Agencies
AI Agency Operations OS
Connects agency onboarding, delivery, reporting and knowledge into one system with shared client data and approval rules (no sales or proposal agents).
Agencies
AI Agency Sales Agent
Inbound leads are qualified, pitched on service fit, and booked onto discovery calls inside your sales playbook.
Agency leads go cold fast, and your team cannot answer every enquiry the moment it lands. AI Agency Sales Agent qualifies inbound leads against your ideal client profile, answers questions about your services and case studies, and books discovery calls straight into your calendar. Leads outside your rules go to a named person. Your team runs every pitch and closes every deal.
- Inbound leads qualified against your ideal client profile
- Discovery calls booked straight into your calendar
- Poor-fit or unusual leads routed to a named person
$8,300
20–30 working days
Optional maintenance $415/mo
What it is
AI Agency Sales Agent qualifies inbound leads against your ideal client profile, answers questions about your services and case studies, and books discovery calls for your team inside the rules you set. Leads that fall outside your criteria, such as an unusual budget, go to a named person instead.
Why businesses buy it
In a typical agency, selling falls to founders and senior staff, the same people delivering client work. Enquiries wait until someone has a gap, good-fit prospects book with a faster competitor, and poor-fit leads still take up discovery slots. AI Agency Sales Agent responds while interest is high, filters by your own criteria and fills the calendar with calls worth taking. The Scope Card sets the channel, the systems, the workflows and the qualification rules before you buy, so you know exactly what it will and will not do.
Problems this solves
Inbound leads wait hours for a reply and go cold
The agent qualifies inbound leads against your ideal client profile as they arrive. It answers questions through one agreed channel, so prospects hear back while still interested.
Senior staff spend time on leads that were never a fit
Leads are qualified against your own criteria before anyone books time. Those outside the criteria, such as an unusual budget, go to a named person to judge.
Prospects ask about services and case studies nobody can answer quickly
The agent answers questions about your services and case studies from up to 100 documents you provide. Answers stay within the material you approve. Prospects get accurate detail early.
Booking a discovery call takes several back-and-forth emails
Qualified leads can book discovery calls with your team inside the rules you set. The agent works with read and write access to up to two systems, such as your CRM and calendar.
A good fit if
Your business development lead currently answers the same qualifying questions on every inbound enquiry, budget, timeline, service fit, before a discovery call is worth booking.
You already have a capabilities overview, case studies and a clear picture of your ideal client, service lines and retainer versus project pricing.
You want leads qualified against your criteria and booked straight onto a discovery call in your calendar, with anything unusual routed to a person rather than guessed at.
You're comfortable with up to two connected systems with write access, up to six workflows, and one named approver for anything outside your qualification rules.
Not the right fit if
You need the proposal itself drafted after a discovery call, not prospects qualified and booked before one. See AI Agency Proposal Agent.
You need existing client engagements delivered, not new business pitched to prospects. See AI Delivery Agent, built for delivery rather than sales.
Your firm sells professional services outside an agency model, campaigns, retainers and creative pitches. See AI Proposal System, for the general professional-services version.
You need more than six workflows or more than two connected systems. Add a note at checkout and we quote it, or start from our Custom AI enquiry form.
How it works
- We connect, with read and write access, to up to two of the systems your sales process runs through, such as your CRM and your calendar or scheduling tool.
- You give us your sales playbook, up to six workflows such as qualifying a lead, answering a capabilities question, or proposing next steps, plus your qualification criteria and approval rules for each.
- When a lead comes in, Sales Agent asks the qualifying questions your playbook defines, budget range, timeline, service fit, retainer or project work, and checks the answers against your criteria.
- Questions about your agency, service lines, case studies or pricing approach are answered from the capabilities information and sample conversations you approved, never improvised.
- Leads that qualify are booked directly onto a discovery call in your calendar, with the qualifying answers attached so your team walks in already briefed.
- We run 50 documented test scenarios before launch, so qualification and booking are proven against situations that actually happen on your pipeline before anything runs live.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your business information (company basics, hours and brand voice), shared during intake, or confirmation we can reuse what you gave us on an earlier order.
- Admin or API access to the systems it should act in, sandbox or test records if you have them.
- Your sales playbook and qualification criteria, such as budget thresholds, service fit and approval limits.
- 10 real sample conversations or emails showing how leads currently get qualified.
- The approver for anything that falls outside your qualification rules.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker who can sign off on the qualification and approval rules before launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, sales playbook and qualification rules confirmed.
Weeks 1–2
The six sales workflows built against your criteria and capabilities.
Week 3
CRM and calendar systems connected with read and write access.
Weeks 3–4
50 documented test scenarios completed.
Week 4
Your review and two rounds of changes.
Go-live
Live, handover report sent, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $8,300 |
| Express | 15–25 working days | $9,550 |
| Rush | 10–20 working days | $10,800 |
What you receive at handover
- The AI Agency Sales Agent, configured and deployed in one channel
- Up to six workflows with your approval rules, covering qualification and booking
- Your services and case study material loaded, up to 100 documents
- Connections to up to two systems with read and write access, such as your CRM and calendar
- A test report covering 50 documented scenarios, plus an admin guide and written handover report
- 30 days of post-launch support
Expected benefits and how to measure them
- Can help inbound leads get a reply sooner
- Helps your team spend sales time on well-fitting prospects
- Makes discovery calls easier to book
- Time to first response
- Compare lead arrival and first reply times in your CRM for a month before launch and a month after.
- Discovery calls booked
- Count calls booked per month from your calendar, before and after launch.
- Qualified lead to client rate
- Compare won clients against qualified leads in your CRM for the quarters before and after.
Before you start: Record your average lead response time and monthly discovery call count from your CRM.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running AI Agency Sales Agent afterwards costs roughly $50–250/month (AI model usage + hosting), plus your existing CRM or helpdesk plan, billed directly in your own accounts.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
We recommend monthly maintenance: monitoring, fixes, and a monthly allowance of change hours, which covers a new qualifying question, an adjusted threshold or an updated case study. It starts after the 30 days of support, bills monthly, and can be cancelled any month.
$415/mo (5% of the build price a month, includes 4 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A chatbot tool bills per seat whether a lead gets qualified or not | A junior BD hire costs a salary whether pipeline is full or not | Ours is one fixed price, shown on this page before you buy |
| Scope | A chatbot tool gives you a generic script you write yourself | Scope depends on who is answering enquiries that week | Ours is written on the Scope Card before purchase |
| Qualification | A chatbot tool rarely checks leads against your real qualification criteria | Consistency depends on who picks up the enquiry | Ours qualifies every lead against the same criteria, every time |
| Delivery | Sign-up is instant, teaching it your services and pricing is not | Typically several weeks before work even begins | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How much does AI Agency Sales Agent cost?
The one-time build price is shown in the price and delivery panel on this page, next to each delivery speed. It covers everything on the Scope Card: up to six workflows, your qualification criteria, read and write access to two systems and 50 test scenarios before launch. Once your Scope Card is confirmed, that price holds.
How is AI Agency Sales Agent different from AI Agency Proposal Agent?
Sales Agent works at the front of the pipeline, qualifying inbound leads and booking discovery calls before a formal relationship exists. AI Agency Proposal Agent drafts the actual proposal and pricing after a discovery call has happened. One brings prospects in the door, the other turns a qualified conversation into a document a client can sign.
Does AI Agency Sales Agent close deals on its own?
No. It qualifies leads against your criteria and books discovery calls directly into your calendar, but it does not negotiate terms or close business. Anything outside your qualification rules, an unusual budget or a service you don't offer, is routed to the approver you named rather than pushed forward automatically.
How much does AI Agency Sales Agent cost to run each month?
Roughly $50 to $250 a month in your own accounts for AI model usage and hosting, plus whatever you already pay for your CRM or scheduling plan. It rises with lead volume. You pay providers directly. The one-time build price is separate and shown with each delivery speed in the price and delivery panel on this page.
How long does AI Agency Sales Agent take to launch?
The price and delivery panel on this page shows the time for each speed, counted from the day your intake is complete and access is verified. Most of the build goes into teaching it your services, case studies and qualification rules, then testing it across 50 scenarios so it handles real enquiries the way your team would.
What access does AI Agency Sales Agent need to our systems?
It needs admin or API access, with both read and write permissions, to the up to two systems it should act in, typically your CRM and your calendar or scheduling tool. Sandbox or test records are welcome if you have them, and admin access and API keys are shared by adding our team as a user or creating a key you control, never by email.
Can I change AI Agency Sales Agent's qualification rules later?
Yes. Adjusting a qualifying question or a threshold fits inside the monthly change hours that come with maintenance. Adding a seventh workflow or a third connected system beyond what's in scope is a bigger change and gets a written Change Quote first.
Stop losing leads to a slow first response.
Order AI Agency Sales Agent and inbound leads are qualified and booked onto discovery calls on a fixed delivery date. The scope above is what you get, in writing, before you pay.
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