The Full Story
Partner's Story
Founded in 1990, Web Geeks has evolved from a system integrator to a comprehensive digital marketing agency that has stayed at the forefront of technology for over three decades. As their retail clients sought e-commerce solutions, Web Geeks expanded into digital marketing, helping businesses increase their visibility and drive sales through strategic online presence.
With the rise of AI, Web Geeks recognized a transformative opportunity. As Lorne Shantz, CEO and "Big Kahuna" at Web Geeks explains, "AI is disrupting marketing and sales in a very big way. Our clients struggle to understand the application of this technology to their business." This insight led to the launch of Aloha AI, a new company focused on AI-driven sales solutions.
As a long-standing business with deep client relationships, Web Geeks needed partnership opportunities that would allow them to bring cutting-edge AI technology to their clients without having to develop all the expertise in-house. "Sometimes it's enough just doing what you already know, what you're doing well," says Shantz. "The partnership relationship with PipeRich allows us to introduce some really excellent services to our clients without our team having to become the big AI expert."
Layering AI into Engagements with Existing Clients
For Web Geeks and their clients, the challenges of lead generation were multilayered. Small and mid-sized organizations in the building and construction sectors needed advanced technologies that were previously only available to large enterprises. They were spending significant time and resources on outreach that often yielded poor results.
"The premium that we have that we're trying to leverage is time," explains Shantz. "And by not having to hire a lot of junior people, we're able as senior people to focus on having quality conversations. So, our time is respected, and the result of that investment of time is a powerful ROI."
Before implementing PipeRich's solutions, clients faced several key problems:
- Inefficient Targeting: Traditional methods lacked precision in identifying the right prospects
- Time Waste: Sales teams spent hours reaching out to unqualified leads
- Scaling Difficulties: Growth was limited by the manual nature of sales prospecting
- Missed Opportunities: Without AI-powered insights, potential high-value clients were overlooked
As Shantz notes, "High profile opportunities were slipping through the cracks - big companies, big names, and big founders that we wanted to be talking to were ending up lost."
Our Solution in Action
The implementation of PipeRich's AI sales workers begins with a deep understanding of the client's offerings and target market. "We identify our offer, we identify not only the industry but the geography of where we want to target," explains Shantz. "We allow PipeRich to start developing the scripting and identifying the people to reach out to."
This collaborative process ensures that the outreach is highly targeted and relevant. For example, when working with one of their trades industry clients, Web Geeks and PipeRich:
- Isolated a specific market niche in the building trades sector
- Defined geographic targeting parameters
- Developed customized outreach messaging that resonated with the audience
- Implemented AI-powered outreach to connect with decision-makers
- Established a seamless handoff process from AI-qualified lead to human sales representative
- Established an automated CRM integration that fed qualified leads into automated workflows inside Web Geeks proprietary AI lead nurturing platform
The implementation is rapid, with Shantz noting, "We start producing results within days." This quick time-to-value is critical for clients in competitive industries who can't afford long setup times for new sales initiatives.
PipeRich's hands-on approach to partnership has been essential to successful implementation. "They came alongside us and were able, in a very competent and mature way, to interact with our customers and build trust with them as well," says Shantz.
How Our Partner's Clients Use PipeRich
Web Geeks' clients utilize PipeRich's AI sales agents in various ways depending on their specific needs:
For Direct Sales Generation
In the trades and construction sectors, clients use the system to expand beyond their local markets. The AI agents identify and connect with potential buyers in new geographic areas, creating a steady stream of qualified leads that would be impossible to generate manually.
"We've been able to start generating sales leads directly with buyers who have expressed an interest in what we're having to offer," says Shantz. "And that has resulted in some really good sales opportunities for us."
For Recruitment
An electrical contractor client faced significant challenges in attracting qualified electricians. Using PipeRich's AI agents, they were able to target and engage with experienced professionals who might be open to new opportunities.
"Instead of getting a whole pile of resumes that they had to get on the phone, start dialing, and waste a lot of time, they've been able to really target in on people that would be a good fit and are in the market for a change," explains Shantz. "The time that they're investing is quality time, and it's resulting in great prospects for their organization."
For Brokerage Growth
A mortgage company client utilized the platform not only for finding mortgage prospects but also for recruiting mortgage agents to help build their brokerage.
"Using the LinkedIn outreach and combining that with PipeRich's AI capabilities, we were able to segment the potential market really well," says Shantz. "His growth has been, I would say, explosive over the last five or six months, and a large contributor to that success has been PipeRich."
Impact and Results
The partnership between Web Geeks and PipeRich has delivered substantial impact across multiple dimensions:
For Web Geeks and Aloha AI
The partnership has enabled Web Geeks to expand their service offerings without having to develop specialized AI expertise internally. This has become particularly important as they launch their SaaS platform, Aloha AI.
"I'm really excited about experiencing PipeRich's involvement in the rapid growth of our subscription-based business," says Shantz. The relationship has helped Web Geeks differentiate themselves in a competitive market by offering cutting-edge AI solutions.
For Clients
The results for clients have been transformative:
- Mortgage Brokerage: "His growth has been explosive over the last five or six months, and a large contributor to that success has been PipeRich."
- Electrical Contractor: Successfully identifying and recruiting qualified electricians, with the "time that they're investing is quality time and it's resulting in great prospects for their organization."
- Trade Services: Generated sales leads "directly with buyers who have expressed an interest in what we're having to offer."
Unique Value Proposition
What sets PipeRich apart, according to Shantz, is the intelligent approach to lead generation: "The way PipeRich has done it is they've, instead of just going to a list of contacts that you could purchase from a list broker, they're using AI to really understand the opportunity that's being offered by the client."
This results in more qualified leads and more efficient use of resources: "Our client’s not having to waste a lot of time talking to people that aren't interested or were just contacted out of the blue. No, he's talking to people that already expressed interest. And so those conversations that he's having are valuable and worth a lot to him."
Partner Testimonial
"I differentiate PipeRich from some of the other AI offerings that are out there. What's blowing me away is their maturity in terms of business understanding and interactivity, how they interact with people, and also obviously the technological side of things. I think they provide a wonderful package - the people as well as the technology. I've been able to trust Jeff and his team with our clients, whether I'm on the call or not, and know that they're being handled with the utmost care and that the relationship I have with the client is being respected and protected. I think that is critical for developing a strong, ongoing relationship that produces results for the vendor, referral partner, and our client."
- Lorne Shantz, CEO and Big Kahuna, Web Geeks & Aloha AI