01 · The challenge
What was holding the business back
The client's sales team spent most of the week on manual prospecting: building lists, researching accounts, writing first-touch emails and chasing follow-ups. Senior reps had little time left for actual conversations.
Outreach quality varied by rep, follow-ups were missed and the CRM was always out of date, so leadership had no reliable view of the pipeline.
- Hours of manual research per account
- Generic, inconsistent outreach
- Missed follow-ups and stale CRM data
- No visibility into what actually converted
02 · Our solution
How we solved it
We built a team of specialist AI agents orchestrated as one autonomous sales system. A research agent enriches each account from public sources and the CRM, a writing agent drafts personalized multi-step sequences in the company's voice, and an inbox agent classifies replies, answers common questions and proposes meeting times.
Every send runs through guardrails and rate limits, high-value accounts require human approval, and all activity is logged back to the CRM automatically so reps start each day with a clean, prioritized pipeline.
03 · What we built
Key capabilities
Account research agent
Builds a brief on every prospect: company signals, role, recent news and likely priorities.
Personalized sequences
Drafts multi-touch email and LinkedIn messages tailored to each persona and trigger.
Reply handling
Classifies replies, handles objections and FAQs, and hands warm leads to reps.
Meeting booking
Offers times and books qualified meetings directly into reps' calendars.
CRM autopilot
Logs every touch, updates stages and keeps contact data clean without manual entry.
Human-in-the-loop controls
Approval queues, send limits and full audit trails for every agent action.
04 · The outcome
What changed for the client
- Reps focus on conversations instead of list-building
- Consistent, on-brand outreach at scale
- Every reply answered and every follow-up sent on time
- A CRM that is always current, with clear pipeline visibility
