Overview

NovaTech sells a B2B SaaS product. Their small sales team was busy, but they were losing leads. New demo requests sat in the inbox for hours. Follow‑ups were manual and slow.

They asked us to help them reply faster, book more calls, and remove the boring admin work.

Challenge

New leads often waited hours for a reply. The sales team spent too much time in the inbox and still felt behind. Follow-ups were easy to forget, and there was no clear way to see which leads were hot and which were cold.

Everyone felt busy, but the work did not turn into more booked calls. If nothing changed, they would keep losing deals to faster competitors.

Solution

We started by mapping the path from “new lead” to “booked call.” Then we built simple automations around each step. An AI inbox answered common questions right away and sent a friendly first reply to every new lead.

We scored leads based on their form answers and email behavior, and warm leads went straight to the sales calendar. Leads that were not ready yet went into clear follow-up sequences. All of this ran on top of their existing CRM and email tools, so the team did not need to change their whole stack.