Lead Generation
AI Sales Agent for GoHighLevel
Engages, qualifies and nurtures leads through conversation and hands sales-ready deals to reps, connected natively to GoHighLevel so it reads and updates…
Lead Generation
AI Sales Agent for B2B Services
Inbound enquiries get the engagement basics scoped, then a warm, scoped opportunity reaches your closer, not a cold lead.
Long sales cycles and small teams mean promising enquiries often wait days for a first real conversation. This edition asks each inbound enquiry about the problem they are solving, their timeline and rough budget, scopes the basics of an engagement, and hands your closer a warm opportunity with that groundwork done. It also follows up proposals and re-engages dormant prospects.
- Problem, timeline and budget scoped in the first conversation
- Warm, scoped opportunities handed to your closer
- Proposals followed up and dormant prospects re-engaged
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Sales Agent for B2B Services asks an inbound enquiry about the problem they're solving, their timeline and rough budget, scopes the basics of an engagement, and hands the closer a warm opportunity with that groundwork already done. The conversation is logged in your CRM for the closer to review.
Why businesses buy it
In B2B services, the people who close deals are usually the same people delivering the work, so discovery calls compete with client projects. Enquiries wait, and some go to a firm that answered sooner. This edition does the early discovery for you, consistently and promptly, so senior people spend their time on qualified opportunities. The written scope covers the channel, the CRM and document connections and the B2B Services workflows before you order, so the build fits your sales process.
Problems this solves
Senior people spend discovery calls on basic fact-finding
The agent asks each inbound enquiry about the problem they are solving, their timeline and rough budget. The closer receives that groundwork logged in the CRM before the first call.
Enquiries with no budget or timeline clog a thin pipeline
Qualifying questions in the B2B Services workflow template sort serious enquiries from early browsing. Your small team can focus on opportunities with a real need and timeline behind them.
Long sales cycles lose context between first contact and proposal
The agent scopes the basics of the engagement and records the full conversation in your CRM. Weeks later, the closer can still see what the prospect originally asked for.
A good fit if
Sales cycles run long and relationship-driven, and a lot of early calls exist just to establish what the prospect actually needs before real scoping starts.
Your team is thin relative to enquiry volume, and the first response to a new lead sometimes takes longer than it should.
You want budget range, timeline and decision process gathered before a closer's calendar gets involved, not discovered live on the first call.
Enquiries vary a lot in what they actually need, and you want each one scoped individually rather than pushed down one fixed intake form.
Not the right fit if
Your motion is closer to product-led, with trial signups and usage data driving qualification rather than long relationship-based conversations. See AI Sales Agent for SaaS.
You don't need engagement-scoping logic and would rather have a general qualifying agent for a simpler, shorter sales cycle. See the AI Sales Agent, our base build.
You need this running across more than two connected systems or more than six workflows. Add a note at checkout for a written Change Quote.
The build needs to go beyond the listed scope, for example generating full proposals from scratch. Larger or bespoke projects go through the Custom AI request form.
How it works
- We load your qualification questions, the shape of a typical engagement, and the rough budget and timeline ranges that separate a real opportunity from a browsing enquiry.
- The agent opens a conversation with an inbound enquiry about the problem they're trying to solve, asking follow-up questions rather than moving straight to a pitch.
- Budget range, timeline and decision process are gathered directly, the groundwork a closer would otherwise spend the first call establishing before real scoping can begin.
- Basic engagement parameters, roughly how big and how long a project like this tends to run, are scoped from the conversation using your own playbook.
- Common objections about pricing, timeline or differentiation from other providers are handled using your responses, so the closer isn't starting from an unanswered concern.
- The scoped opportunity, with problem, budget, timeline and objections already addressed, is handed to the closer who owns that account or territory, logged fully in the CRM.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin access to your CRM and document storage, with sandbox or test records if available.
- Your qualification questions, typical engagement shape, and rough budget and timeline ranges for a real opportunity.
- Ten real enquiry conversations or emails so tone matches how your best closers actually scope a new opportunity.
- The names of closers and which accounts, territories or service lines each one owns.
- Your business information (company basics, hours and brand voice), shared during intake.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never sent by email.
- One decision-maker who can confirm qualification and scoping rules before we build.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your qualification questions, engagement shape and closer routing confirmed.
Weeks 1–2
Enquiry conversation and engagement-scoping logic built against your playbook and typical deal shape.
Week 3
CRM and document storage connected, with scoped opportunities routed to the right closer.
Weeks 3–4
50 documented test scenarios run against real enquiry and objection situations, with results sent to you.
Week 4
Your review and two rounds of changes to qualification questions or scoping logic.
Go-live
Live, recorded handoff session, 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The AI Sales Agent configured on one channel and connected to your CRM and calendar
- A B2B Services intent library and workflow templates for discovery and scoping
- A test report covering 50 B2B services scenarios
- Admin guide and a recording of the 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can give closers warmer, better-prepared opportunities.
- Helps a thin team spend time on the enquiries most likely to proceed.
- Enquiries reaching a proposal
- From your CRM, compare proposals sent with new enquiries for the quarter before launch and the quarter after.
- Discovery call time
- Ask closers to note the length of first calls for a sample before and after launch.
- Opportunities with budget and timeline recorded
- Check CRM fields for budget and timeline on new opportunities, comparing matching months.
Before you start: Record last quarter's enquiries, discovery calls and proposals. Note how often budget and timeline were known before the first call.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is paid for once. Running it costs roughly $50 to $250 a month in AI model usage and hosting, on top of your existing CRM and document storage plans. Because B2B enquiries tend to involve longer, multi-turn conversations to establish real fit, usage often sits toward the higher end of that range.
AI usage during build and testing is billed to your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
For B2B service firms, monthly maintenance covers monitoring, fixes and change hours for updated qualification questions, new service lines or a revised budget threshold as your offering evolves. It starts after the 30 days of included support and can be cancelled any month.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A lead-qualification chatbot charges a monthly fee per conversation | A custom agency quotes after discovery calls, often for months of work | Ours is one fixed price, shown before you buy |
| Scoping depth | A chatbot usually captures name, email and a one-line message | An agency build depends on what was agreed | Ours scopes budget, timeline and engagement shape in one pass |
| Handoff | A chatbot passes a raw form submission to the closer | An agency build depends on what was agreed | Ours hands off a scoped opportunity with objections addressed |
| Delivery | A lead-qualification chatbot needs weeks of internal flow setup | An agency usually takes several months for a comparable scope | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
What does the AI Sales Agent for B2B Services cost, and what's included?
One fixed price, shown next to this page before you order, covers the full build: enquiry qualification, engagement scoping, objection handling and closer routing. It also includes 50 test scenarios, two rounds of changes and a recorded 60-minute handoff session before launch. Express and rush delivery are available at a set uplift.
How does the AI Sales Agent for B2B Services scope an engagement without a live call?
It asks the questions a closer would otherwise ask on a first call: the problem being solved, rough budget range, timeline, and who's involved in the decision. Those answers are matched against the typical engagement shape you define during intake, so the closer receives a scoped opportunity rather than a name and a one-line message.
Does the AI Sales Agent for B2B Services handle objections before the closer gets involved?
Yes, using the responses in your own playbook. Common concerns about pricing, timeline or how you differ from other providers get addressed in the conversation itself, so the closer's first call can move toward a real proposal instead of starting by clearing objections the agent could have already handled.
What should we budget monthly to run the AI Sales Agent for B2B Services?
Roughly $50 to $250 a month in AI model usage and hosting, on top of your existing CRM and document storage plans, billed to your own accounts. Because B2B enquiries tend to involve longer, multi-turn conversations to establish real fit, usage for active teams often sits toward the higher end of that range.
What does a closer see when the AI Sales Agent for B2B Services hands off an opportunity?
The problem discussed, budget range, timeline, decision process, and any objections already addressed, all logged against the opportunity in your CRM. The closer opens a scoped conversation instead of a cold enquiry, which matters most in a sales cycle where the first call otherwise exists just to establish the basics.
Can we update the qualification questions after the AI Sales Agent for B2B Services launches?
Yes. Two rounds of changes are included before launch, and monthly maintenance covers updated questions, new service lines or a revised budget threshold once you're live. Larger changes, like scoping a completely new service category, are scoped separately as a Change Quote.
Who owns the enquiry conversations handled by the AI Sales Agent for B2B Services?
You do. It runs inside your own CRM and document storage accounts, so every enquiry, scoped opportunity and objection handled stays in your systems, not tied to a platform we control. None of it is retained separately by us once the build is delivered, tested and running live.
Hand your closer a scoped opportunity, not a cold form.
Order AI Sales Agent for B2B Services and your closer receives scoped, warm opportunities instead of cold contact forms.
Works well with
Lead Generation
AI Sales Agent for Microsoft Dynamics 365
Engages, qualifies and nurtures leads through conversation and hands sales-ready deals to reps, connected natively to Microsoft Dynamics 365 so it reads…
Lead Generation
AI Sales Agent for Pipedrive
Engages, qualifies and nurtures leads through conversation and hands sales-ready deals to reps, connected natively to Pipedrive so it reads and updates…