AI agents that research, write, reply and book
Agents handle the repetitive sales work: research briefs, first drafts, reply triage and booking. Our operators own the judgment, and you approve every first touch.
Reply: not until Q2
Deal stage: nurtureMakes sense, Dana. Q2 is when most teams rebuild pipeline anyway.
I will send a two-minute breakdown of what we built for a firm your size, and check back on February 3.
Your operatorEditApproved In your CRMFollow-up Feb 3Owner: your AEYour sellers spend their week on work a well-built agent should do
Research eats the day
Hours go into reading websites and LinkedIn before every single message.
Replies wait too long
Interested buyers hear back days later, after they have moved on.
Follow-up slips
Not-now replies never get the follow-up that would have turned them into deals.
What changes for your team
Briefs on every account and buyer, written into your CRM.
Agents triage and draft, operators approve, buyers hear back fast.
Every not-now reply gets a dated follow-up and an owner.
Built inside your tools
Research agent
Account and buyer briefs from public sources and your CRM.
- Company briefs
- Buyer briefs
- CRM write-back
Reply agent
Classifies replies and drafts the right response for approval.
- Reply triage
- Draft responses
- Human approval
Booking and follow-up
Meetings booked and follow-ups scheduled automatically.
- Calendar booking
- Follow-up tasks
- Owner routing
call prep per lead, with 500 signal-qualified leads a week
Capital projects advisory firm, now run by the client himselfBuilt by our founding team, and still running today.
Client names are withheld. Every number is measured on a system in production, not a projection.
See all resultsWhat buyers ask
Will the agents email people on their own?+
No. A human approves every first touch. Agents draft and route, people decide.
Which AI models do you use?+
We pick the model per task and keep it inside tools your team already uses.
Is our data safe?+
Agents run on accounts you own, with access limited to the tools they need.
