This 24/7 AI Sales Assistant kicks in right after a prospect books, automating follow-ups, personalizing outreach, and boosting show-up rates — all while giving your sales team their time back.
How It Works:
Trigger Event:Kicks off automatically when a new sales call is booked via Calendly, HubSpot, or your CRM of choice.
Prospect Research:An AI agent (using tools like Tavily) researches the prospect’s company — collecting their overview, tech stack, and recent updates — and identifies the best-fit product and two upsell opportunities from your offer list.
Personalized Outreach:
Generates tailored email and SMS messages that feel human-written, including a testimonial or case study that matches the prospect’s industry or challenge.Data Logging:
Everything — from research to outreach copy — is saved to a Google Sheet or your CRM for quick access and seamless tracking.Sales-Ready Insights:
Your sales team shows up fully prepped with company insights, recommended products, and high-converting messages — ready to close.
Use Case:
Perfect for:
B2B sales teams looking to automate pre-call workflows
Agencies managing high volumes of discovery or demo calls
SaaS companies aiming to personalize follow-ups at scale
Sales reps who want to walk into every call fully prepared
No more manual prep. Just book > research > close.
Tools Used:
Tavily API – for deep company research
OpenAI – to generate personalized emails & SMS
Google Sheets – for clean data storage & tracking
n8n – to automate the entire workflow from trigger to output
Everything runs on autopilot — so your team can focus on closing, not copy-pasting.
terprise-level data integration. Advanced security and compliance features. Large-scale deployment strategies. Complex analytics and reporting
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