Too much sales time was being spent finding leads instead of progressing them.
Manual prospecting consumed hours of research while mass outreach created low-quality contacts receiving obviously generic messages. The goal was not simply more leads, but better leads and better reasons to contact them.
What we implemented
We used AI to make prospecting more selective. Potential customers are researched against a defined ideal-customer profile, their business and likely needs assessed, and useful context gathered before correspondence is prepared.
- Define and refine an ideal customer profile
- Research organisations and relevant public business information
- Assess likely fit and prioritise stronger opportunities
- Identify potential needs and conversation points
- Prepare prospect-specific correspondence
- Give sales staff a concise research summary
- Automate relevant follow-up workflows
About this case study: Client-identifying information has been removed, but the workflow and business problem described are based on previous project work.