The agent roster · Sales
Sales Agent. No lead goes cold again.
Deals rarely die from a bad pitch — they die from slow responses and forgotten follow-ups. A Sales Agent works the unglamorous half of sales relentlessly, so your closers spend their time closing.
The job description
What your Sales Agent does all day
Answers inbound leads in minutes, not days
Every inquiry gets qualified against your criteria and routed to the right person with context — while the lead is still thinking about you.
Keeps the CRM true
Calls, emails, and stage changes get logged automatically. Duplicates merged, dead deals closed out, next steps filled in. The pipeline report finally means something.
Drafts the follow-up you keep meaning to send
Proposals, check-ins, and re-engagement emails drafted in your voice and queued for review — so following up takes seconds instead of staying on the to-do list.
Walks the pipeline every morning
Flags the deals that are stalling, tells you which ones need a touch today, and hands you the draft to send.
What changes
Before and after the hire
Before
Leads sit in the inbox until someone gets to them
After
Every inquiry qualified and routed within the hour
Before
The CRM is six weeks out of date
After
Every touch logged automatically — reports you can trust
Before
Deals die from forgotten follow-ups
After
A daily pipeline nudge with drafts ready to send
No rip-and-replace
Works in the tools you already run
We build the agent into your existing stack — it joins your systems the way a new hire would, instead of making you switch tools to fit it.
How it's built
Trained on your processes, not a template.
Your Sales Agent runs on custom Skills — capabilities built from how your business actually works — wired into the tools your team uses every day. No two installs are the same, because no two businesses run the same.
Two ways to hire it
One sprint, or part of your AI department.
Build this one agent as a fixed-scope Automation Sprint — scoped, quoted, and shipped in weeks. Or make it one of many shipped and managed by your Embedded AI Department.
Questions
Sales Agent FAQ
Does it talk to prospects directly?
Only as far as you allow. The usual starting point is the agent drafting and a human sending; from there you can let it handle first-touch qualification directly, handing off to a person the moment a lead is real. The boundary is yours to set.
Will it work with our CRM?
Almost certainly. We build against what you already run — HubSpot, Salesforce, Pipedrive, GoHighLevel, or even a spreadsheet — rather than making you switch systems to fit the agent.
Is this replacing our salespeople?
No — it removes the admin that keeps them from selling. Qualification, logging, and follow-up chasing are what the agent absorbs; your people keep the conversations, the relationships, and the close.
What does a Sales Agent cost, and how fast can it ship?
It usually ships as one Automation Sprint, and the quote comes first. Scope mostly turns on how many lead sources and pipeline stages it covers — most are in production within weeks.
Want the longer version? What an AI Sales Agent Does (and What It Should Never Touch) →
Other roles on the roster
One agent is usually just the start
Marketing
Marketing Agent
Keeps your marketing shipping every week — in your voice, on your channels.
See the role →Admin & Ops
Admin Agent
Handles the repetitive back-office work that eats your team's day.
See the role →Executive
Executive Assistant Agent
Starts your day with a briefing and ends it with nothing dropped.
See the role →Ready to make the hire?
Start with a strategy call. We'll look at how this role fits your operation, what it should own first, and the fastest way to ship it — one sprint, or as part of your AI department.