Too many signups to research by hand
CustomGPT sells AI software, and its prospects arrive through free trials, LinkedIn posts and outbound lists. A new signup can be a strong sales opportunity, but the team first needs to understand the person, their company and what they want to build.
The sales team was handling 250–400 trial signups each month. Researching every lead by hand took too long, while generic email sequences gave prospects little reason to respond.
“Before FirstTouch, we really didn't have visibility into who our leads were.”
CustomGPT uses FirstTouch to research and qualify leads before outreach. The same platform supports follow-up with people engaging on LinkedIn and prospects from outbound lists.
How CustomGPT uses FirstTouch
Research and prioritize trial signups
FirstTouch enriches trial leads with their role, industry and company details. That helps the team prioritize good-fit prospects and explain how CustomGPT could help with their work. Reps can spend more time on the leads most likely to become customers.
Follow up with people engaging on LinkedIn
When someone engages with relevant LinkedIn content, FirstTouch captures the person and checks their fit. CustomGPT can then follow up with a connection request or message, taking the existing connection status into account.
Reach prospects on targeted outbound lists
The team also runs LinkedIn outreach from HubSpot segments and Sales Navigator lists. FirstTouch organizes connection requests and messages so reps can see what has been sent and who has responded.
“We’ll include tailored use cases for their title and industry, so naturally the conversations become more consultative.”
277 replies and 718 new LinkedIn connections
Between March 15 and September 10, 2026, CustomGPT sent 647 LinkedIn messages and received 277 replies—a 43% reply rate. Of 2,687 connection requests, 718 were accepted, a 27% acceptance rate.
The team can track those conversations alongside lead qualification and outreach, making it easier to see which prospects need a response.
40% more qualified opportunities from trial signups
CustomGPT’s signup-conversion program increased qualified opportunities by 40% in one quarter. With better trial-lead research and more personalized outreach, the team generated roughly 25 meetings per month and achieved a 30% close rate.
For the sales team, the day-to-day benefit is straightforward: less time researching leads from scratch, and a better reason to contact each person.