A growth agency · B2B services
Stopped manual lead triage from eating the whole morning.
Leads were coming in from too many places, getting reviewed by hand, and moving far too slowly for a team that sold speed.
Timeline: 18 days
-91%
Triage time
8x faster
Response speed
+37%
Qualified calls
Implementation
- Normalized inbound across forms, email, and DMs.
- Added AI summaries, enrichment, and routing.
- Split leads into booked, nurture, and non-fit paths.
Stack
HubSpotOpenAIClayn8nCalendly
“The best part was not the automation. It was finally knowing every lead went somewhere sensible.”