Automated follow-ups
AI drafts and sends contextual follow-up emails based on conversation history, buying signals and engagement patterns.
Services
AI Sales Agent
Sales reps spend time selling, not researching
AI that handles the admin side of sales — prospect research, follow-up scheduling, meeting prep and pipeline updates — so your team focuses on conversations that close.
- Automated follow-up sequences
- Deal intelligence and competitor research
- Meeting prep with prospect context
- Pipeline forecasting with AI
- Integrates with your CRM and calendar
What this engagement covers
Scoped to your situation — we start with what you already have rather than a fixed package.
Deal intelligence
Real-time research on prospects, their company, competitors and industry — delivered as a briefing before every call.
Meeting preparation
AI compiles prospect history, recent news, mutual connections and suggested talking points into a one-page brief.
Pipeline management
Automatic CRM updates from email threads and call transcripts. Deal stages and close dates stay current without manual entry.
Forecasting
AI analyses deal velocity, engagement patterns and historical data to predict close probability and flag at-risk deals.
Coaching insights
Conversation analysis that highlights what top performers do differently so you can replicate winning patterns across the team.
Small first, then scale what works
Six stages, with a decision point after the pilot. Nothing grows until it has shown value.
01
Workflow Audit
Understand the current manual process, systems, users, inputs and outputs.
02
Architecture
Choose the smallest practical automation architecture.
03
Pilot
Build one usable workflow.
04
Integration
Connect APIs, browser workflows, internal tools, databases, AI models or third-party systems.
05
Validation
Test reliability, edge cases, user approval and expected output.
06
Scale
Expand only after the pilot demonstrates value.
What you get
- AI sales assistant integrated with your CRM and email
- Automated follow-up and meeting prep workflows
- Pipeline forecasting dashboard with deal scoring
- Team coaching report with conversation analytics
Tools we reach for
Chosen per project, not per habit. If your team already runs something that works, we build on it.
- Claude
- OpenAI
- Salesforce
- HubSpot
- Gong
- Python
- PostgreSQL
- Node.js
FAQ
AI Sales Agent — common questions
You choose the level of autonomy. Most teams start with AI drafting and a human approving, then move to fully automated follow-ups once they trust the quality.
Other things we build
Have a workflow in mind?
Tell us about the process. We'll review it and suggest the most practical next step.