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.

Automated follow-ups

AI drafts and sends contextual follow-up emails based on conversation history, buying signals and engagement patterns.

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.

Our Process

Fixed checkpoints, visible progress and a working demo every two weeks.

01
Find the Itch
We audit your team's repetitive tasks, manual SOPs, and legacy software bottlenecks.
02
Agent Architecture
We configure model harnesses, memory vaults (Honcho), cloud VMs (Orgo), and tool connectors.
03
7-Day Sprint Deploy
We test edge cases, configure human approval checkpoints, and launch in 7 business days.
04
24/7 Operations & Scale
Continuous monitoring, error recovery, security hardening, and ongoing model upgrades.

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 clients start with AI drafting and a human approving, then move to fully automated follow-ups once they trust the quality.