SmartFlow AI Pipeline
AI & Automation

SmartFlow AI Pipeline

End-to-end lead qualification system that reduced manual work by 85%.

Client
B2B SaaS Co. (confidential)
Industry
B2B SaaS
Timeline
8 weeks
Services
AI Lead Qualification · CRM Integration · Lead Routing
Challenge

The Problem

A B2B SaaS company was drowning in leads. Their sales team of 40 reps spent over 3,000 hours per month manually qualifying inbound inquiries — reading emails, scoring prospects, and routing opportunities. Conversion from lead to qualified opportunity was just 8%, and top-performing reps were burning out.

Solution

What We Did

We built an AI-powered lead qualification pipeline using NLP to analyze inbound emails, forms, and chat transcripts. A custom scoring model, trained on 18 months of historical conversion data, predicted lead quality with 92% accuracy. High-scoring leads were automatically enriched with firmographic data and routed to the appropriate rep with suggested talking points.

Our Process

DiscoveryDesignBuildLaunch

01

Discovery

Research, audit & scoping the problem space.

02

Design

Strategy, identity, and rapid prototyping.

03

Build

Engineering, integration, and quality assurance.

04

Launch

Deploy, measure, and continue to optimize.

Results

Numbers That Moved

Manual qualification time reduced by 85% (2,550 hours saved/month)
Lead-to-opportunity conversion improved from 8% to 19%
Average deal size increased by 31% (better-qualified leads)
Sales team capacity increased 3x without headcount growth
Rep satisfaction scores improved by 47%
Gallery

Selected Visuals

SmartFlow AI Pipeline — visual 1
SmartFlow AI Pipeline — visual 2
SmartFlow AI Pipeline — visual 3

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