B2B consulting

How a B2B consultancy's AI agent qualified 3 in 4 leads and booked 411 sales calls

Every paid lead costs money before anyone speaks to it. SPECTRA's AI agent qualifies each one against the firm's own criteria, turns away the ones that don't fit, and books the call in chat, so reps stopped chasing dead ends.

SPECTRA sas Workplace safety, engineering & business consulting · 5 min read
73% of leads qualified 748 of 1,030 profiled
411 sales calls booked directly in chat
10% filtered out actively flagged as off-target

What they wanted

  • Stop paying for ad leads only to have reps burn hours sorting the good ones from the noise
  • Qualify every inbound and outbound contact the same way, without depending on who picks up the phone
  • Get a booked call on the calendar while the lead is still warm, not days later
  • Give the sales team a shortlist worth their time instead of a full list worth their patience

What we built

  • An AI agent wired directly into the ad funnel, engaging every new lead the moment it lands
  • Loaded with SPECTRA's services and qualification criteria, so it asks the questions a rep would ask
  • Books the call in the chat itself when a lead clears the bar, no handoff delay
  • Writes every detail straight into the CRM, so reps open a record that is already filled in

About SPECTRA

Founded in 2010, SPECTRA sas pairs workplace-safety expertise with engineering, training and business consulting. Its work is technical and its buyers are companies, not walk-ins. That means the leads coming off its ad campaigns are not all equal. Some are ready to buy. Many are not close. Telling the two apart is the whole game, and for a long time it ran on the sales team's own hours.

The problem: you pay for the lead, then pay again to sort it

Every lead from a paid campaign costs money before anyone speaks to it. The invoice is the same whether the contact turns into a client or vanishes after one reply. So the real cost is not the ad spend. It is what happens next.

What happens next is a rep, reading through contacts by hand. Asking the same opening questions for the tenth time that morning. Chasing someone who was never going to buy. Every hour spent on a lead that goes nowhere is an hour not spent on one that would have closed. That cost never shows up in a dashboard. It hides inside a full calendar that somehow produces fewer deals than it should.

The leads that were actually ready waited in the same queue as the ones that were not. And a ready lead does not wait well. Interest cools. Someone else answers first. By the time a rep works down to the good contact, the moment that made it a good contact is often gone.

The solution: an agent that says no to the wrong leads

The agent sits inside the funnel and picks up every new contact at the moment it arrives, inbound or outbound. No queue, no morning backlog.

It talks to the leads a rep would never get to in time

Over 2025 the agent handled 2,109 conversations this way. The lead that came in at the wrong hour got the same fast, on-topic reply as the one that came in at the best hour.

It profiles against SPECTRA's own criteria, not a generic script

The agent knows what a real SPECTRA lead looks like. It asks the questions that separate a fit from a maybe, and it does it the same way every time. In 2025 it profiled 1,030 leads and marked 748 of them as qualified. That is 73%. It also did the part reps hate: it turned away the ones that did not fit, flagging 107 as off-target. A filter that never rejects anything is not a filter. This one rejects.

It books the call before the lead goes cold

When a lead clears the bar, the agent does not hand it off and hope. It books the call in the chat, then and there. Across the year that came to 411 booked sales calls, roughly one and a half every active day, landing on a rep's calendar already qualified.

It fills the CRM so the rep starts ahead

Every answer the agent collects goes straight into the CRM in real time. A rep does not open a blank record and start from zero. They open a lead that is already profiled, already booked, already worth the hour.

The results: fewer leads reach the sales team, and that is the point

Over 318 active days in 2025, the agent held 2,109 conversations, profiled 1,030 leads, and passed 748 qualified ones through while filtering 107 out. Of everything it profiled, 411 turned into booked sales calls.

By SPECTRA's own estimate the agent takes roughly a full working day of manual filtering off the team each week, an estimate anchored to the 2,109 conversations the sales team never had to open by hand. The agent is still running in 2026.

The number that matters most is not how many leads reached the reps. It is how many did not.

At a glance

Client
SPECTRA sas
Sector
B2B consulting: workplace safety, engineering, training
Location
Italy
Objective tracked
Sales call booked
Reporting period
1 Jan to 31 Dec 2025 (318 active days)

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