All projectsClientMasterliner 
Workflow5 steps Connected tools13 tools Tags
Case studyAutomationMasterliner
Masterliner: charting the path to success with AI prospecting
Develop an automated and intelligent prospecting system to reactivate an existing client portfolio and transform raw data into concrete business opportunities.
Problem
How to turn a static contact list into a dynamic and personalized prospecting campaign, without spending hundreds of manual hours? The challenge was to qualify, research and contact each lead at large scale, while maintaining a human touch and a tailored message.
Solution
We designed and deployed a custom prospecting platform, nicknamed 'Le Chantier'. This system imports contact lists, uses AI to search for relevant information on each company, then drafts ultra-personalized emails. A dashboard centralizes everything, allowing the manager to validate communications with one click and track campaign performance in real time.
Workflow
The analysis revealed a need not for simple mass sending, but for a surgical approach. Each prospect represented a potential relationship to rebuild.
Lead Import and Centralization
The old contact list is imported via a CSV file directly into the 'Le Chantier' platform, creating a unique database ready to be processed.
DatabaseCSV ParserWeb interface
Enrichment through AI
For each lead, an AI agent performs an online search to collect key information: industry sector, recent projects, company size. The 'AI Enriched' status is updated in real time.
AI model (GPT-4/Claude)Search APIWeb Scraping
Drafting personalized drafts
Based on enriched data, the AI drafts a unique email for each prospect, adapting the tone and approach angle to maximize relevance and impact.
Generative AI (LLM)Email templates
Human Validation in One Click
The manager accesses the list of drafts, reviews them, adjusts if needed, and approves with a single click, ensuring total control and a final human touch.
Web interface (Dashboard)Validation system
Automated Sending and Tracking
Once validated, emails are sent automatically. The platform tracks openings and responses, providing valuable data for next commercial actions.
Email sending APICRMMail tracking
Conclusion
What the automation changes in practice
We designed and deployed a custom prospecting platform, nicknamed 'Le Chantier'. This system imports contact lists, uses AI to search for relevant information on each company,...
From trigger to output
Database · CSV Parser · Web Interface · AI Model (GPT-4/Claude)
Lead GenerationGenerative AICRMB2B prospectingAutomationConstructionERP
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