First-touch & follow-up drafting
Every open deal gets a drafted, on-voice follow-up waiting for the rep each morning — inside the CRM, not another tab.
AI Workflow Pilot · The Most Popular Pick
An AI co-pilot inside your CRM — live in 14 days.
Your reps spend half the day on follow-ups and data entry. In two weeks we put a co-pilot inside your HubSpot or Salesforce that drafts the follow-ups, keeps the CRM clean, and flags the deals going quiet — measured against your own baseline, not a demo.
What the Co-Pilot Does
The admin work disappears. The pipeline gets honest.
CRM hygiene, automated
Call notes, emails, and next steps land in the right fields automatically. The pipeline review stops being an interrogation.
Deal-slip alerts
Deals that go quiet get flagged before they die — with a suggested re-engagement draft attached.
A measured baseline
Days one and two we measure your current numbers — response times, touches per deal, admin hours. Day 14 you see the same numbers again, side by side.
A Rep's Morning · Day 8 of 14
Follow-up drafted · Meridian Logistics
“Hi Dana — circling back on the quote from Tuesday. Two options based on your volume…”
SendEdit
Deal going quiet: Acme Supply — 12 days
Re-engagement draft attached · $34k pipeline
14 records updated — call notes filed, next steps set
Admin hours / rep / week
11.2 → 4.1
Measured baseline
day 1 vs. day 8
Illustrative — the co-pilot runs inside your own CRM.
The 14 Days
Two weeks, three checkpoints, one number.
The pilot exists to answer one question with evidence: does this pay for itself on your pipeline? That's why the baseline comes first.
Days 1–2
Connect & measure. Read-only access to HubSpot or Salesforce, baseline captured on your live pipeline. A one-page readout of what your CRM data can and can't support.
Days 3–10
Co-pilot live. Drafting, hygiene, and alerts running for your reps inside the CRM they already use. We tune it on their feedback daily.
Days 11–14
The receipts. A written success report: baseline vs. actual, rep adoption, and a go/no-go recommendation. If it didn't work, you get your money back.
Is This You?
Built for teams that sell, not teams that code.
- 30–250 employees with 5+ salespeople
- HubSpot or Salesforce already in place
- Reps spending hours a day on follow-ups and data entry
- An owner or sales leader who wants proof before a bigger AI bet
After the Pilot
The day-14 report is the map for what's next.
If the numbers work, most teams expand the co-pilot to the next workflow with a Proof Pilot and keep it healthy with AI Operations. If they don't, you keep the report, the cleaned-up CRM, and your money. Either way you know — with receipts.
How we build every systemTwo weeks from now, you'll have the numbers either way.
$3,000 fixed. Money-back guarantee. A free fit call to make sure your CRM data is ready before you spend a dollar.