🧠💬 What if your leads qualified themselves before your SDRs even lifted a finger?[POST MORTEM - project review]
- Marcos Barcelos
- 12 de set.
- 2 min de leitura
And no, this isn’t a "just plug in GPT and cross your fingers" thing.
I built an intelligent lead entry system that connects bot calls, WhatsApp, forms, and emails…yes, all the noisy entry points you know and (don’t) love(HAHAHA 🤣 ) and turns them into one quiet, qualified pipeline.
Here’s the magic (spoiler: it’s not magic, it’s RevOps):
✨ Everything flows into the CRM
📞 The lead dropped off the form? I use the bot call and WhatsApp to re-warm
💬 WhatsApp? AI-powered, qualify and fill the form in CRM.
🖊️ Fill the form? The data goes to the WhatsApp contacts field and the CRM, avoiding asking things twice
All CRM centralized. All standardized. All sanity-preserving.
But let’s be clear, this isn’t about saving time on admin (that’s a bonus).
👉 It’s about giving SDRs and BDRs the actual time to do what software can’t:
Re-engage false positives that just need a human touch
Follow up with empathy, not automation
Focus on the strategic plays, not fielding the noise
⚙️ On the backend, we stitched together:
CRMs
Messaging tools powered with IA and bot automation.
Call software
Form builders
The result?
🧠 Smarter sales strategy
⏳ More time for your reps to actually sell
This is what happens when GTM and RevOps finally high-five.
Concrete results:
📊 Results after Whatsapp improvement:
Conversion (Contact → Deal) jumped from 14.77% to 43.30% → a 3X improvement.
Deals opened: 14,77% → 43,30%
Lost deals fell from 81.82% → 64.29%.
Win rate improved from 18.18% → 19.05%.
% conversion: 2.68% → 8.24%.
And cost dropped -> annual savings: US$ 6.6k.
📊 Form improvements (old vs. new):
Unqualified leads: ~70% (similar baseline).
Deals opened: 31,63% → 28,77%, but with higher quality.
Lost rate fell from 70.97% → 47.62%.
Win rate: 3.23% → 9.52%.
%Conversion: 1.02% → 2.74%.
Tech Stack: Hubspot, Respond.io, Zapier, Typeform
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