Intake
Catches new leads and inquiries and scores them into a short daily queue.
An AI operator team for your sales desk. Live in two weeks.
I install a small team of AI agents into the tools you already use. They catch every new lead, draft your follow-ups, and put a revenue brief on your desk each morning. You approve every send. If it doesn’t pay for itself in weeks, we stop.
Free 15-minute call. No pitch deck. Pilot is a fixed $2,500–$4,500.
Leads aren’t the problem. Getting back to them is.
Most owners I talk to aren’t short on leads. They’re short on hours. A new inquiry sits in the inbox until tonight. A good prospect goes quiet and nobody nudges them. The morning starts with forty emails, and the three deals that need a move are buried in there.
You’ve probably tried “AI” already: a chatbot, a Zapier chain, a demo that looked great and then nobody used. Single automations break the first time real life doesn’t match the flowchart.
Not another automation. An operator team.
An operator is an AI agent with one job, the right access, and rules about what it can and can’t do. Put a few of them together, with an owner agent watching the edges, and you get a team that runs the work every day, not a script that fires once.
That’s what I install. Same idea as the AI operators I run my own businesses on, set up for your sales motion.
Four agents. One job each.
Follow-up
Drafts follow-ups in your voice for prospects who’ve gone quiet. Nothing sends until you approve it.
Morning Briefing
One brief, ready when you start: today’s calendar, what came in overnight, and the open deals that need a move.
Owner agent
Routes the exceptions, flags what needs a human, and keeps the other agents in their lane.
Dollars and minutes, not “innovation.”
Before go-live we write down where you are today. Then we watch three numbers:
- Leads touched — how many new leads got a real response each week
- Time-to-first-response — hours from inquiry to reply
- Follow-ups sent (with your approval) — how many quiet prospects actually got a nudge
If those don’t move in the first few weeks, we stop or reset. I’d rather tell you it isn’t working than bill you for hope.
You stay on the send button.
Nothing goes out without your approval. Pricing, legal language, and VIP accounts can be off-limits from day one. The agents work inside the email, calendar, and CRM you already pay for, so there’s no new platform to adopt and nothing to migrate.
Three steps. You can stop after any of them.
- Fit Call (free, 15 minutes). You tell me what’s slowing revenue down. I tell you honestly whether a Pilot fits, and which price in the band.
- Pilot Operator ($2,500–$4,500, about 1–2 weeks). I install the four-agent team, we test it together on your real leads, and I hand it off.
- Operator Retainer (after the Pilot proves out). We extend the team into proposals, meeting notes, CRM cleanup, and the next things on your list.
Built with operators who run real businesses.
- Claris
- JFJ
- Root Healing
- Rowner
- GINApp
- Fairway & Ember
“Doug took the job that used to eat my entire billing day and turned it into about ten minutes. A full year of invoices, cleaned up and running on their own. I’m not sure what I was doing before this.”
Built for owners who still touch revenue.
Good fit:
- You own the business or lead sales, and you sign the checks
- Leads come in by form, email, phone, or referral, and response time slips when you’re busy
- Follow-up depends on you remembering
- You want something working in weeks, not a roadmap
Not a fit (yet):
- Enterprise RevOps committees or platform-selection projects
- You want a cold outbound machine or an AI SDR that sends on its own
- You need a full CRM rebuild first
Fifteen minutes. One honest answer.
Tell me where leads stall. I’ll tell you whether an operator team fixes it, what it would cost, and how we’d know in weeks. If it isn’t a fit, I’ll say so.
Or email doug@richforesightgroup.ai