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They have helped us quickly got up to speed on the nuances of the ETF industry.
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Please describe your company and your position there.
Blue Tractor is an ETF technology services vendor. I am the Co-Founder.
For what projects/services did your company hire AI bees?
Automated Lead Generation (B2B)
How did you select this vendor?
Found them online. After a demo and review of references, we selected AI bees for an initial 3-month trial. Pricing was fair, and the promised deliverables were attractive to us.
Describe the scope of their work in detail.
Can you share any outcomes from the project that demonstrate progress or success?
We have generated 50+ leads over the past six months.
How effective was the workflow between your team and theirs?
Very effective - we have weekly calls despite multiple time zones. Also, leads are captured in a CRM that the AI bees team manages on our behalf.
What did you find most impressive about this company?
They have helped us quickly get up to speed on the nuances of the ETF industry.
Is there any area for improvement or anything that could have been done differently? What did you find most impressive or unique about this company?
Some glitches utilizing LinkedIn profiles, but those were quickly overcome by the AI bees team.
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