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Zeus AI for Pivotal Brands: Lead.Pro Integration and WhatsApp Conversion Engine

This site summarizes the Zeus x Pivotal partnership draft for Embrace Financial Services: convert more Lead.Pro referral customers into broker appointments through an education-first WhatsApp journey, with measurable ROI from pilot to scale.

Revision 1.02 · 03/03/26 1 Month Pilot Lead.Pro Mortgage Referrals
Review Pilot Terms See Pricing

Business Objectives and Pilot Scope

Objectives

  • Capture value from Lead.Pro referrals that drop off after email.
  • Increase engagement through WhatsApp without adding headcount.
  • Maximize broker appointment requests and prove ROI.

Pilot Scope

  • Estate agency referrals where customer opted in for mortgage support.
  • Lead feed via Lead.Pro webhook (preferred) or CSV cohort.
  • Pilot launch target: 23 March 2026.

Lead.Pro Workflow Architecture

Zeus runs a managed WhatsApp journey centered on early education and clear handover to advisers when intent is confirmed.

1) Ingest

Lead.Pro referral enters Zeus via webhook or controlled CSV upload.

2) Nurture

AI sends education-first WhatsApp content: borrowing power, DIP readiness, and affordability.

3) Handover

When customer requests a broker call, Zeus emails agreed mailbox with contact context for fast booking.

View 90-Day Journey

90-Day Estate Agency Nurture Journey

Day 0

Welcome + Borrowing Power

  • Meta-compliant WhatsApp welcome message sent at lead creation.
  • 30-minute follow-up on borrowing ranges and deposit expectations.
  • CTA: optional quick broker call and DIP discussion.

Day 1

Decision in Principle Education

  • Explain DIP value for offers and seller confidence.
  • Set expectation: typical 45-minute setup.
  • CTA: book adviser slot when ready.

Week 1 to Week 2

Support + FAQs

  • Light check-in on house-hunting progress.
  • Address top three buyer questions with tailored responses.
  • CTA: request a broker call for personalized guidance.

Month 1 to Month 2

Activation + Protection Prompt

  • Mortgage-ready certificate prompt for unbooked leads.
  • Final check-in for mortgage support.
  • Introduce life/income protection at the right stage.

Expected Results Model (Estate Agency Referrals)

Model assumptions from the Lifetime Planning Exp Lead use case, applied to 1,000 leads.

1,000

Leads reached through WhatsApp nurture.

25.98%

Expected response rate (~260 responses).

13%

Expected meeting request rate (~130 meetings).

Review Proof Points

Proof and Market Validation

Mortgages First

Reported 54% engagement rate and 540+ booked meetings in a month.

Embrace Financial Services

Hard-to-reach customers requesting appointments through WhatsApp process.

The Buy-To-Let Broker

24/7 engagement advantage with AI trained to business-specific requirements.

Pivotal Group Pricing Framework

Platform

GBP 1.27

per contact per month, minimum 250 contacts.

Set Up

GBP 1,747

one-off setup including staff training.

Meta Usage

~GBP 4.50

per 100 conversations, paid directly to Meta.

Volume Pricing Tiers

  • 0 to 1,000 contacts: GBP 1.27 (0% discount)
  • 1,000 to 10,000 contacts: GBP 0.94 (24% discount)
  • 10,000 to 50,000 contacts: GBP 0.63 (51% discount)
  • 50,000 to 100,000 contacts: GBP 0.59 (54% discount)
  • 100,000+ contacts: GBP 0.54 (57% discount)

Commitment Deals

  • 12-month contract: no setup fee.
  • 24-month contract: 11% discount.
  • Contract paid in advance: 8% discount.
  • Free dashboard training for SMTs.
  • Eligibility for Zeus Customer Innovation Committee seat.

Pilot Agreement Terms (Embrace Financial Services Ltd)

Client and Pilot Terms

  • Company: Embrace Financial Services Ltd (No. 06447316)
  • Client contact: Marie Fursdon
  • Order commencement: 9 March 2026
  • Term: 1 month pilot
  • Service: Lead.Pro integration for WhatsApp outbound
  • Service agreement fee: GBP 2,800 (ex VAT)

Payment Structure

  • GBP 2,800 treated as capital expenditure and credited against lead volume.
  • First 2,800 nurtured leads included at no additional cost.
  • Invoices issued monthly by email.
  • Direct debit collection within 5 working days of invoice date.
  • GoCardless mandate required before activation.
Start Pilot Approval

Recommended Next Steps

  1. Confirm pilot franchise group (recommended: high-volume group like NHM).
  2. Approve invoice and kickoff schedule.
  3. Run technical kickoff with Zeus and Lead.Pro admin.
  4. Complete integration setup, template approval, and QA.
  5. Launch pilot and review after first 2,800 nurtured leads.

Primary outcome: convert more qualified Lead.Pro mortgage referrals into booked broker calls while producing a measurable ROI case study for wider Pivotal rollout.

Approve by Email