DIGITAL AGENCY 3-MONTH CASE STUDY SHIPPED · LIVE

NeedCollab tripled their
qualified meetings
in 90 days.

We rebuilt their lead generation and CRM workflow from the ground up. Outbound automation, AI qualification, and zero manual follow-up.

27/mo
QUALIFIED MEETINGS
$45k
NEW MRR · 3 MONTHS
+9pts
CLOSE RATE · 14 → 23%
Stack used
GoHighLevel Make.com OpenAI Cal.com Gmail LinkedIn Sales Nav
The workflow

From cold prospect to booked meeting, autonomously

RUNS 24/7
SOURCE
LinkedIn
Sales Nav scrape
AI QUALIFIER
OpenAI scoring
ICP match · 0–100
CRM
GoHighLevel
Auto-tagged
OUTREACH
Personalized seq.
5-touch nurture
BOOKED
Cal.com slot
Confirmed RDV
The journey

From scrambling to structured.

01 Challenge

Manual outreach was eating hours

NeedCollab was scaling fast but stuck on manual prospecting. Their team spent hours each week researching LinkedIn profiles, drafting cold emails, and chasing follow-ups. Inbound leads from their website were falling through the cracks. The pipeline lacked structure, every rep tracked deals differently.

02 Solution

One system, every channel

We built an end-to-end acquisition engine. LinkedIn outbound scraped through Sales Navigator, every lead scored by an OpenAI qualifier against their ICP, qualified prospects pushed into GoHighLevel with tags and stage, and 5-touch personalized sequences running until a Cal.com slot was booked. Inbound leads now route through the same pipeline.

03 Results

$45k MRR in 90 days

27 qualified meetings per month, no manual sourcing. $45,000 in new monthly recurring revenue inside 90 days from launch. Close rate jumped from 14% to 23% because reps now meet only pre-qualified prospects. The team reclaimed roughly 18 hours per week previously spent on manual outreach work.

Timeline
WEEK 1
Strategic audit + system design
Mapped existing flows, identified bottlenecks, validated architecture.
WEEKS 2 – 3
Build + integration
LinkedIn outbound, AI qualifier, GHL pipeline, Cal.com booking, sequence templates.
WEEK 4
Launch + team onboarding
System live, team trained on the GHL pipeline, first qualified leads in 48 hours.
MONTH 1 → 3
Optimization + scale
Monthly tuning on qualifier prompts and sequence cadence. Pipeline value 3x'd.
"He didn't just set up tools. He built a structured acquisition system. Our pipeline is now organized, automated, and predictable."
N
NeedCollab Leadership
Digital Agency · Montréal
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