Sales Agent · Revenue

Leads go cold fast.
Yours won't.

A revenue-side agent that works your pipeline — answers new leads in seconds, follows up until there's an answer, keeps your CRM honest, and tells you what's actually going to close.

  • Responds to new leads in under a minute — any hour
  • Nurtures by text and email until they book or say no
  • Keeps every deal and next step current in your CRM
  • Re-engages the customers and quotes already in your CRM

It works the lead while it's hot

Most jobs go to whoever answers first. Forms filled at dinner, DMs sent at midnight, calls missed during a rush — the agent gets there first, in your voice, every time.

  • Instant replies to form fills, missed calls, texts, and social DMs
  • Polite persistence — follows up until answered, never spammy
  • Books the meeting, logs the lead, and briefs you before you walk in

A pipeline that tells you the truth

Deals rarely die from a "no" — they die from silence. The agent reviews your pipeline every day, chases what's stalling, keeps the CRM clean, and gives you a forecast built from what's actually happening.

  • Every deal has a next step and a date — no orphans
  • Flags stalling deals and expiring quotes before they die quietly
  • A weekly forecast from activity, not optimism
A Thursday, for real

What it actually does all day

Here's an ordinary Thursday at a kitchen-and-bath remodeler where the owner is also the whole sales team — and what the Sales Agent handles between his estimate visits.

Harbor Kitchen & Bath illustrative · owner sells, two estimators · quotes go out, then life happens
8:02 PM
(Wed)
A website form comes in while the owner is at dinner: "Interested in a kitchen remodel."
Agent replies in 40 seconds, answers her first questions, and books Thursday's 9 AM estimate slot — before she emails the next remodeler on her list.
8:15 AM
Before the owner leaves for the estimate, his phone buzzes with a prep brief.
Who he's meeting, what they asked about, budget signals from the conversation, and the two photos she sent overnight — all pulled from the thread and the CRM.
12:30 PM
A quote sent Monday has gone quiet — the kind that usually just gets forgotten.
Agent sends the day-3 nudge the owner approved ("checking in — happy to walk through any questions"). The customer replies within the hour: "Let's do it."
4:00 PM
The weekly pipeline note lands: what's likely to close, and what's stalling.
$23–28k probable this month, two deals aging with follow-ups queued, one quote expiring Friday — decisions made in two minutes instead of an evening with a spreadsheet.
One deal won by a fast reply, one revived by a nudge that would've been forgotten — and a forecast the owner didn't have to build. That's a good Thursday.
What it can handle

The whole lifecycle, not just the first hello

Configured to your business, a Sales Agent covers the arc from first touch to closed deal — across phone, text, email, and social. Here's the range.

Speed to lead

  • Answers forms, missed calls, and DMs in seconds
  • Works nights, weekends, and rushes
  • Books straight into your calendar

New form fill answered in 40 seconds — meeting booked.

Nurture & follow-up

  • Runs the sequences you approve
  • Day-3 and day-7 nudges that feel human
  • Stops instantly on a reply or an opt-out

Day-3 nudge sent · customer replied within the hour.

Qualification

  • Asks your budget, timeline, and fit questions
  • Routes hot leads to you immediately
  • Logs the rest with clean notes

Timeline: this month. Budget confirmed. Flagged hot.

CRM hygiene

  • Creates and updates deals as things happen
  • Every deal gets a next step and a date
  • De-dupes and fills the gaps humans leave

12 deals updated after today's calls — zero orphans.

Prospecting & re-engagement

  • Works the list you already own — past customers, old quotes
  • Wakes dormant leads with campaigns you approve
  • Finds the buyers hiding in your own CRM

14 past customers due for service — outreach drafted.

Forecast & reporting

  • Weekly pipeline summary in plain English
  • Win rate, deal aging, and what's stalling
  • Numbers built from activity, not vibes

$23–28k likely this month · two deals need a push.

Every touch is logged against the deal — you can always see exactly what was said, and when.

Connected to how you sell today

It plugs into your channels and your CRM

The agent meets your leads where they already show up — your phone line, your inbox, your socials — and keeps score in the tools you already run.

Owner-led sales

You are the sales team

A phone, an inbox, a calendar, and word of mouth
GmailGoogle CalendarFacebookInstagramQuickBooks
  • Answers every inquiry while you're on jobs
  • Follows up so you never have to remember to
  • Keeps a simple pipeline you can read in a minute
Small sales team

Good sellers, leaky follow-up

A CRM, booking links, and a shared inbox
HubSpotCalendlyRingCentralMailchimpJobber
  • Routes hot leads to the right person fast
  • Runs the nurture sequences nobody has time for
  • Keeps the CRM current without the nagging
  • Weekly forecast for the owner
Higher volume

A real revenue operation

A serious CRM, multiple channels, quota pressure
SalesforceHubSpotOutreachTwilioSlack
  • Watches the whole pipeline for stalls and aging
  • Rep-level summaries and exception alerts
  • Forecasts the month from live activity

Don't see your tool? We connect to most systems — tell us what you run and we'll confirm.

Built for outreach done right

Persistent, never pushy

An agent that contacts your customers carries your name. We build it to protect your reputation as carefully as it chases your revenue.

Consent first

Texts and emails follow opt-in and quiet-hours rules we set up together. One "stop" opts them out everywhere, instantly, and it's logged.

You approve the words

Sequences and quotes come from your templates in your voice. New wording or a new audience waits for your sign-off.

Knows when to stop selling

Upset reply, complex negotiation, a big fish — the agent hands it to you with full context instead of improvising.

What we report on

Revenue you can trace to it

A sales agent's value shows up in speed, saved follow-ups, and booked work. We agree on the numbers that matter to you and put them on a one-page report every month.

Speed to lead

Median time from a new lead to first response — the number that decides who wins the job before anyone quotes it.

Follow-ups that didn't slip

Nudges sent and deals revived that would have been forgotten — the quiet revenue leak, plugged and counted.

Meetings booked & quotes out

Appointments set and quotes delivered by the agent — the pipeline it built while your team was selling.

Stop losing deals you never knew you had.

A short discovery scope maps where your leads leak today — and exactly what the agent would catch first.

Start a discovery scope