WORKFLOW 01
Lead enrichment and briefing
gathers available context on an enquiry so a salesperson starts the conversation prepared.
AI SMITH SPECIALISED AGENT
Turn more customer interest into consistent, timely action.
Without asking your team to manually research, draft, copy, and chase every next step — while pricing, campaigns, and every external message stay under human approval.
ROLE DEFINITION & OPERATING BOUNDARY
The Sales & Marketing Agent is an AI agent designed to support revenue teams by qualifying enquiries, preparing follow-up drafts, and helping campaigns move from brief to execution — grounded in your approved offers, pricing rules, and brand voice. It combines two coordinated roles, a Sales Agent and a Marketing Agent, presented as one commercial solution; they may become separate pages later if scope and demand justify it. It is not a system that closes deals or sends messages on its own — your team approves outbound communication and owns the customer relationship.
STATUS QUO BOTTLENECKS
Revenue friction we help address:
- Slow first response to a new enquiry.
- Inconsistent follow-up once initial interest fades.
- Weak context carried into a sales conversation.
- Content bottlenecks that stall campaign execution.
- Incomplete CRM records that make pipeline visibility unreliable.
- Unclear next actions after a call or meeting.
Target outcomes
Outcomes this solution is designed to support:
- Shorter response time to new enquiries.
- More consistent qualification against your criteria.
- Better-prepared sales conversations.
- Steadier follow-up instead of leads going cold.
- Improved campaign throughput.
- Clearer pipeline signals for the team and for management.
These are outcomes to validate during your own pilot, not promised results.
SCOPED EXECUTION
Core Agent Workflows
Each workflow is bounded to approved tasks, with a person reviewing sensitive steps.
WORKFLOW 02
Enquiry classification and routing
sorts incoming interest by type and urgency, and routes it to the right person.
WORKFLOW 03
Qualification-question preparation
drafts the questions a salesperson should ask, based on your qualification rules.
WORKFLOW 04
Follow-up draft and reminder sequences
prepares follow-up messages and reminders for a person to review and send.
WORKFLOW 05
Meeting summary and next-step preparation
summarises a call or meeting and drafts the agreed next steps.
WORKFLOW 06
Proposal or quotation first draft
prepares an initial draft from approved templates and pricing rules for a person to finalise.
WORKFLOW 07
Campaign brief and content variation support
helps prepare a campaign brief and draft content variations for review.
WORKFLOW 08
CRM note and field preparation
drafts CRM notes and suggested field updates for a person to confirm.
WORKFLOW 09
Stalled-opportunity or churn-risk signal
flags an opportunity that has gone quiet, for a human to decide the next step.
Illustrative example — not a customer case study.END-TO-END EXECUTION FLOW
- 01
The Marketing Agent prepares a campaign brief and content variations for a product promotion; a marketer reviews and approves the campaign before it runs.
- 02
A prospect responds to the campaign.
- 03
The Sales Agent receives the qualified context — what they clicked, what they asked — and drafts a personalised follow-up message and a CRM note.
- 04
A salesperson reviews the follow-up, edits it if needed, sends it, and owns the resulting conversation.
- 05
If the opportunity later goes quiet, the agent flags it for the salesperson to decide whether and how to re-engage.
INTEGRATION & KNOWLEDGE
Grounding & System Connections
To run well, this agent needs your team to approve:
Approved Knowledge Artifacts:
- ✓ current offers and pricing rules
- ✓ customer profiles and segments
- ✓ qualification criteria
- ✓ brand voice guidelines
- ✓ sales process stages
- ✓ approved claims about your product or service
- ✓ communication templates
- ✓ core product facts
connections confirmed and approved for your account during scoping.
connections built for your specific CRM, inbox, or advertising setup, scoped and priced individually.
capabilities on our roadmap that are not yet available — we will tell you plainly if something you need falls here.
We do not promise inbox, CRM, advertising, or social-publishing access as a default; each connection is confirmed during your scoping conversation, not assumed from a feature list.
🛡️Human control
People, not the agent, approve:
- Pricing and any pricing exceptions.
- Material claims about your product or service.
- Outbound campaigns before they run.
- High-impact customer communication.
- Negotiation and final proposals.
The agent prepares drafts, summaries, and suggested next steps; a named person reviews and sends anything that reaches a customer.
Measurement
Measurement & Audit
Measurement candidates to track from your own baseline — not promised results:
- First-response time
- Follow-up completion rate
- Qualified-lead rate
- Meeting conversion
- Proposal cycle time
- CRM completeness
- Campaign production time
- Attributable pipeline (kept distinct from revenue merely influenced)
We separate revenue the agent's work directly contributed to from revenue it may have influenced; we do not claim the agent closes deals autonomously, and we do not treat generated customer data as automatically accurate — it is reviewed before use.
We don't yet have a published case study for this agent. The scenario above is a clearly labelled illustrative example. As pilots complete and customers agree to be featured, real evidence will replace or sit alongside it here.
ENGAGEMENT PATHS
Starting Paths for Sales & Marketing Agent
Best fit for the Sales & Marketing Agent:
Launch
one workflow, such as follow-up drafting for a single lead source.
Growth
coordinated Sales and Marketing roles across your pipeline.
Enterprise
integrated with Operations, Finance, and Management agents across multiple teams.
See Pricing & Plans for the full comparison.
QUESTIONS
Frequently Asked Questions
Can it update our CRM?
It can prepare CRM notes and suggested field updates for a person to confirm, where a verified connection to your CRM exists. It does not make unreviewed changes to your records by default.
Can it send messages automatically?
No. The agent drafts follow-up messages, reminders, and campaign content; a named person reviews and sends outbound communication according to your approval policy.
Does it close deals?
No. It prepares context, drafts, and next-step suggestions. Your salesperson owns the conversation, the negotiation, and the close.
Does it guarantee more revenue?
No. It is designed to support faster response, steadier follow-up, and better-prepared conversations. Actual results depend on your process, your team's adoption, and your market — we treat them as targets to validate in a pilot.
What if our product claims or pricing change?
The agent works from the offers, pricing, and claims your team has approved. When these change, you update the approved knowledge and the agent's outputs update with it.
COORDINATED MULTI-AGENT HAND-OFFS:
One workflow to start
See what a Sales & Marketing Agent could take off your team's plate.
A consultation is a conversation about one priority workflow — not a sales pitch for every agent at once.