Bundle

AI Sales Starter

AI Sales Starter brings together AI Lead Qualification Agent, AI Follow-Up Engine and AI CRM Assistant for small sales teams starting with AI, delivered as one project with one intake.

What is included

Each product below is also sold on its own; this bundle delivers all of them as one project at the discounted price on the right.

AI Lead Qualification Agent Qualifies inbound leads with a short conversation and scores them against your criteria. $5,500 AI Follow-Up Engine Follows up with leads who went quiet using context from past conversations. $5,500 AI CRM Assistant Updates CRM records, notes and next steps from emails and calls. $5,500

Problems this solves

Good leads sit unqualified while reps work through a mixed inbox

The AI Lead Qualification Agent sorts incoming leads against your criteria. Qualified leads become CRM records through the AI CRM Assistant, so reps start with the people worth calling.

Leads go quiet and nobody sends the second follow-up

When a lead stops responding, the AI Follow-Up Engine drafts a follow-up based on the conversation so far. Reps review and send it, rather than relying on memory or sticky notes.

Leads get lost when three sales tools do not talk

The three products share one intake and up to three handoffs between them. A lead moves from qualification to CRM record to follow-up without anyone copying details across by hand.

CRM records stay thin because reps skip the data entry

The AI CRM Assistant creates and updates records from qualified conversations. Reps spend less time typing notes, and managers get a fuller picture of each lead in the CRM.

Scope card SKU UPM-B0001

AI Sales Starter

Everything this build includes, written down before you pay. Choose how you want it, own the code or license it yearly, then the delivery speed and any add-ons.

$14,800 one-time build price

1. Choose how you want it: own it, license it, or a custom build

Own it: the full code, in your accounts

Standard 20–30 working days $14,800

License it yearly: we host and run it

Yearly license 20–30 working days $5,250 first year

Custom build: changed to fit you, on a written quote

Need more than this Scope Card: other systems, more channels, your own process or a different scope? Tell us in writing and we reply with a fixed written quote. You can own the result or license it.

Request a custom quote

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

Own it: the full code, in your accounts

The full source code, setup and documentation, delivered into accounts in your name
The code and work are yours once the order is paid in full
30 days of post-launch support, then optional maintenance
Hosting and infrastructure are yours to run

License it yearly: we host and run it

Upmark Labs hosts, runs, monitors and updates it for you
Same scope and limits as the Scope Card, plus 2 change hours a month
Your data and settings stay yours, exportable at any time
Renews each year from go-live; stop at renewal and we export your data

Custom build: changed to fit you, on a written quote

Built to your exact requirements, beyond this Scope Card
Fixed price, deliverables and timeline agreed in writing before work starts
Own the code or license it yearly, whichever suits you
The same bring-your-own-key rule for AI, phone and tool costs

Every option is bring-your-own-key: AI model usage, phone numbers, WhatsApp, email and every other third-party tool run on your own accounts and keys, billed to you directly by each provider. Upmark Labs does not pay, resell or mark up those costs. Own it or license it: how each works

2. Add extras if you need them (optional)

Additional Language Pack Adds one more supported language to an existing AI product, including glossary and testing. +$1,500 Additional CRM Integration Connects an existing product to one more CRM. +$1,500 Additional Helpdesk Integration Connects an existing product to one more helpdesk. +$1,500 Additional Ecommerce Platform Integration Connects an existing product to one more store platform. +$1,500 Additional Calendar Integration Connects an existing product to one more calendar system. +$1,500 Custom API or Webhook Integration Connects an existing product to one documented third-party or in-house API. +$2,500

Add-on prices follow the delivery speed you choose.

What is included

Channel: Each included product's channel
Integrations: Integrations of each included product
Knowledge: Knowledge limits of each included product
Workflows: All workflows of: AI Lead Qualification Agent, AI Follow-Up Engine, AI CRM Assistant; plus up to 3 handoffs between them
Languages: 1
Testing: Each product's testing plus 20 cross-product scenarios
Revisions: 2 rounds
Handoff: Written handover report
Support: 30 days after launch

How the 3 work together

These run as one system: each product keeps doing its own job, and this bundle delivers them together as a single project with a single intake.

AI Lead Qualification Agent Qualifies inbound leads with a short conversation and scores them against your criteria.

AI Follow-Up Engine Follows up with leads who went quiet using context from past conversations.

AI CRM Assistant Updates CRM records, notes and next steps from emails and calls.

Shown in the order components are delivered. Detailed cross-product sequencing copy is added in a later phase.

One intake for all 3

The combined checklist of every included product, collected once through a single intake

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)

your business information (company basics, hours and brand voice), shared during intake

one decision-maker for approvals

an API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit

Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Not included

Third-party software subscriptions and AI usage fees

creating source content or data you do not provide

features outside the listed scope (available as add-ons or upgrades)

products not listed in the bundle

What you receive at handover

AI Lead Qualification Agent, AI Follow-Up Engine and AI CRM Assistant, each configured and deployed
Cross-product workflow configuration with up to three handoffs between the products
A combined test report covering each product's tests plus 20 cross-product scenarios
A combined admin guide and a written handover report
30 days of post-launch support

Expected benefits and how to measure them

Reps can spend more time talking to leads who fit.
Helps fewer quiet leads slip away without a follow-up.
Makes CRM data more complete without extra typing.

Speed to first response: Compare time from lead creation to first rep contact, using CRM timestamps, for four weeks before launch and four weeks after.
Lead-to-meeting rate: Divide meetings booked by new leads each month from your CRM reports. Compare the months before launch with the months after.
Follow-ups on quiet leads: Count follow-up emails logged against leads with no reply, from CRM activity history, before and after launch.

Before you start: Export a month of leads with created dates, first-contact dates and outcomes from your CRM. Note how many had no follow-up after going quiet.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Questions about this product

How much does the AI Sales Starter save against buying each product?

The bundle costs 10 percent less than buying the three products one by one, and the price panel shows both totals before you pay. The bigger saving is effort: you complete one intake, review one test plan and read one written handover report instead of three, and the products arrive already connected.

Can a small team without a sales operations person run this?

Yes. It was put together for small teams starting with AI. The approval step means a rep checks follow-ups before they go, and the CRM Assistant does the logging that usually falls behind. The combined admin guide and written handover report cover the day-to-day running for whoever owns it.

Which CRM does the sales starter bundle connect to?

The CRM you already use, within each product's Scope Card limit of two systems with read and write access. For example HubSpot, Salesforce, Pipedrive or Zoho CRM. A second CRM, or a CRM plus a separate lead source beyond those limits, comes through the Additional CRM Integration add-on.

Will follow-ups go out without anyone checking them?

No. Every product in this bundle has a human approval step before any outbound message is sent. The Follow-Up Engine drafts the message from the earlier conversation, and the rep you name approves, edits or discards it. You can change who approves later through monthly maintenance.

What does the 72-hour intake ask for across the three products?

One combined list, collected once: your qualification criteria, ten sample conversations, CRM and channel access, the approver for follow-ups and one decision-maker. Each late day after 72 hours moves delivery by 3 working days, so most teams gather it before ordering.

Can I start with the starter bundle and add outbound later?

Yes. The AI SDR Agent and the AI Meeting Booking Agent can be ordered on their own later and connected to the same CRM. If you already know you need outbound, AI Sales Growth includes both alongside lead qualification and the CRM Assistant, so compare the two before you order.

How long does each product in the bundle take to go live?

All three go live together on one delivery date, counted from the day after intake is complete. The standard date and the faster Express and Rush options are shown before you pay. The bundle is tested and handed over as one project, not three separate launches, so your team learns it once.