Your reps should be closing, not doing data entry

AI agents that research prospects, write outreach, update your CRM, record calls, and draft proposals. Your sales team focuses on conversations that close.

We're currently at capacity — spots open as projects wrap

It runs on the tools you already pay for

HubSpot, Salesforce, Pipedrive, Gmail, Slack, Twilio. We build on n8n, so the workflows are yours to open and read — not a black box you rent from us.

About four hours a day, per rep

Deal research, prospect qualification, call summaries, pipeline hygiene. Add up what your reps do between calls and that's roughly what goes away.

Follow-up happens the same day, every day

The AI catches the buying signal and fires the follow-up that afternoon, instead of whenever someone remembers to check the pipeline.

Core Sales Automations

5 AI systems that run your sales ops

Each one handles a specific part of your pipeline. They plug into the CRM and email tools you already use, and they keep running whether or not anyone remembers to check on them.

Lead enrichment and deal scoring

We pull company and contact data on every prospect, then score how likely each deal is to close using your own closed-won history. Your reps work the top of the list instead of the whole list.

What changes

Reps work a ranked list instead of a raw one

How it works

Import prospects → Enrich with company/contact data → AI scores deal probability → Rank by likelihood to close → Push top prospects to CRM

What you get

  • Reps work the top of the list, not the whole list
  • Dead-end prospects drop off before anyone calls them
  • The scoring runs on your closed-won data, not a generic model

Sequences that write themselves

Each email gets written off the prospect's company and recent activity, not a merge field. When someone starts behaving like a buyer, the sequence stops and hands the thread to a rep.

What changes

Reps get the thread the hour someone starts buying

How it works

Lead enters sequence → AI personalizes message based on company data → Smart timing based on prospect behavior → Escalate to rep when buying signals detected

What you get

  • Every email is written off real company data
  • It flags buying signals the same hour they happen
  • The sequence stops the moment a rep should take over

Pipeline management and deal tracking

The agent scans your pipeline every morning, finds the deals that have gone quiet, and tells the rep what to do next based on how your won deals actually progressed.

What changes

Stalled deals surface before the forecast call

How it works

Daily scan of pipeline → Identify stalled deals → Analyze successful deal patterns → Recommend next actions → Alert reps of at-risk opportunities

What you get

  • Stalled deals get flagged before you notice them
  • Every deal gets a health score off your own win history
  • It tells the rep what to do next, not just what happened

Call recording and summary

Every sales call gets recorded, transcribed, and summarized. The summary and the next steps land on the deal record before the rep is back at their desk.

What changes

Calls are summarized on the deal before the rep sits back down

How it works

Twilio call webhook → transcription → AI writes the summary and the next steps → attach note to deal

What you get

  • Every commitment and objection is on the record
  • Buying signals get pulled out of the conversation
  • The next step is written down before the rep forgets it

Proposal and quote generation

When a deal hits proposal stage, the agent fills your Google Docs template with the right pricing and terms, renders a PDF, and emails it to the prospect.

What changes

The proposal goes out the same day as the call

How it works

Deal hits proposal stage → template in Google Docs → AI fills the variables → PDF → email prospect

What you get

  • Reps stop writing proposals at 9pm
  • Pricing and terms stay consistent across every rep
  • You can see when the prospect opened it

Four agents that run without a rep

Nobody has to start these. They call inbound leads back in five minutes, work the pipeline overnight, and flag the accounts that are ready to spend more.

Voice agent that calls inbound leads back

When a lead comes in, the agent calls them inside five minutes, asks about budget, authority, need and timing, and books the meeting if the answers check out.

How it works

Inbound lead lands → AI voice agent calls within 5 minutes → asks about budget, authority, need and timing → books the meeting for sales-ready prospects → writes the qualification notes to your CRM

Impact: Inbound leads get a call in five minutes, at 2am or on a Sunday
Setup: 1 week

Pipeline copilot that lives in your CRM

It reads every open deal each morning and tells your reps which five to touch today. It connects straight to your CRM, so it reads and writes deals directly instead of through a brittle sync.

How it works

Agent reads every open deal → spots the patterns that preceded your won deals → nurtures the warm ones → escalates the hot ones to a rep → suggests the next move on each

Impact: Surfaces the stalled deals nobody flagged
Setup: 2-3 weeks

Upsell agent that watches your accounts

It watches how your customers actually use the product, spots the accounts that have outgrown their plan, and opens the expansion conversation before the renewal call.

How it works

Monitor customer usage → detect expansion signals like team growth or feature limits → AI opens a personalized upsell conversation → creates the opportunity in your CRM → hands off to the account manager

Impact: Expansion revenue in accounts nobody has looked at this quarter
Setup: 1-2 weeks

Buying-signal listener for Reddit and forums

It watches Reddit and the industry forums your buyers actually post in for people describing the problem you solve. When someone matches, it opens the deal in your CRM with the thread attached and drafts the first email.

How it works

Scan Reddit and industry forums for buying signals → AI checks the prospect is a real fit → creates the deal record with the thread attached → drafts outreach that names their specific problem

Impact: A named buyer, a link to what they said, and a draft reply
Setup: 3-5 days

Want to see this running on your pipeline?

We'll look at your sales process and tell you which parts AI can actually handle. No pitch deck — just an honest conversation.

Connect on LinkedIn
We're currently at capacity — spots open as projects wrap