Case Studies/Outbound Lead Qualification
B2B Sales · Voice AI · Outbound

500-Person Lists,
Qualified in Hours.

Most outbound lead lists are 60-70% unqualified before a sales rep ever dials. That is the most expensive place to do qualification work. Quixas deployed a Retell-based Voice AI agent that runs the qualification conversation before any human SDR is involved, so every conversation on an SDR calendar is already qualified.

Industry

B2B Sales & RevOps

Stack

Retell AI · LangGraph · n8n

Delivered

Production Voice AI deployment

Qualification Throughput

Hours

To work a 500-person list

Previously a week of SDR time. High-intent prospects now reach a human conversation while their interest is still current.

500

Leads / list

3-5

Min per call

100%

CRM coverage

Live in production

Hours

500-person list worked

Previously a full week of SDR time

0%

Consistent qualification

Same framework on every call

24/7

Continuous outreach

Optimal call times + retries

0%

CRM records updated

Structured data on every contact

The Challenge

SDRs Burning Hours
On Disqualifying Calls.

SDRs spending most of the week on calls that produce no pipeline

A list of 500 leads arrives. Roughly 300 to 350 of them are not worth a conversation. An SDR disqualifying them one call at a time has spent the majority of their week on work that produces nothing, and their compensation, quota, and job satisfaction suffer as a result.

Speed to qualified conversation was days, not minutes

When qualification is done serially by a human, the list takes days or weeks to work through. High-intent prospects who requested contact lose interest long before anyone reaches them.

Inconsistent qualification across reps and calls

Different SDRs apply qualification questions differently. The result is inconsistent pipeline quality that makes forecasting unreliable and confuses the handoff to Account Executives.

CRM hygiene quietly decaying over time

Disqualified contacts often end up in ambiguous states in the CRM, not clearly marked, not reliably excluded from future campaigns, creating noise in the pipeline data that compounds with every campaign.

What We Built

A Voice AI Agent
That Qualifies Before Humans Do.

Quixas deployed a Voice AI agent built on Retell AI that runs the full qualification conversation, writes structured data back to the CRM, and routes only qualified leads to an SDR. Every SDR call starts with context; every disqualification is structured; every list is worked in hours.

Automated Outreach

The agent calls through the lead list on a defined schedule, placing calls at optimal times and managing retry logic for unanswered calls automatically. No SDR touches a disqualifying call.

Qualification Conversation

The agent conducts a natural, 3 to 5 minute qualification call covering company size, pain points, current solutions, decision-making process, and timing. The conversation is scripted around the client's specific qualification framework.

Real-Time CRM Update

At the close of each call, the agent writes the qualification outcome, the call transcript, and the extracted qualification data directly to the CRM. By the time an SDR opens their queue, every record already has structured details.

Intelligent Lead Routing

Qualified leads are automatically assigned to the appropriate SDR based on territory, vertical, or company size rules. The SDR receives a notification with the qualification summary attached and opens the conversation already knowing the situation.

Structured Disqualification

Unqualified contacts are marked in the CRM with the specific disqualification reason and excluded from future campaigns automatically. Pipeline noise is removed at the source rather than building up over time.

Closed-Loop Framework Tuning

Call transcripts and outcomes are reviewed weekly to refine the qualification framework. The agent's script and scoring evolve with what is actually converting in the pipeline, not what was assumed at kickoff.

How the System Works

Outbound Call

Retell AI voice layer

Qualification

Scripted framework

Data Extraction

LangGraph parser

CRM Write-Back

HubSpot / Salesforce

SDR Routing

n8n rules engine

Voice layerRetell AI
OrchestrationPython + custom call flow logic
CRM integrationREST API connector (HubSpot / Salesforce)
TranscriptionReal-time via Retell
Data extractionLangGraph qualification parser
Routing logicn8n workflow
Delivery Timeline

From Kickoff to Qualified Calendars in 4 Weeks.

Week 1

Framework & Script Definition

Mapped the client's qualification criteria, reviewed closed-won and closed-lost recordings, and wrote the conversational framework the agent would follow on every call.

Week 2

Voice Agent Build

Built the Retell AI voice agent, wired the custom call-flow logic in Python, and implemented the LangGraph qualification parser that converts call transcripts into structured CRM data.

Week 3

CRM & Routing Integration

Connected the agent to HubSpot / Salesforce via REST, wrote the n8n routing rules for territory and vertical assignment, and built the SDR notification flow.

Week 4

Calibration & Handoff

Ran the agent against a live pilot list in parallel with the SDR team, calibrated the qualification thresholds against real outcomes, and handed over operational runbooks.

The Results

SDR Calendars Filled With
Only Qualified Conversations.

Hours

To work a 500-person list

A list that previously took a week of SDR time can now be worked in a matter of hours. High-intent prospects reach a human conversation while their interest is still current.

100%

Consistent qualification framework

Every call uses the same framework. Pipeline quality is consistent and predictable, and forecasting gets materially more reliable.

Lower

Cost per qualified lead

The cost per qualified lead drops when the qualification work is done by a Voice AI agent rather than a fully-compensated SDR. SDR time only touches already-qualified prospects.

Higher

SDR job satisfaction and close rates

SDRs spend their time on conversations that have a real chance of progressing, not on calls designed primarily to disqualify. Close rates from the qualified pipeline are higher because conversations start with more context.

Our SDRs were spending most of their week disqualifying cold lists. Now every conversation on their calendar is already qualified, with a transcript and structured notes waiting in the CRM. It changed the economics of outbound for us entirely.
H

Head of Sales Development

B2B SaaS, Mid-Market

Client name withheld by request.

For Sales Leaders & RevOps

Is Your SDR Team Spending More Time
Disqualifying Than Selling?

We have built Voice AI qualification systems that work a 500-person list in hours and hand SDRs only the conversations worth having. In 30 minutes we map your qualification criteria, estimate the cost of disqualifying calls today, and show you what an automated version looks like.

Free 30-minute session
Qualification cost calculated before you commit
Live in production in 4 weeks