The starting point
The firm organises specialist conferences. Sales depends on finding the right firms and the right people for a given date. Sales used to do that by hand. Research ate time that should have gone to calls and to closing.
The problem
- Every conference is a different market. Last year’s list is not enough.
- Research before selling. Until someone finds firms and names, the deal sits still.
- Surface-level “we tried AI”. A chat with one prompt did not find people sales can actually call.
The solution: an agent for research, a person for closing
We built a sales agent that does the research. For a given conference it finds target firms and people. Sales gets warm contacts. Closing stays with the team.
How it works:
- A brief from the conference. Topic, region, type of firm. The agent does not look for “anyone”.
- Firms and people, not just a sector. The output should be a name and a firm sales can call.
- Sales closes. The agent does not send the offer for them. It prepares the briefing.
What changed
- Research is not the bottleneck. Before each event the team no longer splits the day into research and calls at the same pinch point.
- Contacts are usable. Sales gets people, not a generic list of sectors.
- The team sells. The work people are good at stays with people. Preparation comes from the agent.
What transfers to your company
- “We tried AI” often means the surface. One chat did not find a pipeline. You need an agent with a brief from your product.
- Hand sales a name, not a report. If the output does not go straight into a call, it sits in a folder.
- Leave closing to people. The agent should search. The team that sells the conference closes the deal.
How to bring this into your company
If you want to know what a first project like this would look like for you, let us start with a 15-minute call. We go through whether it makes sense in your company and which of our workshops is the best starting point. More deployments are in case studies.