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Automation B2B SaaS company 2024

Lead Qualification Pipeline

Automated the entire lead intake and qualification process for a B2B SaaS company — from form submission to sales-ready lead in under 2 minutes.

2min Lead to qualified
More leads reviewed
60% Increase in conversion

The Problem

The sales team was spending 40% of their time manually reviewing inbound leads, researching companies, and deciding who to prioritise. High-value leads were getting lost in the noise. Low-value leads were getting too much attention.

What We Built

An automated pipeline that triggers the moment a lead submits a form:

  1. Enrichment — pulls company data, LinkedIn info, funding status, tech stack from multiple sources
  2. Scoring — AI model scores the lead based on ICP fit, intent signals, and company profile
  3. Routing — high-score leads go directly to senior sales with a full brief; low-score leads enter a nurture sequence
  4. CRM update — everything synced automatically, no manual data entry

The Result

The sales team now reviews only the leads worth their time. They have better context before every call. The pipeline processes 3× more leads than before — without adding headcount.

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