01
Reps sell instead of researching
Most of a rep’s day goes on looking things up, updating records and writing follow-ups. These agents do that part, so the hours left over go into conversations with buyers.
1 live sales agents across 1 processes — pipeline, proposals, renewals and the CRM hygiene underneath them.
Upload account health data and get the accounts showing churn signals, what each signal actually is, and which ones are an expansion opening in disguise.
Sales organisations do not usually lose deals because the selling is bad. They lose them in the gaps — the lead that sat in an inbox overnight, the proposal assembled by hand from four systems, the renewal whose warning signs were visible in the usage data eight weeks before anyone opened the account. The work that fills those gaps is research, transcription and reconciliation, and it is done by the most expensive people in the funnel. Automation has historically attacked it one tool at a time: a sequencer here, a CPQ there, a CRM rule to catch what falls through. The local task gets faster; the underlying latency does not change, because the system still waits for a person to notice something and act.
An agent-operated sales function closes that loop differently. Signals are read continuously rather than at the weekly pipeline call, and the response is drafted before anyone asks for it — the lead is enriched and scored on arrival, the proposal is assembled from approved material with its gaps marked, the at-risk account surfaces months ahead of its renewal date. What stays human is deliberate and load-bearing: every agent below that would send a message to a named prospect, alter a price, or commit to a contract term drafts for approval instead of acting. The judgement moves to where it changes outcomes — which deals to fight for, what to concede, who to call — and the reconciliation stops being anyone’s job.
Account Growth
What this changes
In plain terms, without the engineering detail. The individual agent pages carry the technical specifics.
01
Most of a rep’s day goes on looking things up, updating records and writing follow-ups. These agents do that part, so the hours left over go into conversations with buyers.
02
A lead that arrives at 11pm sits until morning today. An agent enriches it, scores it against your criteria and briefs the owner within a minute, which is where most of the conversion gain comes from.
03
Agents write structured fields rather than free-text notes, and flag conflicts instead of overwriting a person’s entry. Every forecast built on top of it gets more reliable.
Start with lead qualification and assignment. They sit at the top of the funnel, the correct outcome is easy to agree on, and the effect shows up in your existing pipeline reporting within a couple of weeks — which makes the next agent an easier conversation internally.
Next Step
These run as-is, and most engagements adapt one to the way your process actually works — different source systems, different tolerances, a different approval path. The first call establishes which base agent fits and what has to change.