SaaS Company (LMS Platform)
AI Sales Agent Implementation
"Increased trial-to-activation rate by 40% while reducing sales team qualification time by 70%"
Before vs After
| Metric | Before | After | Improvement |
|---|---|---|---|
| Lead Qualification | Manual by sales team | AI-powered instant | 100% automated |
| Qualification Time | 24-48 hours | < 5 minutes | 95% faster |
| Sales Team Involvement | Every WhatsApp lead | Qualified leads only | 70% time saved |
| Trial Quality | Mixed/Low quality | High-fit companies only | Filtered |
| Trial-to-Activation Rate | ~15-18% | ~32-38% | 2x increase |
| Unqualified Lead Handling | Manual rejection | Automated + polite | Instant |
How We Did It
We deployed a WhatsApp AI Chatbot that engages every prospect from Click-to-WhatsApp ads, asks structured qualification questions (lead volume, company size, revenue), and instantly routes qualified prospects to trial sign-up while politely filtering out unfit companies. Drop-offs receive automated reminders and email sequences—ensuring the sales team only handles pre-qualified, trial-ready prospects.
The Challenge
Lead Quality Crisis:
- Click-to-WhatsApp ads generating high volume but inconsistent quality
- No pre-filtering mechanism before sales engagement
- Manual qualification consuming significant sales bandwidth
Scalability Issues:
- Sales team couldn't keep pace with inquiry volume
- Response delays causing qualified prospects to lose interest
- No systematic approach to handling drop-offs
The Workflow
Step 1 & 2: Instant Engagement & Qualification
Click-to-WhatsApp ad → Instant AI greeting → Structured qualification questions:
Lead Volume
Validates scale and product fit
Team Size
Assesses organization readiness
Turnover
Confirms budget capacity
Step 3: Intelligent Decision Logic
Instant trial signup link + Welcome email with activation guide + Sales notification with prospect profile.
Polite rejection + Future nurture option. No sales time wasted.
Step 4: Drop-off Recovery System
WhatsApp Reminders: 3-part sequence over 24 hours (2hr, 8hr, 20hr intervals).
Channel Switch: If no WhatsApp response, triggers a 3-day email educational sequence.
Key Success Factors
- Instant Qualification: Every prospect qualified within 5 minutes
- Clear Criteria: Objective filters prevent subjective bias
- Respectful Rejections: Unfit prospects handled politely
- Drop-off Recovery: Multi-channel reminders capture hesitant leads
- Sales Protection: Team engages only with trial-ready companies
Business Impact
Operational
- 70% reduction in qualification time
- 100% instant WhatsApp handling
- Zero manual screening needed
- Sales team focuses on conversion
Quality Metrics
- Trial-to-activation rate doubled
- 85% improvement in fit score
- Reduced churn from mismatched users
- Higher quality demos
Revenue Impact
- Higher conversion to paid plans
- Sales cycle shortened by 40%
- Increased Customer LTV
- 24/7 automated qualification
THE OUTCOME
HyperSales functioned as an intelligent gatekeeper AI agent, protecting sales bandwidth while dramatically improving trial quality. By automating the qualification process, the company achieved scalable lead filtering without sacrificing prospect experience.
"The AI system ensures only high-potential companies access the free trial, allowing the sales team to focus exclusively on converting qualified prospects into paying customers—not sorting through unfit leads."
Technology Stack
Deployment: 2 weeks setup + 2 weeks optimization