CASE STUDY
AI-Powered Outbound Prospecting & Lead Enrichment
An automated B2B sales development engine combining Job-Board signal monitoring, Clay lead enrichment, Retell AI voice calling, and HubSpot CRM integration for a US security training and LMS company.
Cognic OutboundAI
Search hiring signals, target accounts or leads…
Job-Board Intent Sourcing & Voice AI Cold Outreach
4,500
Monthly Qualified Signals
91.8%
Decision-Maker Contact Match
3.8x
Increase in Booked Meetings
Zero
Manual Data Entry
| Target Account | Detected Hiring Signal | Identified Security Leader | Voice AI Outcome | HubSpot Status | Confidence |
|---|---|---|---|---|---|
| Apex Logistics Inc. | Indeed: “Hiring 12 Security Guards” | Marcus Vance (VP Security) | Call Connected & Qualified | Meeting Booked | 99% |
| Horizon Health Network | LinkedIn: “Director of Safety” | Sarah Miller (Chief Security Officer) | Call Connected & Qualified | Meeting Booked | 98% |
| Pinnacle Retail Group | ZipRecruiter: “Loss Prevention Lead” | David Chen (Director of LP) | Voicemail Left & SMS Follow-up | Nurture Sequence | 95% |
| Starlight Hospitality | Indeed: “Hotel Security Officers” | Elena Rostova (Head of Facilities) | Call Connected & Qualified | Meeting Booked | 97% |
| Beacon Energy Corp | Indeed: “Facility Security Spec” | Robert Hayes (VP Corporate Security) | Call Connected & Qualified | Meeting Booked | 99% |
4,500+ Monthly Buying Signals
Scraped from active job-board postings indicating hiring demand
3.8x More Qualified Meetings Booked
Voice AI conversations qualifying decision-makers in real time
< 600ms Voice AI Latency
Natural, human-like voice conversations powered by Retell AI
HubSpot Sync Automated CRM Updates
Call recordings, transcripts, and deal stages automatically populated
What is AI-powered outbound prospecting?
AI-powered outbound prospecting monitors real-time buying signals (such as companies actively hiring security personnel on job boards), enriches target accounts with verified decision-maker direct contacts via Clay waterfalls, initiates natural voice conversations using conversational AI (Retell AI), and books qualified discovery meetings directly into AE calendars in HubSpot.
A Smarter Way to Scale B2B Outbound Sales
The Challenge
Manual job board scraping, incomplete phone numbers, slow SDR dialing, and low connect rates stalling sales growth.
The Solution
Autonomous prospecting engine combining hiring signal listeners, Clay contact waterfalls, Retell voice AI, and HubSpot sync.
The Outcome
Sales development team booked 3.8x more discovery meetings, SDR research time was eliminated, and outbound ROI increased by 280%.
The Challenge
B2B sales teams waste over 70% of their working hours manually prospecting job boards and dialing dead-end switchboards.
Incomplete and outdated contact information for target security executives
Misleading job titles on job boards making decision-makers difficult to pinpoint
Duplicate accounts created when the same company posted across multiple job boards
Similar company names leading SDRs to contact the wrong organizations
Manual enrichment and cold dialing yielding few live conversations per day
SDR burnout from repetitive voicemail drops and gatekeeper rejections
Lack of automated call transcript logging and note-taking in HubSpot CRM
High cost per qualified sales meeting under traditional SDR team staffing
Traditional SDR Cold Calling vs. Cognic Autonomous Engine
| Workflow Stage | Traditional Manual Workflow | Cognic AI-Powered Engine |
|---|---|---|
| Signal Discovery | SDRs manually scrolling Indeed and LinkedIn for hiring announcements | Automated scrapers monitoring 50k+ job listings daily for specific hiring keywords |
| Contact Enrichment | Searching LinkedIn and guessing email formats across disparate tools | Multi-source Clay waterfall providing verified mobile dials and corporate emails |
| Account Deduplication | Frequent duplicate records created across sales reps in HubSpot | Intelligent domain and parent entity resolution merging duplicate listings |
| Outbound Calling | Human SDR dialing 60 numbers/day, reaching 3-4 live people | Retell AI voice engine initiating hundreds of concurrent conversations at under 600ms latency |
| Lead Qualification | Scripted conversations often derailed by unexpected objections | Dynamic LLM qualification addressing objections and validating compliance needs |
| CRM & Calendar Sync | Manual call notes typed hours later with missing details | Instant automated HubSpot deal creation, call audio recording, and meeting booking |
The Cognic Autonomous Outbound Engine
Three integrated modules connecting buying intent, verified contacts, and voice AI sales qualification.
01
Hiring Signal & Job-Board Scraper
Monitors job boards for companies actively hiring in-house security guards and safety officers.
• Keyword-based job board listeners
• Parent company entity resolution
• Real-time hiring intent scoring
→
02
Clay Multi-Source Contact Waterfall
Enriches target accounts with verified decision-maker direct phone numbers and verified corporate emails.
• Multi-vendor contact waterfalls
• Direct mobile number verification
• Job title semantic classification
→
03
Retell Voice AI & HubSpot Booker
Conducts natural phone conversations, answers questions, handles objections, and schedules meetings in HubSpot.
• Sub-600ms conversational latency
• Dynamic objection handling logic
• Direct calendar booking & CRM sync
→
Hiring Signals
Real-time high-intent company discovery
Retell Voice AI
Sub-600ms latency natural voice calls
HubSpot Native
Automated calendar booking and deal sync
Outbound Intelligence Architecture & Pipeline
An automated, multi-tier sales development and conversational AI pipeline.
1 Signal Sourcing
› Indeed / LinkedIn Scrapers
› Job Keyword Filtering
› Company Domain Resolution
› Hiring Velocity Scoring
› Signal Database Tier
2 Clay Enrichment
› Clay Waterfall API
› VP / Director Identification
› Direct Phone Verification
› SMTP Email Validation
› Account De-duplication
3 Retell AI Voice
› Retell Conversational Engine
› Groq Llama 3 LLM
› Dynamic Objection Logic
› Live Call Transfer
› Audio Recording Cache
4 HubSpot & Booking
› HubSpot REST API
› Call Transcript Logging
› Automated Deal Stage Update
› AE Calendar Invites
› Pipeline Analytics
From Job Posting Signal to Booked Sales Meeting
A high-converting, fully automated sales development journey.
Job Board Posting
→
Signal Match
→
Clay Enrichment
→
Voice AI Call
→
Qualification
→
Booked Meeting
Voice AI & Sales Intelligence Capabilities
Core machine learning capabilities powering autonomous outbound sales.
Ultra-Low Latency Conversational Voice
Retell AI + Groq architecture delivering sub-600ms voice responses that feel completely human
Semantic Job Title Classifier
Maps hundreds of job board variants to identify true corporate heads of security and safety
Dynamic Multi-Source Contact Waterfall
Cascades through multiple premium databases to find verified direct mobile dials
Automated Objection Handling Logic
Addresses common pricing, compliance, and timing pushback with factual value propositions
Bi-Directional HubSpot CRM Sync
Logs full call transcripts, audio recordings, sentiment tags, and deal milestones in real time
Sales Leadership Outbound & Voice AI Console
Sales managers review live signal matches, monitor voice call qualification rates, and inspect booked discovery meetings.
| Company Name | Detected Intent Signal | Decision-Maker Contact | Voice AI Call Status | Action | ||
|---|---|---|---|---|---|---|
| Apex Logistics Inc. | Indeed: Hiring 12 Security Guards | Marcus Vance (VP Corporate Security) | Meeting Booked for Thursday 2pm | Qualified | 99% | |
| Horizon Health Network | LinkedIn: Director of Safety Opening | Sarah Miller (Chief Security Officer) | Meeting Booked for Friday 10am | Qualified | 98% | |
| Pinnacle Retail Group | ZipRecruiter: Loss Prevention Lead | David Chen (Director of LP) | Voicemail Left & SMS Follow-up Sent | Nurture | 95% | |
| Starlight Hospitality | Indeed: Hotel Security Officers | Elena Rostova (Head of Facilities) | Meeting Booked for Monday 11am | Qualified | 97% |
Enterprise Telephony & CRM Governance
Compliant telephony infrastructure maintaining strict FCC and CRM data standards.
TCPA & FCC Compliant
HubSpot Certified Sync
Encrypted Audio Logs
Role-Based Access
AES-256 Bit Encryption
Immutable Audit Trail
Technology Stack
Key technologies powering the production deployment.
Retell AI Voice Engine
Clay Enrichment API
Groq (Llama 3 70B)
HubSpot CRM REST API
Python FastAPI
PostgreSQL Database
Twilio SIP Trunking
Docker
TailwindCSS
What Changed
Key operational and efficiency improvements.
Discovery meeting booking volume increased by 3.8x within first 60 days
SDR manual prospecting and list-building hours reduced by over 95%
Direct connect and qualification rates jumped from 4% to 18% on hiring signals
HubSpot pipeline populated with 100% enriched, verified decision-maker records
Cost per qualified discovery meeting dropped by 65% compared to agency SDRs
Built for B2B Sales & Revenue Leaders
Engineered for VP of Sales, Chief Revenue Officers (CROs), and growth marketers.
VP of Sales & Chief Revenue Officers
Scale outbound pipeline predictably without linearly hiring expensive SDRs.
Sales Development (SDR) Managers
Equip sales reps with high-intent hiring signals and verified decision-maker contacts.
Revenue Operations (RevOps) Directors
Maintain clean, automated, and de-duplicated CRM account hierarchies in HubSpot.