Case Studies

AI-Powered Lead Assignment Cut Response Times from Hours to Seconds — Saving Tens of Thousands in Lost Opportunities

United City Yachts is Canada’s largest yacht brokerage and has recently expanded into the U.S. With a business model similar to a real estate brokerage, the company handles high-value transactions for boats over 30 feet. Founder and COO Andre turned to Honest AI to eliminate a time-consuming, manual lead assignment process — and the results were transformational.

andre
“I have a lot of trust in you and your team… I know you’re going to do the right thing.”

Andre, Founder & COO, United City Yachts

Before

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Lead inquiries were manually reviewed and assigned by the admin or management team
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The process required 20 hours per week — often during evenings, weekends, and holidays.
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Leads came from across North America, making time zone coverage challenging.
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The team aimed for a 1-hour turnaround, but delays were common, especially after hours.
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Assigning leads accurately was complex due to regional boating terminology (e.g., “PCYC”) and non-standard input from users.
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The manual burden hurt team morale and productivity.

After

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Leads are now automatically assigned in seconds or minutes, 24/7.
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Projected to save tens of thousands of dollars in recovered opportunity costs.
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80+ admin hours per month redirected to higher-value tasks.
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Improved team morale — no more weekend or holiday shifts to manage leads.
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AI confidently handles complex inputs and regional nuances, reducing errors.
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No leads are lost — low-confidence cases are flagged for human review.

“If our previous goal was to have a lead assigned in one hour, I’m now seeing these leads getting assigned in seconds or minutes… That alone will be tens of thousands of dollars.”

— Andre, Founder & COO, United City Yachts

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The Process

Honest AI integrated an AI-powered lead assignment engine directly into the
company’s existing backend — no new tools or logins required.
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Parses incoming leads and interprets context (e.g., geographic references like “PCYC”).

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Assigns leads based on geography, intent, and other metadata.

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Provides transparent reasoning for each decision.

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Uses confidence scoring to route uncertain cases to sales managers.

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Extensive testing and fine-tuning ensured regional accuracy, avoiding issues like misassigning “London, ON” as “London, UK.”

Conclusion

By partnering with Honest AI, United City Yachts transformed a high-friction manual process into an intelligent, automated system that supports business growth. Faster lead response has already begun generating ROI, while admin time has been reclaimed for strategic initiatives. Most importantly, the team can now focus on building the business — not babysitting a CRM on weekends.
ucy case study

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