📄 Case Study

How our Training Helped a B2B SaaS Company Build One Sales System Across 27 SDRs and Two Markets

A structured 3-week program built live on their real pipeline. By the time training ended, the system was already running.


Client Profile

Client Profile

Our client builds software for operations and finance teams in mid-market companies, selling across India and the US. Their Sales team had grown to 27 Business Development Executives. They had various tools like Apollo, HubSpot, LinkedIn Sales Navigator and ChatGPT. On paper, AI-enabled. In practice, completely disconnected.

27 BDEs
Business Development Executives on the sales team
2 Markets
Selling across India and the United States
AI-Enabled
Apollo, HubSpot, LinkedIn Sales Navigator, and ChatGPT — but completely disconnected

The Problem

What Was Breaking Down

Five compounding cracks that were silently draining the pipeline.

Research had no standard

Some executives spent 35 minutes researching one account. Others sent generic outreach to 50 accounts at the same time. Nobody agreed on what "qualified enough to reach out" even meant.

AI was being used, but chaotically

Every executive had their own prompts in a personal Notes app or Google Doc. One was writing full sequences with ChatGPT. Another used it only to fix grammar. The manager had no way to standardise any of it.

Follow-up was the biggest leak

No defined sequence logic meant follow-ups happened only when someone remembered. High-intent prospects who did not reply to email one simply disappeared from the pipeline. Nobody knew it was happening.

India and US outreach looked identical, but they should not have

Relationship-first emails going to US process-driven buyers. Outcome-focused copy going to Indian prospects who wanted speed and credibility. Both underperforming for completely different reasons.

The manager was tracking activity, not pipeline

HubSpot data was incomplete, logged days late, and based on memory. The manager could see the team was busy. She could not tell which accounts were actually moving.


The Solution

What Apex School of Business Built With Them

The team went through our structured 3-week AI-Powered Sales Training Program, working directly on their live pipeline across both markets. Every session was hands-on. By the time training ended, the system was already running.

🔍
Shared AI research workflow

A structured account research process using Apollo, Clay, and a custom AI prompt sequence surfacing buying signals, firmographic fit, and triggers like funding rounds and hiring activity. What took 20 to 35 minutes now takes under 5. Every executive does it the same way.

🌐
Market-specific messaging playbooks

Two separate outreach frameworks — one for India built around speed-to-value and peer credibility, one for the US built around business outcomes and specificity. Both loaded into a shared AI prompt library the whole team personalises from.

🔁
5-touch multi-channel sequence

Every prospect enters a defined sequence across email and LinkedIn with set timing, follow-up logic, and a break-up message. No executive decides the cadence independently.

📚
Shared prompt library

20+ documented AI prompts covering research, first-touch personalisation, objection handling, follow-up variations, and LinkedIn openers. Market-tagged for India and US. Stored in one shared workspace.

⚙️
CRM automation via HubSpot and n8n

Deal stage movement, reminders, and pipeline updates now run through automated workflows. No manual logging. No memory-based updates. The manager finally has a pipeline she can actually coach from in real time.

🛠 Tools the team runs on
Apollo Clay HubSpot LinkedIn Sales Navigator Instantly OpenAI Prompt Library n8n

Results

The Numbers

0%
Time Saved
Reduction in account research and outreach prep time
0x
More Follow-Ups
More follow-up touchpoints completed per week
0
Market Playbooks
Running across the full team
0+
Shared Prompts
Standardised across all workflows
0
Unified Pipeline
The manager can actually manage

What the Sales Head Said

Every SDR was using AI differently and getting different results. After the training, we finally had one way of doing things. The team was able to reduce manual, repetitive work and become more outcome-driven. Automation helped us get better data and a higher quality pipeline. The training created a real shift in how we think about and use AI.

Sales Head, B2B SaaS Company

Before vs After

What Changed

The same team, the same tools. One unified system underneath it all.

Before After
Account research20 to 35 minutes, no standardUnder 5 minutes, shared AI workflow
MessagingEvery executive writing independentlyShared framework, AI personalisation at scale
India vs USSame approach for both marketsSeparate playbooks for each buyer context
Follow-upMemory-based, easy to missAutomated sequences and reminders
AI usage27 different prompt stylesOne shared prompt library
CRMIncomplete, logged retroactivelyAutomated in real time
Manager visibilityActivity reports with no contextLive pipeline the manager can coach from

Ready to Build This

Your Sales Team Does Not Need More Tools. They Need One System.

Apex School of Business trains B2B sales teams to build one AI-powered sales engine the whole team runs on together, covering prospecting, outreach, automation, and pipeline management. Built live, on your real pipeline, across your real markets.

Prospecting
Structured AI research workflows your whole team runs the same way
Outreach
Market-specific messaging playbooks with shared AI personalisation
Automation
CRM and sequence automation so nothing falls through the cracks
Pipeline Management
Live visibility your sales manager can actually coach from
🔲 No commitment required. We will walk you through exactly how this works for your team.