How Veloria tripled qualified pipeline with one research agent
Twelve SDRs, one agent, and three months. A look at what changed and what the team would do differently.
Sofia Lind1 min read
On this page
Veloria’s sales team was spending most of each morning on research. Three months after launching a single research agent, qualified pipeline had tripled. Here’s how they did it.
- qualified pipeline
- 3.1×
- reply rate
- 2.4×
- saved per rep each week
- 15h
The starting point
Twelve SDRs, each with their own spreadsheet and their own idea of a good account. Pipeline depended on how many hours were left in the day.
One agent, one job
The team started with a single agent that scores new accounts every morning against their ideal customer profile and explains each score.
What they would do differently
We waited too long to turn on drafted emails. Once reps saw the drafts were good, adoption went from half the team to all of it in a week.
Daniel Reyes, VP of Revenue
The rollout, week by week
- Week 1: research agent on, scores only, no outreach.
- Week 3: drafted intros for leads above the threshold, every email approved by a rep.
- Week 6: CRM updates handed to an agent; reps stop logging by hand.
- Week 12: pipeline review shows qualified pipeline up 3.1×.
Written by
Sofia LindCustomer Success Lead
Sofia helps teams launch their first agents and writes about what works in the real world.
