Cathal Canavan
These are 3 AI-automated workflows ideas we can help you implement:
1
AI-Driven Lead Qualification & Scoring System
Automate qualification and scoring of inbound and outbound leads for agency clients by integrating real-time signals, CRM data, and agency-specific enrichment. This workflow routes only high-potential leads directly to agency sales reps, ensuring focus on the most likely-to-convert prospects.
Expected to reduce manual qualification time by 70% (saving ~10 hours/week/rep), improve conversion rates by 20–30%, and deliver a steadier, higher-quality lead flow for agency clients based on scalable automation.
2
Automated Data Enrichment & Hygiene Workflow
Continuously enrich and deduplicate all agency and client lead databases by syncing with external enrichment APIs, social data, and CRM integrations. Automatically identify outdated records, update contact info, and flag duplicates to ensure clean, actionable datasets for every campaign.
Assuming a 10k+ lead database, this system can save 15+ hours/month on manual hygiene, reduce bounce rates by 30%, and directly increase campaign targeting accuracy—driving up to 25% more qualified opportunities into the pipeline.
3
Multichannel GTM Workflow Integration & Reporting
Unify LinkedIn, email, and CRM touchpoints into a single automated outbound and reporting sequence, consolidating all pipeline activity into one dashboard. This workflow enables seamless handoff, synchronized messaging, and live forecasting for agency GTM teams, integrating with HeyGen's MarTech stack.
Streamlines outbound coordination and forecasting, reducing tool-switching and reporting prep from hours to minutes. Expect a 20% improvement in forecasting accuracy and a 10–15% lift in pipeline velocity by removing workflow friction and missed follow-ups.