Case Study
Inbound Lead Pipeline for a SaaS Company
Automated inbound request vetting, lead scoring, and CRM placement — replacing a manual admin process for the head of sales.
The Problem
The head of sales was spending hours each week manually reviewing inbound requests, researching companies, scoring leads, and entering them into the CRM. High-value leads sometimes sat for days before getting routed to the right sales rep. The process was manual, slow, and inconsistent.
What I Built
An automated inbound lead pipeline that handles the entire process from request to CRM:
- Request Intake: Inbound requests captured and normalized automatically from multiple channels.
- Company Vetting: AI researches the company — size, industry, tech stack, funding — to build a complete profile.
- Lead Scoring: Custom scoring model based on the company's ideal customer profile. Each lead gets a qualified score.
- CRM Placement & Routing: Qualified leads automatically placed in the CRM and routed to the appropriate sales rep with full context.
The Result
Lead processing time
Manual admin work eliminated
Lead response time
The head of sales no longer spends time on admin work. Every inbound request is automatically vetted, scored, and placed — and the sales team gets full context on every lead before they pick up the phone.