B2B sales agency · Outbound engine
Rebuilt the outbound engine on Claude
The setup
A B2B sales agency was running outbound the hard way — manual prospect research, copy-paste outreach, scattered CRM notes, calls summarized from memory the next day. The owner was the bottleneck on every single conversation.
What we built
- AI-powered CRM with auto lead scoringHighest-fit prospects surfaced at the top every morning. No manual triage.
- AI outreach in the owner's voicePersonalized per prospect, referencing something specific about each company. No "just bumping this."
- LLM call & email summariesEvery call turned into a clean follow-up email and a CRM update inside 60 seconds of hanging up.
- Weekly auto-generated pipeline briefEvery Monday morning: deals that moved, deals that stalled, what to prioritize this week.
The outcome
Lead-to-close conversion meaningfully lifted. The owner stopped being the admin bottleneck. Pipeline visibility went from "in his head" to "in HubSpot, refreshed daily."
