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Every lead qualified and answered in minutes, outbound sequenced, meetings prepped — inside your CRM.
The three the team asks for first, installed in its own systems. No call; every option is credited against the next for 30 days.
In the words a team uses for them. Every row is a standard blueprint: what arrives, what happens, who approves, a free template, and what it costs to have it installed or run for you.
| The work, as you describe it | The automation | Steps | From | Run for you |
|---|---|---|---|---|
| Leads wait four hours for a reply because the rep was in meetings, and by then they have booked with someone else. | Inbound Lead Qualification | 8 | $49 | $247/month |
| Reps spend the morning researching accounts and the afternoon typing the same email. | Cold Outbound | 8 | $49 | $297/month |
| Reps walk into calls under-prepared because research takes twenty minutes and the calendar is full. | Meeting Prep | 7 | $49 | $197/month |
| A Zillow lead came in at 9 pm and got a reply at 9 am, after they had booked with someone else. | Speed-to-Lead | 8 | $49 | $197/month |
| The CRM drip sends the same seven emails to everyone, and everyone ignores them. | Lead Nurture | 8 | $49 | $197/month |
Every form fill is enriched, scored and answered within minutes, and your rep gets the lead with the context already pulled.
Every message a person sees is drafted, never sent, until that type of message has earned auto-send in the first weeks.
Proof
Real engagements; names, places and some numbers changed under NDA.
How a mid-market private equity firm deployed AI executive assistants to automate scheduling, deal flow coordination, and portfolio reporting for its 6 partners.
Cold Outbound · Meeting Prep · Speed-to-LeadHow a mid-size financial advisory firm used an AI sales agent to automate compliant outbound prospecting, growing pipeline 2.4x while maintaining FINRA compliance across all communications.
Inbound Lead Qualification · Cold Outbound · Meeting PrepHow a 40-person B2B SaaS company used an AI sales agent to automate outbound prospecting, generating 3x pipeline coverage and reducing cost per qualified meeting by 60%.
Installed in the accounts the team already pays for. No new login; you own the result. A tool not listed is named in the order and confirmed by email before anything is installed.
FAQ
The 5 on this page — inbound lead qualification, cold outbound, meeting prep, speed-to-lead, lead nurture. Each is a standard blueprint with a free template; start with the one that eats the most hours, usually inbound lead qualification.
Most often Slack + Calendly, Twilio, Slack. The automation is installed in the tools the team already pays for; you own the result, and there is nothing new to log into.
No call. Installed for you: $249 one-time, live within two working days of access, with a recorded walkthrough and 30 days of fixes. Run for you: a monthly subscription with setup and maintenance included. Not sure which process first: the free audit — a few questions, the plan in minutes.
Wherever money, a customer or an employee record is involved: an approval step is part of every blueprint on this page, and the first weeks run in approval mode — the automation drafts, a person confirms — until a message type has earned auto-send.
When one of the blueprint's custom conditions is you — usually a system without an API, a rule set nobody has written down, or volume that needs its own infrastructure. Custom builds start at $2,000, are scoped by email from the audit, and the package or the first month is credited against them.
Not sure which first?
Describe the work that repeats and answer a few one-tap details. The plan names the process to start with, one option, one price — on the page and in your inbox in minutes. No call.