Client: A mid-sized B2B SaaS company (name withheld under NDA) with a 15-person sales development team struggling with declining cold call effectiveness and rising customer acquisition costs.
The Challenge
Our client's sales team was making over 2,000 cold calls per week with a dismal 1.2% conversion rate to qualified meetings. Sales reps were spending hours researching prospects manually, crafting generic pitches, and leaving voicemails that went unreturned. Morale was low, turnover was high, and the cost per qualified lead had ballooned to over $340.
The VP of Sales approached Fjord.AI with a simple question: "Can AI actually help us sell better, or is it just hype?"
Our Approach
We designed a comprehensive AI-powered sales intelligence system that would augment—not replace—their human sales team. The key was creating a workflow that felt natural to reps while dramatically improving the quality and timing of every call.
Technology Stack
Phase 1: Intelligent Prospect Research
We built an n8n workflow that automatically enriches every new lead with deep research. When a prospect enters the CRM, the system:
- Scrapes and analyzes the prospect's company website, recent news, and press releases
- Pulls LinkedIn activity and identifies recent job changes, promotions, or company announcements
- Analyzes 10-K filings and earnings calls for enterprise prospects to identify pain points
- Cross-references technographic data to understand their current stack
Claude 3.5 Sonnet synthesizes this research into a one-page briefing document, highlighting the three most relevant pain points and suggesting personalized talking points. What used to take a rep 25 minutes now happens automatically in under 30 seconds.
Phase 2: Dynamic Script Generation
Generic scripts are conversation killers. We implemented a multi-model approach where GPT-4 Turbo generates hyper-personalized opening lines and objection handlers based on the prospect research. The system creates three variants for each prospect, allowing reps to choose the approach that fits their style.
For cost optimization, we run a locally-hosted Llama 3 70B model for routine personalization tasks, reserving the commercial APIs for complex reasoning. This hybrid approach cut our client's API costs by 73% while maintaining output quality.
Phase 3: Real-Time Call Intelligence
The game-changer was our real-time call assistant. Using Whisper for speech-to-text, the system listens to calls and provides live coaching through a discrete desktop overlay:
- Real-time objection detection with suggested responses
- Sentiment analysis to gauge prospect engagement
- Automatic surfacing of relevant case studies when specific pain points are mentioned
- Talk-time ratio monitoring to prevent rep monologuing
"The first time the system surfaced a perfect case study right when my prospect mentioned compliance concerns, I knew this was different. It's like having a genius sales coach whispering in your ear."
Phase 4: Optimal Timing Engine
We analyzed six months of historical call data and discovered patterns the team had never noticed. By training a model on successful connections, we built a timing engine that predicts the optimal call window for each prospect based on their role, industry, timezone, and historical patterns.
The system automatically prioritizes the daily call list, ensuring reps focus on prospects most likely to answer at that moment. Connect rates improved by 47% in the first month.
Implementation Timeline
- Week 1-2: Discovery, data audit, and workflow design
- Week 3-4: n8n workflow development and model fine-tuning
- Week 5-6: Integration with existing CRM and phone system
- Week 7-8: Pilot with 3 reps, iteration based on feedback
- Week 9-12: Full team rollout and optimization
The Results
After 90 days of full deployment, the numbers spoke for themselves:
- Conversion rate: 1.2% → 5.3% (340% increase)
- Cost per qualified lead: $340 → $112 (67% reduction)
- Average calls to conversion: 8.4 → 3.1
- Rep satisfaction score: 6.2 → 8.9 (out of 10)
- Time spent on research: 25 min/prospect → 2 min/prospect
Perhaps most importantly, zero sales reps left the company during the quarter following implementation—compared to 4 departures in the prior quarter. When you remove the soul-crushing parts of cold calling, people actually enjoy the job.
Key Learnings
AI augmentation beats AI replacement. The goal was never to automate salespeople out of existence. Human connection still closes deals. We just removed the tedious parts that were burning out the team and let them focus on actual conversations.
Model diversity matters. No single LLM is best at everything. Claude excels at synthesis and nuanced writing. GPT-4 is exceptional at structured output and following complex instructions. Local models handle high-volume, lower-complexity tasks cost-effectively. The magic is in the orchestration.
n8n is the secret weapon. We evaluated several workflow automation platforms, but n8n's flexibility, self-hosting capability, and native AI integrations made it the clear choice. The visual workflow builder also made it easy to iterate with the client's ops team.
What's Next
We're currently working with the same client on Phase 2: an AI-powered email sequence system that maintains the personalization and intelligence of the call system across their outbound email campaigns. Early tests show a 4x improvement in reply rates.
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