AI Solution + Training

Sales team automates its prospect funnel and follow-ups

A financial services sales team was losing promising prospects in the gap between first contact and follow-up.

Financial Services · Sales · Funnel Automation

Before
  • Leads tracked across spreadsheets and personal inboxes
  • Follow-ups depended on individual memory
  • Outreach messages written from scratch for every prospect
After
  • Automated lead capture, scoring, and follow-up sequences
  • Personalized outreach drafted by AI and approved by the team
  • The full pipeline visible in one place

What we did: Built an AI-driven outreach and follow-up funnel, then trained the sales team to run, adjust, and extend it on their own.

2xFollow-ups completed on time
35%More meetings booked
3 hrsSaved per rep, every week

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