Useful prospects never get researched
Finding the right businesses and the right person inside them takes time, so it often happens only when work is quiet.
Sales Assistant
An AI Sales Assistant that keeps the sales process moving.
The Sales Assistant helps research suitable prospects, prepare approved outreach, follow up and handle replies inside your rules — then hands useful conversations to the right person or next step.
It handles defined repeatable work across prospect research, outreach and follow-up. You set the targeting, messaging and boundaries.
An illustrative Sales Assistant workspace with example target groups, researched prospects and replies that need review. The numbers and records are fictional examples, not customer results.
Sales Assistant
Illustrative workspace · not results
Example
Currently working on
Finding prospects
Luxury Realtor target group
Researching
Checking fit against approved rules
Outreach
Referral partnership campaign
AI Sales Assistant
A defined sales role for the repetitive work around the conversation.
The Sales Assistant is a productized AI Employee configured around approved targeting, business information, messaging and sales rules. Sales workflow automation here means moving the repeatable parts of that process — research, outreach, follow-up and handoff — without automating the judgment that belongs to a person.
It can help find people who may be a fit, start the first conversation, keep follow-up from stalling, and hand useful conversations to your team. It is not a generic AI agent and not a replacement for a salesperson.
Checking incoming enquiries against qualification rules belongs to Lead Qualification. The Sales Assistant focuses on prospect research, outreach and follow-up.
- Approved targeting
- Approved outreach messages
- Business rules
The problem
Sales opportunities often stall in the work between finding someone and having the real conversation.
The goal of sales process automation here is not to automate every sales decision. It is to keep the repeatable work moving so the team can focus on conversations that need a person.
Follow-up stops when the team gets busy
A good first message means very little if nobody continues the thread when the week fills up.
Replies arrive without a consistent next step
Prospect information lives across places, and the next action depends on someone remembering what happened.
What it does
The repeatable work between targeting and the real conversation.
You set the targeting, messaging and boundaries. The Sales Assistant handles defined research, outreach and follow-up so the team can stay on the conversations that need a person.
Six-step operational flow from understanding the business to handling the reply. On larger screens the path runs left to right through the first four steps, turns down on the right, then continues right to left through outreach and reply handling.
Operational flow
- 01
Understand the business
Works from approved services, target customers, messaging and the sales rules you provide.
- 02
Propose who to target
Suggests target groups from your ideal customer rules. You approve, edit or reject them.
- 03
Find people who may be a fit
Looks for prospects that match the approved targeting, using information available to the configured workflow.
- 04
Research and check fit
Checks public or approved information against your criteria and shows why a prospect may be worth approaching.
- 05
Prepare outreach and follow up
Prepares outreach from approved business facts and continues follow-up within the sending rules you set.
- 06
Handle the reply
Stops the original sequence when someone replies, then handles or escalates the conversation based on your rules.
From target to conversation
See what happens after you approve who to target.
Once a target group is approved, the Sales Assistant can research prospects against your criteria, prepare outreach, continue follow-up and stop the sequence when somebody replies. The numbers and records below are an illustrative sales workflow, not results.
Sales Assistant
Illustrative workflow · not a customer
Target approved
- •
Target
Prospect
Research
Fit
Outreach
Follow-up
Reply
Handoff
Step 1 of 8
Target approved
Illustrative record
Scottsdale luxury brokerage
Example prospect · fictional workspace only
- Target group
- Luxury Realtors
Researching prospect
Target approved
- •Checking approved targeting
- Reviewing public or approved information
- Preparing contact details
When someone replies
A reply should not blindly continue the original sequence.
When somebody replies, the Sales Assistant stops further outreach and then classifies, prepares a response, or escalates according to the rules you set. It does not handle unrestricted conversation on its own.
Interested
“Can you send me some more information?”
Stop further outreach, prepare a response within approved rules, and hand the conversation to a person when it is useful.
Question
“What does this normally cost?”
Answer from approved information when permitted, or ask you to review the response.
Not now / wrong person
“Try me again next quarter.”
Pause or re-contact later according to your configured policy.
Not interested / unsubscribe
“Please remove me.”
Stop immediately and suppress future outreach.
You stay in control
The goal is a useful conversation — not maximum automation.
Automation handles repeatable sales work. People remain involved for important conversations, judgment, exceptions, sensitive commercial decisions and cases outside approved rules. You decide how much of the sales process automation can run without approval.
01
Suggest only
It finds opportunities and suggests what to do. You approve the important actions.
02
Draft for approval
It prepares outreach and responses for your review. You decide which actions can run automatically.
03
Auto within limits
It operates automatically inside the targeting, messaging and reply rules you have approved.
It works only from approved information available to it, follows the targeting and messaging rules you configure, and does not replace human judgment or the sales conversation itself. Exact systems and connections depend on the implementation. Unusual or sensitive replies can require a person.
Related sales roles
The sales conversation does not stop at the first reply.
Sales Assistant can work on its own or hand a useful conversation to another public role. Each role stays distinct: this page owns prospect research, outreach and follow-up — not qualification, CRM hygiene, intelligence briefings or scheduling.
Current role
Sales Assistant
Researches prospects and moves approved outreach forward
Sales Assistant can work independently or as one role within the coordinated Sales Team. The Team is optional.
Pricing
Simple pricing. Three parts.
01
Implementation
$1,995 one-time
Discovery, configuration, integrations, testing and launch.
02
Managed service
$299 / month
Ongoing monitoring, maintenance, support and operation.
03
Usage
Billed separately
via platform credits
Usage varies with prospect research, outreach, follow-up and other configured activity.
Questions
Common questions.
A configured AI Employee that handles defined repeatable work across prospect research, outreach and follow-up within approved business rules. That describes this product, not a universal industry definition.
Put the repetitive sales work on a process.
Tell us how your team finds prospects, handles outreach and follows up today. We can show you where the Sales Assistant fits and where a person should stay involved.