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Agentic Sales & Marketing Lead Enrichment & Outreach System

Agentic Sales & Marketing Lead Enrichment & Outreach System

Overview

Augustine Institute is the largest Catholic graduate theology school in the United States and operates Formed, a digital platform serving over 5,000 parishes and 1 million+ subscribers with theological education and faith formation resources.

Sector

Professional Services

Team size

450+ students, 15+ faculty, 1M+ subscribers via Formed platform

Location

Florissant, Missouri

Established

2005

Core features

AI-Powered Lead Enrichment & Intelligent Sales Routing

Problem

Augustine Institute operates in a high-volume, high-context sales environment where leads arrive from many places and require careful qualification. But the underlying systems weren't built for that reality—lead data was fragmented across HubSpot exports, Excel files, and PDF directories, with critical information locked inside PDFs requiring OCR, manual consolidation and deduplication slowing campaign execution, messaging that must align with Catholic theological and pastoral norms, limited internal technical bandwidth to build and maintain a custom system, and existing processes unable to demonstrably outperform current conversion benchmarks.

Problem

Augustine Institute operates in a high-volume, high-context sales environment where leads arrive from many places and require careful qualification. But the underlying systems weren't built for that reality—lead data was fragmented across HubSpot exports, Excel files, and PDF directories, with critical information locked inside PDFs requiring OCR, manual consolidation and deduplication slowing campaign execution, messaging that must align with Catholic theological and pastoral norms, limited internal technical bandwidth to build and maintain a custom system, and existing processes unable to demonstrably outperform current conversion benchmarks.

Approach

TrueHorizon AI designed and deployed a dual-agent system purpose-built for real-world sales operations: a Lead Enrichment Agent responsible for ingestion, cleanup, and enrichment, and a Product Segmentation & Sales Outreach Agent responsible for activation and conversion. The system was built as a production-grade stack including HubSpot CRM as the system of record, a dedicated OCR pipeline for PDF ingestion, n8n for deterministic workflow orchestration, Airtable for campaign management and performance tracking, and Slack integrations for real-time lead activity alerts.

Outcomes

2 Specialised AI Agents Deployed

3 Data Sources Unified

3 Product Lines Automated

Intelligent Lead Routing System created


Overview

2 Specialised AI Agents Deployed

3 Data Sources Unified

3 Product Lines Automated

Intelligent Lead Routing System created


The Problem: Fragmented Data and Manual Processes

2 Specialised AI Agents Deployed

3 Data Sources Unified

3 Product Lines Automated

Intelligent Lead Routing System created


The Ask: Prioritized and Product-Matched Leads at Scale

2 Specialised AI Agents Deployed

3 Data Sources Unified

3 Product Lines Automated

Intelligent Lead Routing System created


The Solution: A Two-Agent Lead Enrichment and Outreach System

2 Specialised AI Agents Deployed

3 Data Sources Unified

3 Product Lines Automated

Intelligent Lead Routing System created


Lead Enrichment Agent

2 Specialised AI Agents Deployed

3 Data Sources Unified

3 Product Lines Automated

Intelligent Lead Routing System created


Product Segmentation & Sales Outreach Agent

2 Specialised AI Agents Deployed

3 Data Sources Unified

3 Product Lines Automated

Intelligent Lead Routing System created


Core Architecture

2 Specialised AI Agents Deployed

3 Data Sources Unified

3 Product Lines Automated

Intelligent Lead Routing System created


Outcomes & Deliverables

2 Specialised AI Agents Deployed

3 Data Sources Unified

3 Product Lines Automated

Intelligent Lead Routing System created


Business Impact

2 Specialised AI Agents Deployed

3 Data Sources Unified

3 Product Lines Automated

Intelligent Lead Routing System created


The Takeaway

2 Specialised AI Agents Deployed

3 Data Sources Unified

3 Product Lines Automated

Intelligent Lead Routing System created