Follow-up that never drops the ball.
We deploy sales agents that qualify leads, run consistent B2B follow-up, book meetings, and keep the CRM clean—so humans focus on closing, not chasing.
Sales pipelines fail from inconsistency
Most teams work hard—follow-up and process just aren't systematic.
Common friction
- Outreach starts strong, then follow-up fades
- Qualification isn't standardized → time wasted on low-fit leads
- CRM stages are messy → poor prioritization and forecasting
- Leadership wants a repeatable system, not heroics
What changes after deployment
- Cadence-driven follow-up stays consistent automatically
- Lead routing ensures humans focus on high-intent prospects
- Pipeline hygiene becomes disciplined and measurable
- Weekly KPI loop drives continuous improvements
What we deploy
Agents designed for qualification, booking, and pipeline hygiene—not noise.
Outbound Sequencing Agent
- Persona-based messaging aligned to your offer and ICP
- Cadence-based follow-up on LinkedIn + email (optional SMS)
- Stop rules for replies, unsubscribes, and low-fit signals
- Keeps activity consistent without manual reminders
Qualification + Scheduling Agent
- Captures fit signals: pain, timeline, stakeholders, constraints
- Routes high-intent leads to humans; nurtures mid-intent leads
- Books meetings and sends confirmations/reminders
- Creates handoff summaries so sellers enter with context
Pipeline Hygiene Agent
- Enforces next-step rules and flags stale deals
- Summarizes conversations + objections cleanly
- Updates CRM fields and stages consistently
- Keeps forecasting and prioritization trustworthy
Compliance-first: We respect opt-outs and keep messaging within your approved library. Complex objections and negotiations escalate to humans.
Deliverables
Everything needed to run a real pilot and scale cleanly.
In the first 7–14 days
- ICP + persona messaging library (approved tone and angles)
- Qualification checklist + route vs nurture rules
- Outbound sequence pack (LinkedIn + email cadence templates)
- Meeting-ready handoff format (summary + objections + next step)
- Pipeline hygiene rules (stages, stale flags, next-step enforcement)
- KPI pilot dashboard template (meetings booked, reply quality, freshness)
During pilot (weeks 2–4)
- Objection pattern library + approved responses
- Weekly iteration plan based on replies and conversions
- Scale-ready operating rhythm (who reviews what and when)
Tools we integrate with
We connect outreach to booking and clean CRM updates.
- CRM & pipeline: HubSpot-style CRMs, Salesforce-style CRMs, custom pipelines
- Outbound channels: LinkedIn outreach workflows, email sequences, SMS (where permitted)
- Meeting booking: Calendly-style scheduling + calendar integrations + reminders
- Lead sources: website forms, landing pages, inbound routes, list imports
- Enablement: messaging libraries, objection playbooks, summaries/notes
- Reporting: KPI dashboards for meetings, response quality, pipeline freshness
How implementation works
Low-risk rollout that turns into a repeatable system.
Define ICP, offer framing, qualification rules, and KPIs with leadership.
Build sequences, configure routing, integrate CRM updates and meeting booking.
Controlled outreach + weekly tuning based on replies, objections, and conversions.
Expand segments, add channels, and operationalize reporting for consistency.
Outcomes we aim for
Measured improvements without exposing private client numbers.
More meetings booked
Consistent follow-up + clear routing improves conversion to meetings.
Higher lead quality for humans
Qualification rules ensure sellers focus on true intent.
Cleaner pipeline visibility
Stages, next steps, and stale flags keep forecasting real.
Want a sales pilot that's measurable?
We'll define your ICP and qualification rules, launch controlled outreach, and tune weekly with clear KPIs.