AI Sales Automation — Pro Plan

Build a smarter sales system that captures leads from multiple sources, organizes prospects inside your CRM, automatically follows up, helps qualify opportunities, and guides stronger leads toward your sales team.

The Pro Plan is designed for growing businesses that already generate regular enquiries and want to automate more of the journey from new lead to qualified sales opportunity.

What's Included

• Sales Process Planning — Your lead journey is reviewed and mapped into a structured automation plan covering lead capture, qualification, follow-up, CRM stages, booking, and sales-team handoff.
• Up to 3 Automated Sales Workflows — Configure up to three connected workflows such as new-lead handling, lead qualification, appointment booking, follow-up, no-response reminders, or another agreed sales process.
• Up to 3 Lead Sources — Capture leads from up to three compatible sources such as website forms, landing pages, advertising lead forms, chat systems, spreadsheets, or other supported platforms.
• CRM Integration & Pipeline Setup — Connect one compatible CRM and configure a sales pipeline with up to seven agreed stages to help organize prospects throughout the sales journey.
• AI-Assisted Lead Qualification — Use selected lead information to help categorize or qualify prospects against agreed criteria such as service interest, company type, location, budget range, urgency, or another suitable factor.
• Lead Tagging & Segmentation — Automatically organize leads using relevant tags, categories, sources, interests, or qualification information.
• Up to 4 Business Integrations — Connect up to four compatible systems such as CRM software, forms, calendars, email marketing tools, Google Sheets, automation platforms, messaging systems, or other supported applications.
• Automated Follow-Up Sequence — Configure a sequence of up to five sales follow-up messages designed to keep appropriate prospects engaged after their initial enquiry.
• AI-Assisted Personalization — Where suitable, use available lead information to help personalize selected sales messages, summaries, or follow-up content.
• Automated Appointment Booking — Connect one compatible calendar or scheduling system so suitable prospects can move from enquiry to an available appointment.
• Pipeline Stage Automation — Automatically move or update leads within supported CRM stages when selected actions take place.
• Sales Task & Reminder Automation — Create selected reminders or tasks for team members when a lead requires personal follow-up.
• Lead Assignment — Where supported, route leads to an appropriate salesperson or team member using simple agreed rules.
• No-Response Follow-Up — Configure selected actions for leads who do not initially respond, helping maintain a more consistent follow-up process.
• Human Sales Handoff — Create a clear point where qualified or higher-value opportunities are passed to a human sales representative.
• Basic Sales Reporting — Where supported by the CRM or automation platform, organize useful information such as lead source, pipeline stage, qualification status, appointment activity, or follow-up status.
• Complete Workflow Testing — Included lead sources, workflows, CRM updates, qualification logic, follow-up actions, booking process, and sales-team actions are tested before launch.
• 2 Revision Rounds — Two reasonable revision rounds are included for changes within the originally agreed project scope.
• 14-Day Post-Launch Support — Receive support for setup-related issues and reasonable minor corrections during the first 14 days after launch.

How AI Helps

AI can help interpret enquiry information, organize prospects, personalize selected follow-ups, summarize lead details, and support basic qualification. Automation then moves each lead through the agreed workflow and keeps your sales systems updated.

Business Benefits

• Respond to Leads More Consistently — Create an organized process that begins automatically whenever a new prospect enters your sales system.
• Identify Stronger Opportunities — Use qualification information to help your sales team focus attention on prospects that better match your agreed criteria.
• Reduce Repetitive Sales Administration — Automate data entry, tagging, CRM updates, reminders, and selected follow-up activities.
• Move More Leads Toward Appointments — Make scheduling easier by connecting qualified prospects directly with your available calendar.
• Create a Clearer Sales Pipeline — Keep leads organized by stage so your team has a better picture of where opportunities sit within the sales process.
• Keep Human Salespeople Focused on Selling — Allow automation to manage repetitive steps while your team concentrates on conversations where personal attention matters.

Ideal For

• Growing businesses
• B2B companies
• Digital and marketing agencies
• Consultants and professional service companies
• SaaS businesses
• Local service and appointment-based businesses
• Businesses generating leads from several sources
• Companies with an existing sales team or CRM

Why Choose the Pro Plan?

The Pro Plan combines up to three sales workflows, three lead sources, CRM pipeline setup, AI-assisted qualification, five-message follow-up, four integrations, appointment booking, lead assignment, sales reminders, reporting, testing, and post-launch support into one complete sales automation system.

Please Note

CRM subscriptions, automation platforms, email or messaging services, AI usage, SMS, WhatsApp, APIs, calendar software, data providers, and other external services are billed separately where required. Sales results depend on factors such as your offer, lead quality, sales process, audience, and team performance and are not guaranteed.

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.