoring that blends behavioral signals (pages visited, time on site) with conversion source to rank leads by likelihood to buy.\u003c\/li\u003e\n \u003cli\u003eSmart routing agents that assign leads to the right salesperson based on geography, territory rules, product expertise, or estimated deal size.\u003c\/li\u003e\n \u003cli\u003eEnrichment bots that append firmographic and contact data to a lead record, enabling personalized outreach without manual research.\u003c\/li\u003e\n \u003cli\u003eWorkflow automation that creates follow-up tasks, schedules nurture emails, or opens support tickets based on lead attributes and predicted intent.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eMarketing attribution for PPC and SEO: Tag every phone call and form with campaign and keyword data so marketers can compare real-world lead outcomes across paid and organic channels and reallocate budget to higher-performing tactics.\u003c\/li\u003e\n \u003cli\u003eFaster sales follow-up: An AI agent transcribes an incoming call, extracts intent and urgency, scores the lead, and notifies the assigned rep with a summary and suggested first-step messages — all in seconds.\u003c\/li\u003e\n \u003cli\u003eSupport triage: Chat leads that indicate product issues automatically generate priority tickets with attached call transcripts and guided diagnostic questions, reducing time to resolution and improving customer experience.\u003c\/li\u003e\n \u003cli\u003eAutomated reporting: A reporting agent compiles weekly dashboards that highlight top lead drivers, conversion rates by campaign, and ROI estimates — removing manual spreadsheet work and delivering consistent insights to decision-makers.\u003c\/li\u003e\n \u003cli\u003eContent and campaign optimization: Combine lead quality signals with landing page performance to identify content gaps and test variants that raise conversion quality, not just volume.\u003c\/li\u003e\n \u003cli\u003eCross-system workflows: When a high-value lead arrives, a workflow bot creates a CRM record, triggers a personalized welcome sequence, schedules a discovery call on the right salesperson’s calendar, and notifies finance if prequalification thresholds are met.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eWhen marketing data is complete, accurate, and automated, organizations see measurable improvements in efficiency, predictability, and growth. WhatConverts centralizes lead signals; AI and automation scale those insights across the business so teams can act faster and with confidence.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automating transcription, enrichment, and routing eliminates hours of repetitive work each week. Sales and marketing teams spend less time on data entry and more time on revenue-generating activities like outreach and strategy.\u003c\/li\u003e\n \u003cli\u003eReduced errors: Automated data flows remove manual copy-paste mistakes and ensure leads are consistently tagged and attributed. Cleaner data means better decisions and fewer lost opportunities.\u003c\/li\u003e\n \u003cli\u003eFaster collaboration: Enriched, scored, and routed lead records smooth handoffs between marketing, sales, and support. Everyone sees the same context — who the lead is, where they came from, and what they said — which reduces back-and-forth and accelerates closing cycles.\u003c\/li\u003e\n \u003cli\u003eScalability: As campaign volume grows, automation scales without a proportional increase in headcount. AI agents handle spikes in lead volume, maintain consistency across processes, and free teams to focus on complex, high-value work.\u003c\/li\u003e\n \u003cli\u003eBetter ROI visibility: Linking calls and forms back to campaigns lets leaders compare channels on lead quality and value, not just volume. That improves budget allocation and campaign design, so marketing drives measurable revenue.\u003c\/li\u003e\n \u003cli\u003eEmpowered teams: Role-specific automations and tailored training reduce onboarding time and make advanced tools accessible to non-technical users. That increases adoption, drives consistent usage, and embeds automation into daily workflows.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box combines practical implementation experience with change management to make WhatConverts and AI integration work for your business. We begin by mapping your current lead flow — where leads originate, how they move between systems, and where friction appears. That diagnostic becomes the foundation for an implementation plan tuned to your security, scale, and reporting needs.\u003c\/p\u003e\n\n \u003cp\u003eOur delivery focuses on pragmatic steps: configuring WhatConverts to capture the right fields and events, building integrations so lead data flows into your CRM and analytics platforms, and defining reporting structures that answer the questions your teams actually ask. We prioritize visibility where it matters — rep dashboards for immediate action, and executive summaries for strategic allocation.\u003c\/p\u003e\n\n \u003cp\u003eOn the AI front, we design lightweight, auditable agents that solve specific operational pain points. Typical automations include transcription and sentiment summarizers, lead scoring models aligned to your win criteria, and routing agents that respect existing territory rules. We purpose-build these agents to be transparent and adjustable, so business owners can tune behavior as goals evolve.\u003c\/p\u003e\n\n \u003cp\u003eAdoption is part of the project, not an afterthought. We create role-based training materials, playbooks for follow-up, and hands-on coaching to help teams integrate new workflows into daily routines. Our approach emphasizes small, measurable wins that build confidence and momentum across teams — turning automation from a technology project into a change in how work gets done.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eWhatConverts provides the backbone for reliable lead tracking, and when paired with AI integration and workflow automation it becomes a strategic engine for business efficiency. The platform captures calls, chats, and forms and ties them back to marketing activity; AI agents automate repetitive tasks like transcription, enrichment, scoring, and routing so teams respond faster and with better context. The combined approach reduces manual errors, improves attribution, and creates predictable, scalable processes that let teams focus on closing revenue.\u003c\/p\u003e\n\n \u003cp\u003eBy aligning implementation, integrations, and adoption — and by applying agentic automation where it removes the most friction — organizations move from busy work to productive, measurable outcomes. The result is clearer ROI, faster collaboration, and a repeatable path for using AI agents and workflow automation to convert marketing activity into business growth.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-01-20T07:20:15-06:00","created_at":"2024-01-20T07:20:16-06:00","vendor":"Consultants In-A-Box","type":"Marketing software","tags":["Advisory services","Advisory solutions","Automation","Business applications","Business consultants","Business development","Business experts","Call tracking","Cloud computing","Comprehensive solutions","Consulting packages","Consulting services","Conversion tracking","Customized consultancy","Data management","E-Commerce Software","Expert advice","Form tracking","Industry specialists","IT consulting","IT infrastructure","IT services","IT solutions","Lead tracking","Management consulting","Marketing analytics","Marketing Software","Professional guidance","Sales Software","Software development","Software engineering","Software solutions","Strategic advisors","Tailored consulting","Tech solutionsSoftware integration","Technology platform","Website analytics","WhatConverts"],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":47859561267474,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"WhatConverts","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/92b141dde5843e753f0cb98366a995a6.png?v=1705756816"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/92b141dde5843e753f0cb98366a995a6.png?v=1705756816","options":["Title"],"media":[{"alt":"WhatConverts logo","id":37203987136786,"position":1,"preview_image":{"aspect_ratio":1.0,"height":427,"width":427,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/92b141dde5843e753f0cb98366a995a6.png?v=1705756816"},"aspect_ratio":1.0,"height":427,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/92b141dde5843e753f0cb98366a995a6.png?v=1705756816","width":427}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eWhatConverts | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTurn Marketing Activity into Measurable Revenue with WhatConverts and AI-Powered Automation\u003c\/h1\u003e\n\n \u003cp\u003eWhatConverts captures the moment a prospect becomes a lead — whether they pick up the phone, submit a form, or chat on your site — and turns those interactions into clear, actionable insights. For organizations running paid search, organic campaigns, and multi-channel marketing, this clarity is the difference between spending budget on noise and investing in channels that actually generate customers. By centralizing lead activity and tying it back to campaigns, WhatConverts creates a reliable source of truth for marketing outcomes.\u003c\/p\u003e\n\n \u003cp\u003eThat matters because today’s customer journeys are fragmented. Calls, chats, and forms arrive through many channels and often live in separate tools, which creates blind spots and handoff friction. When WhatConverts is combined with AI integration and workflow automation, it becomes more than a tracking tool — it becomes a lead operations engine that reduces manual work, improves response times, and helps teams focus on closing deals instead of chasing data. The result is predictable pipeline and measurable business efficiency.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a practical level, WhatConverts does three essential things: it records inbound lead interactions, ties those interactions to the marketing activity that generated them, and packages that context into reports teams can act on. Every phone call, form submission, or chat conversation is captured as a lead record. Those records include attributes such as campaign source, keyword, landing page, timestamp, and session behavior, which lets you trace outcomes back to specific ads, content, or channels.\u003c\/p\u003e\n\n \u003cp\u003eOnce lead records exist, WhatConverts can send structured lead data into the systems your business already uses: your CRM, customer support platform, analytics suite, and billing system. This creates a consistent flow of information so marketing, sales, and operations work from the same reality. Rather than debating who touched a lead or how it converted, teams can quickly see which activities produce qualified prospects and which should be optimized or paused.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eLayering AI agents and workflow automation onto WhatConverts amplifies value by removing manual bottlenecks and adding intelligence where humans would otherwise spend their time. Agentic automation means small, focused AI workers—agents—carry out repeatable tasks and coordinate across tools. These agents listen for new leads, enrich data, score urgency, and perform routing decisions automatically, reducing errors and accelerating follow-up.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eAutomatic transcription and sentiment analysis of phone calls so sales teams receive concise summaries and emotional context instead of raw audio files.\u003c\/li\u003e\n \u003cli\u003eAI-driven lead scoring that blends behavioral signals (pages visited, time on site) with conversion source to rank leads by likelihood to buy.\u003c\/li\u003e\n \u003cli\u003eSmart routing agents that assign leads to the right salesperson based on geography, territory rules, product expertise, or estimated deal size.\u003c\/li\u003e\n \u003cli\u003eEnrichment bots that append firmographic and contact data to a lead record, enabling personalized outreach without manual research.\u003c\/li\u003e\n \u003cli\u003eWorkflow automation that creates follow-up tasks, schedules nurture emails, or opens support tickets based on lead attributes and predicted intent.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eMarketing attribution for PPC and SEO: Tag every phone call and form with campaign and keyword data so marketers can compare real-world lead outcomes across paid and organic channels and reallocate budget to higher-performing tactics.\u003c\/li\u003e\n \u003cli\u003eFaster sales follow-up: An AI agent transcribes an incoming call, extracts intent and urgency, scores the lead, and notifies the assigned rep with a summary and suggested first-step messages — all in seconds.\u003c\/li\u003e\n \u003cli\u003eSupport triage: Chat leads that indicate product issues automatically generate priority tickets with attached call transcripts and guided diagnostic questions, reducing time to resolution and improving customer experience.\u003c\/li\u003e\n \u003cli\u003eAutomated reporting: A reporting agent compiles weekly dashboards that highlight top lead drivers, conversion rates by campaign, and ROI estimates — removing manual spreadsheet work and delivering consistent insights to decision-makers.\u003c\/li\u003e\n \u003cli\u003eContent and campaign optimization: Combine lead quality signals with landing page performance to identify content gaps and test variants that raise conversion quality, not just volume.\u003c\/li\u003e\n \u003cli\u003eCross-system workflows: When a high-value lead arrives, a workflow bot creates a CRM record, triggers a personalized welcome sequence, schedules a discovery call on the right salesperson’s calendar, and notifies finance if prequalification thresholds are met.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eWhen marketing data is complete, accurate, and automated, organizations see measurable improvements in efficiency, predictability, and growth. WhatConverts centralizes lead signals; AI and automation scale those insights across the business so teams can act faster and with confidence.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automating transcription, enrichment, and routing eliminates hours of repetitive work each week. Sales and marketing teams spend less time on data entry and more time on revenue-generating activities like outreach and strategy.\u003c\/li\u003e\n \u003cli\u003eReduced errors: Automated data flows remove manual copy-paste mistakes and ensure leads are consistently tagged and attributed. Cleaner data means better decisions and fewer lost opportunities.\u003c\/li\u003e\n \u003cli\u003eFaster collaboration: Enriched, scored, and routed lead records smooth handoffs between marketing, sales, and support. Everyone sees the same context — who the lead is, where they came from, and what they said — which reduces back-and-forth and accelerates closing cycles.\u003c\/li\u003e\n \u003cli\u003eScalability: As campaign volume grows, automation scales without a proportional increase in headcount. AI agents handle spikes in lead volume, maintain consistency across processes, and free teams to focus on complex, high-value work.\u003c\/li\u003e\n \u003cli\u003eBetter ROI visibility: Linking calls and forms back to campaigns lets leaders compare channels on lead quality and value, not just volume. That improves budget allocation and campaign design, so marketing drives measurable revenue.\u003c\/li\u003e\n \u003cli\u003eEmpowered teams: Role-specific automations and tailored training reduce onboarding time and make advanced tools accessible to non-technical users. That increases adoption, drives consistent usage, and embeds automation into daily workflows.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box combines practical implementation experience with change management to make WhatConverts and AI integration work for your business. We begin by mapping your current lead flow — where leads originate, how they move between systems, and where friction appears. That diagnostic becomes the foundation for an implementation plan tuned to your security, scale, and reporting needs.\u003c\/p\u003e\n\n \u003cp\u003eOur delivery focuses on pragmatic steps: configuring WhatConverts to capture the right fields and events, building integrations so lead data flows into your CRM and analytics platforms, and defining reporting structures that answer the questions your teams actually ask. We prioritize visibility where it matters — rep dashboards for immediate action, and executive summaries for strategic allocation.\u003c\/p\u003e\n\n \u003cp\u003eOn the AI front, we design lightweight, auditable agents that solve specific operational pain points. Typical automations include transcription and sentiment summarizers, lead scoring models aligned to your win criteria, and routing agents that respect existing territory rules. We purpose-build these agents to be transparent and adjustable, so business owners can tune behavior as goals evolve.\u003c\/p\u003e\n\n \u003cp\u003eAdoption is part of the project, not an afterthought. We create role-based training materials, playbooks for follow-up, and hands-on coaching to help teams integrate new workflows into daily routines. Our approach emphasizes small, measurable wins that build confidence and momentum across teams — turning automation from a technology project into a change in how work gets done.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eWhatConverts provides the backbone for reliable lead tracking, and when paired with AI integration and workflow automation it becomes a strategic engine for business efficiency. The platform captures calls, chats, and forms and ties them back to marketing activity; AI agents automate repetitive tasks like transcription, enrichment, scoring, and routing so teams respond faster and with better context. The combined approach reduces manual errors, improves attribution, and creates predictable, scalable processes that let teams focus on closing revenue.\u003c\/p\u003e\n\n \u003cp\u003eBy aligning implementation, integrations, and adoption — and by applying agentic automation where it removes the most friction — organizations move from busy work to productive, measurable outcomes. The result is clearer ROI, faster collaboration, and a repeatable path for using AI agents and workflow automation to convert marketing activity into business growth.\u003c\/p\u003e\n\n\u003c\/body\u003e"}