Case study: Consultation, appointment setter and lead generation chatbot for financial, tax and immigration services

nomad offshore academy

How a Custom Chatbot Transformed Lead Generation for Nomad Offshore Academy

In today’s fast-paced digital landscape, businesses are constantly seeking innovative ways to streamline operations, enhance customer experiences, and drive growth.

Nomad Offshore Academy, a leading provider of offshore consulting, company incorporation, and tax services, recognised the immense potential of leveraging artificial intelligence (AI) to achieve these objectives.

That’s when they partnered with our AI automation and chatbot agency to develop a cutting-edge, custom chatbot solution.

The Challenge

Marco Vera, the visionary entrepreneur behind Nomad Offshore Academy, faced a common hurdle: providing round-the-clock support and nurturing leads effectively while scaling his business.

With a global clientele seeking expert guidance on intricate financial matters, Nomad Offshore Academy required a solution that could cater to diverse inquiries, recommend tailored services, and foster meaningful connections with prospects.

Key characteristics of the assistant they needed:

  • Voice or text activation
  • Multilingual agent as the audience is global
  • Assistant handling the support on their website, FB page, Instagram page and Telegram chat
  • Appointment booking features
  • Specific flows or conversations needed to trigger on specific pages
  • Accurate tax, visa, company incorporation answers based on data and documents provided
  • Payment collection features (currently being integrated)

Our Solution

After an in-depth consultation with Marco and his team, our agency crafted a powerful, AI-driven chatbot tailored to Nomad Offshore Academy’s unique needs. This intelligent virtual assistant was designed to:

  1. Offer 24/7 Support: The chatbot ensures visitors receive prompt assistance, answering common queries, and providing valuable insights into Nomad Offshore Academy’s offerings.
  2. Streamline Lead Generation: Through contextual conversations, the chatbot qualifies prospects, recommends relevant services (tax planning, company formation, consultations), and seamlessly guides them through the sales funnel.
  3. Sales Agent: The chatbot engage visitors on targeted pages, starts a conversation and sells the Nomad Offshore Academy course on autopilot
  4. Deliver Personalised Tips: Leveraging advanced natural language processing, the chatbot offers personalized tips and advice based on the user’s specific circumstances, fostering trust and credibility.
  5. Monetise through Affiliate Marketing: Integrated with affiliate offers, the chatbot strategically recommends relevant third-party services, creating an additional revenue stream for Nomad Offshore Academy.
voiceflow chartflow nomad offshore
For this project, we have used Voiceflow for the front-end and Flowise for the Vector database and the back-end components

The Implementation

Our team worked closely with Nomad Offshore Academy to create the perfect conversation chartflow for their needs. We then meticulously trained the chatbot and optimised its knowledge base, ensuring it could comprehend and respond to a wide range of inquiries with human-like accuracy.

We also integrated the chatbot seamlessly with Nomad Offshore Academy’s website and existing systems, such as their Calendly booking system, enabling real-time data synchronization and a cohesive user experience.

The Results

Since implementing our custom chatbot solution, Nomad Offshore Academy has witnessed remarkable results:

  1. Increased Lead Generation: The chatbot’s targeted recommendations and personalized conversations have significantly boosted lead generation, with a 28% increase in qualified prospects.
  2. Improved Customer Satisfaction: 24/7 availability and instantaneous responses have enhanced customer satisfaction, resulting in a 47% reduction in response times.
  3. Elevated Conversions: By guiding prospects through the sales funnel, the chatbot has contributed to a 28% increase in service bookings and 13% in course enrollments.
  4. Diversified Revenue Streams: Affiliate marketing integrations have unlocked a new revenue stream, with a 15% increase in affiliate commissions within the first 3 months.
nomad offshore chatbot
Welcome chat
us llc creation
Company incorporation services carousel
calendly booking
Calendly booking feature


“We required a solution that could effortlessly guide visitors through booking our consulting, incorporation, and tax services, while also promoting our courses and addressing complex technical queries. The AI needed to be accessible across multiple platforms and support voice activation.

The team at AI Chatbots not only met our expectations but exceeded them dramatically. Their AI solution is remarkably dynamic, providing natural, unscripted responses that adapt to each interaction. It expertly handles sales inquiries for our services and courses, manages appointment bookings 24/7, and offers accurate technical support in multiple languages.

The impact on our business has been transformative. We’ve seen increased engagement, improved customer satisfaction, and a significant boost in bookings” – Marco Vera, Founder of Nomad Offshore Academy

We are still working with this client as our team is implementing a translation feature inside their bot, allowing them to automatically translate the content in the desired language of their users based on their IP address!

Nomad Offshore Academy’s success story exemplifies the transformative power of AI and the value of partnering with a specialized chatbot agency. This is the kind of project we love working on!

By embracing cutting-edge technology and tailoring solutions to their unique requirements, businesses like Nomad Offshore Academy can unlock new levels of efficiency, customer engagement, and revenue growth.

As AI continues to evolve, the possibilities for innovation are endless, and our agency remains committed to delivering future-proof solutions that drive businesses forward.

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