Custom automations including AI that instantly scores, qualifies, and routes leads for faster conversion.
AI-Powered Lead Scoring & Routing for Metagora (AI Startup)
Metagora, a fast-growing AI startup, was losing time on manual lead qualification and missing high-intent opportunities. Excelr8 designed and implemented a custom AI agent that instantly scores inbound leads, surfaces the highest-value prospects, and routes them in real time to the right sales reps — turning a slow, reactive process into a fast, revenue-focused engine.
Manual Lead Review Was Killing Pipeline Velocity
Reps were wasting hours filtering inbound leads instead of selling. Follow-ups came too late, high-intent prospects were overlooked, and the team had no scalable structure to keep up with rising demand — resulting in direct loss of revenue.
How can we 10x lead generation while reducing friction at every step of the process?
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SOLUTIONS
Automating the Entire Lead Qualification Workflow
We built a tailored AI system that:
Scores inbound leads using engagement and fit criteria
Syncs seamlessly with the CRM — no manual input needed
Routes leads based on territory, expertise, or workload
Gets smarter over time as performance data accumulates
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RESULTS
Lead Processing Dropped from Hours to Seconds
In just three weeks, the client achieved faster response times, a noticeable boost in conversion rates, and a measurable increase in sales productivity.
2x
More qualified leads
20%
Faster lead response
x2
Added to pipeline
The AI agent they built saved our team hours every week and improved our response time. It feels like we hired a new team member who never sleeps!
Tony Infantino
CEO OF METAGORA
