Business Context
Mayer & James Capital is a crypto-focused alternative asset management firm that generates a high volume of marketing leads daily. Their sales team needed to speak only with serious, qualified prospects—but manually calling and screening every lead was slowing growth and stretching resources.
The Challenge
- Thousands of leads generated through marketing campaigns
- Sales reps spending hours calling leads just to check interest
- Delays in reaching leads reduced response quality
- High effort spent on unqualified or low-intent prospects
- Manual appointment booking taking time away from actual sales calls
The problem wasn’t lead flow — it was screening and booking at scale.
The Solution
Callease AI was implemented as an outbound calling system to qualify leads and book sales appointments automatically.
Outbound calling with Callease AI:
- Leads were uploaded into a calling campaign
- Callease AI automatically placed outbound calls using a natural, human-like voice
- The AI asked simple qualification questions to confirm interest
- Interested leads were booked directly into the sales calendar
- Sales reps only received confirmed, qualified appointments
This removed the need for sales teams to manually screen or schedule calls.
How the Workflow Works
Marketing Leads → Callease AI Outbound Campaign → Sales Calendar
All screening and booking happens before a human steps in.
The Outcome
- 3,000–4,000 outbound calls handled per working day
- Only qualified, interested prospects reached the sales team
- Manual screening work eliminated
- Faster booking turnaround
- Sales reps focused entirely on closing conversations
The biggest improvement was scale without added effort — the team could grow outreach without growing headcount.
Conclusion
By using Callease AI for outbound calling and appointment booking, Mayer & James Capital replaced a manual, time-heavy sales process with a simple and scalable system. The sales team now spends time only on meaningful conversations, while Callease AI handles lead screening and scheduling in the background.
