{"product_id":"ai-sales-automation-starter-plan","title":"AI Sales Automation — Starter Plan","description":"\u003cp\u003eAutomate the essential steps between receiving a new lead and following up with that potential customer using a professionally configured sales automation workflow.\u003c\/p\u003e\u003cp\u003eThe Starter Plan is ideal for small businesses, startups, consultants, and service providers that want to reduce repetitive sales administration and create a faster, more consistent lead follow-up process.\u003c\/p\u003e\u003ch3\u003eWhat's Included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales Workflow Planning\u003c\/strong\u003e — Your current lead process is reviewed and organized into one clearly defined automation workflow before setup begins.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e1 Automated Sales Workflow\u003c\/strong\u003e — Automate one core sales process, such as capturing a new lead, sending follow-up communication, creating a CRM record, notifying your team, or guiding a prospect toward booking an appointment.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e1 Lead Source Connection\u003c\/strong\u003e — Connect one compatible lead source such as a website form, landing page, Facebook lead form, enquiry form, spreadsheet, or another supported source.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCRM or Lead Database Setup\u003c\/strong\u003e — Connect leads to one compatible CRM, spreadsheet, or lead-management system so new enquiries can be organized automatically.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBasic Sales Pipeline\u003c\/strong\u003e — Where supported by the selected CRM, configure a simple pipeline with up to five stages such as New Lead, Contacted, Qualified, Appointment, and Won or Lost.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUp to 2 Business Integrations\u003c\/strong\u003e — Connect up to two compatible systems required for the workflow, such as your CRM, email platform, calendar, Google Sheets, form software, or automation platform.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAutomated Lead Follow-Up\u003c\/strong\u003e — Configure a simple follow-up sequence of up to three messages for new leads using a supported email or messaging platform.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAI-Assisted Message Personalization\u003c\/strong\u003e — Where appropriate, AI can help personalize selected follow-up messages using available lead information such as name, enquiry type, service interest, or other approved data.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eLead Tagging\u003c\/strong\u003e — Automatically add simple tags or labels based on the lead source, enquiry type, or another agreed condition where supported.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales Team Notification\u003c\/strong\u003e — Automatically notify you or your sales team when a new lead enters the workflow.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAppointment Booking Connection\u003c\/strong\u003e — Where required, connect one compatible booking calendar so interested leads can move toward scheduling a call or appointment.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBasic Automation Logic\u003c\/strong\u003e — Add simple rules such as sending different actions depending on whether a lead completes a form, books an appointment, or meets an agreed condition.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWorkflow Testing\u003c\/strong\u003e — The complete automation is tested from initial lead capture through the included follow-up and CRM actions before delivery.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e1 Revision Round\u003c\/strong\u003e — One reasonable revision round is included for adjustments within the originally agreed workflow.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e7-Day Post-Launch Support\u003c\/strong\u003e — Receive setup-related assistance and minor corrections during the first seven days after launch.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow AI Helps\u003c\/h3\u003e\u003cp\u003eAI can support selected parts of the workflow by helping personalize messages, organize lead information, summarize enquiries, or assist with simple qualification steps. The automation then moves information between your connected sales tools according to the agreed workflow.\u003c\/p\u003e\u003ch3\u003eBusiness Benefits\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eFollow Up Faster\u003c\/strong\u003e — Reduce the delay between receiving a new enquiry and beginning your sales follow-up process.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReduce Manual Data Entry\u003c\/strong\u003e — Send lead information automatically into your selected CRM or lead-management system.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eKeep Leads Organized\u003c\/strong\u003e — Give every new enquiry a clearer place within your sales process.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCreate Consistent Follow-Up\u003c\/strong\u003e — Reduce the chance that promising enquiries are forgotten because someone did not send the next message.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSave Your Sales Team Time\u003c\/strong\u003e — Automate repetitive administration while keeping your team involved when personal sales attention is needed.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eIdeal For\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eStartups and small businesses\u003c\/li\u003e\n\u003cli\u003eConsultants and professional service providers\u003c\/li\u003e\n\u003cli\u003eLocal businesses\u003c\/li\u003e\n\u003cli\u003eDigital agencies\u003c\/li\u003e\n\u003cli\u003eBusinesses receiving website enquiries\u003c\/li\u003e\n\u003cli\u003eCompanies that currently follow up with leads manually\u003c\/li\u003e\n\u003cli\u003eBusinesses introducing sales automation for the first time\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhy Choose the Starter Plan?\u003c\/h3\u003e\u003cp\u003eThe Starter Plan gives your business a complete entry-level sales automation workflow including lead capture, CRM organization, follow-up messages, sales notifications, basic pipeline automation, testing, and post-launch support.\u003c\/p\u003e\u003ch3\u003ePlease Note\u003c\/h3\u003e\u003cp\u003eCRM subscriptions, email platforms, SMS or WhatsApp charges, automation software, AI usage, APIs, calendar software, and other third-party service fees are billed separately where required. This package automates your sales process but does not guarantee leads, appointments, or sales.\u003c\/p\u003e\u003ch3\u003eWhat's Included\u003c\/h3\u003e\n\u003cp\u003eFull setup, integration and testing handled by our team. You receive a dashboard to monitor performance from day one.\u003c\/p\u003e\n\u003ch3\u003eDelivery Timeline\u003c\/h3\u003e\n\u003cp\u003eYour 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.\u003c\/p\u003e\n\u003ch3\u003eSupport\u003c\/h3\u003e\n\u003cp\u003eProject support is available throughout the delivery process for questions, progress updates, and delivery assistance.\u003c\/p\u003e","brand":"Cogni AI Agency","offers":[{"title":"Default Title","offer_id":67650935587180,"sku":null,"price":399.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1020\/2991\/8572\/files\/Gemini_Generated_Image_fp7qm0fp7qm0fp7q.jpg?v=1791349402","url":"https:\/\/smartshiftaiagency.com\/products\/ai-sales-automation-starter-plan","provider":"SmartShift AI Agency","version":"1.0","type":"link"}