Industry:
B2B Marketing Agency
Team Size:
12 employees
Location:
United States
Timeline to Live:
24 days
Services Used:
Custom AI Agents + AI Sales Automation
Primary Goal:
Build automated top-of-funnel activity without consuming founder time
About the Client
A 12-person B2B marketing agency with no outbound sales infrastructure and a pipeline dependent entirely on referrals. The founding team had the strategic ability to close high-value accounts but no capacity to build and run the top-of-funnel research and outreach activity those conversations required.
The Challenge
The agency’s founders were skilled at selling — but only had sales conversations when they found the time to generate them, which wasn’t often. Prospect research, list building, and outreach personalization were all manual activities that competed with client delivery for the same limited hours. The result was a pipeline that was either feast or famine — with no system creating consistent activity.
- No systematic prospect research or list building — sourcing done ad hoc when founders found time
- Outreach personalization taking 15–20 minutes per prospect — limiting total outreach volume severely
- No consistent outreach cadence — sequences started and abandoned as client work took priority
- Qualified leads receiving inconsistent follow-up — opportunities lost between touchpoints
- CRM empty — no record of who had been contacted, when, or what was said
The agency needed top-of-funnel activity — research, list building, personalization, outreach — to run continuously without consuming any founder time until a prospect was qualified and ready for a real conversation.
Our Approach
We built the custom AI agent specifically around the agency’s ICP, their service offer, and the signals that historically indicated a strong prospect fit. The agent was scoped to handle everything from prospect identification through to a personalized first message — with all activity logged automatically.
What We Built
A custom AI top-of-funnel system — research, enrichment, personalized outreach, and qualification — running continuously without founder involvement until a meeting was booked.
The Results
System live in 24 days. Pipeline activity immediate from the first week. Results measured at the 30-day mark.
+340%
Pipeline Growth
47
Qualified Calls
11%
Cold-to-Call Rate
0hrs
Founder Prospecting Time
“We always knew what good outbound looked like — we just never had the hours to do it properly. The agent runs the top of funnel. We run the conversations. It’s the division of labor we always wanted.”
— Co-Founder, B2B Marketing Agency
Related Case Studies
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An AI Research Agent That Does the Work of Two Full-Time Sourcers — Continuously
WHAT & HOW WE AUTOMATED:
A national recruitment firm with recruiters spending 40–50% of every week on manual candidate research and outreach personalization. After deploying a custom AI research agent, sourcing capacity doubled and outreach response rates improved by 65%.
Leading B2B Marketing Agency — 12-Person Team
From Referral-Only Pipeline to a Fully Automated Outbound Engine
WHAT & HOW WE AUTOMATED:
What & How We Automated: Built an end-to-end AI outbound system — prospect research, personalized email sequences, AI voice qualifier for initial calls, and CRM workflow routing warm leads to a human closer with full context loaded.
Let AI Handle the Research. Let Your Team Handle the Relationships.
Book a consultation and we’ll design a custom AI agent for your specific top-of-funnel
challenge — research, outreach, qualification, or all three.
Custom agents are scoped, built, and tested specifically for your business. No generic templates.
