Case study - verified results

Iris

The pipeline that does not leak

Iris is the AI Sales Agent at Landing Pad Digital. She runs cold outreach, qualifies inbound leads, drafts personalised replies, books discovery calls, keeps the CRM clean, and surfaces only the deals that need a human's eyes. She is the reason a small team can keep a healthy pipeline without burning out.

Iris - AI Sales Agent watercolour illustration

The situation before

Sales is the work that everyone agrees matters and nobody has time for. At Landing Pad Digital, the founder was the salesperson by default - which meant cold outreach happened in spurts when guilt outweighed inbox triage, follow-ups fell off the second week, and the CRM was a graveyard of contacts marked "warm" six months ago that nobody had time to revive. Inbound leads that arrived at midnight got their first reply at 9am. Prospects who needed three nudges before booking a call only got one.

The team did not have a sales executive ready. Hiring one would have taken months. A sales executive would also have needed onboarding, a CRM walkthrough, brand voice training, and the patience to keep doing the work even when results lagged.

What the team needed was someone who could run the full pipeline without sleeping, learn the voice in days, and never lose context across hundreds of conversations. So the team built her.

How Iris is set up

Roles deployed
  • Lead intelligence
    an n8n workflow scrapes prospect signals from defined sources (industry-relevant directories, search results matching the ideal customer profile, public mentions), enriches each prospect with publicly available context (rating, recent activity, website state), and shortlists the ones worth approaching. Iris does not buy contact lists. She finds people who are visibly already trying to grow.
  • Outreach drafting
    for each shortlisted prospect, Iris drafts a personalised outreach email that references something specific about their business. She uses Anthropic's Claude API with a prompt that encodes the brand voice, the value proposition, the no-pressure framing, and the rule that every email must be specific to the recipient or it does not get sent.
  • CRM integration
    every prospect is created as a lead in Odoo CRM with the full context attached - source, why they were selected, what was sent, when, and the suggested next action. The CRM is the source of truth, and Iris keeps it tidy.
  • Inbound qualification
    when a lead arrives via the Hiring Brief form or a website enquiry, Iris reviews the brief, scores it against the ideal customer profile, drafts a tailored reply, and either books a discovery call (Path A) or sends the email follow-up sequence (Path B).
  • Follow-up cadence
    Iris runs a follow-up rotation on every active deal. Day 3, day 7, day 14 - cadences calibrated by stage and signal. Stale leads get a nudge. Hot leads get prioritised. Cold leads get a graceful close.
  • Daily digest
    every morning, Iris drops a Slack message in the team channel summarising overnight activity, the three deals worth the founder's attention today, anything flagged for human review, and a one-line read on pipeline health.
  • Escalation
    Iris never commits to pricing, never negotiates discounts, never makes contractual promises. When a conversation shifts toward those topics, she hands cleanly to a human with full context.
"Forty-seven prospects landed in my inbox this morning. Twelve got drafts back before you finished your first coffee. Three of them needed your eyes - I flagged them at the top of your daily digest. The other 32 went into the follow-up rotation with the right cadence. Pipeline is clean, CRM is current, your day is yours."
Tier
tier-2
Department
sales
Status
Live

Want one shaped for you?

Tell us your context. We'll come back within one business day with a representative shape, a likely tier, and an honest timeline.

Submit a Hiring Brief