AI Sales Starter
AI Sales Starter brings together AI Lead Qualification Agent, AI Follow-Up Engine and AI CRM Assistant for small sales teams starting with AI, delivered as one project with one intake.
Discount rounded to the nearest $100. Savings are calculated from current component prices, not claimed.
What is included
Each product below is also sold on its own; this bundle delivers all of them as one project at the discounted price on the right.
Problems this solves
Good leads sit unqualified while reps work through a mixed inbox
The AI Lead Qualification Agent sorts incoming leads against your criteria. Qualified leads become CRM records through the AI CRM Assistant, so reps start with the people worth calling.
Leads go quiet and nobody sends the second follow-up
When a lead stops responding, the AI Follow-Up Engine drafts a follow-up based on the conversation so far. Reps review and send it, rather than relying on memory or sticky notes.
Leads get lost when three sales tools do not talk
The three products share one intake and up to three handoffs between them. A lead moves from qualification to CRM record to follow-up without anyone copying details across by hand.
CRM records stay thin because reps skip the data entry
The AI CRM Assistant creates and updates records from qualified conversations. Reps spend less time typing notes, and managers get a fuller picture of each lead in the CRM.
How the 3 work together
These run as one system: each product keeps doing its own job, and this bundle delivers them together as a single project with a single intake.
Shown in the order components are delivered. Detailed cross-product sequencing copy is added in a later phase.
One intake for all 3
Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Not included
What you receive at handover
- AI Lead Qualification Agent, AI Follow-Up Engine and AI CRM Assistant, each configured and deployed
- Cross-product workflow configuration with up to three handoffs between the products
- A combined test report covering each product's tests plus 20 cross-product scenarios
- A combined admin guide and a recorded 90-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Reps can spend more time talking to leads who fit.
- Helps fewer quiet leads slip away without a follow-up.
- Makes CRM data more complete without extra typing.
- Speed to first response
- Compare time from lead creation to first rep contact, using CRM timestamps, for four weeks before launch and four weeks after.
- Lead-to-meeting rate
- Divide meetings booked by new leads each month from your CRM reports. Compare the months before launch with the months after.
- Follow-ups on quiet leads
- Count follow-up emails logged against leads with no reply, from CRM activity history, before and after launch.
Before you start: Export a month of leads with created dates, first-contact dates and outcomes from your CRM. Note how many had no follow-up after going quiet.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Questions about this product
How much does the AI Sales Starter save against buying each product?
The bundle costs 10 percent less than buying the three products one by one, and the price panel shows both totals before you pay. The bigger saving is effort: you complete one intake, review one test plan and attend one handoff session instead of three, and the products arrive already connected.
Can a small team without a sales operations person run this?
Yes. It was put together for small teams starting with AI. The approval step means a rep checks follow-ups before they go, and the CRM Assistant does the logging that usually falls behind. The recorded 90-minute session and the combined admin guide cover the day-to-day running for whoever owns it.
Which CRM does the sales starter bundle connect to?
The CRM you already use, within each product's Scope Card limit of two systems with read and write access. For example HubSpot, Salesforce, Pipedrive or Zoho CRM. A second CRM, or a CRM plus a separate lead source beyond those limits, comes through the Additional CRM Integration add-on.
Will follow-ups go out without anyone checking them?
No. Every product in this bundle has a human approval step before any outbound message is sent. The Follow-Up Engine drafts the message from the earlier conversation, and the rep you name approves, edits or discards it. You can change who approves later through monthly maintenance.
What does the 72-hour intake ask for across the three products?
One combined list, collected once: your qualification criteria, ten sample conversations, CRM and channel access, the approver for follow-ups and one decision-maker. Each late day after 72 hours moves delivery by 3 working days, so most teams gather it before ordering.
Can I start with the starter bundle and add outbound later?
Yes. The AI SDR Agent and the AI Meeting Booking Agent can be ordered on their own later and connected to the same CRM. If you already know you need outbound, AI Sales Growth includes both alongside lead qualification and the CRM Assistant, so compare the two before you order.
How long does each product in the bundle take to go live?
All three go live together on one delivery date, counted from the day after intake is complete. The standard date and the faster Express and Rush options are shown before you pay. The bundle is tested and handed over as one project, not three separate launches, so your team learns it once.