Every lead answered. Every call learned from.
The moment someone opts in, they hear from you by text and email. Your voice assistant calls them back and books the call, your follow-up keeps going until they text back or pick up, and every recorded sales call comes back reviewed.
How many deals died in your pipeline this year for one reason: nobody got back to them fast enough?
- Good leads wait days for a first reply.
- Follow-up stops after the second email.
- Nobody reviews the calls that did not close.
- The pipeline lives in someone's head.
The sales work, handled on a schedule.
Concrete jobs, each labeled with the product that does it.
Every day
- Greet every new lead by text and email the moment they opt inOperator Mode
- Call new leads back and book them on your calendarOperator Mode
- Answer lead texts from what it knows about your business, or hold each reply for your reviewOperator Mode
- Keep follow-up going by text and email until they text back or pick upOperator Mode
- Brief you each morning on the calls on your calendarAgent Mode
Every week
- Review recorded sales calls: a score for each part, objections in the buyer's own words, one thing to work onOperator Mode
- Write nurture emails that build value and answer the objections your buyers raiseOperator Mode
- Show what is sitting at each stage of your pipeline, and what it is worthOperator Mode
- Report sales and leads by the source that brought them inOperator Mode
When it happens
- A lead's score jumps: flag them so you call firstOperator Mode
- A call is booked: reminders go out 24, 12 and 3 hours before so they show upOperator Mode
- A checkout is abandoned or a payment fails: start the recovery follow-upOperator Mode
- A call is missed: text the caller back automaticallyOperator Mode
- Someone texts STOP or asks not to be called: they are opted out and it is logged on their recordOperator Mode
03 / Sales
What AI does here
Speed and follow-through win more deals than talent does, and they're the first two things a busy team drops.
AI deployed into sales runs the whole conversion machine: leads answered in minutes instead of days, follow-up that continues until there's an answer, appointments booked and rebooked, call recordings analyzed for the objections that keep costing you, and every KPI tracked daily instead of reconstructed quarterly.
Then there's the layer underneath: pattern-finding. The prospects who answer one intake question a certain way and turn out to be your highest-lifetime-value clients. The exact step in your funnel where good leads quietly stall. Patterns like that were always sitting in your data. Finding one used to take a quarter, if anyone ever looked. Now they surface while they're still worth acting on.
Your next lead, from form to booked call.
Here is what happens when someone fills in your form, step by step. Every step runs in Operator Mode, set up by you once.
What it needs: Texts and calls start once your number is approved by the carriers, usually in 1 to 3 business days. Call reviews use your call recorder and your own AI subscription.
- 1
They opt in
The lead lands in your customer list
Their details arrive scored, with the page and source that brought them in.
- 2
Right away
They hear from you
A text and an email go out the moment they opt in, written by your agent and approved by you once.
- 3
If they apply
Qualified applicants book themselves
Your application asks the questions that matter for your offer, grades the fit, and sends qualified people straight to your calendar.
- 4
Next
Your voice assistant calls
It answers their questions from what it knows about your business and books the call on your calendar.
- 5
Before the call
They show up
Reminder emails go out 24, 12 and 3 hours before, each with the time and who they are meeting, and your task list gets the personal touches to make.
- 6
On the call
You take the call
The recording comes back reviewed: a score for each part, the objections they raised in their own words, and one thing to work on.
- 7
If they go quiet
Follow-up keeps going
Texts and emails continue on the schedule you set, and the sequence changes course the moment they text back or pick up a call.
- 8
When they buy
The sale lands on your Home
Traced back to the page and source that brought them in, right next to your goal for the month.
Your follow-up never goes quiet.
Turn on the sequences you trust and they run on their own, day and night: texts, emails and calls. Emailing your whole list always waits for your yes.
- Speed to lead: a text, an email and a call the moment someone opts in
- Nurture emails your agent wrote, building value and answering objections, sending on their own
- Lead texts answered from what it knows about your business
- Show-up reminders for every booked call
- Abandoned checkouts and failed payments followed up automatically
- Opt-outs honored and logged on the contact, every time
Start with approvals on. As trust builds, let more run on its own, one kind of action at a time.
What stays with you
You choose which actions wait for your yes. In sales, these are the ones to keep in your hands:
- The conversations only you should have
- Pricing and final offers
- Emailing your whole list
Where it runs
A sales worker that drafts replies in your inbox, briefs you before calls and keeps follow-up moving.
Your customers, pipeline, voice assistant, two-way texting, email follow-up and call reviews in one place, with leads scored for you.
The rest of the business.
Put AI on your sales follow-up.
Tell us about your pipeline in about two minutes. If there is a fit, we will show you this running on your business on a short call.