Step 1
You engage.
Drop a workflow into the form, or pick the AI agent for your role and walk through it with them. We capture the pain in your words, the role-owner, the tools in play.
AI Agent for Sales
Less rollups. More pipeline.
Most of the sales job is the work behind the Monday pipeline call: pipeline rollups, forecast drafts, rep coaching briefs, quote cycles, deal hygiene. Agents run the repetitive work across your CRM and data warehouse, so the week goes into the calls that move deals. Your sales lead signs every artifact before it ships.
What changes in your sales week.
Some of the repetitive jobs we run for sales leaders — there's more where these came from. Click the one that's eating your week.
Net-new pipeline, with the channel paying for itself named.
Agents source leads across cold outbound, intent (Bombora/6sense), and paid channels — and ship CPL by channel + conversion-to-pipeline alongside every weekly report. Your Head of Sales approves the channel mix.
See the workflow
Forecast ready before Monday's call.
Agents match CRM numbers against what reps actually said, rebuild the forecast overnight, and flag the deals most likely to slip before you walk in.
See the workflow
Quotes go out — you only touch the tricky ones.
Agents price the deal, build the quote, and flag the discount exceptions. Standard deals ship; only the judgment calls land on your desk.
See the workflow
Coaching notes drafted after every call.
Agents review the recordings, draft a per-rep coaching summary, and hold it for your sign-off before it lands in a 1:1.
See the workflow
A clean pipeline before the forecast call.
Agents flag stale deals, empty fields, and missing next steps — then nudge reps in Slack to confirm. Nothing reaches you until it's real.
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Dashboards refreshed — with what actually moved.
Agents rebuild the reports, clean up messy data, and point to the two or three metrics that shifted this week. You read, don't rebuild.
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New leads routed before a rep opens them.
Agents match company details, apply your territory rules, and hand each rep only the leads that belong to them. Edge cases come to you.
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Territory plans drafted — you pick the one.
Agents pull historical coverage, propose two or three ways to split the map, and lay them out side by side. You choose what fits the business.
See the workflow
Clean, enriched leads in the CRM.
Agents add the missing firmographics, dedupe, and flag leads that don't fit your ideal customer. Reps work clean data; you only see the ambiguous ones.
See the workflow
Don't see yours? If it's repetitive and your sales leader still needs to sign off — we probably run it. Tell us the workflow →
How it works
From your first reach-out to agents running across your role.
Four phases. The lift sits with us — yours is naming the work and signing off on what ships.
Step 2
We come back with a proposal.
A proposal lands in your inbox — the workflow we'd target first, the access we'd need, what we'd commit to deliver. We follow up with a call to walk through it.
Step 3
We start with the smallest meaningful slice.
One workflow, agents take it off your team's plate. End-to-end, on real data.
Step 4
We scale into adjacent workflows.
Once the pilot proves out, we expand — the next workflow in your role, then the next. One operator, covering more of the queue you used to carry.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
Is my data private? Do you train on it?
Your data stays yours. Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models. Every action is captured in an audit trail you control.
Do you replace employees?
No. AI Ops is built to skip the support layer of repetitive execution beneath your senior role-owner — not to replace the role-owner. Your team keeps every judgment call; agents handle the routing, copying, and chasing that fills the week.
What happens if the AI makes a mistake?
Every action is reviewable in an audit trail. Sensitive steps pause for human approval before they execute, so mistakes are caught before they ship — not after. If something goes wrong, we own the fix as part of the managed-service retainer.
How are you different from Zapier, Make, or n8n?
Those are DIY builders — you build, you maintain. We are a managed service: we map the workflow, deploy the agents, monitor them, and own the upkeep. You see the outcome, not the configuration.
How can I learn more?
Two ways. Submit the short form just below and a member of our team will follow up within a business day. Or open the chat bubble in the bottom-right corner — the agent can walk through your situation and answer questions on the spot.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
Sales
Your Sales agent
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
