We knew the leads were solid. The issue wasn’t the audience — it was what happened after they entered the funnel.
We were generating qualified leads — plenty of them. But the conversion rate from SQL (sales-qualified lead) to closed deals was stuck at 6%.
The sales process was too slow, too complex, and full of drop-off points. We were losing people before they even got close to a decision.
The problem: Leads were coming in, but deals weren’t closing
What we changed: streamlined everything
We took a hard look at the funnel and asked one question: Where are we making it hard for people to move forward?
We simplified every step and automated where it made sense.
Step 1: Video demo & fast follow-up
Instead of waiting days to respond, every lead now got a message within 5 minutes of entering the funnel.
Step 3: Smart handoff to human sales assistant
The combo of automation + real human support made everything faster, smoother, and more personal.
From there, our human sales assistant stepped in — not to repeat what the AI had done, but to guide them through final questions, clarify details, and help them make the decision.
Once the proposal was sent, the lead moved to the Opportunity stage.
This meant leads showed up informed — we didn’t have to waste the call explaining basics.
- A short video demo they could watch right away
- A link to book a meeting when they were ready
Step 2: Personalized proposals, every time
How? We used an AI assistant to take notes during calls and capture key pain points and goals. Proposals were built based on what the lead actually said, not what we thought they needed.
After the first meeting, we stopped sending generic offers. Every proposal was custom — tailored to that lead’s specific needs and context.
Automation didn’t replace the sales team — it freed them up to actually sell.
- Conversion rate (SQL → sale): went from 6% to 27%
- Sales team workload: dropped — fewer manual tasks, more focus on high-value actions
- Client experience: improved — less waiting, more clarity, more relevance