How Lorikeet Scaled Personalization and Efficiency with Qwilr

Key Results:

• Sales team empowered with bespoke assets across every deal stage
• Hours of manual editing reduced to minutes with reusable templates
• Full visibility into buyer engagement through analytics and Slack notifications
• Professional, on-brand materials help Lorikeet project credibility as they scale
• Personalized sales experience delivered repeatably

The Challenge

Lorikeet, a universal AI concierge helping healthcare, financial services, insurance and other regulated industries with complex customer support needs, needed to scale its sales process without losing personalization or visibility.

They consistently outperform larger, earlier market entrants on key metrics like customer satisfaction, and their success has been underscored by a $35M Series A led by QED Investors.

Before Qwilr, the team relied on Google Docs and Slides, but soon realised they needed a better solution. They were dealing with…

• Sales assets that took hours to produce and rework for each new deal
• A lack of visibility once a proposal was sent. There was no way to know if prospects were engaging with them
• Materials didn’t reflect Lorikeet’s enterprise positioning

“As we scaled, Google Docs just didn’t cut it anymore,” Dilshi explained. “We needed something that was easy to produce, felt professional, and gave us visibility into how buyers were interacting with our materials.”

The Solution

Lorikeet adopted Qwilr early, making it central to their go-to-market motion. Today, the sales team uses Qwilr at every stage of the deal cycle:

• Overview pages after qualification to introduce Lorikeet
• Demo Guides tailored for each prospect and shared post-call
• Proof of Concept pages to align on goals during pilots

Reusable templates and tokens cut hours of manual work, allowing reps to produce polished proposals down in minutes.

And Slack notifications tied to Qwilr analytics provide real-time engagement signals.

“It’s been particularly useful when a deal goes quiet,” Dilshi said. “We have the Slack integration set up so our team gets a notification every time someone looks at a deal”.

“Our team loves it when a deal has gone cold, and is seemingly lost, and then we suddenly get alerted that there’s someone revisiting a Qwilr page weeks later. That’s our signal to re-engage. We’ve revived many deals thanks to these notifications.”

The Results

With Qwilr, Lorikeet has gained three strategic advantages:

• Efficiency & Scalability: Assets that once required hours of manual edits are now built in minutes, freeing the sales team to focus on selling.
• Professional, On-Brand Materials: Every touchpoint reflects Lorikeet’s brand, helping the company project credibility and cut through the noise.
• Analytics-Driven Follow-Up: Engagement data and Slack notifications give reps confidence and timing. They can see when a proposal is opened, how often it’s visited, and even when old opportunities reignite interest.

“Efficiency is the biggest win,” Dilshi noted. “But the visibility Qwilr gives us into buyer engagement is just as valuable. It helps give our team an edge over the competition.”

Why Qwilr?

“If you want your sales materials to look professional, scale easily, and give you visibility into buyer engagement, Qwilr is the way to go,” Dilshi concluded.

Want to scale personalization and win deals with better visibility?

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