01 · Leads
Lead qualification and assignment
An enquiry is assessed against your criteria, enriched with public company data and routed to the right manager with a priority marker. Disputed cases go to a person.
Less CRM routine, more time for the client.
Lead qualification and routing, automatic card completion, call summaries, email drafts and meeting briefs. Everything is based on your data; deal decisions always remain with a person.
The arithmetic
Sales value is simple to calculate: number of leads and calls × minutes per item
If a manager spends 12 minutes processg one lead and another 10 minutes on post-call notes, 40 contacts a day take more than half the team’s working time. The second part of the economics is first-response speed: leads contacted the next day close noticeably worse.
If you have two managers and ten leads a week, we will say that AI will not pay off here and suggest improving the process instead.
- 01Number of leads and their acquisition channels
- 02First-response time and who provides it
- 03Time required to prepare for a meeting
- 04CRM state: what is completed and what is not
- 05Cost of an error in qualification or a promise to a client
- 06Who checks the answer before sending
Scenarios
Four places in the sales process, where the effect appears fastest
02 · CRM
Automatic CRM records and call summaries
A call transcript becomes a structured note: agreements, objections, next step and date. CRM fields are updated without manual entry.
03 · Correspondence
Draft replies and proposals
A standard reply, follow-up or commercial offer uses your templates, prices and systems. The manager edits and sends it instead of writing from scratch.
04 · Meetings
Brief before the call
A short brief: contact history, previous agreements, open questions and public company information. Preparation takes minutes instead of hours.
AI does not sell instead of the manager. It gives the manager time back for the conversation.
Pilot
One team or one lead channel – and honest measurement
We take a limited scope: one manager group or one enquiry flow. We compare it with the previous way of working.
- 01Choice team or channelin
- 02Baseline time measurement
- 03Journey on your data
- 04Review before sending
- 05Scaling decision
For leads, we measure first-response time and the share of incorrect qualification; for CRM, record completeness and note-taking time; for correspondence, the share of drafts sent to clients with almost no edits. If the figures do not improve, we do not propose scaling.
Honest boundary
What we we do not hand over the model
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01 · Solution
Deal terms, discounts and exceptions
A person approves prices, deferrals and individual terms. The model can prepare a calculation using your rules, but it does not negotiate with the client.
Pricing rules · manager approval
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02 · Promises
Client timelines, scope and guarantees
An answer involving a commitment is not sent automatically. Such questions are flagged and passed to the responsible person with the prepared context.
Escalation scenarios · Draft instead of automatic sending
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03 · Data customers
Call records, contacts and deal history
We hand over the minimum data needed for the task, anonymised where possible. The model provider, processg region and transcript-retention period are agreed before launch.
Data minimisation · Retention policy
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01
meeting 30 minutes
Team size, lead flow, the systems you use and who currently performs the manual work.
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02
Diagnosis and calculation
How many hours operations take now, which scenarios are real in your data and what needs to be organised in the CRM before launch.
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03
Pilot with one team
One scenario, human review, an edit log and incorrect-qualification tracking.
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04
Scaling and integration
CRM, telephony and email integration, team training, and monitoring model quality and cost.
Cost
We calculate the cost per thousand leads or a thousand calls
Payment for models and third-party services goes to providers according to actual usage.
Sales team diagnosisOne-off
from $1 500
Savings calculation for lead, CRM and correspondence scenarios, taking the state of your data into account.
- Analysis of lead flow and channels
- CRM and call-record analysis
- Savings estimate in hours and money
- Scenario queue by benefit
Pilot and implementation4–6 weeks
from $4 000
One key scenario with quality checks and CRM integration.
- Journey on your data
- Integration with CRM, email and telephony
- Quality control and escalation to a person
- Report on actual savings
Questions
What people usually ask about AI in sales
No. A person leads the conversation, agreements and decisions about terms. AI handles preparation, CRM entry, call summaries and email drafts — work that takes hours but does not require judgment.
By default, no: it prepares a draft and the manager sends it. Automatic sending is enabled only for standard scenarios with fixed wording — confirmations, reminders and standard answers to simple questions.
Accuracy depends on how clear your criteria are and how complete the deal history is. We set a baseline before launch and show the share of incorrect assessments afterwards. Ambiguous leads are flagged, not discarded.
Preferably. Without a single place for deals, savings are harder to calculate and results are harder to test. If there is no CRM or it is neglected, we first suggest putting it in order — it is cheaper than automating chaos.
We hand over the minimum data needed for the task, agree the model provider and processg region before launch, and set the transcript-retention period. We do not process recordings without client consent.
A pilot for one scenario and one team usually takes 4–6 weeks, including before-and-after measurement. Scaling to the rest of the team depends on the figures.
Start
We calculate hours spent on leads, CRM and correspondence — and we will tell you what is worth automating
A 30-minute online meeting with the founder. We review the enquiry flow, CRM state and how meetings are prepared now. We send a written summary.