Speed to Lead for SaaS
A signup is only worth something while the tab is still open.
LumisReach calls the trial, the demo request and the pricing-page form while intent is live, scores the conversation against your ICP, and puts only genuine fits on an AE's calendar. The same agent calls the customers you already have, checking they have what they need and gathering sentiment across the whole base, at a scale no team could dial.
- Trigger
- webhook · CRM · API
- First call
- under 60 sec
- Scoring
- your ICP definition
- Routing
- territory · size · round-robin
- Write-back
- transcript + score to CRM
- Trial signups
- Demo requests
- Product-qualified follow-up
- Customer check-ins
- Sentiment & product feedback
- Expansion & renewal
- AP and procurement
Where the AE's week goes instead
- <60sSignup to live conversationFrom the webhook, not from a queue
- 24/7Cover on overnight signupsIncluding other time zones
- 1Thread per contactVoice, SMS and email share a history
- 100%Of calls scored against ICPSame criteria on every conversation
Two funnels, identical lead volume
Nothing here changes how many people sign up. It changes what happens in the ninety seconds afterwards.
- Without a first-minute callWith one
- Trial signupEnters a nurture sequence and reads the docs aloneGets a call while the product is still open, opened on what they were trying to do
- Demo requestAssigned, queued, called back tomorrow afternoonQualified on the spot and booked with the AE who owns the territory
- Bad fitTakes a thirty-minute AE slot to discover itGets a straight answer, the right docs, and no calendar hold
- Overnight signupCold by the time anyone in your time zone is onlineCalled, qualified and booked for the next morning
- ContextThe AE opens by asking what the company doesFirmographics, use case and score already sitting on the record
- Live customerA quarterly NPS email that four percent of the base answersCalled and asked how it's going, in their words, with the answer written to the record
- Product feedbackWhatever the loudest ten accounts said on their last QBREvery account reachable by phone, so the roadmap argument has the whole base behind it
- Stalled dealA signed contract waiting inside somebody's PO queueAP and procurement called until there's a named person and a date
Signup to booked meeting
Four steps between a form and a calendar hold, and none of them wait for a human to be at a desk.
How the agents work →- 01
Trigger
Any signup event you can emit (webhook, CRM record, API call) starts the clock. The agent works from the record you already write to.
- 02
Context
Company size, industry and role resolve against the record before the dial, so the call opens on their situation instead of an interrogation.
- 03
Qualify
Use case, team size, timeline and buying role scored against the ICP you defined. Unqualified signups get a useful answer and a docs link, not a slot.
- 04
Route
Fits transfer live to the owning AE or book onto their calendar, with the transcript and the score attached before the invite lands.
A trial signup, four minutes old
- Agent
Hi Wes, you started a trial on Kesta a few minutes ago. Is now a bad time for two minutes?
- Wes
No, go ahead.
- Agent
You signed up with a work address at a logistics company. Are you evaluating this for your own team or for the wider org?
- Wes
My team first. About twelve of us.
- Agent
Is there something forcing a timeline, or is this exploratory?
- Wes
We're trying to get off a spreadsheet before Q4 planning.
- Agent
That's exactly what Rina walks people through. She has Thursday at 9 or Friday at 1. Either work?
- Wes
Thursday.
Rina opens Thursday's meeting already knowing the team size, the deadline and the system being replaced, because the call that booked it wrote all three to the record.
The moments worth a phone call
Not every event deserves outreach. These are the ones where a real conversation changes the outcome.
Trial and freemium signups
Called while the product is still open, with the signup context in hand: what they picked, what they were doing, where they got stuck.
Demo and pricing requests
The highest-intent form you have, answered live instead of queued behind a routing rule and a lunch break.
Product-qualified signals
Usage thresholds, seat additions and integration installs can each trigger a call, so expansion conversations happen at the moment they make sense.
Customer check-ins
Calls existing customers to ask the question nobody answers by email: is this working, what's in the way, do you have what you need? Anything that surfaces routes to the CSM or support with the transcript attached.
Sentiment and product research at scale
Put a discovery question set in front of the whole base instead of the ten accounts loud enough to reach you: what they tried, what they abandoned, what they'd pay for. Every call is scored for sentiment against the same rubric and returns structured answers alongside the verbatim, so the roadmap is argued from your users rather than from the last support ticket.
Renewal and churn risk
Accounts going quiet before renewal get a real check-in call rather than a fourth email from a sequence.
Unqualified traffic
Everyone who isn't a fit still gets an answer, the right documentation, and a clean disposition on the record.
One opt-out, everywhere
A contact who opts out on any channel is suppressed on all of them immediately, and it writes back to your CRM.
The desks inside your buyer that stall deals
The deal is signed and the quarter still misses, because the last mile runs through people who only answer phones.
- Accounts payableInvoice receipt, approval stage and an actual pay date, confirmed with a named person rather than an inbox
- ProcurementPO issuance, vendor-portal registration and requisition state chased through the buyer's own process
- Security reviewQuestionnaire and pen-test review progress followed up so a deal doesn't sit in someone's backlog
- Renewals adminSignature and PO status chased before a closed-won quietly slides into next quarter
- CollectionsPast-due follow-up with the customer's AP desk while it's still recoverable in-house
- Partner desksCo-sell registration and referral-fee status tracked without opening another Slack thread
How it behaves around your users
Context, not a cold pitch
The agent opens on what they signed up for and what they were trying to do. If it doesn't know, it asks rather than guessing.
Opt-outs are immediate
Honored on the call and written back across every channel and every campaign, not at the next sync.
One source of truth
Meetings, transcripts, scores and dispositions write back to the CRM you already report from, so nothing forks into a second system.
Asked before signing
01Won't calling self-serve signups feel aggressive?
It depends entirely on the opening. A call that references what they just did in the product reads as support; a call that pitches from zero reads as spam.
You set the trigger threshold too. Plenty of teams only call signups that cross a usage or firmographic bar, and let the rest run on email.
02How does it decide who's worth an AE's time?
You define the ICP: size, role, use case, timeline, existing stack. Every conversation is scored against it and only qualifying ones reach a calendar.
Everything else still gets a real answer plus the docs or pricing link that actually helps, which is worth more than a nurture email.
03Does it work with our CRM?
The common CRMs are native connectors, and the public API plus Zapier cover the rest.
Meetings, transcripts and scores write back to the record so your reporting doesn't split across two systems.
04What happens outside business hours?
It still calls, still qualifies, and books the AE's next available slot rather than letting an overnight signup go cold until someone logs on.
Calling windows are enforced per the contact's own state, so it isn't dialling anyone at 3am.
05Can we use it on existing customers, not just new leads?
That's one of the most common uses. The same agent calls your current base to check in (how it's going, what's in the way, whether they have what they need) and hands anything real to the CSM or support with the transcript attached.
It also runs product research: give it the questions you'd ask on a user interview and it asks hundreds of accounts in a day, scoring sentiment on the same rubric every time and returning structured answers next to the verbatim. It's the reach of a survey with the honesty of a phone call, and it doesn't depend on anyone bothering to reply.
06Can it handle the last mile after close?
Yes. AP, procurement and security-review desks are the same outbound agent, working the buyer's process until there's a name, a stage and a date.
That's usually where a signed quarter actually goes missing, and it's work no AE wants.
Keep reading
Point it at one signup source
Send trials, or just demo requests, through it for two weeks and compare booked-and-held meetings against the same source last month. Or call the agent first and see how it opens.