Sando Capital
Website + AI qualification
From nothing to a centralised system: website, AI agent qualifying leads, automatic scheduling and a customer database.
Sando Capital
Financial intermediary. Connects investors with investment products suited to their profile.
The starting point
Javier Sandoval founded Sando Capital without a digital presence. No website, acquisition system or customer database. Leads arrived through WhatsApp and referrals — when they arrived at all.
Each conversation with a potential investor required a manual 20–30-minute call to understand their profile, capital, time horizon and risk tolerance. Only then did Javier know whether booking an appointment made sense.
The problem was not the product. It was that there was no system. Customer knowledge lived in Javier's head and scattered WhatsApp messages.
Centralised system
What we built
Custom website
A professional website presenting Sando Capital's services and generating leads from the first contact. Designed for first-time investors — clear, quiet, with a single CTA: book an appointment.
Scheduling with Cal.com
Integration with Cal.com so investors choose a time slot directly. Javier's calendar synchronises automatically — no double scheduling, no “does Tuesday suit you?” messages.
AI qualification agent
Before confirming the appointment, an AI agent talks with the investor. It asks about capital, time horizon, previous experience and goals. It analyses the answers and suggests the right product — or rules out the lead if they are not a good fit.
Javier receives an analysed investor record before the call. He does not waste 30 minutes on discovery — he arrives knowing what to offer.
Customer database
Every lead arriving through Cal.com or the website form is stored in a centralised database. Javier has a dashboard showing all contacts, their status (new, qualified, booked, closed), suggested product and interaction history.
Customer knowledge no longer lives in WhatsApp. It lives in the system.
From zero to a system
The website they made for Sando Capital impressed me. Then they integrated Cal.com with AI so the system itself reviews investors' needs and suggests the right product. It works as a perfect first filter.
Technologies
Is your business still without a system?
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