Case study • Professional services • United Kingdom
Agentic AI Lead Qualification and HubSpot CRM Orchestration
In short: high-value consultants were losing billable time to unqualified enquiries, and slow replies were costing conversions. CB Tech Consulting built the CB Virtual Sales Assistant, an agentic AI system integrated with HubSpot CRM. It captures enquiries 24/7, qualifies them against agreed rules and books qualified meetings automatically, recovering 20+ hours of consultant time.
The challenge
High-value consultants were losing revenue because they spent too much time handling unqualified inbound enquiries. At the same time, slow response times were hurting conversion rates.
The commercial risk was twofold: lost billable capacity and a less efficient top of funnel.
CB Tech Consulting was engaged under a defined Statement of Work to remove these constraints without adding operational overhead.
What we delivered
CB Tech Consulting designed and delivered the CB Virtual Sales Assistant, an agentic AI capability integrated with HubSpot CRM. The scope included:
- 24/7 inbound lead capture
- Automated qualification logic aligned to agreed commercial criteria
- Structured CRM data orchestration in HubSpot
- Automated booking of qualified meetings
- A secondary feedback loop that captures insight from leads that do not qualify
Results
The system was delivered as a fully autonomous, production-ready solution with no ongoing consultancy dependency. Reported outcomes:
- 20+ hours of consultant time recovered by removing unqualified enquiry handling
- Around 40% increase in actionable lead data through structured feedback capture
- An end-to-end automated workflow from enquiry to booked meeting
- Faster replies, supporting higher conversion
Risk and control
- Deterministic qualification logic based on defined commercial rules
- Controlled AI decision boundaries to protect conversion quality
- Clean handover with no requirement for ongoing operational involvement
Technologies and skills used
Agentic AI, HubSpot CRM, workflow automation, calendar booking integration and structured data capture. The same thinking applies to trade and service businesses that lose jobs because enquiries sit unanswered: see AI automations.
Have a similar problem?
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