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.