Case Study 01
Lead Enrichment, Scoring and Routing
A cybersecurity SaaS company, revenue operations
The Problem
Inbound leads sat in a shared queue with no enrichment and no scoring. Reps checked the queue when they had time, so first touch was inconsistent, and leads got assigned to whoever picked them up rather than by fit or territory. Around a third landed with the wrong owner and had to be reassigned by hand.
What We Built
A system that catches every new lead the moment it comes in, enriches it with company and role data, scores it against our ideal customer profile, and routes it to the right owner automatically. High-intent leads get flagged so reps see them first.
What Changed
First touch moved from hours to minutes. Routing stopped being first come, first served, and misrouted leads dropped sharply. Reps stopped spending time sorting leads and started spending it talking to the right ones.