-80%research time per lead
92%field accuracy in review
+faster sales follow-up
The Client
A B2B research firm, based in Boston, MA, operating in the professional services & consulting sector.
The Challenge
Analysts manually researched each inbound lead.
Our Solution
- AI agent to research companies from public sources
- CRM field updates with human review
- Logging and guardrails
- Accuracy evaluation set
The Results
- -80% research time per lead
- 92% field accuracy in review
- + faster sales follow-up
Services Used
AI Agent Development · AI Automation
Client identity withheld. This anonymized case study is an illustrative example of our approach; figures are examples and results vary by business, market and budget.
