Where the manual work piled up.
Loomstack's eight-person sales team was generating more inbound than they could handle. Leads came in throughout the day, and by the time someone got around to them, half had already gone cold. Enrichment was manual, follow-ups were inconsistent, and the CRM was always a few steps behind what was actually happening in the pipeline.
What the agent took over.
The team set up two workflows. The first enriches every lead the moment it enters the CRM, scores it against their criteria, and triggers the right sequence. The second holds enterprise accounts at a Checkpoint so a human handles the high-value conversations personally. Everyone else gets a tailored first touch within minutes, and every action is logged so the team can see what went out and to whom.
What changed once it ran.
Lead response time dropped to a third of what it was. Every lead now gets enriched and scored on entry, so the team spends their time selling instead of researching. No follow-up has been lost to manual delay since the workflows went live. The pipeline finally reflects reality, because the agent updates it as things happen rather than after.
faster lead response time
3.2x
of leads enriched on entry
100%
follow-ups lost to manual delay
0
