META CRM Bot Proof of Concept

Prove an AI-Assisted Sales Workflow on One Target Segment

One product, one ideal customer profile, approved messaging and a controlled campaign. The scorecard reports what actually happened as separate figures: replies, positive replies, qualified leads, booked meetings. They are never collapsed into one flattering number.

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Typical duration4–6 weeks

Pilot scopeOne product, one ICP segment, approved messages and channels

Primary buyerSales Director

Decision at the endScale recommendation and the compliance findings behind it

Is 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

Can a genuinely valid contact list be built for this ICP, and what share of it is usable?

What reply rate and positive-reply rate does approved messaging actually achieve on this segment?

How many replies convert into qualified conversations, and how many into booked meetings?

Are stop rules, opt-outs and duplicate prevention respected without exception?

How much human review does each stage still need to be safe?

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 is 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

Lead selection and validation against the agreed ICP.

Personalised outreach from the approved message set, on the connected channels.

Reply classification with follow-up and stop-rule control.

Meeting booking and CRM handoff to the named owner.

How this PoC runs

Week 1

Discovery and decision definitionDefine the ICP, regions, titles, exclusions and approved claims, and agree the scorecard definitions, especially what counts as a qualified lead.Exit gate: ICP, message set and qualification definition approved in writing.

Week 1–2

ConfigurationConnect the sending accounts and calendars, configure sequences, stop rules, duplicate prevention and CRM fields, and run a review pass on generated messages before anything is sent.Exit gate: Sending accounts warm, rules configured, sample messages approved.

Week 2–5

Controlled live operationRun the controlled campaign with human review on the first batches, tracking valid contacts, replies, positive replies, qualified leads and meetings separately.Exit gate: Enough volume for the numbers to mean something, within sending limits.

Week 4–5

Validation and acceptanceAudit stop-rule compliance, duplicate prevention and personalisation accuracy against the approved claims.Exit gate: Zero stop-rule breaches and no invented personalisation facts.

Week 5–6

Rollout decision and business casePresent the campaign scorecard, the reply and handoff process, the compliance findings and the scale recommendation.Exit gate: Go, adjust or stop.

Durations are typical and can vary. 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.

How success will be measured

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, fixed before the campaign starts.	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 honoured immediately and permanently, and a “not now” answered no more than once. Any breach is reported openly.	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.

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
An accurate explanation of the process and the master data
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

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.

What this PoC does not claim

Opt-outs (“stop”) are honoured immediately and permanently, in every language; an objection is answered only with approved claims, and a polite “not now” is answered once, never chased. 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

GoGo: the segment responds and handoff works. Scale volume within the limits the pilot proved.

AdjustAdjust: the ICP, the message set or the qualification definition needs rework before more volume.

StopStop: this segment does not respond to outbound at a rate worth the effort, and you know it after one controlled campaign.

Frequently asked questions

Is this related to the manufacturing products?

It is a different buyer and a different problem: sales pipeline, where the other programs deal with 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 from the start.

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.

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.