Case Study ยท AI sales intelligence platform
Prospecting
Prospecting is an AI powered sales platform. It finds local businesses, analyzes their online presence, generates a tailored website or landing page concept, and carries the deal all the way through to a signed, paid order, with commissions tracked for every rep.
The Challenge
Where it started.
Outbound sales for local businesses is slow: reps research by hand, pitch without proof, and lose deals in the gap between a good conversation and a signed agreement.
The goal was one tool that handles discovery, qualification, the pitch asset, and the close, so reps spend their time selling.
What We Built
The platform.
Lead discovery
Search by market and category to build targeted lead lists.
Presence analysis
AI review of each business's website and digital footprint, scored and summarized.
Instant concept generation
New site, site redesign, and landing page concepts generated for the specific prospect.
Lead pipeline
Every lead tracked from first touch to close.
Order and checkout
Secure order links with agreement acceptance and payment in one flow.
Commissions and roles
Rep level commission tracking with admin controlled user access.
Architecture and Security
- AI analysis and generation run server side with validated inputs
- Tokenized order links so prospects never need an account
- Integrated payments with confirmation handling
- Role based access separating reps from administrators
The Outcome
Reps show up to every conversation with a prospect specific concept in hand.
Discovery, pitch, and payment live in one connected flow.
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