Trimble — AI SDR & lead-to-opportunity engine
An AI SDR that turned a stalled lead backlog into booked sales conversations.
ProvesCan design an end-to-end AI SDR a global enterprise runs on — lead to booked meeting — with humans kept on the calls that matter.
chevron_rightDetails & receipts
ProblemLeads were prioritized and routed by hand — engagement was slow, inconsistent, and reactive, with no unified system for classifying and scoring them. Reps spent time on stale or unqualified prospects while real ones went cold. It wasn't a pipeline problem; it was a process problem.
BuildA six-point AI toolkit across the lead-to-opportunity lifecycle: (1) lead classification to strip out spam and support, (2) propensity scoring, (3) autonomous 24/7 agentic engagement over email and chat, (4) BANT qualification scored 0–12 from the CRM, (5) human-in-the-loop escalation to preserve hot leads, and (6) AI-to-AI coordination for handoffs between systems. When a lead's BANT score crosses the threshold, it converts and books a session automatically; when a human touch matters, it escalates.
ResultLead assignment dropped from days to about a minute, first engagement from days to a couple of hours, and a 2,500-lead backlog was worked down to zero — while SDRs focused on the conversations where a human actually moves the deal.
- check_circleSix-point AI toolkit: classification, scoring, agentic engagement, BANT qualification, human-in-the-loop, AI-to-AI coordination
- check_circleAutonomous 24/7 email + chat engagement with BANT scoring (0–12); auto-converts and books a session above threshold
- check_circleHuman-in-the-loop escalation keeps hot leads from dropping
- check_circleEngaged hundreds of leads that were previously untouched
- check_circlePublished as a use case on LinkedIn and on Toptal