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CASE 06

6 weeks

AI Sales Research Agent for B2B

Replaced three hours a day of manual prospect research with a structured agent.

  • TypeScript
  • Node
  • LangGraph
  • OpenAI
  • HubSpot API

THE PROBLEM

SDRs were spending the first half of every day on prospect research — web, LinkedIn, public filings, prior touches in CRM — before they could write a single email.

WHAT WE DID

  1. 01

    Multi-tool agent over web search, LinkedIn scraping, and HubSpot history.

  2. 02

    Strict structured output: the agent returns a typed dossier (company summary, ICP fit score, recent triggers, talking points) that writes directly back to HubSpot.

  3. 03

    Guardrails on cost and rate limits; any run over budget escalates to a cheaper model path.

  4. 04

    Browser extension that lets SDRs kick off a run on any LinkedIn profile.

OUTCOME

SDRs work roughly five times the prospects per day. Email reply rates improved because the opens are actually tailored.

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