All Case Studies
B2B Sales

Paren

Full-stack sales and operations automation - leads, LinkedIn, and finance

50x

Return on Investment

Paren - product screenshot

Three integrated automation suites for a B2B company - AI-powered lead qualification with email follow-up, LinkedIn engagement monitoring with automated outreach, and multi-entity financial consolidation pulling US and Canada ledgers into a single reporting view.

The Problem

  • Sales team manually triaging leads - wasting hours daily on qualification
  • No systematic way to track or engage with LinkedIn prospect activity
  • US and Canada financial data siloed in separate accounting systems
  • Leads going cold without consistent, timely follow-up

Our Solution

We delivered three integrated automation suites: (1) AI-powered lead qualification that enriches, scores, and auto-follows-up via email, (2) LinkedIn engagement monitoring that tracks prospect activity and queues targeted outreach, and (3) multi-entity financial consolidation pulling US and Canada ledgers into a single reporting view.

What We Delivered

AI lead qualification with enrichment, ICP scoring, and spam filtering
Automated email sequences with reply detection and follow-up loops
LinkedIn engagement tracking across creators and competitors
Automated follower growth and outreach pipeline
Multi-entity financial consolidation (Zoho Books + QuickBooks)
Consolidated P&L, balance sheet, and cash flow reporting
Weekly digest reports and Slack notifications
n8n workflow orchestration across 9 active workflows

ROI & Impact

50x

ROI - $297K annual impact

51%

Inbound leads auto-qualified as MQL

94

Leads processed per month

8,400+

Financial transactions consolidated

Want Similar Results?

We currently take on 3 projects at a time. Book a discovery call to see if we're a fit.