Case study · Sales pipeline
The Inspect it AI pipeline, from first search to customer.
This is the pipeline I built to run outreach for Inspect it. It tracks every angel investor and every sales lead from the first LinkedIn request to a conversation, a trial or a customer. Below is a mock-up view of it. The real data cannot be shown online, so the numbers are illustrative and every name is a blurred placeholder.
- Angel investors
- Sales leads
- Interactive mock-up
- Names blurred
- Find
- Connect
- Intro
- Follow up
- Meeting
Inspect it AI pipeline
Your outreach at a glance: where every lead is, how they were reached, and what to do next.
This is a mock-up view. The real data cannot be shown online, so the numbers are illustrative and the names are blurred placeholders.
What you are looking at
Five tabs, one view of the whole sales cycle.
1
Activity
Totals, acceptance and reply rates, the weekly LinkedIn limit, and charts of who has been reached by industry, type and channel.
2
Angel leads
Every investor with a fit rating and a journey line from request sent to interested. A personal opener waits for my approval.
3
Sales leads
Every real estate and hospitality lead, moving from first request to trial and customer.
4
Outreach strategy
Which channel to use, in what order and when to follow up, for each group.
5
Outreach templates
Ready-to-use messages for each group and channel, each marked as a draft or approved.
In depth
How the Inspect it AI pipeline runs sales and investor outreach.
Two lead streams, one pipeline. Angel leads and sales leads are searched, scored and contacted separately, and every note waits for approval.
- 1
Angel leads
Investors are searched and scored on their own track.
- 2
Sales leads
Property managers, letting agents and facilities teams.
- 3
Approval queue
The AI drafts each note, and nothing goes out until it is approved.
- 4
Follow-ups
Replies are tracked and the next step is scheduled.
Inspect it sells to property managers, letting agents and facilities teams, and it also needs to talk to angel investors. The Inspect it AI pipeline handles both from one board, so a single founder can run two outreach programmes without losing track of either.
Two lead streams, one AI pipeline
Angel leads and sales leads are searched, scored and contacted separately, because they need different messages. The AI drafts each note, the approval queue lets me edit or reject it, and the follow-up list keeps every conversation moving. Reach, replies, meetings and trials all show up in one view.
From first search to paying customer
A lead moves through clear stages: found, connected, messaged, replied, meeting, trial, paying. The tabs in the mock-up above show each stage, and the guided tour plays the whole journey from start to finish so you can see how the automation behaves at every step.
Why founders choose an AI pipeline like Inspect it
Founders rarely have a sales team, a marketing team and an investor relations team. They have themselves. The Inspect it AI pipeline shows what that looks like when the repetitive parts are automated: searching, drafting, scheduling and tracking happen in the background, while the founder reviews the approval queue for a few minutes a day. The result is steady outreach every week, a clear picture of what is working and no lead left behind.
What the mock-up shows
The numbers in this view are illustrative and the names are masked, because real data stays private. The structure, the tabs and the workflow are the real ones. If you want an AI pipeline built around your own market, see the AI sales pipeline overview or browse the outreach templates. It is built with Claude and connects to HubSpot.
Work with me
Want a pipeline like this for your team?
Mock-up view: the numbers are illustrative, and lead and company names are never published.