AutomateIQ
Case Studies Lead Qualification
B2B SaaS

From 40 to 150+ Qualified Leads/Month — With Zero Extra Headcount

How TechFlow Solutions automated lead qualification with AI, cut cost-per-lead by 86%, and hit 340% ROI in just 3 months.

340%

ROI in 3 Months

3.75×

More Leads Qualified

86%

Lower Cost-Per-Lead

18 hrs

Saved Every Week

About TechFlow Solutions

TechFlow Solutions is a B2B SaaS startup offering a project-management platform aimed at mid-market construction and field-services companies. With a growing inbound pipeline fuelled by content marketing and paid ads, the sales team was spending more time triaging leads than actually selling.

At 40–50 inbound requests per month, manual screening was already painful. With a growth target of 150+ leads per month, the process was about to break entirely.

Client

TechFlow Solutions (sample)

Industry

B2B SaaS

Company Size

22 employees

Service

AI Lead Qualification Agent

Timeline

2 weeks build · Live in week 3

Integrations

HubSpot CRM · Slack · Gmail

The Problem

TechFlow's two Sales Development Representatives (SDRs) were spending 10 hours each per week — 20 hours total — manually screening inbound leads. Each lead required:

  • Checking company size and industry against ICP criteria
  • Verifying budget signals from the form submission
  • Cross-referencing LinkedIn to confirm seniority
  • Scoring and entering the lead into HubSpot manually
  • Writing a personalised first-touch email from scratch

20 hrs/wk

wasted on manual lead triage

22%

lead-to-meeting conversion rate

$85

cost per qualified lead

"We had good inbound traffic but our SDRs were buried in admin. Half their day was just sorting through leads — and we were still missing good ones or calling bad fits."

The Solution

AutomateIQ built a custom AI lead-qualification agent that integrates directly with TechFlow's existing HubSpot CRM and Typeform lead-capture forms. Every new inbound lead is evaluated automatically — no human required for routine scoring.

1

Capture & Enrich

Every form submission triggers the agent. It pulls company data from Clearbit, verifies LinkedIn job title, and cross-checks industry against TechFlow's ICP definition — in under 3 seconds.

2

Score & Route

The AI scores each lead 0–100 on six dimensions: industry fit, company size, budget signals, decision-maker authority, urgency, and tech stack match. Grade A/B leads are auto-routed to the SDR queue in HubSpot with a priority flag.

3

Personalise & Notify

A personalised first-touch email is drafted — mentioning the prospect's specific industry pain points — and saved as a HubSpot email draft. A Slack message alerts the assigned SDR with the lead score and a one-line summary.

Tech stack used in this build:

Claude AI (Anthropic) Make.com HubSpot CRM Typeform Clearbit Enrichment Slack

Results After 90 Days

Leads Qualified/Month

40

Before

150+

After

+275% increase

Conversion Rate

22%

Before

34%

After

+55% improvement

SDR Time Spent

20 hrs/wk

Before

2 hrs/wk

After

18 hrs saved weekly

Cost Per Qualified Lead

$85

Before

$12

After

86% cost reduction

Implementation Timeline

2 weeks

build · live in week 3

No engineering team required

3-Month ROI

340%

Monthly savings: ~$3,800
Annual projection: $45,600

"We went from screening 40 leads/month manually to 150+ qualified leads. The AI catches nuances our team would miss — like spotting a VP-level title buried in a company description. It's like hiring 3 full-time salespeople for 1/10th the cost."
SC

Sarah Chen

VP Sales, TechFlow Solutions

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