AI-Assisted Lifecycle
Key outcomes —
+30%
increase in SQLs
5+
touchpoints automated
Tooling used —
- HubSpot
- Salesforce (SFDC)
- Gong
- AI-assisted copywriting
The challenge
The post-demo-booking experience consisted of a single generic confirmation email, leaving a critical conversion window completely unmanaged. There was no structured nurture between booking and the sales call, and no recovery path for no-shows, meaning every prospect who missed their slot just disappeared from the funnel.
Strategy & execution
Rather than writing five emails by hand and iterating slowly, I used Claude to draft and iterate on a multi-touch sequence in a fraction of the time, then spent that saved time on the part AI can't do: making sure every email actually sounded like us.
Used Claude to draft a multi-touch email sequence end to end, then refined the copy myself to match brand voice and sales tone, since AI can get you a strong first draft fast, but it takes a human ear to know when something reads right.
Designed the emails to be sent from the Head of Sales, not Marketing, to increase authenticity and response rates, focused on setting clear expectations for the upcoming call.
Built an automatic no-show recovery sequence to re-engage prospects who missed their scheduled demo, so a missed slot became a second chance instead of a dead end.
Architected the full workflow in HubSpot, integrated with Salesforce and Gong, so the program runs autonomously without manual intervention once it's live.
Results
Increased Sales Qualified Leads (SQLs) by 30%, closing a previously unmanaged gap in the funnel and turning a single-touch confirmation into a fully automated, revenue-connected nurture program, built in days instead of weeks.