Preparation eats the day
Checking a company website, finding the right person and writing a tailored email takes longer than the call it leads to.
AI & automation
Give every salesperson a researcher who has already done the homework.
It finds out who the lead is, scores the fit, drafts the follow-up and writes the meeting brief — and your rep reviews and sends. People sell; the assistant prepares.
- From
- £1,400
- Timeline
- 3 weeks
- You own
- The code, from day one
OpenAI Anthropic Claude Google Gemini Open models Vector search Python TypeScript n8n Zapier Make PostgreSQL REST APIs
This is for you if
- Reps spend more time researching and updating the CRM than selling.
- Leads are followed up inconsistently, depending on who picked them up.
- You want a consistent first impression without sounding automated.
What it costs you now
What the problem really costs.
Follow-up depends on memory
The leads that were promised a next step and did not receive one are your most avoidable losses.
The CRM is always stale
Notes get typed up at the end of the week, if at all.
How it works
How we build it, step by step.
Four stages, each with something you can see and approve before we move on.
-
Define your ideal customer
We turn your best deals into scoring rules you can read and change, not a black box.
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Enrich and score new leads
Company, size, role and context are gathered automatically and a fit score is attached with the reasons.
-
Draft, never auto-send
Follow-ups and meeting briefs are written for the rep to review. A person sends everything that carries your name.
-
Update the CRM for them
Call and meeting summaries, next steps and tasks are written back to the right record.
What you walk away with
Everything is yours.
Source files, documentation, accounts and keys transfer to you. Ongoing support is a choice, never a dependency.
- Lead enrichment and fit scoring
- Draft follow-ups for rep approval
- Meeting briefs and summaries
- Automatic CRM updates
- Scoring rules you can edit
- Weekly pipeline digest
Best fit
Works especially well for.
Straight answers
AI sales assistant: your questions, answered.
Will it email my prospects automatically?
Not unless you want it to. By default it drafts and a person approves, which protects your reputation and your deliverability.
Where does the lead data come from?
From your CRM, your website forms and reputable enrichment providers. We use only lawful sources and document each one.
Which CRMs does it work with?
HubSpot, Zoho, Pipedrive and Salesforce are the usual ones, and we can also work with a custom CRM through its API.
How is this different from the outbound calling agent?
The sales assistant prepares and drafts for your people. The outbound calling agent makes the phone calls itself. Many clients use both, linked through the CRM.
Often paired with
More from this area.
-
Outbound calling agent
Rings new enquiries within seconds, wakes up old leads and confirms appointments — then passes warm ones to sales.
from £1,800 -
Sales pipeline automation
Routes leads to the right person, chases follow-ups and warns you when a deal is going quiet.
from £1,400 -
CRM setup and customisation
HubSpot, Zoho, Pipedrive or custom — configured around your sales process, with your team trained to use it.
from £900
Start here
Want AI sales assistant? See it before you pay.
Describe it in your own words. A person reads it, and for most projects you get a free mockup within one working day.