Best fit
Who this is for
B2B service businesses with a defined offer, a clear ideal customer profile, and a founder or sales lead who can approve final outreach before anything is sent.
New Zealand-first offer · managed AI-assisted sales pipeline
Run a human-approved AI sales pipeline desk behind your discovery-call calendar.
A combined setup-and-monthly offer where AI-assisted agents research high-fit prospects, qualify lead fit, draft personalized emails and social DMs, coordinate follow-up timing, and keep the pipeline organized for human-approved outreach.
Human approval: no emails, DMs, calendar bookings, publishing, or major public claims happen without the right human approval gate.
Protect the brand
Not a fit if
You want volume scraping, generic outreach, or a “set and forget” sender. This offer builds a managed pipeline desk with human approval, specific research, CRM discipline, and follow-up timing.
Combined offer
The strongest parts of the pilot and managed sales-ops desk
This replaces the short outreach pilot and the separate managed sales-ops offer with one stronger operating system: setup, then ongoing monthly pipeline production.
The pilot side gives fast daily throughput: qualified lead recommendations, personalized email drafts, social DM drafts, research notes, and follow-up timing. The managed-ops side gives repeatable rhythm: CRM hygiene, pipeline status updates, booking-readiness handoffs, and weekly improvement based on replies.
Agent 1
Market Research Agent
Clarifies segments, buying triggers, competitor context, geography, and prospect signals so the team does not waste time on poor-fit leads.
Agent 2
Lead Qualification Agent
Scores prospects against the ICP, captures why each lead is a fit, and flags unclear or high-value opportunities for human review.
Agent 3
Email Outreach Agent
Drafts specific email angles based on company context, trigger events, visible positioning, and the offer being tested.
Agent 4
Social DM Agent
Drafts platform-appropriate connection notes and DMs that sound human, specific, and respectful rather than automated.
Agent 5
Appointment Setter
Prepares reply handling notes, suggested next steps, and scheduling handoff language only after a prospect clearly agrees to a call.
Agent 6
CRM / Pipeline Manager
Keeps the lead sheet or CRM current: stage, last touch, next follow-up, owner, notes, and booking status.
Daily output
5–10 qualified opportunities
- A named prospect or target account
- Why they appear to fit the ICP
- Relevant company/prospect notes
- Suggested angle for first touch
- Recommended channel and follow-up timing
Draft assets
Personalized outreach pack
- Email draft with specific prospect/company reference
- Social DM draft where relevant
- Follow-up draft or timing note
- Objection/reply notes when useful
- Human-approval checklist before sending
Pipeline control
Status updates and handoffs
- CRM or lead-sheet updates
- Next action and owner
- Booking-readiness notes
- Escalation notes for risky/high-value prospects
- Weekly summary of what changed
Setup phase
What happens during setup
We define the ICP, disqualifiers, lead-source rules, CRM or sheet structure, approval flow, messaging boundaries, and example outreach standards. The goal is to make the first month operational, not theoretical.
Setup also includes the working prompt library, lead scoring criteria, spreadsheet/CRM fields, draft templates, review rules, and escalation paths for unclear, risky, or unusually valuable opportunities.
Monthly rhythm
What the ongoing monthly work includes
Each month the agents produce daily lead recommendations and draft outreach batches, maintain pipeline status, suggest follow-up timing, and summarize learning from replies or non-replies.
The human owner stays in control: they approve sends, decide which prospects deserve extra attention, and confirm calendar bookings only after prospects clearly agree to a call.
Human approval
No outbound without approval
Emails and DMs stay as drafts until an approved human reviews them. The system can prepare, organize, and recommend — it does not send cold outreach behind your back.
No fake certainty
No guaranteed bookings
We do not promise a fixed number of discovery calls before there is evidence. Success is measured by lead quality, approved outreach prepared, positive replies, booked calls, show-up rate, and cost per booked call.
Specificity standard
Every draft needs a real reason
Every recommended lead needs a fit rationale. Every outreach draft must reference something specific about the prospect, company, market, or visible trigger.
Tools
Systems this can connect to
Google Search, LinkedIn research, Google Sheets or Airtable, CRM systems, email platforms, Google Calendar, and approved APIs through MCP, CLI, and secure integrations — based on what is appropriate for the client.
Escalation
What gets escalated
Unclear fit, sensitive prospects, high-value opportunities, legal/compliance concerns, unusual replies, partnership possibilities, and anything that could affect brand reputation.
Proof standard
Evidence before claims
[PROOF NEEDED: client result, testimonial, or case-study metric before adding performance claims.]
Why this page is longer
Because the buyer needs to trust the operating system
A cheap outreach service can describe deliverables in a paragraph. A serious AI-assisted sales pipeline needs more clarity: which agents do what, where humans approve, how quality is maintained, what gets tracked, and what is explicitly not automated.
That clarity is the offer. The work is not “AI sends more messages.” The work is a repeatable pipeline desk that helps your team identify better prospects, prepare better conversations, and follow up with discipline.
Success metrics
What we track
- Qualified leads researched per day
- Approved outreaches prepared per day
- Positive replies
- Discovery calls booked
- Show-up rate
- Cost per booked call
- Conversion from discovery call to proposal/client
Client role
What you need to provide
- A clear offer and preferred customer profile
- Access to the CRM or lead sheet
- Approval owner for messages
- Feedback on lead quality and replies
- Calendar/scheduling rules
Intake form
Apply for AI Sales Pipeline Agents
Tell us enough to assess fit. We will review the context, confirm the right approval rules, and come back with next steps.