Case Study

Case Study

Case Study

Scaling Pipeline & Automating Ops with the Full Growth Ecosystem
Scaling Pipeline & Automating Ops with the Full Growth Ecosystem
Scaling Pipeline & Automating Ops with the Full Growth Ecosystem
Scaling Pipeline & Automating Ops with the Full Growth Ecosystem

How Agent IQ Scaled Pipeline, Automated Marketing Operations, and Built AI Leverage Using the Full ATQLeads Growth Ecosystem

Company

Agent IQ

Agent IQ

Agent IQ

Goal

Scale Without Headcount

Scale Without Headcount

Target Market

Fintech / Banking

Fintech / Banking

The Client

The Client

Agent IQ is an AI-powered digital banking platform used by banks and credit unions across North America. Despite having strong product-market fit, they faced a common scale-up challenge: an insufficient marketing and operational capacity to capture the market demand.

With a lean marketing department (1 full-time marketer + 1 SDR), the main challenge was simply bandwidth. Too much work, not enough hands. They needed a way to scale their growth and output without aggressively scaling headcount. They didn't need "more tools" — they needed a unified GTM system and intelligent automation.

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The Challenge

Agent IQ needed to increase content velocity, automate manual outreach, and build a unified engine to convert intent signals into pipeline.

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Limited Bandwidth
The team was stretched thin across strategy, content, outbound, and campaign execution.
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Disconnected Signals
No unified engine to convert intent signals (like website visits or news triggers) into actionable pipeline.
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Manual Processes
Reliance on manual outreach led to inconsistent follow-ups and missed opportunities.
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Content Velocity
No system for continuously generating high-quality marketing content without heavy human lift.
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Limited Bandwidth
The team was stretched thin across strategy, content, outbound, and campaign execution.
0
Disconnected Signals
No unified engine to convert intent signals (like website visits or news triggers) into actionable pipeline.
0
Manual Processes
Reliance on manual outreach led to inconsistent follow-ups and missed opportunities.
0
Content Velocity
No system for continuously generating high-quality marketing content without heavy human lift.
0
Limited Bandwidth
The team was stretched thin across strategy, content, outbound, and campaign execution.
0
Disconnected Signals
No unified engine to convert intent signals (like website visits or news triggers) into actionable pipeline.
0
Manual Processes
Reliance on manual outreach led to inconsistent follow-ups and missed opportunities.
0
Content Velocity
No system for continuously generating high-quality marketing content without heavy human lift.
0
Limited Bandwidth
The team was stretched thin across strategy, content, outbound, and campaign execution.
0
Manual Processes
Reliance on manual outreach led to inconsistent follow-ups and missed opportunities.
0
Disconnected Signals
No unified engine to convert intent signals (like website visits or news triggers) into actionable pipeline.
0
Content Velocity
No system for continuously generating high-quality marketing content without heavy human lift.

Strategy & Approach

We deployed the full ATQLeads Growth Ecosystem in three distinct phases to build infrastructure, inject AI intelligence, and provide fractional support.

Phase 1: ATQ Tech (The Engine)

We architected a fully automated, multichannel outbound and intent-driven acquisition engine aligned to their CRM.

  • Multi-channel outbound system connected across LinkedIn + email + voice

  • Automated plays triggered by buyer intent signals from ZoomInfo and inbound engagement

  • Live HubSpot integration to sync every activity, contact, and outcome

  • Dynamic segmentation based on keywords, industry, and digital behavior

  • Built advanced acquisition and nurturing workflows using Clay and Make.com

Phase 2: ATQ Agent (The Intelligence)

Marketing Assistant AI Agent

We built a custom AI agent that acts as a true second brain for the CMO. Fully trained on Agent IQ’s market environment, ICP, value proposition, competitors, and offering, the agent continuously scans websites, newsletters, and influencer content, applies domain-specific intelligence, and turns insights into high-impact content. It autonomously selects relevant topics, crafts written and visual assets (blogs, LinkedIn posts, ads), and publishes them directly to Agent IQ’s website and LinkedIn, while keeping humans in the loop for review and control.

Context-Aware

The agent is deeply trained on Agent IQ’s positioning, audience, and competitive landscape. Using this contextual knowledge, it identifies and prioritizes topic ideas most likely to generate engagement, reinforce differentiation, and strengthen brand authority, ensuring every piece of content aligns with market reality and strategic goals.

Autonomous Operation

This is not a chat interface. The agent operates end-to-end: sourcing data, selecting weekly topic ideas, generating copy and visuals, and publishing content across the right channels. Human oversight remains built-in, but no manual prompting or orchestration is required—turning strategy into execution automatically.

Phase 3: ATQ Squad (The Execution)

They brought in a Fractional GTM Engineer to operate as an extension of the marketing team, optimizing workflows, building new automation triggers, testing new channels, and ensuring continuous improvement of the core system.

Results & Impact

Agent IQ now runs a modern, intelligent, and leverage-based GTM motion without expanding its internal team.

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saved each year via streamlined marketing and sales operations.
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Saved per week for the CMO via AI content automation
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Automated pipeline generation for SDR team
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saved each year via streamlined marketing and sales operations.
0
Saved per week for the CMO via AI content automation
0
Automated pipeline generation for SDR team
0
saved each year via streamlined marketing and sales operations.
0
Saved per week for the CMO via AI content automation
0
Automated pipeline generation for SDR team
0
saved each year via streamlined marketing and sales operations.
0
Saved per week for the CMO via AI content automation
0
Automated pipeline generation for SDR team

Key Achievements

🟧 Replaces manual research, ideation, and copywriting with AI

🟧 SDR always has fresh pipeline generated automatically

🟧 Faster campaign velocity without increasing headcount

🟧 Multichannel nurturing via search ads, social ads, and weekly outreach to drive engagement and advance leads through the funnel

🟧 Enhanced analytics and attribution to track performance and continuously optimize GTM execution

The Takeaway

Agent IQ proves that scalability doesn't always require hiring more people. By leveraging ATQLeads to build the right systems and deploy custom AI agents, they unlocked the output of a 5-person marketing team with just 1 marketer and an SDR.