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WORKFLOW CASE STUDY

ChangeBeaver

From Lead Research to Enterprise Follow-Through.

Lead research, meeting context and follow-up, connected through Slack.

ChangeBeaver public homepage
ChangeBeaver homepage.

THE PROBLEM

Where the Work Got Stuck.

Internal processes and client onboarding were slow. The client’s product depends on setting up GitHub across enterprise customers, and people were handling much of the work around sales conversations and follow-up.

WHAT WE BUILT

Connect the Steps. Keep People in Control.

  • Integrated Clay and Apollo to enrich and qualify leads and help prepare prospects for a sales conversation.
  • Built software that joins Google Meet calls, records and transcribes them, and passes the meeting context to AI agents for pre-close follow-up work.
  • Connected the workflow to Slack so the responsible people are notified when human input is needed.
Workflow: Find leads → Enrich & qualify → Sales conversation → Capture the context → Prepare follow-up → Escalate in Slack1Find leads2Enrich & qualify3Sales conversation4Capture the context5Prepare follow-up6Escalate in Slack

Workflow overview, including human review and team handoffs.

THE RESULT

$127k+

The workflow supported more than $127,000 in enterprise deals over eight months.

Talk through a workflow in your business.

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