Custom AI Agent Development
How an AI Route Analyst Surfaces 15-25 Net-New Prospects Per Sales Trip
THE ENTERPRISE GAP
82% of large enterprises plan to integrate AI agents within 3 years. These aren't simple chatbots—they're sophisticated systems that reason, plan, and execute complex workflows.
The next phase? Multi-agent systems where multiple AI agents collaborate to achieve goals no single agent could accomplish alone.
SMBs read headlines like this and assume it's years away from being relevant to them. They're wrong.
THE SITUATION
A regional industrial robotics distributor had a classic sales efficiency problem. Their field reps covered large territories, visiting existing customers and occasionally prospecting new ones when time allowed.
The issue: "when time allowed" meant almost never.
Each sales trip was planned around existing accounts. Prospecting meant manual research—looking up companies along the route, qualifying them against the ideal customer profile, adding them to the CRM. It was a 2-3 hour task that rarely happened.
Result: reps drove past qualified prospects every single week without knowing it.
THE APPROACH
We built TripTrack—a custom AI agent designed to solve this specific problem.
Here's how it works:1. Sales rep inputs their planned route for the week2. TripTrack analyzes the geographic corridor3. The AI agent cross-references business databases against the distributor's Ideal Customer Profile4. It surfaces net-new prospects along the route, pre-qualified and prioritized5. Results export directly to their CRM for action
The agent doesn't just search—it reasons. It understands what makes a good prospect for this specific company and applies that logic to every potential match.
THE TRANSFORMATION
The first deployment revealed something the sales team already suspected but couldn't quantify: they were leaving money on the table.
A single sales route that previously yielded zero prospecting activity now surfaces 15-25 net-new qualified prospects.
Not leads from a purchased list. Prospects that:• Match the company's Ideal Customer Profile• Are geographically convenient to existing appointments• Haven't been contacted before• Include relevant context for the initial outreach
THE RESULTS
• 15-25 net-new prospects identified per sales route• Prospecting time reduced from 2-3 hours to minutes• Higher conversion rates (pre-qualified leads vs. cold lists)• Sales reps actually prospect (because it's now effortless)
THE SMB ADVANTAGE
Enterprise companies build AI agents with armies of developers and 7-figure budgets. This distributor got a custom agent purpose-built for their specific workflow at a fraction of that cost.
The technology is the same. The difference is scope.
You don't need an agent that can do everything. You need an agent that does one thing exceptionally well—the thing that moves your needle.
That's how SMBs compete with enterprise AI adoption: not by matching their breadth, but by exceeding their depth on what matters most.
