DP-01 Sales & Outreach Self-serve setup

Sales Agent

Most SMB pipelines don't die from lack of leads. They die from silence — the follow-up that never went out, the inbound reply that sat for three days, the qualified lead nobody logged. The Sales Agent exists to make silence impossible.

$499/mo · month-to-month

Hire the Sales Agent See pricing

OUTBOUND-FOLLOWUP.LOG

Thread: Re: Cutting your fulfillment costs
Lead:   M. Torres — Ops Director, Brightline Goods
Status: QUALIFIED — meeting booked

Hi Maria — circling back on my note from Tuesday.

You mentioned at checkout that shipping errors were your
biggest Q3 leak. We helped a 40-person team in your space
cut mis-ships 31% in two months.

Worth 20 minutes Thursday? I'm holding 2:00 or 4:30 CT.

→ Reply received 41 min later. Meeting booked Thu 2:00 CT.
→ CRM updated: stage moved to "Meeting Set", notes attached.

Job Description

What the Sales Agent does all day

Outbound prospectingResearches and drafts personalized first-touch outreach to your target list.
Lead qualificationScores and qualifies every inbound reply against your criteria before it hits your calendar.
Relentless follow-upRuns multi-step follow-up sequences and never lets a warm lead go cold.
Meeting bookingHandles the back-and-forth and books qualified calls directly into your calendar.
CRM loggingLogs every touch, reply, and outcome to your CRM without being asked.
Pipeline reportingSends you a weekly pipeline digest: what moved, what stalled, what needs you.

Integrations

Plugs into the stack you already run

Connections are made during the onboarding wizard — a few clicks each, no engineering. Don't see your tool? Ask us; the list grows monthly.

Gmail / Outlook
HubSpot
Pipedrive
Salesforce
Calendly
Slack
LinkedIn (export lists)

You Hold the Leash

Oversight, built in

Start in Approve mode: every outbound email waits for your one-click sign-off. Once you trust the voice, flip individual sequences to Autopilot. Inbound qualification runs autonomously from day one — it only books meetings that match rules you set.

How Draft / Approve / Autopilot modes work

FAQ

About the Sales Agent

Will it sound like a robot?

You train its voice during onboarding with real emails you've sent. In Approve mode you edit anything before it goes out — most owners flip to Autopilot within two weeks.

Where do the leads come from?

You bring the list (CSV, CRM segment, or LinkedIn export). The Sales Agent works the list — it isn't a lead marketplace.

Can it handle replies?

Yes. It classifies replies, answers common questions, handles scheduling back-and-forth, and escalates anything unusual to you with full context.

Works Well With