AI Sales Infrastructure — Portfolio Brand
Revenue grew from $200K to $3.9M in 45 days. CAC dropped 90%. ROAS hit 23.4x. Here's exactly how we built it.
+1,866%
Revenue growth
23.4x
ROAS
-90%
CAC reduction
77.9%
Show rate
138
Deals closed
$3.42M
Net profit
The challenge
A portfolio brand running $94K in monthly ad spend was generating leads the sales process couldn't convert. Closers spent 20-30 minutes on manual pre-call research. Follow-up took 30-60 minutes per call. Show rate was 26.3% — nearly 3 out of 4 booked calls were no-shows. Every rep was running their own system, which meant no system at all.
“We were spending serious money on ads and watching leads disappear. The closer didn't have the right information before the call, follow-up was an afterthought, and every rep was running their own system — which meant no system at all.”
What we built
Layer 1 — Pre-Call Intelligence
Clay and Apollo enrichment pipelines pull company data, revenue signals, and LinkedIn activity for every booked lead. Claude API classifies each prospect into one of four buyer types — Visionary, Analyst, Connector, Skeptic — and generates a one-page brief with recommended talking points, likely objections, and the value proposition most likely to resonate.
Show rate: 26.3% → 77.9%
Layer 2 — Live Call Assistance
Real-time signal detection via Deepgram through Recall.ai on Google Meet. The system identifies objections, buying indicators, and competitor mentions during calls, delivering contextual prompts to the closer without disrupting conversation flow.
Close rate: 19.5% → 26.0%
Layer 3 — Post-Call Automation
After every call, the system generates personalized follow-up emails, HeyGen video scripts, partner communications, and tracked deal room updates — all in seconds. What used to take closers 30-60 minutes per call became automatic and consistent.
30-60 min manual work → seconds
Stack
GHL · Google Meet · Deepgram · Claude API (claude-sonnet-4-6) · Recall.ai · HeyGen
The result
Revenue: $200K → $3.9M (+1,866%). CAC: $11,765 → $1,217 (−90%). ROAS: 2.1x → 23.4x. Show rate: 26.3% → 77.9%. Net profit: $3,420,000 in 45 days. 138 deals closed. Build timeline: 6 weeks.
Ready to build this in your business?
We take on a limited number of clients each quarter.