Sales Surge
    SALES SURGEAlign•Automate•Accelerate
    Back to Cases
    INCGPT
    AI / Tech Platform

    INCGPT

    From market interest to predictable sales machine

    How it started

    INCGPT, an AI/tech-driven organization, was looking for a way to convert their growing market interest into a predictable sales machine. They came to Sales Surge with a clear question: 'We're getting attention and demo requests, but our funnel and tooling aren't set up to make this scalable. Can you help build a real revenue engine?'

    The Challenge

    1

    Scattered lead sources

    Leads came in through different channels (website, content, network, LinkedIn), but without a clear process

    2

    No lead qualification

    No clear distinction between marketing-qualified and sales-qualified leads; everyone was in one list

    3

    Disconnected outbound

    Outbound (LinkedIn / email) was running, but wasn't connected to CRM and results were hard to measure

    4

    Gut-feel forecasting

    Forecasting was mostly 'feeling' rather than data-driven; difficult to manage pipeline and targets

    In short: strong product, lots of market interest, but a RevOps foundation that was missing.

    What we built

    We constructed a complete RevOps foundation: from lead capture to qualified pipeline, with automation at the core.

    CRM Foundation

    • Clear lifecycle and deal stages (lead → MQL → SQL → demo → proposal → customer)
    • All channels connected (forms, email, outbound tools) creating one source of truth

    Multi-channel Outbound

    • Setup of segmented Instantly/Cold email campaigns combined with LinkedIn sequences
    • ICPs and personas sharpened; messaging aligned with RevOps, automation and AI pains

    Automation & Scoring

    • Automatic follow-up flows based on behavior (opens, clicks, replies)
    • Lead scoring so sales can focus on the warmest leads

    Reporting & Feedback Loop

    • Dashboards for reply rate, booking ratio, progress per phase and channel ROI

    "Everything is set up with the Sales Surge principle: as many reusable blocks (snippets, sequences, dashboards) as possible so scaling becomes easy."

    The Results

    More relevant conversations

    Through better segmentation and automation, conversations shifted from 'random interest' to qualified RevOps/AI cases

    Less noise, more focus

    Sales worked from one pipeline, knew exactly which leads had priority, and had standard flows for follow-up

    Steering information

    Management got hard numbers for the first time on 'which channel works', 'what does an appointment cost' and 'where does our funnel stall'

    "Sales Surge significantly increased our commercial power with smart funnels and a tight approach."
    INCGPT
    Bert Blevins
    Owner • INCGPT

    What we do now

    Ongoing optimization of campaigns: testing new ICPs, messaging and channels

    Further automating the manual 20%, for example expanding templates, incorporating even more signals from tools into scoring

    Strategic RevOps sparring: periodically reviewing KPIs and funnel and determining where the next 'surge' should come

    Want similar results?