B2B Software Co.
Sales Automation
A B2B company increased qualified meetings by 250% with an autonomous lead qualification engine
250%
More qualified meetings
90%
Sales time on closing
The challenge
The sales team spent over 80% of their time on low-quality leads. Manual lead generation produced poor conversion rates and an unpredictable pipeline. The team was drowning in unqualified prospects, leaving almost no time for actual sales conversations.
The company sold a specialised B2B software product with a clearly defined ideal customer profile: mid-market companies in specific verticals that were undergoing rapid operational scaling, typically signalled by hiring patterns, recent funding, or new office openings. The ICP was well understood, the problem was the mechanics of finding and reaching those companies at the right moment.
The two-person sales team spent their mornings doing what they called "list work": searching LinkedIn for companies that might fit the profile, checking news feeds for funding announcements, looking at job boards for relevant hiring activity, and building spreadsheet rows for each prospect. This took three to four hours every day and produced a list of twenty to thirty prospects that were, at best, loosely qualified. The afternoon was spent on outreach, generic email templates personalised with a few manually inserted details, sent one by one.
The conversion rate on these lists was consistently below 2%. Of every fifty prospects they contacted, one would agree to a meeting. Of those meetings, fewer than half converted to opportunities. The pipeline was thin, unpredictable, and demoralising. The team could not distinguish between a month where the low conversion rate was due to bad list quality, poor timing, weak messaging, or some combination of all three, there was no visibility into what was working.
Leadership had considered hiring a third salesperson or a dedicated SDR, but the economics did not support adding headcount before the conversion rate problem was solved. More people doing the same low-efficiency process would produce proportionally more mediocre results. The constraint was not effort, it was the quality and precision of the targeting.
What we built
We built an autonomous agent that monitors job boards and news sites to find companies matching the ideal customer profile. For each prospect, the agent enriches data, researches the company, and uses an AI model to draft and send hyper-personalised outreach emails. The agent monitors the inbox for replies and classifies intent as Positive Interest, Not Interested, or More Information Needed. Only leads classified as Positive Interest are created in the CRM as hot leads.
The build started with a three-day ICP definition workshop. We worked with the sales team and leadership to document the precise firmographic and behavioural signals that predicted a good fit: industry vertical, employee count band, technology stack indicators, growth stage, and specific trigger events, Series A or B funding, a new VP of Operations hire, expansion into a new geography, or a job posting for a role that typically preceded the client's product purchase. These signals became the targeting rules for the agent.
The sourcing module runs daily, pulling data from LinkedIn Sales Navigator, Crunchbase, TechCrunch, relevant industry news feeds, and five major job boards. When a company matches the ICP criteria and exhibits one or more trigger signals, it enters the enrichment pipeline. The enrichment step adds contact data for the most relevant decision-maker at each company, pulls the company's recent news and product announcements, identifies any mutual connections or relevant shared context, and scores the opportunity on a 0-to-100 fit scale.
Personalised email sequences are generated using GPT-4 with a structured prompt that incorporates the enriched company profile, the specific trigger event that surfaced them, the product's most relevant value proposition for their vertical, and the client's established email tone and style. Each sequence runs three touches over ten days. The first email references the specific trigger event, a funding announcement, a new hire, a product launch, making the outreach feel timely and informed rather than generic.
The reply monitoring module checks the inbox every thirty minutes and classifies each response using a fine-tuned classifier. Positive Interest replies, any response indicating willingness to learn more, take a call, or discuss further, trigger immediate Slack notifications to the sales team with the full conversation context and a suggested next step. The lead is created in HubSpot as a hot deal with all enrichment data attached. Not Interested replies are logged and the sequence is paused. More Information Needed replies receive an AI-drafted follow-up that the team can send with one click.
Results
The sales team shifted from spending 80% of their time on lead generation to spending 90% on closing. Meetings with genuinely interested prospects increased by 250%. The chaotic manual process was replaced with a predictable engine delivering consistent, high-quality leads. Revenue forecasting became accurate for the first time.
The behavioural shift in the sales team was the most striking early indicator. Within two weeks of deployment, the daily "list work" block had disappeared from both reps' calendars. They described the change as going from feeling like researchers who occasionally did sales to salespeople who occasionally reviewed a dashboard. The cognitive load of lead generation, the daily grind of searching, evaluating, and manually compiling, was simply gone.
Meeting volume increased immediately. In the first month, the team booked more qualified meetings than in the previous quarter combined. The quality difference was equally significant: prospects who agreed to a meeting had already demonstrated interest through their reply and had received outreach that referenced a specific, recent event in their business. Meetings started with context already established, which shortened the discovery phase and moved deals through the pipeline faster.
The 250% increase in qualified meetings translated to a proportional increase in pipeline value. Because the agent was targeting prospects at moments of genuine organisational change, funding, expansion, new leadership, the deals it surfaced were typically higher in urgency than the cold prospects the team had previously been working. Close rates on agent-sourced leads were significantly higher than on manually generated leads had ever been.
Revenue forecasting became reliable for the first time. Because the pipeline was now fed by a consistent, predictable process rather than the variable output of two reps doing manual research, leadership could see a steady flow of new opportunities entering the top of the funnel each week. This visibility changed how the business planned headcount, pricing strategy, and growth investment. The agent continues to run autonomously, requiring only periodic review of the ICP criteria as the company's target market evolves.
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