Professional Services · Customer story
First replies in under three minutes and 3.4x conversion for a B2B sales team
Automated the inbound lead path, from capture and enrichment through AI qualification, CRM sync, follow-up and meeting booking, for a team handling leads from many sources by hand.
- Client
- B2B sales team
- Industry
- Professional Services
- What we built
- Lead enrichment and sales automation
- Built with
- n8n, OpenAI, Apollo, Clearbit
Measured after go-live
- 90%less manual CRM entry
Fields entered by hand, before and after.
- <3 minaverage first reply
Time from lead arriving to first personalised reply.
- 3.4xconversion rate
Lead to qualified meeting, with 40% more qualified calls booked.
A B2B sales team handled leads from forms, email and social messages by hand. SBD built one capture layer with enrichment, AI qualification against the ideal customer profile, CRM sync, follow-up and booking. Manual CRM entry fell by 90%, first replies arrived in under three minutes, and conversion rose 3.4x.
What changed for the team
- Leads from forms, email and social handled by handAfter: Every source captured in one place
- Replies sent when someone noticedAfter: First reply in under three minutes
- No consistent qualificationAfter: Every lead scored against the profile
- CRM accurate only when someone rememberedAfter: CRM written by the system, with call notes synced back
How it was built
- One capture layer
Forms, email replies and social responses captured through webhooks and inbox polling.
- Enrich and qualify
Each lead enriched from public data and scored by an AI step against the ideal customer profile, with likely objections noted.
- Act
Qualified leads written to the CRM, follow-up tasks weighted by value, a personalised first email sent, and a meeting link offered.
- Close the loop
Call summaries synced back to the CRM and Slack.
What runs now
Each workflow, the event that starts it, and what it does.
-
Lead capture
WhenA lead arrives from any source
ThenCaptured, deduplicated and enriched
-
AI qualification
WhenA lead is enriched
ThenScored against the profile, objections predicted
-
First reply and booking
WhenA lead qualifies
ThenPersonal email sent, meeting link offered, CRM updated
-
Call summary sync
WhenA call ends
ThenSummary written to the CRM and posted to Slack
Tools used
Every account was created in the client's name.
What made it work
Putting qualification before the human. Reps only saw leads that fit, with the context already attached.
What comes next
- Proposals drafted from the lead's industry and past wins
- Churned and converted leads classified automatically
- Re-engagement for leads that go quiet after seven days
Related solutions
- Function
Sales and RevOps
Each lead gets a first reply in under five minutes, calls and emails are logged on the CRM record without typing, and won deals reach delivery with the details attached.
- Industry
Consulting and agencies
A signed proposal starts onboarding, reports are drafted from the tools that hold the data, and proposals come from a price book, so consultants spend the hours on client work.
- Industry
SaaS
We connect product usage, billing, the CRM and support, so stalled trials get a nudge, failed payments are chased, and support sees the account on the ticket.
Projects like this start with an audit
The audit takes one to two weeks. We map the work your team still does by hand, put an hours-a-week figure on each piece, and give you a costed blueprint in order of payback. The $500 is credited in full to the build.
- Week 1 to 2Audit with the people who do the work.
- Week 3Blueprint, with a fixed scope and price and the first build chosen by payback.
- Week 4 onTwo-week sprints, working software every second Friday.
- After go-liveSixty days of hypercare. Accounts and code in your name.
More customer stories
