Case Study
How We Automated Our Own Sales Pipeline
Before selling AI automation to clients, we built it for ourselves. Here's exactly how it works.

The Problem
Running a consultancy means constantly filling the pipeline. But the work required to find, research, and reach out to prospects was eating hours every week — time that should have gone to actual client work.
The manual process looked like this: search LinkedIn for potential fits, research each company (news, job postings, tech stack), write personalized outreach, track responses, follow up. For every 50 prospects, maybe 5 would respond. That's a lot of effort for a 10% response rate.
The Solution
We built an autonomous agent system that handles the entire pipeline from prospect identification to outreach drafting. The key insight: automate the research and prep work, but keep humans in control of every customer-facing action.
The Agent Fleet
Five specialized agents, each with a single job:
- Prospector: Finds potential fits from LinkedIn, job boards, and databases
- Hygiene: Scores prospects on 8 ICP dimensions, assigns priority tiers
- Researcher: Deep-dives on high-priority prospects — news, hiring patterns, tech stack
- Outreach: Drafts personalized email sequences based on research
- Orchestrator: Coordinates handoffs between agents, monitors health
Human Control Points
The system is autonomous but not unsupervised. Every customer-facing email requires explicit human approval before sending. We can override any agent decision. There's a kill switch for any agent that misbehaves. Full audit trail for everything.
The Results
What We Learned
Start with the constraint, not the capability. We didn't build this because AI is cool. We built it because manual prospecting was the bottleneck. The technology serves the business need, not the other way around.
Human oversight isn't a limitation — it's a feature. The approval step catches mistakes, maintains quality, and builds trust. We've never regretted having a human in the loop.
The boring parts matter most. Agent coordination, state management, error handling — these aren't glamorous, but they're what makes the system reliable. A demo that works once is easy. A system that runs every day is hard.
Want Something Similar?
We build the same agent architecture for clients, customized to their workflows and data. If you're spending hours on repetitive research, qualification, or outreach prep, there's probably a better way.
Ready to automate your pipeline?
Let's talk about what this could look like for your business.
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