Rohan K.

Head of Growth, Clearpath SaaS

Head of Growth, Clearpath SaaS

SaaS

Before

SDRs spending 3 hours daily manually reviewing form fills, scoring leads on gut feel, and routing them to the wrong reps.

After

An AI agent scores, enriches, and routes every inbound lead in under 60 seconds — SDRs only talk to people ready to buy.

The Problem

Clearpath's growth team was drowning in inbound leads with no reliable way to prioritise them. SDRs were manually reviewing every form fill, researching company size on LinkedIn, and making gut-feel decisions about who to call first. High-quality leads went cold while reps chased dead ends. The team needed to triple capacity without tripling headcount.

What We Built

We built an AI-powered lead qualification agent that runs the moment a form is submitted.

Enrichment — the agent pulls company size, funding stage, tech stack, and job titles from Apollo and Clearbit automatically.

Scoring — a custom GPT-4 scoring model rates each lead 1–10 based on ICP fit, intent signals, and engagement history.

Routing — leads above threshold are instantly assigned to the right SDR with a pre-written personalised opener draft.

CRM sync — all data written to HubSpot in real time so reps have full context before the first call.

Results After 45 Days

The SDR team stopped wasting time on unqualified leads entirely. Pipeline quality improved dramatically and the cost per qualified opportunity dropped by half.

  • 4x pipeline velocity

  • 90% reduction in manual lead triage

  • 3 hours saved per SDR every day

4

x

Pipeline velocity

90

%

Reduction in manual triage

3

h

Saved per SDR daily

Sarah M.

Operations Lead, NestFlow

Real Estate

Before

Property managers manually chasing lease signatures, ID checks, and move-in docs across 200 units — taking up to 2 weeks per tenant.

After

A fully automated onboarding pipeline handles document collection, ID verification, and move-in coordination in under 48 hours.

75

%

Faster onboarding

32

h

Saved per month

2

x

Reply Rate

Sarah M.

Operations Lead, NestFlow

Real Estate

Before

Property managers manually chasing lease signatures, ID checks, and move-in docs across 200 units — taking up to 2 weeks per tenant.

After

A fully automated onboarding pipeline handles document collection, ID verification, and move-in coordination in under 48 hours.

75

%

Faster onboarding

32

h

Saved per month

2

x

Reply Rate

Priya N.

Founder, Pulse Media Agency

Marketing Agency

Before

Manually pulling data from 5 platforms every week, building reports in Slides, and emailing 12 clients one by one.

After

Automated weekly reports generated and delivered to every client on schedule — no manual work, no missed sends.

20

h

Hours saved

12

x

Auto Reporting

100

%

Delivery Rate

Priya N.

Founder, Pulse Media Agency

Marketing Agency

Before

Manually pulling data from 5 platforms every week, building reports in Slides, and emailing 12 clients one by one.

After

Automated weekly reports generated and delivered to every client on schedule — no manual work, no missed sends.

20

h

Hours saved

12

x

Auto Reporting

100

%

Delivery Rate

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