AI Automation
Data Enrichment
Sales Ops
B2B SaaS: 10x Lead Pipeline with AI Automation
Built an AI-powered lead enrichment and scoring system that transformed how the sales team identifies and prioritises opportunities.
Client: Mid-stage B2B SaaS•Industry: SaaS / Sales Tech
Results
10x more qualified pipeline with 80% less manual work
10x
Pipeline Increase
80%
Research Time Saved
94%
Enrichment Rate
-65%
Time to First Touch
The Challenge
What They Were Facing
The client's SDR team was spending 60% of their time on manual research—finding company info, verifying contacts, and scoring leads. This bottleneck was limiting pipeline growth and burning out their best people. They needed a way to automate the research process without sacrificing quality.
Approach
How We Tackled It
- Audited existing workflows to identify automation opportunities
- Designed a multi-source enrichment pipeline with fallback logic
- Built an AI scoring model based on historical conversion data
- Created a human-in-the-loop review system for edge cases
Solution
What We Built
- Custom enrichment pipeline integrating 4 data sources with waterfall logic
- AI-powered lead scoring using company signals and intent data
- Automated research summaries for sales reps
- CRM integration with real-time enrichment on lead creation
- Monitoring dashboard for data quality and enrichment rates
Impact
The Full Picture
- SDRs now spend time selling instead of researching
- Lead quality improved through better scoring
- Sales velocity increased with faster response times
- System processes 500+ leads daily without manual intervention
“The automation system Dan built has completely transformed our outbound process. What used to take our SDRs hours now happens automatically. Our pipeline has never been stronger.”
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