Industry:
B2B Marketing Agency
Team Size:
12 employees
Location:
United States
Timeline to Live:
24 days
Services Used:
AI Sales Automation + CRM Automation
Primary Goal:
Build a consistent, scalable outbound pipeline
About the Client
A well-established B2B marketing agency delivering high-quality work for mid-market clients across the US. Their reputation was built on results and referrals but after six years of trading, the founding team recognized that referral-only growth had reached its ceiling. The business needed a proactive sales engine without the overhead of building an in-house SDR team.
The Challenge
The agency’s founders had discussed outbound sales for over a year. Every quarter, the conversation happened. Every quarter, client delivery took priority. The business had grown to a point where referrals alone could no longer sustain the revenue targets they had set — but the team had no capacity, and no clear starting point, to build a sales process on top of existing workload.
- Zero structured outbound process — all pipeline came from referrals with no predictability
- No CRM discipline, contacts scattered across email, spreadsheets, and individual inboxes
- Sales fell entirely to the founders who were already at full capacity with client delivery
- Inconsistent follow-up, interested prospects went cold because no one had bandwidth to re-engage
- No visibility into pipeline health — revenue planning based on guesswork, not data
The agency needed a sales system that ran without consuming the founders’ time — one that generated, qualified, and progressed to the point where a human conversation was needed and nothing before that.
Our Approach
We began with a two-hour discovery session covering the agency’s ideal client profile, their most successful existing client relationships, what made them different, and the conversation points that consistently resonated. This became the foundation for every piece of the system.
What We Built
A complete system from prospect identification to qualified calendar booking — built to run daily without founder involvement.
The Results
The system went live on day 24. Within the first 30 days, results were measurable across every part of the pipeline the agency previously had no visibility into.
+340%
Pipeline Growth
47
Qualified Calls — Month 1
11%
Cold-to-Call Conversion
$290K
New Pipeline Generated
“We had talked about building an outbound process for over a year. Autogility built it, launched it, and produced results in the first month. The pipeline we now have is more predictable than anything we’ve seen in six years of running this agency.”
— Founder, B2B Marketing Agency
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Ready to Build a Sales Engine That Runs Without You?
Book a strategy consultation and we’ll map out exactly what an AI-powered sales system would look like for your
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