How David Sklar achieved a 24% close rate just by using Expertise AI agent after hours

Overview

David Sklar & Associates, a Canadian debt relief and consumer proposal firm, wanted a way to capture high-intent website visitors outside business hours and convert them into consultations. By implementing Expertise AI, the firm was able to automate lead engagement, book meetings directly with decision-makers, and convert website visitors into paying clients.

Just by deploying the agent outside business hours, David Sklar converted 20% of conversations into meetings and achieved a 24% close rate.

"What this tool did for us is give us an opportunity to not only catch visitors' chats, but also to let them book appointments directly inside."

— Archit Gupta, Marketing Lead

The Challenge

Before implementing Expertise AI, David Sklar & Associates relied on a HubSpot live chat system staffed during business hours only. This created three major problems.

1. Lost leads outside business hours

Many visitors seeking debt help were browsing the website late at night (2–3 AM) when no agents were available.

"We get a lot of people worried about their debt at like 2 AM or 3 AM. We were not able to catch those people." — Archit Gupta

2. Low follow-up engagement

Visitors who filled out website forms often never returned or answered follow-up calls.

3. Limited team capacity

The team's live agents could only operate 8:30 AM–5:30 PM, leaving the majority of off-hours traffic unaddressed.

"Our agents only worked during business hours. We were basically just expecting people to fill out forms and hope they came back." — Archit Gupta

The firm needed a solution that could: engage visitors instantly, capture contact information, qualify potential clients, and book consultations automatically.

The Solution

David Sklar & Associates implemented Expertise AI, an AI-powered website agent designed to convert inbound traffic into qualified meetings. Key capabilities included:

24/7 Visitor Engagement

The AI agent interacts with visitors instantly, even outside business hours.

Automated Meeting Booking

Visitors can schedule consultations directly within the chat.

"It gave us an opportunity to book appointments directly with them for a time they pick on our calendars." — Archit Gupta

AI Playbooks for Lead Qualification

Expertise AI's Playbook system allowed the team to guide conversations, collect relevant details, and route qualified prospects.

"The playbook feature is something that I didn't even think could exist in the way Expertise built it." — Archit Gupta

Seamless HubSpot Integration

The platform was discovered directly through the HubSpot Marketplace, allowing the firm to integrate it into their existing CRM workflow quickly.

"I found Expertise AI directly in the HubSpot marketplace. The playbook functionality really stood out." — Archit Gupta

Implementation

The team worked closely with Expertise AI to configure the platform. Initial setup involved:

• Training the AI on website content
• Creating conversation playbooks
• Defining rules for compliance and messaging behavior
• Connecting calendars for consultation booking

While training required some initial effort, the system quickly became self-sustaining.

"It took some time to provide training materials at the beginning, but once it was set up, it became very easy to manage." — Archit Gupta

Over time, the AI improved as the team refined playbooks and rules.

Results

The results were immediate. Within the first months of deployment, the AI agent generated significant pipeline impact.

• Conversation → Meetings Booked: 20% of AI conversations converted into booked consultations (1 in 5 chats)
• Meeting → Client Close Rate: 24% close rate from AI-booked consultations
• Fast ROI: Within the first 6 months of deployment, the AI agent generated 9x return on investment in pipeline, driven by consultations and clients sourced directly from website conversations.

"Signing three leads would basically pay for the cost of the product. We already made our money back." — Archit Gupta

Operational Impact

Beyond revenue, the system improved how the firm handles inbound traffic:

• Capturing previously lost leads: Visitors browsing late at night can now engage immediately.
• Less manual follow-up: Instead of waiting for form submissions, the AI qualifies leads automatically.
• Calendar-based conversion: Booking meetings directly inside the conversation dramatically increased conversion rates.

Customer Feedback

Archit Gupta highlighted several aspects that stood out about the platform.

The Playbook Feature

"The playbook feature is the positive deal-breaker for us. It helped manage expectations with the bot rather than the other way around." — Archit Gupta

Continuous Product Improvements

"Most companies stop improving the product once you sign. I'm very happy to see Expertise improving the platform almost every week." — Archit Gupta

Ease of Use After Setup

"I don't have to do much around it, which is good. It just keeps booking people." — Archit Gupta

Why David Sklar & Associates Chose Expertise AI

The firm evaluated multiple tools but ultimately chose Expertise AI because of:

• HubSpot integration
• AI playbooks for conversation design
• Automated lead capture
• Calendar booking functionality
• Strong support and onboarding

"The team was very quick in reaching out. The response was almost instant."— Archit Gupta

Looking Ahead

David Sklar & Associates plans to continue expanding their use of Expertise AI.

Future capabilities like proactive live chat and intelligent conversation filtering could further improve how their team allocates time and handles inbound conversations.

"We get a lot of chats that aren't useful. Having the system filter those automatically would be extremely helpful." — Archit Gupta

Conclusion

For David Sklar & Associates, Expertise AI transformed their website from a passive information source into a 24/7 lead generation engine.

By capturing off-hours visitors, qualifying prospects, and booking consultations automatically, the firm has unlocked new revenue opportunities while reducing manual workload.

The result is a scalable system that converts website traffic into real clients.

Try it on your site

Ready to capture off-hours leads and book more consultations like David Sklar? Get started with Expertise AI today.