AI Sales Automation — Premium Plan

Build a complete AI-powered sales automation system designed to guide prospects from multiple sources, qualify and organize leads, manage follow-up, reconnect CRM activity, book appointments, reactivate opportunities, and connect your sales tools into one coordinated process.

The Premium Plan is designed for established and growing businesses that generate a larger volume of enquiries and want a more sophisticated sales operation that helps teams handle lead capture through qualification, follow-up, booking, and pipeline management.

What's Included

• Advanced Sales Automation Planning — Review sales sources, lead capture, qualification process, CRM structure, follow-up sequences, appointment booking process, and sales-team handoff to create an advanced automation plan.
• Up to 5 Automated Sales Workflows — Configure up to five defined workflows covering areas such as new-lead handling, qualification, nurturing, booking, sales handoff, no-response follow-up, lead reactivation, or other agreed sales processes.
• Up to 6 Lead Sources — Connect leads from up to six compatible sources such as website landing pages, advertising forms, chat systems, spreadsheets, social channels, CRM imports, or other supported sources.
• Advanced CRM Pipeline Setup — Configure or optimize one compatible CRM sales pipeline with up to 10 agreed stages, including appropriate automation rules for moving and organizing opportunities.
• AI-Assisted Lead Qualification — Assess available lead information against agreed business criteria to help categorize prospects and identify opportunities that may deserve faster human attention.
• Lead Scoring System — Use a basic scoring structure based on selected information such as customer interest, enquiry type, company details, location, budget indication, engagement, or another approved factor.
• AI Lead Summaries — Where suitable, generate concise lead or enquiry summaries to help sales team members review information faster.
• Advanced Lead Segmentation — Automatically organize leads into useful groups based on source, interest, qualification status, behaviour, pipeline stage, or other agreed information.
• Up to 6 Business Integrations — Connect up to six compatible systems such as CRM software, calendars, email platforms, messaging services, Google Sheets, automation platforms, payment systems, or other supported business applications.
• Up to 10 Follow-Up Messages — Configure an extended follow-up sequence of up to 10 messages across supported communication channels.
• Multi-Channel Follow-Up — Where supported and appropriate, combine email with another supported communication channel for selected follow-up activity.
• AI-Assisted Message Personalization — Use selected lead information to help tailor appropriate sales follow-up or outreach messaging.
• Automated Appointment Scheduling — Guide qualified prospects toward available sales calls, consultations, demonstrations, or appointments through a compatible scheduling system.
• Lead Routing & Salesperson Assignment — Use agreed rules to route selected leads to appropriate team members using criteria such as service type, location, lead category, or qualification status.
• Pipeline Automation — Automatically create, update, tag, or move opportunities within agreed CRM stages based on selected activities.
• Sales Task Automation — Create tasks, reminders, or internal notifications when selected sales actions require human attention.
• No-Response Recovery Workflow — Create additional follow-up for prospects who stop responding during the sales process.
• Lead Reactivation Workflow — Re-engage suitable older or inactive prospects according to selected reactivation rules.
• Appointment Reminder Workflow — Where appropriate, automate appointment reminders to help reduce missed calls or appointments.
• Human Handoff & Escalation — Define clear points where automation should stop and qualified or high-value opportunities should be transferred to a salesperson.
• Basic Sales Dashboard & Reporting Setup — Where supported by the selected CRM or platform, organize selected reporting around lead sources, qualification, pipeline movement, follow-up activity, and appointments.
• Error & Fallback Handling — Configure appropriate fallback actions for common conditions such as missing lead data, failed integrations, unavailable information, or actions requiring human intervention.
• Complete End-to-End Testing — Test lead sources, qualification, scoring, follow-up sequences, CRM activity, appointment workflows, routing, integrations, and handoff processes before launch.
• Sales Automation Handover Guide — Receive a clear overview of the main workflows, connected systems, and important automation rules included in the delivered setup.
• 2 Revision Rounds — Two reasonable revision rounds are included for adjustments within the originally agreed project scope.
• 30-Day Post-Launch Support — Receive setup-related support and minor corrections relating to the delivered scope during the first 30 days after launch.

How AI Helps

AI supports selected sales tasks such as interpreting enquiry information, summarizing lead details, assisting with qualification, organizing prospects, and personalizing appropriate sales follow-up communication. Automation then connects the rest of the sales journey with your CRM and other sales tools.

A Complete Sales Workflow

The Premium Plan is designed to connect more of the sales journey into one coordinated system. A new prospect can enter through an approved lead source, be added to your CRM, categorized and qualified, receive appropriate follow-up, move through your pipeline, book an appointment, and be handed to the right team member when human sales attention is required.

Business Benefits

• Create a More Organized Sales Operation — Connect lead capture, qualification, CRM activity, follow-up, scheduling, and sales-team actions into a better process.
• Respond to Opportunities Faster — Reduce delays caused by waiting for team members to manually process every incoming enquiry.
• Help Salespeople Prioritize — Use qualification, segmentation, and scoring to provide your team with more useful information about incoming opportunities.
• Reduce Lead Follow-Up Gaps — Create structured nurturing, reminders, reactivation workflows, and escalation processes around follow-up.
• Reduce Repetitive Administration — Automate selected CRM updates, lead routing, notifications, scheduling, tagging, and other routine sales tasks.
• Improve Sales-Team Visibility — Keep more lead information organized inside a structured pipeline so the team can understand what requires attention.
• Keep Humans Central Where It Matters — Use automation for repetitive processes while keeping important conversations, decisions, and relationship-building with your sales team.

Ideal For

• Established and growing businesses
• B2B companies
• Digital and marketing agencies
• SaaS businesses
• Professional service companies
• Real estate and appointment-driven businesses
• Companies generating leads from several channels
• Businesses with dedicated sales teams
• Companies already using CRM software

Why Choose the Premium Plan?

The Premium Plan brings together up to five sales workflows, six lead sources, advanced CRM pipeline automation, AI-assisted qualification, lead scoring and summaries, six integrations, up to 10 follow-up messages, multi-channel communication, appointment booking, routing, reactivation, reporting, testing, documentation, and 30 days of post-launch support.

Responsible Outreach

Email, SMS, WhatsApp, and other outreach automation should only be used with appropriate consent and in accordance with applicable marketing, privacy, and platform requirements. This service does not include unsolicited or bulk-spam campaigns or purchased contact databases.

Please Note

CRM subscriptions, AI services, automation software, data providers, email platforms, SMS or WhatsApp usage, APIs, calendars, and other third-party services are billed separately where required. The system automates sales processes but does not guarantee leads, appointments, conversions, revenue, or sales results.

What's Included

Full setup, integration and testing handled by our team. You receive a dashboard to monitor performance from day one.

Delivery Timeline

Your delivery timeframe is confirmed after we review the project requirements. Smaller projects may be completed within a few business days, while larger or more complex projects may require additional time.

Support

Project support is available throughout the delivery process for questions, progress updates, and delivery assistance.