AI Workflow Automation
A sales intelligence agent that gave a 14-person sales team back its mornings
Regional staffing firm · 120 employees
The situation
The sales team opened each day with manual research: news checks, hiring-signal scans across job boards, CRM history reconstruction, and a hand-written call plan. Quality varied by rep, and the best researchers were also the ones making the fewest calls.
What was built
A monitored signal pipeline over job postings, funding events, and leadership changes for the named account list; an AI briefing layer that assembles a one-page pre-call brief from CRM history plus current signals; and routing that surfaces accounts to reps by signal strength rather than alphabetically.
The result
- Research time per rep down from ~9 hours/week to under 2
- Outbound conversations per rep up 41% in the first quarter
- Pre-call brief coverage on 96% of first meetings, from an estimated 30%