Prove an AI-Assisted Sales Workflow on One Target Segment
One product, one ideal customer profile, approved messaging and a controlled campaign. The scorecard separates what actually happened — replies, positive replies, qualified leads, booked meetings — instead of collapsing them into one flattering number.
Pilot my outbound campaignTalk to a manufacturing engineerIs this the problem you need to solve?
- Outbound depends on how much time the sales team has left after their pipeline work.
- Lists are bought, blasted and burned, with no reply classification behind them.
- Nobody can say which segment actually responds, only which one was contacted most.
- Replies arrive and sit unanswered because handoff is manual and nobody owns it.
Primary buyer: Sales Director · Marketing Operations · Managing Director · Operations Director
What this PoC will prove
Recommended pilot scope
- One product and one clearly defined ideal customer profile.
- Selected regions and target job titles, with excluded accounts named up front.
- Approved messages and approved claims only — nothing generated beyond them.
- One or more connected channels with their real sending limits respected.
- Reply handling, stop rules and a calendar handoff to a named owner.
What will be live during the PoC
How this PoC runs
Durations are typical, not guaranteed. What extends a schedule: missing or incomplete data, security and network approvals, hardware lead times, sample collection, installation access, the production schedule, ERP test access, and the time your team needs to review results.
No unplanned shutdown is expected. Any installation window or controlled interruption is agreed with you in advance and scheduled around production.
How success will be measured
| Metric | How it is defined | Where the number comes from | Type |
|---|---|---|---|
| Valid contact rate | Share of the built list that is genuinely reachable and genuinely matches the ICP. | MSF platform data | Technical |
| Delivery | Where the channel reports it: messages accepted for delivery. Never reported as read or seen without evidence. | MSF platform data | Technical |
| Reply rate | Share of contacted prospects who replied at all, positive or otherwise. | MSF platform data | Operational |
| Positive reply rate | Replies expressing interest, counted separately from replies that were a refusal. | MSF platform data | Operational |
| Qualified lead rate | Replies meeting the qualification definition agreed in discovery, not decided afterwards. | Observation and user interview | Operational |
| Meetings booked | Meetings actually placed in the calendar, counted separately from qualified leads. | MSF platform data | Financial |
| Stop-rule compliance | Opt-outs and refusals honoured immediately, with any breach reported rather than smoothed over. | MSF platform data | Technical |
| Human review rate | Share of messages and replies that still required a person, which is what scaling actually costs. | Observation and user interview | Adoption |
Before implementation, MSF and your team agree how each metric is calculated, where the baseline comes from, what data is excluded, and what result supports a rollout decision. This page lists what gets measured; the actual targets belong in the written PoC scope, not in a marketing claim.
What you need to provide
- Product definition, ICP, target titles, regions and the accounts to exclude.
- Approved messaging and the claims sales is allowed to make.
- Sending accounts, calendars and CRM fields, plus the person who owns handoff.
- Compliance requirements that apply in the target regions.
Who does what
Meta Smart Factory provides
- Discovery workshop and scope facilitation
- Solution configuration for the agreed scope
- Integration and connection work inside that scope
- MSF hardware listed in the proposal
- Training for the pilot users
- The KPI definitions and validation method
- Issue tracking and support during the pilot
- The final result report and rollout design
- The configured campaign workflow with stop rules and duplicate prevention enforced.
- A scorecard that separates replies, positive replies, qualified leads and booked meetings.
You provide
- A named business owner and a named technical owner
- Timely access to users, the line, machines and approved systems
- An accurate explanation of the process and the master data
- Network, power, mounting and safety access
- ERP, PLC and vendor documentation, plus the experts who know them
- Representative samples or historical data
- Validation that the baseline is fair
- Feedback and the acceptance decision
- Approval of the message set before sending, and a named owner for replies.
- Sending accounts in a state that can be used without risking domain reputation.
Defined in the written proposal
- Panel PCs, tablets, servers and GPU servers
- Cameras, lenses, lighting and enclosures
- Scanners, printers, RFID readers, meters and sensors
- Travel, installation, freight, import duty and local electrical work
- Whether hardware is rented or purchased
- Whether any PoC fee is credited against a rollout
Commercial terms, hardware ownership, travel, integration scope and any rollout credit are defined in the written PoC proposal. They are not the same for every product, and this page does not promise them.
What you receive at the end
- A configured pilot campaign workflow.
- The approved message set as actually used.
- Campaign scorecard with each stage counted separately.
- Reply and handoff process definition.
- Compliance findings for the target regions.
- Scale recommendation with the realistic volume per week.
Dependencies, exclusions and limits
This PoC depends on
- Sending accounts and domains in a healthy state before the campaign starts.
- A named person who responds to positive replies within a working day.
Not included in this PoC
- Purchasing third-party contact databases on your behalf.
- Any messaging that is not in the approved set, and any claim not on the approved list.
Opt-outs and refusals are honoured immediately. Sent messages are never reported as delivered or read without channel evidence, replies are never counted as qualified leads, and no personalisation fact is invented — if the system cannot verify it, it does not say it.
Go, adjust or stop — the decision gate
Frequently asked questions
Is this related to the manufacturing products?
It is a different buyer and a different problem — sales pipeline rather than production. It is included as a PoC because it is a product Meta Smart Factory sells, and it deserves the same evidence standard as everything else in the catalogue.
How do you avoid spam complaints?
Approved messaging only, real sending limits, immediate stop-rule handling, duplicate prevention and human review on the first batches. Compliance findings for the target regions are a deliverable, not an afterthought.
Why separate replies from qualified leads?
Because collapsing them is how outbound reporting becomes fiction. A reply saying "please remove me" is a reply. Counting it towards a success rate would make the scorecard worthless for the decision it exists to support.
Can it personalise from public information?
It can use verifiable information from the sources agreed in the scope. What it will not do is invent a plausible-sounding detail to make a message feel personal — that is a fast way to lose a prospect and a reputation.
Related products and PoC programs
Request this Proof of Concept
Tell us the scope you have in mind and we will come back with a written PoC plan: what gets connected, what you provide, how success is measured and what the decision at the end looks like.