Case study
Sales automation
An agent squad runsthe top of thesales pipeline
QualistA needed a repeatable way to find companies hiring test engineers, reach the right decision-makers and keep follow-ups moving — without adding headcount to the sales team. The answer was a squad of specialist agents that owns everything up to the conversation.
- Client
- QualistA
- Surface
- LinkedIn · sales sheet
- Model
- Orchestrated agent squad
- Status
- In use
The challenge
04
Manual prospecting was the bottleneck. Every qualified conversation began with the same research, and that work was the first thing to slip when the team got busy.
- Time-consuming to do properly
- Difficult to perform consistently
- Easy to lose track of a lead mid-sequence
- Dependent on repeated administrative work
The squad
05
Five specialist agents rather than one general-purpose assistant, each owning a single stage. An orchestrator assigns the work and hands each lead down the line.
- 01ResearchFinds companies with relevant hiring or testing needs.
- 02SourcingIdentifies the decision-makers inside each company.
- 03CopyDrafts the personalised outreach for each contact.
- 04OutreachRuns the day 0, 3 and 8 cadence and stops the moment someone replies.
- 05PipelineKeeps every lead in one sheet and raises what needs a person.
What the squad does
07
Seven steps across five agents. The last two are what make it safe to leave running.
- 01Identifies companies with relevant hiring or testing needs
- 02Finds the suitable decision-makers inside them
- 03Prepares personalised LinkedIn outreach
- 04Tracks every lead in a central sales sheet
- 05Sends a structured three-message sequence on day 0, day 3 and day 8
- 06Stops automatically as soon as a prospect replies
- 07Notifies the business when a human is needed
The cadence
02
Three messages on a fixed clock. The reply branch is the part that matters — the moment a prospect answers, the sequence ends and a person takes over.
- Scheduled send
- Reply ends the sequence
Expected benefits
06
What the business expects the agent to change. These are projections from the process it replaces, not measured results — the measures below are what will confirm them.
- More qualified prospects contacted
- Faster lead research and preparation
- Consistent follow-up, every time
- Fewer missed opportunities
- Lower cost per qualified conversation
- More time for demos, proposals and closing
What gets measured
08
The figures that decide whether the agent is working, tracked from the first week.
- 01Qualified leads identified
- 02Prospects contacted
- 03Response rate
- 04Positive-response rate
- 05Meetings generated
- 06Cost per meeting
- 07Pipeline value created
- 08Deals closed
How it is offered
03
The same build can be offered to other B2B companies in three parts:
- A one-time implementation fee
- A monthly management and maintenance subscription
- An optional performance-based fee for qualified meetings
In short
03
The squad does the researchpeople do the closing
01
Prospecting moved from a repetitive manual activity to a controlled, AI-assisted process.
02
The squad handles research, organisation and follow-up. It does not replace the sales team.
03
Every lead sits in one sheet, so nothing is dropped between messages.
The squad gives QualistA a repeatable sales process without a full-time sales-development hire. It is deliberately limited to the part of the work that is mechanical — research, organisation and follow-up — so that the team spends its time on demos, proposals and closing.