MARKETING

Automated B2B prospecting AI agent: a client project

Digital services company

Illustration: automated AI prospecting agent, a pipeline of qualified leads

Category

Marketing

Industry

Digital services

Client

Digital services company

Budget

€3,500

Key result

4 qualified meetings in the first month

The context

This SMB was losing more than 15 hours a week on manual prospecting. LinkedIn research, messages sent one by one, tracking in a spreadsheet: the sales team was doing research work instead of selling.

The prospect pipeline was unpredictable, which made revenue forecasting impossible. Some weeks, inbound requests piled up. Other weeks, complete silence. Without a system, there was no consistency.

The prospecting messages were all identical and did not convert. Every contact received the same generic, copy-pasted message, with no personalization at all. The result: response rates below 2%.

The business owner had a clear goal: set up an automated prospecting system that runs continuously, without hiring, while keeping a personalized, high-quality approach.

The tools

n8n n8n
Apollo Apollo
Discord Discord
Notion Notion
Claude Claude
Lemlist Lemlist
Gemini Gemini

What I did

A pipeline that runs on its own

The system automatically identifies the right prospects based on your criteria (industry, size, job title), enriches them and qualifies them. Your team stops spending hours searching for contacts on LinkedIn.

Messages that speak to each prospect

Every email and every LinkedIn message is personalized based on the prospect's profile, industry and latest news. The AI writes each one like a senior salesperson who has done the research.

Smart scoring that filters out the noise

Out of 100 prospects identified, the system keeps about 20 to 25 that truly match your target. Your team no longer wastes time on unqualified contacts.

A 6-touch multichannel sequence

Email, LinkedIn, follow-ups: the system runs a sequence of 6 interactions over 12 days, with the right message at the right time. Warm prospects are flagged automatically.

Real-time tracking from Discord

One message on Discord is enough to check where each prospect stands, launch a campaign or pull up the results, without opening 5 different tools.

From prospect to meeting without friction

When a prospect replies positively, the system automatically creates their record in the CRM, prepares a pre-meeting brief with all the context, and offers a time slot through Cal.com.

The results

4

qualified meetings in the first month

~€194/month

total tool costs

€10,000

in projected revenue

Want similar results?

This pipeline relies on agents that work on their own, around the clock. The training course on automating your processes with AI agents shows you how to build them.

30 minutes, no commitment.

Jessy is a valuable asset to Pando Studio as Sales Director and Head of Partnerships. He developed an effective marketing strategy and brilliantly manages our relationships with clients and prospects. His work on partnerships is also essential to our growth. What's more, his skills as a trainer have been greatly appreciated. Jessy is professional, passionate and always focused on the success of our company.