The challenge
The sales team at a Series B SaaS company was receiving ~40 inbound demo requests per day. Qualification required researching the company (ICP fit, tech stack, size, recent news), scoring the lead, and routing to the right AE. SDRs spent 3+ hours per day on this work — and still missed urgent leads during peak times. Reps complained about quality of handoffs; AEs complained about being interrupted for bad-fit leads.
Our approach
- 01
Defined ICP criteria rigorously with sales leadership — company size, industry, tech stack, buying signals
- 02
Deployed NemoClaw enrichment agent that pulls from Clearbit, BuiltWith, LinkedIn, and news APIs automatically on every inbound form submission
- 03
Agent scores lead fit against ICP and routes to the right AE based on territory + expertise
- 04
AE receives a structured briefing: company profile, ICP fit score (with reasoning), likely use case, competitor context, suggested talk track
- 05
Bad-fit leads routed to nurture instead of interrupting AE calendars
- 06
Weekly calibration sessions for the first month to tune scoring against actual deal outcomes
Results
Lead enrichment: 3 hours/day → under 5 minutes (98% time reduction)
AE time on bad-fit leads cut by 70%
Inbound demo-to-qualified-opp conversion rate: +35% (AEs walked into calls prepared)
SDR team redeployed to outbound + content — recovered 15+ hours per SDR per week
Revenue per AE: up 22% over trailing 2 quarters
Timeline
Engagement: 5 weeks from kickoff to production; ongoing managed service with monthly tuning.
What we learned
- ICP definition was the hardest part — agents are only as good as the criteria. First month had weekly calibration; by month 3, scoring was rock solid
- Structured briefings for AEs mattered more than the scoring itself — context is what made the handoff work
- Routing bad-fit leads to nurture (instead of escalating or rejecting) recovered deals 6-12 months later when the fit improved
“Our AEs used to complain about inbound lead quality constantly. Now the briefings are so good they joke that NemoClaw qualified these leads better than they would have themselves. The revenue impact showed up faster than we expected.”
— VP of Sales, B2B SaaS