Situation
The team's sellers spent most of each week researching accounts before they could contact anyone.
The question
Which single workflow, if automated properly, would free the most time without lowering the quality of the work?
What LeadStrategus did
- Mapped the research workflow and the decisions inside it.
- Built and configured an agent on the firm's own logic and data.
- Kept a human review gate on every brief before it reached a seller.
- Designed the agent as the first component of a wider GTM AI Twin.
Evidence and deliverables
- Workflow map
- Configured research agent
- Review and guardrail process
Outcome
Each seller recovered around 12 hours a week, with every brief still reviewed by a person.
What changed in the GTM motion
Research became something the team supervised rather than something it did by hand.