How Homebot used AI agents to generate $1.5M in new pipeline in a single month

Summary

Key quotes

“The time to value and the time to aha moments is so quick with Common Room. There was a eureka moment every week after launch.”

• 

  Sam Warren

  Director of Revenue Operations

“My AEs absolutely love Common Room. It saves them hours and hours of time. Before RoomieAI, they used to spend a lot of time on research. Now their research is essentially being done for them.”

• 

  Sam Warren

  Director of Revenue Operations

“I’ve had reps come up to tell me that being able to generate a personalized email and edit it in-platform is saving them so much time. And with Common Room’s AI writing assistant, they can update messaging however they want in seconds.”

• 

  Sam Warren

  Director of Revenue Operations

AI empowers go-to-market teams to automate low-impact work, scale deep account research, and rapidly accelerate speed to lead.

That’s why organizations like Homebot are leaning into GTM AI by implementing purpose-built platforms like Common Room.

Here’s how Homebot used Common Room to:

• Replace siloed tools and manual processes with AI automation
• Save reps hours of time on researching accounts and crafting messaging
• Generate $1.5 million in new pipeline in a single month and achieve 250%-plus ROI

Trade data silos for an all-in-one platform

Outside of its product-led sales motion, Homebot has a small team of AEs who do their own prospecting, focusing primarily on loan officers and real estate agents within enterprise organizations.

These AEs bounced between multiple tools—Salesforce, LinkedIn Sales Navigator, ZoomInfo, Google, ChatGPT, Outreach, and so on—to capture buying signals, enrich contacts, research accounts, and prioritize prospects.

Director of Revenue Operations Sam Warren wanted to fix that by leaning into AI and automation.

He kicked off an exhaustive evaluation of numerous RevTech vendors. Common Room emerged as the clear winner.

“We chose Common Room as we believe it offers the best of both worlds—a best-in-class signal capture platform with best-in-class agentic AI capabilities,” Sam said.

Common Room’s always-on signal capture—from website visits and LinkedIn engagements to job changes and keyword searches—impressed the team.

Just as impressive was the ability to reveal the real people behind the buying signals via Person360™—Common Room’s automated identity resolution and waterfall enrichment engine.

Names, job titles, work histories, email addresses, phone numbers, cross-channel activities, and key firmographic information are all served up in a unified profile for each contact and account—automatically and right out of the box.

Person-level identity resolution for web visitors was particularly illuminating.

"Common Room's enhanced website visitor identification is bonkers,” Sam said. “For us it's been lights out. My visibility of who's on our website increased by at least 50-75% overnight."

Meanwhile, thanks to Common Room’s natively built and fully managed integrations with dozens of business-critical tools, Sam realized it was possible to go from signal to send on autopilot, all from one platform.

“Common Room was the only tool we demoed that enabled us to actually capture first- and third-party signals, consolidate them into one profile, then trigger sales or marketing outreach directly from the platform,” Sam said. “Most say they can do this, but it's either not-as-promised or custom. Common Room’s ability to automate Outreach sequence enrollment based on anything you want, and have it come from a sales team member's inbox, is a gamechanger.”

Playbook

Action on the people behind B2B intent with Bombora intent signals

Make the promise of ABM a reality.

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Empower Ops and sales with intuitive tooling

Common Room’s ease of implementation and ease of use were also big selling points.

Sam quickly got the platform up and running on his own.

“Versus hiring a $60K a year Clay agency, Common Room is a no-brainer,” Sam said.

Meanwhile, reps now had access to a sales-friendly UI purpose-built for fast and easy actioning.

Reps simply log in to receive prioritized lead lists and complete context for every contact and account. Even better, they can take action from the exact same place.

There’s no need to toggle between tabs or cobble together info from separate data sources.

Everything reps need lives in a single platform and is accessible in an easy-to-use workbench tailor-made for customer-facing teams. This helps Homebot accelerate speed to lead.

“The time to value and the time to aha moments is so quick with Common Room,” Sam said. “There was a eureka moment every week after launch.”

Playbook

Identify and action on signal-heavy accounts

Prioritize accounts based on buying signals and take action fast.

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Extract actionable insights with AI

Homebot’s challenge wasn’t just spotting signals—it was prioritizing the right ones and using them to equip reps with deep context for their target accounts.

For instance, a massive financial institution like Wells Fargo has many different business units.

Identifying activity among employees is less of a challenge than narrowing the scope to the mortgage division and insights specific to people in those roles.

Enter Common Room’s AI agents.

Sam uses RoomieAI™ Capture to proactively find, synthesize, and summarize business-relevant insights from across its connected data sources and the open web.

Mortgage hiring trends, bank and credit union membership numbers, relevant takeaways from recent earnings calls—all this and much more is delivered to reps right where they work and tailored to each account.

Reps use these insights to prioritize accounts and personalize their approach.

“It’s so much better than looking on ZoomInfo or something like that,” Sam said. “It’s not just a list of contacts and job titles. In a bank there can be 25 VPs of mortgage lending. Common Room tells us which people we actually want to talk to, which ones just got promoted. It’s extremely powerful for our sales team.”

RoomieAI has been especially helpful in helping Homebot transform first-party data that would otherwise stay hidden in Gong calls and SFDC into actionable insights.

“Each person we demo is a Salesforce opportunity nested under the account,” Sam said. “We can tell RoomieAI to analyze the demos and show us the patterns. Where are we winning? Where are we losing? What are the primary objections that we're hearing the most? What are the things that are pushing deals over the finish line? What are the common attributes for deals that we win really fast?”

This info can then be used to build account approach plans personalized by RoomieAI.

Recently Sam instructed RoomieAI to review all recorded demo transcripts and opportunity descriptions in Salesforce to look for specific keywords that would indicate interest in a new offering for a specific audience.

The results are automatically turned into segments—auto-replenshing lead lists where contacts and accounts get added once they meet certain criteria.

These segments are instantly tailored to each rep in Common Room based on their book of business.

Reps can click into a segment to find their up-to-date burndown list, get a bird’s eye view of contacts or accounts within each segment—including web visits, job change info, annual revenue, recent news, and number of economic buyers—and send or sequence a message, all from one screen.

AI research has significantly boosted sales efficiency across the team.

“My AEs absolutely love Common Room,” Sam said. “It saves them hours and hours of time. Before RoomieAI, they used to spend a lot of time on research. Now their research is essentially being done for them.”

Playbook

Scale action on Gong call data with AI agents

Put the gold in Gong to work.

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Automate hyper-relevant outreach

AI research isn’t the only time saver for Homebot’s sales team.

With RoomieAI Activate, reps can craft personalized, relevant messaging for any contact in real time.

When viewing a contact in Common Room, reps are able to pick and choose from prebuilt, RevOps-approved message snippets designed for certain regions, business types, and signal scenarios, like web visits and job changes.

Reps simply select the appropriate snippet and RoomieAI instantly generates a tailored message based on all first-, second-, and third-party data points and signals captured in Common Room.

This allows reps to rapidly draft and deliver made-to-order messaging for every prospect.

“I’ve had reps come up to tell me that being able to generate a personalized email and edit it in-platform is saving them so much time,” Sam said. “And with Common Room’s AI writing assistant, they can update messaging however they want in seconds.”

Meanwhile, Sam can combine RoomieAI with Common Room’s automated workflows to outbound prospects from different reps’ inboxes with zero human intervention. He finds this use case especially helpful for inbound leads.

“I can be like, thanks for coming in through our LinkedIn ad or Instagram ad or Facebook ad, and then, depending on what the campaign is, totally personalize the email,” Sam said. “That's been a no-brainer. And we've definitely seen an uptick in meetings booked from those emails.”

Playbook

Scale personalized outbound with AI

Auto-generate messaging to reach out with relevance.

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Results

Homebot initially rolled out Common Room to two AEs. They booked four enterprise meetings within their first week.

Within a month of AEs using Common Room and its AI agents, Homebot generated $1.5 million in new pipeline.

Five months since implementation, Common Room has delivered more than 250% ROI for Homebot.

“It’s a testament to Common Room and RoomieAI,” Sam said. “This is a completely different type of outbounding than what we were doing before. This is next-level stuff.”

For revenue teams juggling multiple tools and struggling to scale personalized outreach, Homebot's playbook offers a clear path forward: consolidate your tech stack, let AI handle the research, and focus your human talent on what matters most—building relationships and closing deals.

Loan officers and real estate agents automate homeowner insights and close more loans with Homebot's homeownership platform. Homebot automates pipegen and books more meetings with Common Room’s customer intelligence platform.

Unlock AI-automated pipegen with Common Room

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