Meridian Visa Partners
The engagement
The consultancy's growth had outpaced its intake process — consultants were spending hours each week answering the same eligibility questions across email, phone, and WhatsApp before a case was even qualified.
Our approach
We deployed a trained instance of The Evasion Chat across all branches, configured on their service list and eligibility criteria, and built a workflow automation layer that routed qualified leads directly into their CRM with full conversation context attached.
The outcome
Consultants now start every call with a pre-qualified, informed prospect. Routine eligibility questions are handled automatically, and the intake process is consistent across every branch for the first time.
“Pink Tree scoped this around how we actually work, not a generic template. Our consultants got their time back within the first month.”
Managing Director
