Case Study
B2B Agency Doubles Pipeline Velocity with Lead Qualification AI Bot
Stackform Agency — Digital marketing agency, 11 employees, $1.8M revenue
Challenge
Stackform was generating 80–100 inbound leads per month from content marketing. The problem: only 20% were genuinely qualified. Their two-person sales team was spending 15+ hours/week on discovery calls with businesses that weren't a fit — leaving little time for closing warm, high-intent prospects.
What we Built
Conversational lead qualification bot deployed on website and landing pages.
ICP scoring model based on company size, budget, timeline, and service fit.
Automated calendar booking for qualified leads (scored 70+ out of 100)
Nurture sequence for mid-tier leads with check-in triggers at 14 and 30 days
HubSpot CRM sync with full lead scoring data and conversation logs
Results
82% of unqualified leads filtered at intake — before any sales call
Sales team discovery call time reduced from 15 hrs/week to 4 hrs/week
Qualified leads booked directly to calendar increased by 3.4x
Close rate improved from 22% to 34% (team now only talks to better-fit prospects)
Revenue pipeline grew by 68% within the first two months
"The bot asks better qualifying questions than our team was asking. Prospects actually appreciate it — it's faster for them too. Our pipeline is cleaner, our close rate is up, and my sales team is less burned out."
Mia Torres, Head of Operations