How Geis Companies centralized lead intake, automated high-volume outreach, and kept CRM and email workflows aligned so the team could move faster without losing quality.
Geis' business development motion was constrained by manual lead processing and outreach execution across disconnected sources, making consistent follow-up and measurement difficult. The team wanted to increase daily outreach volume while keeping communication professional, compliant, and aligned to how deals are actually sourced in construction and real estate.
Lead data scattered across multiple disconnected sources with no unified workflow.
Manual outreach execution limited daily contact capacity and created inconsistent follow-up.
Need for industry-specific targeting while maintaining brand quality and compliance.
Geis needed a repeatable way to go from project signal to the right decision-maker without manual research across disconnected tools. We implemented an agentic workflow that could operate their lead source platforms via browser automation, apply qualification rules early, expand a search for the most relevant contacts across the internet, and then enrich the surviving targets through a multi-provider toolchain with primary and fallback sources. A lightweight feedback loop let the sales team flag mismatches so targeting and enrichment improved over time.
Agentic sourcing via browser automation to extract richer lead data than standard integrations.
Qualification-first filtering so only viable opportunities proceed to enrichment.
Enrichment toolchain orchestration with primary and fallback providers depending on coverage and cost.
Contact targeting by role/title to find decision-makers, not just any contact.
Continuous improvement loop using sales feedback to refine matching over time.
Geis received a production-ready AI sales agent paired with a digital workbench that gives the team visibility and control over the automated pipeline. The system provides a shared lead queue with bulk operations, supports high-volume outreach using standardized templates and attachments, and keeps the CRM synchronized so it remains the system of record. This gives the team a consistent day-to-day operating surface for prospecting and outreach while preserving existing CRM workflows and data hygiene.
Fully functional AI Agent incorporating custom tools and workflows.
Lead management workbench with filtering, search, and bulk processing.
Outbound execution tools: templates, attachments, and Microsoft 365-based sending for professional delivery.
CRM synchronization + deduplication to maintain data hygiene and preserve existing workflows.
Multi-user access + collaboration controls so the team can operate together in one system.
The Geis sales agent platform transformed their business development capacity. The team can now process leads at scale while maintaining the quality and compliance standards essential in construction and real estate outreach.
5,000+ MQLs generated per quarter through the automated intake and outreach workflow.
500% increase in daily contact capacity — dramatically expanding outreach potential.
95% automation rate for initial outreach — freeing the team to focus on qualified conversations.
Industry
Construction & Real Estate
Location
Ohio, USA
Company Size
1,000+ employees
Duration
1 month
Team Size
2 specialists
Role
Product Strategy, AI Enablement, Forward Deployed Engineer, AI Engineer
Technologies
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