Anonymized enterprise software company

Helping sales focus on better-fit inbound leads.

A sales team needed a faster way to research, score, and route inbound enquiries before reps invested time.

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AI lead qualification case-study visual — Anonymized example with operational context

Challenge

Inbound forms produced volume, but many enquiries lacked fit, context, or clear ownership. Reps spent too much time researching poor-fit leads.

Solution

We defined ICP signals, built an enrichment and scoring workflow, generated explainable notes, and designed CRM handoff rules with manual review.

Results and controls

Proof is useful when it explains the context.

These examples are anonymized where client permission is limited. The goal is to show the problem, our role, the delivery shape, and the kind of evidence we use.

3x demo-conversion improvement in the qualified workflow

Minutes to prepare lead context

Clear handoff score, reason, owner, and next action

System components

CRM rules Lead enrichment AI scoring notes Sales handoff

Controls included

No autonomous outreach by default
Score explanations
Disqualification rules
Manual override

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