Case 09 · CRM Lead-Nurture Agent · First-Touch 24h → 10min · Meeting Conversion +25%¶

TL;DR: CRM Lead-Nurture Agent · First-Touch 24h → 10min · Meeting Conversion +25%. Direction: Agent Workflow. Scale: inbound leads at SaaS scale. Hard KPI: qualified-lead first-touch 24h → 10min, meeting conversion +25%. Tech: lead qualification tiers, personalized templates, meeting scheduler, threshold-based handoff. My role: agent workflow design, tiering rules, human handoff thresholds. Client name anonymized under NDA.

• Direction: Agent Workflow
• Industry: B2B-SaaS
• Scale: inbound leads at SaaS scale
• Hard KPI: qualified-lead first-touch 24h → 10min, meeting conversion +25%

Problem¶

SaaS inbound leads with first-touch at 24h — too slow, customers get poached, conversion is low.

Solution¶

Lead tiering · targeted templates · meeting scheduler · threshold-based handoff, tiering rules configurable.

Tech Stack¶

lead qualification tiers, personalized templates, meeting scheduler, threshold-based handoff

Result (Hard KPIs)¶

qualified-lead first-touch 24h → 10min, meeting conversion +25%

My Role¶

agent workflow design, tiering rules, human handoff thresholds

Related¶

• Full 20-case portfolio · Direction · Agent Workflow
• PDF one-pager
• 中文原页

Next: Download PDF · 30-min alignment

Client name anonymized · KPIs verified · Real client name disclosable under NDA.