- Lead
- Customer A
- Quote
- Quiet 7 days
- Draft
- Follow-up ready
- Status
- Waiting on you
Sales and revenue
Every good lead gets a next step.
Fast lead replies, follow-ups, CRM cleanup, meeting booking, and a pipeline report. A person approves what gets sent.
Sample quote marked quiet, with a follow-up waiting for approval
Follow-up draft · SAMPLE
Hi Customer A, checking in on the quote.
ReviewStatus · SAMPLE
Sample status: Replied
DoneApprove follow-up for Customer A? Y/N
Good leads go quiet.
.01
Leads go quiet.
Good leads sit for days without a next step.
SAMPLE · Customer A · Quiet 7 days
.02
Follow-ups depend on memory.
The next note waits on whoever remembers to send it.
SAMPLE · Follow-up draft · SAMPLE
.03
The pipeline is a hunt.
The report takes a chase through the CRM instead of a Monday draft.
SAMPLE · Pipeline report · SAMPLE
What we set up
What we set up
Each one asks a person to approve anything important. The panels below are sample screens.
Fast lead replies
A new lead gets a drafted reply fast. You approve it before it sends.
Customer A · reply draft
You approve it.
People stay in control. The assistant asks in Slack, Teams, or a text before anything important goes out.
Approve follow-up for Customer A? Y/N
Works with the tools you already use
Watch a sample move.
Four steps. Arrives, the assistant works, you approve, then it is done. Sample data only.
The guarantee
$25K a year in savings, starting at go-live.
If we don't hit it, we keep working for free or refund you.
Sample walkthrough
A sample quote goes quiet
Customer A has been quiet for 7 days on a sample quote.
Needs you- Lead
- Customer A
- Flag
- Quiet 7 days
- Next
- No step yet
.FAQ
Questions, answered.
What does Overstreet do?
The Overstreet team helps companies with $10M+ in revenue get their team AI-ready. We find the savings, set up AI assistants in the tools you already use, and train your people.
What is an AI assistant?
Software that does a repeat task for your team, like sending invoices or following up on leads, and asks a person to approve anything important.
Do we need new software?
No. We work inside the tools you already use, like QuickBooks, Microsoft 365, Slack and Google Workspace.
Is our data safe?
Yes. Every engagement includes a systems and security review, and the first training session covers secure AI use and a 1-page AI policy.
Will AI replace my staff?
No. It takes busywork off your team so they can spend time on customers and growth. People approve the important steps.
What is the guarantee?
Your AI assistants save at least $25K a year, starting at go-live. If not, we keep working for free or refund you.
Get your nights and weekends back.
One free call. A clear plan. $25K a year guaranteed, starting at go-live.
Book your free 30‑min AI savings callRecommended: approve INV-1001 ($1,234.00). Approve? Y/N
$25K a year in savings, starting at go-live.
If we don't hit it, we keep working for free or refund you.