Sales
Most inbound leads die in the gap between 'form submitted' and 'SDR calls back.' Agents close that gap to under a minute, qualify the lead, book the meeting, and hand a fully-briefed account to the human rep who closes.
What the work looks like today
Your best reps are spending their time on the worst-fit leads because leads are worked in the order they arrive, not in the order they matter. Meanwhile the lead who answered the form at 9pm on a Friday is cold by Monday. The funnel leaks at the top, and no amount of CRM discipline fixes a coverage problem.
- Inbound leads wait hours or days for first contact
- SDRs spend 60%+ of the week on unqualified or unreachable leads
- After-hours and weekend inbound is effectively lost
- High-intent signals are drowned in undifferentiated queue
How the agent works
First touch
Agent reaches out within 60 seconds of a qualifying signal form, demo request, pricing-page trigger on the channel the lead prefers.
Qualify
Runs through your qualification framework conversationally. Budget, authority, need, timeline captured in natural language, not forms.
Book
Offers meeting slots from your reps' live calendars. Books, confirms, adds context notes the rep will see before the call.
Brief
Hands the rep a one-page pre-call brief: everything the lead said, their signals, the objections anticipated, the competitors mentioned.
Nurture
Leads who aren't ready are kept warm with personalized follow-up cadence until they are or until they explicitly opt out.
What the human does
Reps close. Period. Every meaningful discount, commitment, or contract term routes to a human. The agent never commits margin, never signs, never promises anything the rep has not pre-approved.
The work, in practice.
From zero to production in weeks.
Integration
Connect CRM, calendaring, phone system, and form triggers. Load ICP and qualification framework.
Shadow pilot
Agent runs alongside human SDRs. Team compares quality of briefs and meeting-set rates.
Front line
Agent takes first-touch on all inbound. SDRs move upstream to outbound and high-value enrichment.
Scale
Full coverage including after-hours. Continuous tuning against closed-won feedback.
More case studies from the floor.
Let’s deploy
Sales.
30 minutes with our team. We’ll walk through your specifics the integrations, the failure modes, the shape of a 6-week pilot.