Case study · From the Pluris libraryReceipt no. 9505
What sucked
TaxTaker needed expert involvement for every prospect just to assess basic eligibility, prospects couldn't self-serve complex IRS language, and onboarding capacity was bottlenecked by limited expert availability.
What they built
PressW built TaxTaker an AI prequalification chatbot trained on the IRS R&D tax credit code, TaxTaker's own qualification process and sample sales conversations. It integrates with the Gusto API so prospects receive personalized eligibility results inside the conversation, with flow techniques that keep continuity across the sequence.
What changed
30% Less Time on Unqualified Prospects
The team spent 30% less time dealing with prospects who were not qualified.
~10% Higher Close Rate
The close rate rose about 10% after launch.
Trained on IRS Code + Gusto
The bot draws on IRS R&D code and integrates with Gusto for live eligibility results.
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