Sales rep, B2B services

A 23-studio fitness brand turns 217 missed calls into bookings with an AI front desk

Shred415 lets Mindbody Messenger[ai] message back when the studio misses a call and book the class.

A distributor's order-takers start upselling with AI product picks

MSC's customer service reps see Proton's picks for each customer, like items due for reorder and products similar customers buy, and pitch them on the call.

A telecom sales team cuts account research from 4 hours to 15 minutes

Lumen sellers ask Copilot to research an account from the CRM and email before they reach out.

A staffing firm lets AI screen every applicant the minute they apply

Employment Solutions of New York used Bullhorn Amplify so the team instantly engaged applicants upon application through voice-enabled interactions.

A mortgage lender turns past borrowers into $60M in funded loans

Total Expert flags past customers when rates drop or another lender pulls their credit, so loan officers call with a real reason.

Ask Claude for three more stakeholders, with mobiles, to multi-thread a deal

An enrichment connector inside Claude finds more people in the buying department so one champion becomes four.

The night before a big call, Claude plays the skeptical buyer

Give Claude everything you know about the buyer and tell it to push back like they would.

Every in-home flooring appointment is recorded, scored and handed to the rehash team

Express Flooring

One recording per appointment drives coaching, AI-homeowner training and a structured brief for whoever calls back unsold estimates.

AI texts car leads after the lot closes

Twins Auto Sales

Friday night leads sat until Monday. Now they get a text in seconds.

Instant book-on-submit for demo forms

Reps followed up days later; prospects moved on.

Territory (zip-code) lead routing

Mismatched routing killed conversion.

Replace most SDR work with AI agents (operator test)

Human SDR team cost and churn.

Reactivate ghosted CRM leads with AI

Leads never followed up.

Voice AI pre-qualification before transfer

50 people asking screening questions.

Solo founder AI inbound phone agent

Missed calls, esp. weekends.

A Chevy dealer books 134 test drives in 30 days with an AI that answers every lead

Maher Chevrolet lets Podium's AI Employee, Jerry, reply within a minute and book the test drive, including after hours.

A 16-office dental group cuts missed calls 91% by letting AI sort its calls

Let's Go Dental uses Weave Call Intelligence to scan AI call summaries, find new patients, and stop listening to every call.

A moss removal company goes from 15 to 20% to 60 to 70% of callers leaving their details

NW Moss Removal lets Housecall Pro CSR AI answer the phone. Before, 15% to 20% of callers left a voicemail. Now 60% to 70% leave a name, address, and the service they need.

A freight broker lets AI book 18% of its loads with no human touch

Circle Logistics has HappyRobot answer carrier calls, share load details, agree on a rate and book the load, then log it all in the TMS.

A financial advisor cuts meeting notes from 30 minutes to 5

Jeff Byas lets Jump take notes in each client meeting, write the summary, draft the follow-up and save it to his Redtail CRM.

An insurance agency gets callers to the right person in 24 seconds

JTR Insurance Agency lets RingCentral's AI Receptionist pick up its 50 daily calls, answer common questions and send each caller to the right person.

One setter books 40 extra high-ticket calls from leads who qualified but never picked a time

iClosed captures and qualifies leads under the VSL even if they never book. A setter works the Appointment Setting tab every day and books them in.

Run the Ask Avoma renewal prompt 90 to 120 days before a renewal

Pull every call, email and CRM note on an account into one renewal brief: risks, stakeholder changes, commitments and expansion signals.

Let Close's AI rep Chloe call down the lead list and qualify before a human picks up

Chloe batch-calls leads inside Close, has a qualifying conversation, books meetings and writes the outcome back to the CRM.

A solar installer puts Aurora's Lead Capture AI on its site and gets more leads that set

Website visitors see a visual of solar on their own roof plus estimated savings before they hand over contact info.

A home service company lets AI answer after-hours and overflow calls and book the job

Hatch's AI CSRs answer calls, texts and email when the office is closed or slammed, qualify the homeowner and book the appointment.

Use ZoomInfo Copilot's signals and talking points to pick who to email and what to say

Copilot ranks accounts by live buying signals and turns company news, intent and org changes into openers.

A real estate team lets Ylopo AI call and text new leads and live-transfer the ready ones

AI Voice calls leads up to 14 times over 90 days and AI Text qualifies by timeframe, budget and pre-approval, then transfers the hot ones to an agent.

Build a HubSpot custom agent to pull research into the CRM instead of copy-pasting

A RevOps team used HubSpot Agent Builder to fetch the info reps were manually finding and pasting into records.

An agent qualifies inbound leads; one SDR reviews and sends

Ten SDRs sorted a spam-filled contact form. Now an agent researches, qualifies and drafts, and one SDR presses send.

One prompt finds six outbound triggers in 2 to 3 minutes

Account research that took 15 to 30 minutes now takes about 2 to 3, using one structured ChatGPT prompt.

Ten minutes of voice roleplay with ChatGPT before each call block

Reps warm up on an AI prospect that hangs up when they stumble, then get two strengths and two fixes.

A Claude Project writes the discovery questions only a prepared rep would ask

Research on the prospect plus your own company goes in one Claude Project; out come cited, non-generic questions.

Record your point of view, let AI turn it into a post written for one CEO

A spoken take on the CEO's strategic initiatives becomes a published piece, sent with a nine-word note.

AI voice agents call back abandoned insurance quotes and partner leads

Scripted AI calls chase abandoned quotes and partner referrals, log to HubSpot, and hand interested buyers to a rep.

Reps ask ChatGPT which account to work this week; Clay answers from live signals

Ops exposes Clay signals and a contact waterfall through MCP so reps get a ranked account list and verified contacts in chat.

An AI inside sales agent works Zillow leads 24/7 and books appointments

A real estate team skipped hiring a human ISA and connected an AI assistant to its online leads.

A solar call center dials the leads a model says will convert

A propensity model trained on past customers sorts leads green, yellow and red so setters stop dialing the bottom deciles first.

Clay plus an LLM writes a company-specific opener for every small-business CEO

One SDR used to research all day. Now Clay finds, enriches and personalizes, and Smartlead sends a 4-email sequence.

Embed booking in Contact Us form

Only 1 in 2 contact requests became meetings.

AI website SDR for inbound

Can't scale inbound with SDR headcount.

Parallel dialing to lift connect rates

Low cold-call connect rates.

Global cold-call scale-up

Few cold-call meetings.

More live conversations per day

Low SDR conversation volume.

AI roleplay bootcamp before live leads

New hires burn finite leads.

Kickoff-narrative roleplay at scale

Managers can't run roleplays for 1,000+ reps.

500 cold-call intro reps during onboarding

Slow SDR ramp.

Auto-update Salesforce from calls

Stale CRM, slow deal progression.

Kill low-value sales admin

Opportunity management time sink.

AI notetaker to cut post-call admin

Notes and CRM entry eat hours.

AI follow-up emails from call notes

Follow-up drafting slow.

Waterfall enrichment for inbound leads

Low enrichment coverage.

Enrichment for new-country expansion

Poor EU data coverage.

Warm outbound from product/community signals

Cold outbound underperforms.

Champion job-change plays

Missed past champions moving companies.

Signal-orchestrated outbound

Need pipeline fast.

Custom GPT for prospect research

Huge catalog, slow lead analysis.

AI-assisted proposals

Prep time limited customer time.

Slack GTM assistant for daily briefs

Team tripled; knowledge couldn't keep up.

Overnight book-wide account research

100+ accounts per BDR.

Domain-to-account-brief in Claude Code

90-minute manual research.

Cited territory planning

Territory plans took 10-12 hours.

Website-visitor to enriched leads (n8n)

Manual daily research.

Instant AI callback for web leads

100-minute response time.

Trial-signup research and LinkedIn follow-up

250-400 signups/month unresearched.

An AI agent team that texts leads, ships books, and keeps the CRM clean

Scout, Ship, Trace, and Chuck run the texts, the shipment, the booking, and the CRM card. Every message to a prospect still needs Morley's OK.