Case study 01 · Sample copy
Inbound lead router that replies in under five minutes
Scores and enriches every demo request, then routes it to the right rep with context attached. Built for a 12-person SaaS sales team.
- Status
- Shipped
- Built for
- B2B SaaS sales team
- Year
- 2026
- Tools
- Clay
- n8n
- HubSpot
- Slack
- < 5 minSpeed to first reply
- 100%Requests enriched
The problem
Demo requests landed in a shared inbox. Reps picked them up when they had time, often hours later, and spent the first call asking questions a quick lookup could have answered.
What I built
A workflow that fires on every form submission. It enriches the company and contact in Clay, scores fit against the ideal customer profile, assigns an owner in HubSpot using territory rules, and posts a summary to the rep in Slack with a suggested first line.
Outcome
Every request now reaches the right person with context, minutes after it arrives. Low-fit requests are routed to a nurture sequence instead of taking up rep time.
What I’d do next
Add a weekly digest that shows how routed leads convert, so the scoring model can be tuned from real outcomes rather than guesses.