Agent Case Study · B2B SaaS
Pipeline that fills itself,
researched one prospect at a time
A B2B SaaS company selling into operations teams had two AEs, no SDR, and a founder doing outreach on Friday afternoons. We deployed our AI sales agent to run personalized, intent-based email outreach end to end — and within two months, prospecting stopped depending on anyone's spare time.
Industry
B2B SaaS (operations software)
Company size
~120 employees, 2 AEs
Region
North America
Time to live
3 weeks, supervised ramp
Client details anonymized under NDA — industry, size band, and timeline are accurate; identifying details are not shared.
Where they started
The challenge
Outbound happened in bursts: a hiring push here, a conference follow-up there, then six quiet weeks while everyone shipped product. The company had a strong offer and a referenceable customer list, but reply rates on their templated sequences had decayed below 2%, and follow-ups reliably died after the second touch.
The founder's constraint was blunt: no SDR hire this year, no generic blast tools that would burn the domain, and nothing that sounded like a robot wrote it. Every email had to survive the 'would I reply to this?' test.
The build
What we built
01ICP and intent signals
We codified their best-fit customer into explicit criteria and wired up the signals that mattered: ops-role hiring posts, trial signups going stale, and pricing-page revisits.
02Voice training
The agent learned from the founder's actual emails and two recorded sales calls — short sentences, no fluff, one concrete observation about the prospect up top.
03Deliverability first
New sending subdomain, SPF/DKIM/DMARC, a four-week volume ramp, and per-inbox caps before a single prospect email went out.
04Supervised ramp to autonomous
For the first three weeks every email needed one-tap approval in Slack. After the reply data proved out, the agent ran sequences autonomously with the CRM logging every touch.
Ninety days later
The results
Outbound now runs every weekday whether or not anyone is free. The AEs walk into meetings with the agent's research trail already in the CRM, and the founder's Friday afternoons belong to the product again. The reply-rate lift landed inside the range we publish for this agent — 2–3× — driven less by clever copy than by the boring discipline of researched openers and follow-ups that never slip.
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