Agents

Sales & Revenue Agent

You want every good lead to get a next step while your people are still on the job. This agent handles the follow-up and the record, inside the tools the team already opens.

Discover your first agent

What it does

It picks up a new lead, a quiet quote, or a stale opportunity and moves it to the next touch.

The note lands in the CRM you already pay for, so the pipeline matches what actually happened.

A person still takes the conversation that needs judgment, and approves what gets sent.

Capabilities

  • Lead follow-up
  • CRM auto-cleanup
  • Quote follow-up
  • Call notes written into the CRM
  • Nudges on quiet opportunities

Tools it works with

Compatibility only. We deploy into the tools you already use. Listing a product is not a partnership or an endorsement.

  • HubSpot or Salesforce, when that is the CRM you already run
  • Gmail and Google Calendar
  • The shared inbox where leads actually arrive

How it's deployed

.01

Discover

On Discover Your First Agent, we map where your team loses time and decide whether the Sales & Revenue Agent should go first.

.02

Design

A short audit and scoping step, including access and security policies. We agree on the exact agent to build. Kickoff starts after that agreement.

.03

Deploy

The clock starts at kickoff. It is live in 30 days, inside the tools you already use. There is no migration and no new software to roll out.

.04

Run

We run and expand your agents. We monitor them, fix them, and line up the next one.

What's included

  • Discover Your First Agent, the free 30-minute call where we map lost time and confirm this is the right first agent
  • A design in about a week: the real workflow, the systems it touches, and a savings target we both sign up for
  • Live in 30 days from kickoff, inside the tools you already use. The clock starts once the build is identified
  • No migration and no new software
  • A walkthrough with the people who touch the work
  • A person approves anything sent, paid, or changed
  • The guarantee: $25,000 a year in savings within 60 days, or we keep working free or refund

First agent starts at $7,500. The final price is set on the call. Run and expand starts at $2,500 a month.

See which agent should go first.

Discover Your First Agent is a free 30-minute call. We map where your team loses time and pick the first agent to deploy.

Discover your first agent