Client Overview
The client is a global group of international schools operating across multiple regions, supporting thousands of students, parents, and staff. With dozens of campuses and a rapidly expanding digital ecosystem, the organization manages various systems for admissions, communications, partnerships, and operational workflows. Their marketing and outreach teams regularly engage with educational institutions, vendors, and community partners, requiring accurate, timely, and scalable lead identification to support growth across all regions.
Business Objective
The organization wanted a more innovative, efficient way to identify, profile, and qualify potential leads for partnership, admissions, and outreach initiatives. Traditional manual methods, searching professional platforms, verifying organization data, and collecting contact details were slow and inconsistent.
Their objective was to deploy an AI-powered Marketing Automation Agent that could streamline lead profiling, reduce manual effort, automate contact discovery, and provide enriched data directly to regional teams. This would allow staff to spend less time on research and more time on meaningful engagement that drives real outcomes.
Challenges Faced
1. Manual Profiling Process
Extracting leads from LinkedIn one by one was slow and repetitive.
2. Inconsistent Contact Data
Finding accurate email addresses or contact numbers for key decision-makers required multiple tools and manual verification.
3. Extended Sales Cycles
The lengthy process delayed outreach efforts, reducing responsiveness and potential conversions.
4. Resource Bottlenecks
Sales teams spent significant time on administrative research rather than strategic follow-ups.
How NeosAlpha Helped?
To address these challenges, NeosAlpha developed a Marketing Automation Agent that automates the entire profiling and enrichment process, from raw lead lists to ready-to-contact prospects.
1. Automated Lead Extraction
The process begins with an Excel sheet of potential leads, containing basic information such as company name, domain, size, and page visits. Using a Boomi AI Agent designed and orchestrated in Boomi Agentstudio, the agent automatically extracts, validates, and categorizes this data for downstream processing.
2. Smart Role Filtering
Based on company size, the system determines which designations to target:
- For large enterprises (100+ employees): roles such as Solution Architect, Integration Architect, Systems Manager, and Head of IT are prioritized.
- For smaller companies, decision-makers like the Founder, CEO, and CTO are targeted.
3. AI-Driven Data Enrichment
Using the Apollo People Enrichment API, the agent retrieves detailed profile data, including first name, last name, and company domain.
4. Automated Email Discovery
The Boomi Email Hunter AI Agent then extracts valid email addresses corresponding to the enriched profiles. This data is automatically compiled back into an updated Excel sheet.
5. Intelligent Draft Creation
An AI-powered email generation agent, built with Boomi AI Agent capabilities, leverages enriched lead data to draft personalized outreach emails directly in the team’s drafts folder.
This end-to-end automation enables marketing teams to go from an initial lead list to ready-to-send emails with minimal human intervention.
Technology Stack
- Boomi
- Apollo
- Boomi Agentstudio
Results
The Marketing Automation Agent significantly reduced manual workload and improved data accuracy across the sales funnel of the organization:
- 80% reduction in lead profiling time, from hours to minutes per batch.
- Automated contact discovery and email draft generation streamlined outreach readiness.
- Improved sales productivity, allowing teams to focus on conversions instead of data entry.
- Consistent targeting ensured alignment with company size and decision-maker profiles.
- Actionable insights stored in structured Excel outputs for easy tracking and review.
