Lead scoring
Every prospect gets a warmth score so the team knows who to contact first instead of working a flat list.
Outside trades · Coaching firm
A lead pipeline the team could actually run.
We needed to automate our outbound sales outreach. Within 6 weeks we had one system, one process, and a clear picture of every lead in our pipeline for the first time.
— Founder, Wise Humanity
Who they are
A two-person coaching firm running outreach by hand.
Coaching practice. Two people. Strong network, slow outreach. Doing all of it on memory, copy-paste, and templates that everyone in their inbox had already seen.
The problem
The team was the system. And the system was eating the week.
- Hours spent each week researching and copy-pasting prospect details by hand.
- Outreach sent from generic templates — low reply rates, no personalisation.
- No way to know which prospects deserved attention first.
- Replies coming in — but no system to flag the unhappy ones before they walked.
What we built
Four things, configured around how the team actually works.
AI-drafted intros
Two-sentence personalised openers written by AI from real company context, not pulled from a template library.
Automatic research
The system pulls company, news, and rating signals in the background so the team doesn’t open ten tabs per prospect.
Reply triage
Incoming replies are tagged automatically. Unhappy customers and risk signals get flagged before they walk.
What changed
One system. One process. Every lead visible.
The team stopped opening ten tabs per prospect. Outreach went out personalised — not from templates. The dashboard showed who to contact first and why. Replies were triaged before anyone in the office saw them.
Six weeks from kickoff, they had a pipeline they could actually run instead of one they were buried in.
Walkthrough
See it running.
Wise Humanity: Part 1
Open on YouTube →Wise Humanity: Part 2
Open on YouTube →Want one of these built around your business?
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