Michael Berger / AI implementation
AI sales agents.
Research prospects, prepare outreach, and help maintain the sales pipeline.
Discuss your workflow ↗How it works in your business.
The agent combines account information with your qualification criteria. Reps review the prepared work and retain control over relationships, commitments, and important pipeline changes.
The first conversation covers your current tools, the people involved, and what a successful handoff looks like. Scope, access, and ongoing responsibilities are agreed before implementation.
Project scope
What we can put in place.
These are potential components of a scoped project. The audit determines which ones your business needs.
- 01Account research
- 02Outreach preparation
- 03CRM logging and follow-up
Illustrative workflow / scoped to your tools
A concrete starting point.
- What arrives
- A target company matches the qualification criteria in your CRM.
- What happens next
- The agent prepares account context, a tailored outreach draft, and proposed next steps.
- Where a person checks
- The rep checks the research and approves the message before outreach.
Define the task. Check the result.
For AI work, we define acceptable output, permitted actions, and the points where a person reviews a decision. For integrations, we check the full path from incoming information to the destination record.
Your team receives the context needed to use the workflow and recognize exceptions. The level of automation follows the task and the evidence from testing.
Explore the scope
Related services.
Before we start.
Can this work with my existing software?
We review your tools, available APIs or exports, permissions, and data quality during the audit. Some connections need additional setup or a different approach.
What determines the cost?
The number of integrations, task complexity, review requirements, and ongoing operation determine the scope. We agree on the work and price before starting.
What should I bring to the first conversation?
A short description of the task, the tools involved, and an example of where work gets stuck. Please do not send confidential customer records in the inquiry form.
Start with a useful question