B2B SaaSAI Agents & Automation

Inbound Lead Qualification Agent

Fixed-fee Sprint + Monthly Retainer

47%

Increase in booked demos (64 → 94/month)

The challenge

B2B SaaS getting 800+ inbound leads/month with only two SDRs able to follow up on ~200. Close rate on inbound stuck at 4.1%.

The approach

Two weeks of discovery — listened to 30 SDR calls, mapped what 'qualified' actually sounded like
Engage every inbound lead within 60 seconds across email, web chat, SMS
Run the same discovery flow a good SDR would: pain, timeline, budget, authority, fit
Qualified leads auto-booked into AE calendar with full briefing note

The build

LangGraph with branching qualification flow, tunable per ICP
Channels: web chat widget, email via Postmark inbound, SMS via Twilio
Cal.com calendar integration with round-robin AE assignment
HubSpot CRM sync with structured qualification fields
200 historical conversations replayed weekly to catch model drift
Human-in-loop: high-value ambiguous leads flagged to an SDR within 5 minutes

The results

47% increase in booked demos (64 → 94/month)
Time-to-first-touch: 6.4 hours → 47 seconds
Close rate held at 21% — same as SDR-qualified
No additional headcount
Surfaced 5 messaging gaps the team didn't know about

"The agent qualifies better than my junior SDRs because it never has a bad day. And when it doesn't know, it knows it doesn't know — and routes to a human."

— VP of Sales