An Ontario Logistics Company Automates Lead Enrichment with Generative AI on AWS
Delivery data now feeds a steady flow of qualified, deduplicated leads into HubSpot, with a person approving every record.
The Challenge
Every delivery the company completes creates data about recipients who could become new customers. The sales team had no practical way to turn that delivery data into qualified leads.
Delivery records arrived in multiple formats from the transportation management system.
Separating new prospects from existing customers was slow and done by hand.
Missed leads, manual research and duplicate or low-quality records.
Our Approach
A generative AI use case assessment first, then five agile sprints to production.
Assess
- Use case assessment
- Data readiness and compliance review
-
Use case approved
Build
- Data normalization
- New vs. existing classification
-
Five agile sprints
Validate
- Admin review interface
- Model upgrades tested
-
Production launch
Grow
- Human approval before CRM
- HubSpot publishing
-
More AI use cases planned
The Solution
Serve7 built a pipeline that reads delivery data, classifies recipients, enriches them with an AI agent on Amazon Bedrock and publishes approved records to HubSpot.
- 1 Normalize and classify Delivery data is normalized, and each recipient is classified as new or existing, with excluded accounts filtered out.
- 2 Validate before AI Contact data is fetched and checked for duplicates before it reaches the AI agent, so only clean, new records are enriched.
- 3 Enrich with Amazon Bedrock An AI agent adds context such as job titles.
- 4 Human in the loop An admin interface lets the team review and approve records before they reach HubSpot.
Results
The solution is live in production on current-generation models.
Every enriched lead is checked by a person before it reaches the CRM.
About the Customer
The customer is a delivery and logistics company in Ontario serving business customers across the region.
AWS services used
- Amazon Bedrock
- AWS Lambda
- AWS IAM
- Amazon CloudWatch
- CI/CD on AWS
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