Problems we solved
- Slow manual triage of inbound leads and territory routing.
- Generic outbound follow-ups with low conversion.
- Risk of off-policy messaging without approvals or logs.
What we built
AI scoring: Uses firmographics, intent, product fit, and behavior signals.
Routing: Territories, segments, and round-robin with SLAs.
Outreach: Personalized sequences with safety prompts and refusal rules.
Approvals & logs: Human-in-loop for offers; full audit trail.
Stack
- HubSpot/Salesforce, Clearbit enrichment, n8n/Make, email/SMS.
- Vector retrieval for product/ICP language; safety and logging layers.
Outcomes
- 3x faster speed to lead.
- 22% uplift in MQL-to-SQL conversion.
- Zero policy violations with approvals and auditability.
Qualify and route leads automatically, with governance built in.
FAQ
Does this work with my CRM?
Yes - HubSpot, Salesforce, and custom CRMs via API.
How do you handle PII?
Redaction, encryption, and least-privilege API scopes.
What about international compliance?
Consent-aware sequencing; respect opt-outs and regional rules.
How fast to launch?
2–4 weeks for core flows; iterative tuning by segment.