How Pete & Gabi Closed a $12,000 Hidden Deal from a Forgotten Account
Days Dormant
AI-Initiated Call
Revenue Deal Closed
Quick Summary
For a POC project, Pete & Gabi deployed Olivia, the AI voice sales agent, to re-engage a customer who had not been contacted for over 200 days. The client is a global distributor of chemicals and ingredients that provides value-added services to customers throughout the supply chain. No sales reps had followed up, and no campaigns had targeted this customer. After initiating this call, the customer immediately revealed his intent to buy multiple lines of product and was transferred to a sales executive who subsequently sold him an order for $12,000. Following the success of the POC, the company moved forward as a full client of Pete & Gabi and later introduced additional companies in their network to the platform.
End Customer Feedback
“I received a phone call from your AI assistant at exactly the right time. I wanted to reorder more ethyl acetate and heptane, as well as some ethanol. The call was made, everything transferred over, and the order ended up on my system. It was as simple as that.”
- Procurement Contact, Global Chemical Distributor (POC Participant)
The Challenge:
The client had access to an extensive B2B customer database that included inactive buyers, many lapsed customers, and "quiet" contacts dated years ago other than new customers. The primary challenge presented by this client was familiar to distributors in many industries.
Key Problems:
- Many dormant contacts were stored in their customer management system (CRM)
- Sales team was focused only on current active pipeline of customers and did not have re-engagement plans
- No efficient means for the client to identify which of the dormant accounts would still be likely to buy from them
- Manual process of outreach to all the customers was not economically feasible.
The Solution:
Olivia AI Sales Agent
As part of an initial campaign, Pete & Gabi implemented Olivia, a voice AI sales agent, to conduct outreach for dormant accounts.
- Re-establish the company and assess where the potential customer stands with buying an actual product now or in the future
- Use qualification questions based on your conversations to find out if they are planning to buy
- If they are interested, transfer the call in real-time to the first available sales employee
- If the prospect says they want to think about it beforedeciding, schedule a follow-up contact bydesignating a day/time for them.
- Record and document everything in the CRM in real-time.
The voice AI agent controlled the entire top of the funnel process without human assistance until the point of transfer.
How the AI Calling System Works
AI workflow that was designed for speed, scale, and measurement made people re-engage with our client.
All call outcomes from the above process will be logged into your CRM in real time so that you can follow up with your contacts as needed.
POC Strategy
- Objective: To optimize potential for reactivating and converting interest into live sales conversations by finding and engaging with B2B clients who have not purchased from the client from the database.
- Call Script: Customers were identified via calling scripts that started with introduction and were offered discounts .
- Call Handling: Previous contacts will have been created with a record of how many times that contact had previously availed of our service to place an order. The calls were connected to our sales department and all details about the contact were placed into a centralized system.
- Data Hygiene: The team had to make updates to the CRM for every contact who received both a human-assisted call and an AI-assisted call before updating dispositions to prevent any additional confusion with open cases and the follow-up calls. The updates occurred immediately after each follow-up.
- Reporting: Sales Reps had their contact’s disposition automatically entered into the CRM along with a summary of the call and seamlessly generated a list of warm leads from the calls to follow up on after each call.
What the POC Delivered
In one interaction during the POC, the results were tangible and measurable:
- A dormant account that had been untouched for more than 200 days came back to life in less than 3 minutes
- Numerous different product lines were identified as having a consumer need to repurchase with no prompting for them to do so
- Live transfer that was performed seamlessly without the salesperson having any engagement during the discovery process
- Sales Executive closed a $12,000 order upon transfer
- No additional headcount was required.
The strong performance of the POC led the client to formally adopt Pete & Gabi’s AI outreach platform and they later referred additional businesses within their industry to evaluate the solution.
How many more are waiting?
Your next $12,000 is already sitting in your CRM.
The model is proven. The only variable is the scale you choose to run.
ROI Projection
if 1 call → $12,000 in orders
Then 10 calls (10x scale) = $120,000+ potential revenue
Then 100 calls (100x scale) = $1,000,000+ potential revenue
Then your full dormant database = revenue limited only by list size
The model is proven. The only variable is the scale you choose to run.
Want to learn more?
