AI & DATA INNOVATION · CASE STUDY
SellersGPT: Connecting the path from market research to qualified leads
SellersGPT: Connecting the path from market research to qualified leads
We built an AI-powered go-to-market platform that brings research, prospecting, outreach, and qualification into one coordinated workflow, with human review at key decision points.
INDUSTRY
B2B Sales Technology
SERVICES
AI Agents, SaaS Development, Workflow Automation
PLATFORM
Web Application
- At a Glance
One platform. A connected sales workflow.
- 01
Connected execution
Market research, prospect context, outreach, and qualification work together.
- 02
Human oversight
Teams review communication and approve key decisions.
- 03
Qualification with context
Supporting information helps sales teams assess opportunities before taking the next step.
- The Challenge
Sales activity without a connected process
B2B pipeline development involves more than finding contacts. Teams need to understand the market, identify suitable accounts, prepare relevant outreach, and decide which opportunities deserve attention.
When these activities sit across disconnected tools, the context behind a prospect can become separated from the next action. Research must be revisited, handoffs require extra explanation, and teams struggle to see where work stands.
- Our Approach
Business context before automation
We designed the workflow around the company’s products, target markets, buyer roles, and qualification criteria. This gave AI tasks a shared business context, from initial research through to sales handoff.
- STEP 01
Define the context
Map the offering, intended buyers, and information needed to assess a potential opportunity.
- STEP 02
Connect the stages
Structure the journey from market research to qualification so information can carry forward with the prospect.
- STEP 03
Build in review
Bring task visibility and approval controls into the workflow so teams can oversee important decisions.
- THE GUIDING PRINCIPLE
Automation should carry useful context forward, and people should be able to review it before acting.
- The Solution
From market intelligence to sales handoff
SellersGPT coordinates six core stages of B2B pipeline development.
- 01
Market intelligence
Explore target markets, relevant applications, and potential opportunities in the context of the company’s offering.
- 02
Connect the stages
Structure the journey from market research to qualification so information can carry forward with the prospect.
- 03
Build in review
Bring task visibility and approval controls into the workflow so teams can oversee important decisions.
- 04
Personalized outreach
Prepare relevant communication using the company’s offering and the prospect’s business context.
- 05
Lead qualification
Assess fit and engagement against qualification criteria, with supporting information available for review.
- 06
Sales handoff
Bring qualified opportunities and their context together for the sales team’s next conversation.
- Human + AI
Human judgment, built into the workflow
SellersGPT combines AI-supported execution with human direction.
- AI supports
- Market and prospect research
- Information organization and classification
- Outreach preparation and follow-up tasks
- Qualification support
- People control
- Targeting priorities and business direction
- Review of sensitive communication
- Approval of key decisions
- Relationship management and next steps
This division of responsibility lets teams automate repetitive work while retaining oversight of how opportunities progress.
- The Workspace
A workspace that makes the next step clear
The platform brings tasks, account context, engagement signals, and review controls into one working environment.
Track progress
See active tasks and where prospects stand within the workflow.
Review communication
Access pending approvals and assess proposed outreach before moving forward.
Understand qualification
Review lead scores, account information, and supporting context together.
Prepare the handoff
Give the sales team access to the information behind an opportunity, alongside its next action.
- Technology
The technology behind the workflow
The application combines AI capabilities with a web interface, backend services, structured data storage, and subscription payments.
- 01
- AI
- GPT-4
- 02
- KNOWLEDGE RETRIEVAL
- Retrieval-augmented generation
- 03
- BACKEND
- Python, FastAPI
- 04
- FRONTED
- React
- 05
- DATABASE
- PostgreSQL
- 06
- PAYMENTS
- Stripe
- 07
- DELIVERY
- Cloud deployment and CI/CD
- The Outcome
A connected foundation for B2B pipeline development
SellersGPT brings research, prospecting, outreach, and qualification into a shared workflow, with review points and account context available along the way.
A coordinated process
Core stages of pipeline development connect within one application.
Reviewable decisions
Teams can inspect supporting context and intervene at key points.
Context for the next conversation
Qualified opportunities reach the sales team with information to support follow-through.