Case · Consulting / Managed IT
Stack Consulting AI (sister brand)
Strategic Sync··5 min read
Outcome
11hrs/wk
Sales-ops time recovered
Stack
n8n, Anthropic Claude, HubSpot, Slack, Cal.com
Date
January 2026
Stack Consulting AI's sales motion runs through HubSpot but most of the day-to-day operational work happened in spreadsheets and Slack. We built an agent that watches HubSpot for new inbound leads, scores them against ICP fit, posts to Slack with context, and books a discovery call if the lead self-qualifies.
Reclaimed roughly 11 hours/week previously spent on manual lead routing, calendar coordination, and CRM cleanup.
Body to be expanded by Chad before launch. Placeholder content.