sales-followup · prod
Always on
Hosting
The agent runs on infrastructure we manage, with scoped credentials to your tools. Nothing for your team to install or patch.
Three agents for the work that eats the most hours in a growing company: sales follow-ups, invoices and documents, and the support queue. We fit one to your tools and rules, put it on your real work, and then keep it running — hosting, monitoring, evals, model upgrades and fixes, for one monthly fee.
Follow-ups drafted every morning, the CRM kept current and quiet deals flagged, inside HubSpot or Salesforce.
Today
With the agent
Example run
IllustrativeSystems it touches
We measure
Human checkpoint
Every email is a draft. A rep reviews and sends it.
Need something these three don't cover? Start with an AI Agent Pilot on your workflow, or talk to us about an Agent Build.
sales-followup · prod
Always on
The agent runs on infrastructure we manage, with scoped credentials to your tools. Nothing for your team to install or patch.
Runs, last 7 days
Every run
Every run traced and logged. Failures, slowdowns and odd outputs alert us, usually before your team notices.
tone_matches_reppass
no_price_promisespass
fields_from_sourcepass
Every change
A test set built from your own examples. Every prompt, rule or model change has to pass it before it reaches your work.
Model change proposed
Same eval score, lower cost per task
Switch after eval passWhen it pays
When a newer or cheaper model does your task as well or better on your test set, we switch. If it doesn't, we don't.
New vendor format handled
Template wording updated
CRM field renamed
As needed
When one of your tools changes its API or a new edge case shows up, we fix it. Small rule and template changes are part of the fee.
Monthly report
Volume
Accuracy
Model cost
Every month
Volume handled, accuracy, time saved against your baseline, model cost, and what we changed. One page, plain English.
Setup
$1,500per agent, once
Waived after a successful AI Agent Pilot on the same workflow.
Monthly
From $500per agent / month
Set by the volume the agent handles. Quoted on the fit call.
Model usage
At costbilled monthly
What the model providers charge for your agent's work, passed through.
The monthly fee covers
What sets the monthly price
If volume moves up or down for a few months, we re-quote at the next renewal, not mid-month.
Route 1 · Prove it first
AI Agent Pilot, then the agent
$3,000 fixed · 14 days, money-back guarantee. If it works, the agent keeps running and the $1,500 setup is waived.
About the pilotRoute 2 · Start straight away
Go straight to the agent
$1,500 setup, then from $500 a month. Right if you already know the workflow costs you hours and want it running.
| Compare | Packaged Agent | Build it yourself | A general AI tool (SaaS) |
|---|---|---|---|
| Time to live | About 1–2 weeks | Weeks to months, depending on your team | Fast to try; your team sets it up |
| Where it works | Inside the CRM, inbox or help desk you already use | Wherever you build it | Often in its own app, or as an add-on |
| Fitted to your process | Your rules, templates, tone and examples | Completely — you write it | Within what the product allows |
| Who keeps it working | We do: monitoring, fixes, upgrades | Your engineers | The vendor runs the product; you run your setup |
| Testing on your own work | Evals from your examples on every change | If you build them | Varies by product |
| Cost shape | Setup + monthly + model usage at cost | Engineering time + hosting + model usage | Usually per seat or per usage |
| Best when | You want it working in your tools without hiring for it | You have engineers with time and want to own every line | Your process matches the product closely |
Kickoff & access
Read-only access; 20–50 real examples collected
Configure
Your rules, templates, tone and routing
Test on your examples
Evals built from your past work; must pass
Live with review
Real work, every output reviewed, tuned daily
Hand over to monthly run
Thresholds agreed, baseline set for the report
Checkpoints
You provide
We provide
Not included
A good fit if…
Not the right start if…
A free 45-minute fit call: we pick the agent, check your tools and quote the monthly fee from your volume.