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Case study 04 · Private equity · United States

From days of research to about 30 minutes before every prospect call.

80%+less time getting ready to approach a prospect
30 mindown from days
5business tools connected
A team meeting in a modern boardroom

The problem

The team could not approach more prospects. When we looked at the process, the time was going into customer acquisition: it took days to gather the complete information needed before anyone could reach out.

Details lived in different tools, duplicates crept in, and enriching a lead with useful context meant manual research. The team spent time cleaning data instead of acting on it.

What we changed

  • An AI powered workflow that collects, enriches and organises lead information
  • Connections between Airtable, Slack, Gmail, Apollo and People Data Labs
  • Deduplication to keep one clean record per company and contact
  • Audit trails so every change is visible and traceable
  • Secure token handling and controlled API access

The result

The time it takes to get ready to approach a prospect dropped by over 80 percent. What used to take days now takes about 30 minutes.

In a day, the team can now talk to far more prospects, which gives them more chances to close.

The lesson: AI is most useful when it sits inside a clean, well connected process, not on top of a messy one.

Next case study

Removing manual job-data processing.

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