How SandStudio's sales team saves 55 hours monthly with an automated background check workflow

The Background

As Sandstudio's pipeline of potential clients continues to expand, the sales team has begun managing a steady stream of new leads on the HubSpot platform.

Each new lead sparks the same questions within the team: What type of company is this? Is it worth following up?

As both the creator and most active user of GoInsight.AI, Sandstudio leverages the tool daily to solve its own operational challenges. When the sales team repeatedly encountered difficulties researching prospects, they didn't turn to third-party solutions. Instead, they built a workflow directly within GoInsight.AI to address the issue themselves.

The Challenge

Manual background research slowed down inbound sales

For SandStudio’s sales team, inbound trial leads were arriving every day, but understanding who those leads really were took time.

Before reaching out, sales reps needed to manually investigate each company: checking email domains, searching Google or LinkedIn, and estimating whether the lead was worth deeper engagement. The process was repetitive, inconsistent, and heavily dependent on individual effort.

As lead volume grew, this manual research became a bottleneck at a critical moment in the sales process—the point where quick, informed follow-up matters most.

The Solution

Automating sales intelligence directly inside the CRM

To remove this friction, SandStudio’s sales team used GoInsight.AI to automate lead background research and embed it directly into their existing CRM workflow.

Instead of relying on individual reps to investigate each lead, GoInsight.AI runs a background process that prepares context automatically before a salesperson even opens the record.

How the workflow works

When a new trial lead is created in HubSpot, GoInsight.AI handles the preparation in four steps:

From the sales team’s perspective, nothing changes. They continue working in HubSpot, but every new lead now arrives with context already prepared.

The Result

Faster qualification, clearer priorities, less manual work

By embedding background research directly into the CRM workflow, SandStudio’s sales team changed how they handled inbound leads.

Instead of spending time searching for basic information, reps could focus on deciding how to approach each lead and how much effort to invest.

Key outcomes included:

• Save 55 hours per month in manual research time
• More consistent lead context across the sales team
• Faster and more confident qualification decisions
• Better alignment between lead potential and sales effort

Why It Matters

From one workflow to a repeatable sales intelligence pattern

This case is more than a single automation. It shows how sales intelligence can become a built-in part of everyday sales operations, rather than an extra task.

By using GoInsight.AI as the connective layer between AI reasoning and internal systems like HubSpot, SandStudio turned background research into a quiet, reliable process that scales with lead volume without adding tools or complexity for sales teams.

The same pattern can be reused for other qualification and intelligence scenarios, helping teams move faster while staying focused on what matters most: meaningful conversations with the right customers.

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