All case studies B2B Sales Agency (CPA Vertical) · Discovery

A sales agency learned to build agents it can resell to its CPA clients

A workshop format that builds a live workflow during the call, plus a productizable agent that the agency can resell to its CPA-firm clients.

Industry
B2B Sales Agency (CPA Vertical)
Engagement
Discovery
Timeline
One workshop session
Outcomes
Knowledge unlockedRevenue unlocked

The problem

A sales agency that exclusively serves accounting and tax-planning firms wanted a Lindy/agent product they could resell to their CPA-firm clients. The founder was technically savvy and wanted to learn agent-building so they could DIY going forward.

What we built

  • Workshop format with one workflow built live during the call
  • Reference architecture: AI call-quality analysis to enforce a 5-minute response standard
  • Productizable agent design that can be repackaged per CPA client
  • DIY-enablement so the agency owns the build going forward

Stack

LindyCustom workflow

Outcome

Active discovery.

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