Fast and Personal
Follow-Up for
Every Lead

How Asymbl's Sales & Marketing team orchestrated and optimized lead flow with a hybrid workforce.

We Can't Work Every Lead So
We Hired Digital Teammates

Growing a sales pipeline is straightforward. But working every lead consistently and at the right moment is the hard part. And honestly? We weren't nailing it.

Our sales and marketing teams were faced with a familiar problem. Visitors browsed our website, downloaded resources, and disappeared. We had lead scoring and automated workflows, but those rules ran on our assumptions instead of what each prospect cared about. To make matters worse, the meetings that did get booked were pulling valuable prep time away from our highest-value, qualified opportunities.

We needed to engage every prospect the moment they showed intent, follow them with outreach, and hand them to a human with full context. With limited budget, time, and headcount, we reimagined our go-to-market motion around a hybrid workforce of people and Agentforce agents.

First we designed and hired Teddy, our Digital Sales Development Representative. Trained on our voice, products, and ideal customer profiles, Teddy works high-interest but unqualified prospects in their earliest stage. Given his own Salesforce seat and Slack account, he engages prospects within hours and nurtures them toward a meeting. Teddy works 1,000+ leads a week to drive a 427% increase in lead engagement.

Then we hired Finn, our Digital Web Concierge, to meet prospects when they landed on our website. He answers product questions, surfaces resources, and moves visitors at their own pace. When someone signals real intent, Finn passes the lead to Teddy, who works it immediately.

Since Teddy has full access to the lead record in Salesforce, he can send outreach based on what each prospect engaged with, share case studies and ROI data, and offer a call when the timing is right. When a prospect books, Teddy notifies our BDRs in Slack with a complete summary: every asset touched and every pain point.

This end-to-end workflow assigns the right work to the right type of worker, human or digital. Our people stay focused on strategy, problem solving, and relationships, while our digital teammates deliver the right information at the right time, so prospects decide when to connect.

See Our Hybrid Workforce In Action

In this demo you'll see how Asymbl orchestrates human and digital workers to nurture and convert leads. We'll walk you through prospect-to-agent, agent-to-agent, and agent-to-employee handoffs, and how AI agents get more powerful when orchestrated for measurable outcomes.

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Digital Workers

1000+

Personalized Touches

Outcome

A Three-Step Framework
For AI Success

Our Digital Labor Advisory builds your digital workforce: digital workers scoped to specific jobs to be done, with clear motivations and human managers who coach them to deliver measurable ROI.

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Step 1: Design

Every digital worker is designed with AI agents and workflows to deliver on specific business outcomes. Clear job descriptions and KPIs are non-negotiable.

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Step 2: Onboard

Digital workers and agents require the same consideration for training materials, knowledge, system access, and governance as new human teammates to do their jobs well.

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Step 3: Coach

Each digital worker has a human manager who conducts weekly 1:1s, quarterly performance reviews, and coaches for quality, bias, drift, and hallucinations along the way.

Teddy, A Digital Sales Representative

Teddy is a custom digital worker built on Salesforce Agentforce to own the full top-of-funnel workload: qualifying inbound leads, sending personalized outreach sequences, scheduling meetings, and managing prospect communications at scale. He runs 24/7 with the consistency, capacity, and follow-through every pipeline needs. Teddy handles the volume and repetition so the sales team can focus exclusively on high-value conversations and closing.

Teddy is held to specific outcomes and measured against key performance indicators:

Nurtured Lead Growth: Increase in leads actively engaged through automated, personalized follow-up sequences

Lead Response Time: Speed from inbound inquiry to first meaningful outreach

Meeting Conversion Rate: Percent of outreach conversations that convert to a scheduled meeting

Pipeline Contribution: Dollar value of qualified pipeline sourced or influenced by Teddy's outreach activity

Outreach Volume: Total personalized touches sent per cycle without manual effort or added staffing

Cost Per Conversation: Reduction in spend required to generate a qualified sales conversation at scale

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Finn, A Digital Web Concierge

Finn is a custom digital worker built on Salesforce Agentforce to own the website engagement experience: greeting prospects, answering product questions, surfacing content based on visitor intent, and converting web traffic into qualified leads. He runs 24/7 with knowledge, patience, and consistency no human team could sustain. Finn handles the first impression so the sales team inherits prospects who already know Asymbl. (Take or leave this one, only made it shorter)

Finn is held to specific outcomes and measured against key performance indicators:

Visitor Engagement Rate: Percent of website visitors who initiate and sustain a meaningful conversation with Finn beyond the opening message.

Lead Conversion Rate: Percent of Finn conversations that result in a form submission or identified lead passed to the sales team.

Asset Delivery: Volume of high-intent content pieces surfaced and downloaded through Finn's conversations, used as a signal of qualified buyer intent.

Intent Qualification Accuracy: Precision with which Finn identifies high-intent visitors and routes them appropriately versus browsers who need more time.

Question Resolution Rate: Percent of product and service questions answered accurately from the knowledge base without having to say "I can't answer that."

Time to Lead: Speed from a visitor's first interaction with Finn to a completed form submission.

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What We Mean by Orchestration

Orchestration is how human and digital teammates operate as one to deliver business outcomes. Every successful deployment built internally and for our customers, touches all six of these layers. Miss one and the whole thing falls apart.

Data Connection

Connecting the systems where work happens: CRM, finance, HR, project management, communications, analytics. This goes beyond reading data and shifts to understanding what the data means in context.

Digital Workers

AI Agents and tools orchestrated to deliver outcomes and move beyond just answering questions: collection agents, verification agents, build agents, QA agents. Each one purpose-built for a specific task in a larger workflow.

Security & Compliance

Audience restrictions, data classification, access controls, and audit trails. Who sees what, what language is appropriate for which audience, and how you prove it was right.

Reporting & Visualization

Charts, dashboards, presentations, and documents that tell the story. Move beyond raw data dumps to contextualized output designed for the human who needs to make a decision.

Human Workflow Design

Understanding who the recipient is, what decisions they need to make, and how the output fits into their workday. The best orchestration is invisible to the person using it.

Outcome Design

Starting from what the business truly needs, and not what the technology can do. The Weekly CEO Briefing works because we designed it around what a CEO needs to know, then worked backward into the systems.

Asymbl Customer Zero Story