If you ask any agency founder or sales rep what their least favorite task is, the answer is almost always the same: Manual Prospecting.

It’s the necessary evil of growing an agency. You spend hours on LinkedIn, opening dozens of tabs, researching companies, finding decision-makers, and manually copy-pasting data into your CRM.

It’s exhausting, it’s boring, and worst of all—it’s horribly inefficient.

But what if you could get those hours back?

In our previous post, we discussed the top business implementation resources you need for 2025. Today, we’re going to show you proof of what happens when you actually implement those resources correctly.

Here is a quick case study on how Dialpad used automated prospecting to reclaim 25 hours every single month.

The Problem: The Manual Grind Before Automated Prospecting

Before automation, many sales teams operate on guesswork. They manually research companies, trying to figure out who might be ready to buy.

This manual process eats up enormous amounts of time. For a company like Dialpad, their teams were spending countless hours just building lists before they could even send a single email.

They needed a way to stop searching and start selling using automated prospecting strategies.

The Solution: Trigger-Based Automated Prospecting

Instead of manually hunting for prospects, Dialpad implemented a smarter tech stack designed specifically for automated prospecting.

They utilized Crunchbase Business to identify specific "triggers"—in this case, companies that had just received new funding. Why? Because newly funded companies have budget and are looking to scale quickly, making them perfect prospects for Dialpad’s communication tools.

But they didn't just look at the data; they integrated it.

By connecting Crunchbase directly to their CRM (like Salesforce) and marketing automation systems, they removed the manual labor.

Here is the workflow:

1. A target company raises funding.
2. Crunchbase detects the event.
3. The company data is automatically pushed into Dialpad’s CRM.
4. The sales rep receives a hot lead without lifting a finger.

The Result of Automated Prospecting: 25 Hours Saved

The results of moving from manual workflows to automated prospecting were immediate and drastic.

By eliminating the manual research phase, Dialpad cut 25 hours each month off the time it took to create target account lists. That is 25 extra hours per month that could be spent actually talking to prospects instead of researching them.

Furthermore, because they were reaching out to the right people at exactly the right time (just after funding), their email campaigns achieved an impressive 50% open rate—double the industry average.

Implementing Automated Prospecting in Your Agency

This case study proves an important point: owning the software isn't enough. You need the right strategy and implementation to make it work.

Automated prospecting is just one piece of the puzzle. To truly scale your agency, you need a complete ecosystem of tools working together seamlessly.

If you are ready to stop the manual grind and build a tech stack that works as hard as you do, you need a partner who understands implementation.

Click here to chat with Outsourcery and let’s discuss how we can build an automated operations engine for your agency.