AI sales agents

It replies in seconds, asks the questions you would ask, books the ones worth booking, and writes the whole conversation into your CRM before you are off the job.

  • Runs in your CRM, not another app
  • Books onto your calendar
  • Hands to a person when it should
CONTACTSOURCEWeb formSTAGEAppointment setNEXT STEPThu 9:00 AMNOTENEW LEADTEXTDo you do house washing?Two story vinyl11:47 PMWe do. Two hours usually.What's the address?11:47 PM412 Ridge Ave11:49 PMYou're in our area. I haveThu 9am or Fri 2pm.11:49 PMThursday works11:52 PMBooked for Thursday 9am.11:52 PM
The actual problem

Nobody loses a lead on purpose.

It comes in while you are on a job, or driving, or asleep. By the time you see it they have already called somebody else. The lead was fine. Nobody got to it.

TODAYNew lead8:42 AMNew lead9:17 AMNew lead10:06 AMNew lead11:31 AMNew lead1:08 PMNew lead2:46 PMNew lead4:12 PM
Time is the only thing on this drawing we can actually measure for you.
What it does

It answers, it asks, it books.

The agent replies the minute a lead lands, in a text that reads like your office wrote it. It asks the four or five things you would ask before you would drive anywhere. If the answers are good it puts them on your calendar. If they are not, it says so and stops.

BEFORE THE DRIVEWhat is the jobWhereHow bigWhen do you need itWho is payingCALENDARWEDTHUFRITHU 9:00 AM
What you read in the morning

The record writes itself.

You should not have to read a transcript to find out what happened. Every conversation ends up as a record you can act on, written while it was still going.

CONTACT RECORDCONTACTJamie ReedSOURCEWeb formSTAGEAppointment setNEXT STEPThu 9:00 AMSUMMARY

Contact

Name, number and email, deduplicated against what is already in there, so one person stays one record.

Source

Which ad, which page, which form. Attached at first touch and kept, so you can tell what your money bought.

Stage

Moved when something actually happened, not when somebody remembered to move it.

Next step

Dated. If nobody does it, it shows up late rather than disappearing.

Summary

What they asked for, what was agreed, what is still open. Short enough to read at a red light.

Your CRM

It works inside the CRM you already run.

HubSpot, GoHighLevel and Salesforce are the three we set up most. The agent writes to the record your team already opens, so nobody has a second place to look and nothing has to be moved.


HubSpot
GoHighLevel
Salesforce

It writes, not just reads

It creates the contact, moves the stage, dates the next step and posts the summary. Not a report sitting somewhere else that somebody has to open.

Your account

Set up on your login and your billing. Access you can revoke in a click, and your data exports whenever you ask.

Not on the list

If your CRM has an API and you can give us a test account, say so on the call. We will tell you straight whether we can do it rather than finding out after you have paid.

We do not resell any of them and we are not a partner of any of them. If the one you already have works, we build on that and tell you to keep it.

LIVE THREADHAND TO A PERSONThread, summary, numberPick it up where it stopped
When it does not know

It hands you the conversation. It does not invent an answer.

Price on an unusual job, a promise about a date, anything you have not told it: the agent stops there and says a person will come back to them. You get the thread, the summary and the number, and you pick it up where it stopped.

It does not quote a figure you did not give it, and it does not commit you to a date your calendar does not have. Those two rules are the build, not a setting somebody can turn off later.

Automation changes which mistakes you get. It does not abolish them.

Why the minute mattersEvidenced

The first hour decides most of it.

Companies that made contact within an hour were nearly 7 times as likely to qualify the lead as companies that waited one hour longer.

It measured qualification, not sales, and it is from 2011. We use it to justify measuring your response time, not to promise a close rate.

Oldroyd and others, Harvard Business Review, March 2011. 1.25 million leads at 42 US companies.

RELATIVE ODDS OF QUALIFYING A LEAD7xWithin the hournearly 7x the odds1xOne hour laterthe baselineNEVER RESPONDED AT ALL23% of 2,241 companies auditedOLDROYD AND OTHERS · HBR · MARCH 20111.25 million leads at 42 US companies · qualification, not sales
The list you already have

Start with the leads you stopped calling.

Most businesses we start with have months of old leads in a spreadsheet, or in a CRM nobody opens. The agent works that list first, on your quiet hours and your rules, and tells you which ones are still alive. It is usually the cheapest work in the whole thing, because you already paid for those names.

THE LIST YOU ALREADY HAVEREPLIEDREPLIEDREPLIED
How many come back is your number, and you will have it in the first fortnight. We are not going to guess it for you here.
The rules it runs under

It stops where you tell it to stop.

Consent

Checked before anything sends. We do not buy lists and we do not text people who never contacted you.

Quiet hours

Nothing goes out overnight unless you tell us to. Your hours, set once, enforced every time.

Stop on reply

The moment a person answers a person, the automation stops. It never talks over you.

Opt out

One word ends it, on every channel, and it is recorded where you can show somebody.

Those are the settings, not legal advice. You decide who you are allowed to contact and we build the system to hold that decision.

How we start

We listen to how you already answer people.

Before anything is built we go through your last thirty conversations, the ones you handled well and the ones that went cold. That is what the agent is trained on. Your answers, your prices, your way of saying no.

LISTEN FIRSTPAST CONVERSATIONSPRICE LISTYOUR WAY OF SAYING NOYOUR GUIDEAnswers from this.Hands off outside it.

What we need

Your last thirty conversations, your price list, your calendar, and an hour of somebody who actually answers the phone.

What you keep

Your CRM account, your number, your data. Built on your login, on access you can revoke.

Free growth plan

We read your current follow-up and write down where it stops. Yours either way.

Straight answers

Will my customers know it is not a person?

Some will and most will not, and we do not build it to lie about it. It writes the way your office writes, it answers in seconds, and the second somebody asks for a human it hands the thread over.

Is this just a chatbot on my website?

No. A website chatbot waits for somebody to be on your website. This works where the lead actually is: the text they sent, the form they filled, the message from your ad. Most of the conversations happen on SMS.

Can it call people, or only text?

Text, chat and email are what we build first, because that is what gets answered and what leaves a record. Voice is possible and we will talk about it, but we are not going to sell you a robot phone call as the first thing.

Do I have to change my CRM?

No, and we would rather you did not. We build into the one your team already opens. If yours is not one we have done before, say so on the call and we will tell you straight whether we can do it.

Is it legal to text people like this?

It depends on how the lead reached you, and that is your call to make, not ours. What we can tell you is what the system does: consent checked before every send, quiet hours held, one word opts somebody out everywhere, and all of it recorded where you can show it to somebody.

What if it says something wrong?

You read the conversations. Every one of them is in your CRM, and in the first weeks we go through them with you and tighten the answers. When it is unsure it hands off rather than guessing, which is the setting that matters most.

No obligation

Bring us the leads you have already stopped calling.

Claim your free growth plan
  1. You send the form. We reply within one business day.

  2. A 20 minute call about what happens today when a lead comes in.

  3. We read your last thirty conversations and write down where they stop.

  4. You keep that either way.

Not for you if you are not getting leads yet. This works the ones you have. If there are none, you need the ads or the site first, and we will say so.