How it works

Your leads, worked automatically — from first message to booked call.

No new platform to learn. No sales team to hire. We build a custom AI agent that lives inside the tools you already use, works your leads over WhatsApp and SMS, and hands your team the ones that are ready to buy.

Step 01

We map your sales process

Before a line of anything gets built, we work out how your business actually qualifies a lead: what makes someone a good fit, what your team needs to know before a call, and where leads currently go cold. Every agent is custom to that — nothing off a template.

Step 02

We build your agent

An AI agent trained on your business, your offers and your qualifying questions. It messages leads over WhatsApp and SMS, holds a real back-and-forth conversation, answers questions, and scores each lead against the criteria that matter to you. For WealthBuilders we built "Lucy" — an agent that routes enquiries across four different financial products and only ever passes on the ones worth a human's time.

Step 03

It plugs into your CRM

Every conversation logs straight into your existing system — Pipedrive, GoHighLevel, whatever you run. Bookings land in your calendar. Qualified leads get flagged to the right person automatically. Nothing gets typed up by hand, and nothing falls through.

Step 04

Your team only talks to real buyers

By the time a lead reaches a human, it's already been engaged, qualified and booked. On the WealthBuilders build the agent handled 186 leads across 354 conversations and saved the sales team more than 23 hours of manual chasing — time they spent on people actually ready to move.

And it works backwards too

Got a database of old, cold leads you'd written off? Our agent re-opens those conversations. For Blue Earth Summit we reactivated thousands of dormant contacts that hadn't answered a single email — and turned genuinely dead leads into live sales and pipeline.

Book your free strategy call