How It Works
Configured Around Your Motion, Not a Generic Sequence
Every deployment starts with what you sell, who buys it, where your deals stall, and what must never go out without you. Here is what that looks like.
What It Does
Six Jobs It Takes Off Your Team
Prospect and Account Research
Who they are, what changed recently, who else has to say yes, and what is worth opening with. Ready before the call rather than skipped because there was no time.
Outreach That Reads Like a Person
Written to your ideal customer in your voice, with something true in the first line. No fake urgency, no invented personalization, nothing sent without your approval.
Call Briefs and Objection Prep
Who is in the room, what they care about, and the objections this profile always raises, with honest answers that hold up rather than deflections.
Follow-Up That Actually Happens
Cadences built and kept running, so the deal that went quiet gets the fourth touch instead of dying because the week got busy.
Proposals and Quotes
Drafted from what was actually said on the call, in your format. Anything with a price in it waits for you, by rule.
CRM Notes and Pipeline Hygiene
Call notes written, next steps set, stages moved. The record stays current without anybody spending Friday afternoon on it.
The Timeline
Running in Fifteen Minutes. Better Every Week.
You Tell It How You Win and Lose
What you sell, who buys it, who is a bad fit even when they want to buy, where deals stall, and who you lose to and why. Then the rules: how it may sound, and what always waits for your approval before it goes out. That is the questionnaire, and your agent is built from it and running in about fifteen minutes.
The Pipeline Stops Leaking
Research arrives before calls. Follow-up goes out on cadence. Notes and next steps land in the CRM. The stage where your deals were quietly dying is the first thing it works on.
It Learns What Lands
Which openings get replies, which objections keep coming back, and which phrasing you always edit out. The drafts need less rewriting every week.
What It Connects To
It Plugs Into the Stack You Already Run
We do the integration work. You do not migrate systems to accommodate the agent.
Your CRM
Salesforce, HubSpot, Pipedrive, Attio, Close and the rest. The agent reads the accounts you point it at and writes notes, stages and next steps where you let it.
Your Sales Stack
Outreach, Salesloft, Apollo.io, Gong, Sales Navigator, Clay and the rest. It works inside the tooling your team already runs rather than becoming another tab.
Your Inbox and Calendar
Where the conversation actually happens. Drafts land where you send from, and call prep arrives before the meeting rather than after it.
Your Playbook
Your ideal customer, your bad-fit list, the objections you always hear and the phrases you never want sent. Written down once, applied every time.
Get Started
Ready to Meet Your AI Sales Agent?
Build your agent online in about fifteen minutes, or schedule a 30-minute consultation and we will show you exactly how it would be configured for your sales motion.