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Automated prospecting: find and follow up your future clients

Less repetitive work for your sales teams, more qualified appointments.

Prospecting takes a lot of time: finding the right contacts, following up, recording answers, setting appointments. Much of this work can be automated, as long as people and the law are respected. LYL Software Sàrl sets up prospecting workflows that run continuously and leave your teams to focus on what matters most: the relationship.

What we automate

  • Capturing enquiries from your advertising campaigns, your website and your forms.
  • Qualifying contacts according to your criteria, with proof of consent stored.
  • Follow-ups by email or SMS to people who have agreed to them, at the right time and in their language.
  • Call-backs and appointment booking by an AI voice agent that introduces itself as a virtual assistant and transfers to a human when needed.
  • Dashboards: number of enquiries, appointments, conversion rate per channel. See data integration.

Prospecting without spamming

In Switzerland, the UCA (Swiss Federal Act against Unfair Competition) governs advertising by email, SMS and telephone: prior consent for mass mailings, a clearly identified sender, easy unsubscribing, and respect for people who refuse advertising. The nFADP adds requirements for transparency and security. In health insurance, cold calling has been banned since September 2024. We build processes that follow these rules: they protect your reputation and deliver better results.

Examples

  • A broker receives enquiries from TikTok: each contact is called back within minutes, qualified, then given an appointment in the right adviser's calendar.
  • A B2B SME automatically follows up with contacts met at a trade fair who agreed to be contacted again.
  • A fiduciary sends its clients a personalised reminder before each deadline.

How we work

We map your current sales process with you, identify the steps to automate, then set up a first workflow within a few weeks. You stay in control of the messages, the criteria and the data.

Frequently asked questions

Is email prospecting allowed in Switzerland?

Sending mass advertising by email or SMS generally requires the recipient's prior consent, with the sender clearly identified and a simple way to unsubscribe (UCA, Swiss Federal Act against Unfair Competition). We design processes that follow these rules.

Can you call prospects with a voice agent?

Yes, to call back people who have made an enquiry or given their consent. We do not make unsolicited calls to people who have refused them, in particular those marked with an asterisk in the telephone directory.

How are contacts qualified?

According to criteria defined with you: stated need, region, language, urgency. The most promising contacts are called back first and passed on to the right person in your team.

Further reading