Sales Agent
Meet Cody Walker
Manages sales enquiries and progresses suitable prospects through your defined sales process.
Problems it solves
- ◆Slow response to new leads
- ◆Follow-ups that never happen
- ◆Out-of-date CRM records
- ◆Proposals stuck waiting
What it does
- ◆Respond to inbound leads
- ◆Qualify prospects using your criteria
- ◆Run approved outbound follow-ups
- ◆Schedule sales calls
- ◆Update CRM records
- ◆Prepare proposal and quote drafts
- ◆Follow up pending proposals
- ◆Send approved documents, including DocuSign where configured
Channels
- ◆Voice
- ◆SMS
- ◆Website chat
Integrations
- ◆HubSpot CRM
- ◆Google Calendar
- ◆Microsoft 365
- ◆DocuSign
Availability confirmed during setup.
Typical workflows
- ◆Web lead arrives → qualified in minutes → call booked
- ◆Proposal sent → timed follow-ups until a decision
- ◆Lead goes cold → re-engagement within consent rules
What we need from you
- ◆Ideal customer and qualification criteria
- ◆Sales stages and approved messaging
- ◆Consent and outbound rules
- ◆CRM and calendar access
Human approval & safeguards
- ◆Outbound only to contacts with valid consent
- ◆Documents sent only after approval where configured
- ◆No discounts or commitments outside set limits
Outputs & reports
- ◆Pipeline and lead status report
- ◆Activity log per prospect
- ◆Proposal follow-up tracker
Pricing
One-off setup fee, monthly subscription, plus usage (voice minutes, SMS, email). Contact us for a tailored quote.