The Sales / Revenue Ops Pilot Operator
A small AI agent team that runs lead intake, follow-up drafts, and a daily revenue brief. Live in about 1–2 weeks. Nothing sends without your approval. Fixed price: $2,500–$4,500.
One way in. Prove it, then grow it.
| Step | What it is | Cost | Time |
|---|---|---|---|
| 1. Fit Call | 15 minutes. Your tools, your lead volume, who approves sends. I’ll tell you if it fits and where in the band. | Free | 15 min |
| 2. Pilot Operator | Four-agent team installed into your sales motion, tested on your real leads, handed off with metrics. | $2,500–$4,500 fixed | ~1–2 weeks |
| 3. Operator Retainer | Grow the team into proposals, meeting notes, CRM hygiene, and ongoing prioritization. | Scoped after the Pilot | Ongoing |
Who the Pilot is for
- SMB owners and sales leaders buried in lead response, follow-up, and pipeline upkeep
- Founder-led or sales-led teams where the owner still touches revenue
- Not for enterprise RevOps committees, platform selection projects, or AI workshops
What’s installed
| Agent | Job |
|---|---|
| Intake | Captures new leads and inquiries and scores them (hot / warm / cold) into a short daily queue |
| Follow-up | Drafts in your voice for quiet prospects; drafts land in your approval queue; no auto-send |
| Morning Briefing | Calendar + overnight email + open deals that need a move, delivered at the time and in the channel you choose |
| Owner agent | Routes exceptions, escalates to a human when it should, and keeps the specialists on rails |
Also included
- Kickoff session (60–90 minutes) to capture your voice, tone, and rules
- Setup inside tools you already use: email, calendar, and your CRM or lead list, as agreed at kickoff
- A baseline of the three promise metrics before go-live
- Live install and joint test session (60–90 minutes) on real or sample leads
- Handoff: daily rhythm, who watches the queue, week-1 success criteria
- Week-1 check-in to review the numbers against the baseline
What it isn’t (out of the Pilot)
- A full CRM rebuild or migration
- A cold outbound or list-buying engine
- An AI SDR that sends on its own
- Custom model training or engineering builds
- Company-wide AI platform selection
- Ongoing work after handoff (that’s the Retainer)
The numbers we track
- Leads touched (per week)
- Time-to-first-response (hours)
- Follow-ups sent with approval (per week)
Baseline comes from your last 2–4 weeks where we can get it. Readout at handoff and again at the week-1 check-in. If it doesn’t move these in weeks, we stop or reset.
Pricing
$2,500–$4,500, fixed. The number depends on how many tools we connect, your lead volume, and how complex your rules are. We set it on the Fit Call, before you commit to anything.
- 50% to start, 50% at live handoff
- Fully remote
- You keep paying for your own tool subscriptions (for example, an AI seat if your setup needs one). I won’t make you buy a new platform.
- Changes to scope are agreed in writing first
When the Pilot pays, we keep building.
Once the team is earning its keep, a Retainer extends it into the next jobs: proposal drafts, meeting notes, CRM hygiene, and ongoing prioritization. It’s scoped and priced after the Pilot, based on what the numbers showed. No one buys a Retainer on faith.
FAQ
Will it send emails on its own?
No. Every follow-up lands as a draft for you or your named approver. Nothing goes out without a human click.
What tools does it work with?
The ones you already use: your email, your calendar, and your CRM or lead list. We confirm the exact setup on the Fit Call.
How much of my time does it take?
A 15-minute Fit Call, a 60–90 minute kickoff, a 60–90 minute install-and-test session, and a short handoff. After that, a few minutes a day approving drafts and reading the brief.
What if it doesn’t work?
We set the baseline before go-live and check the numbers at handoff and week one. If they aren’t moving, we stop or reset. You don’t sign up for a Retainer unless the Pilot earned it.
Is this a chatbot?
No. It’s a team of agents doing back-office sales work: intake, follow-up drafts, and your daily brief. Your customers don’t talk to a bot.
What about my data?
The agents work inside your existing accounts with the access you grant at kickoff. Things like pricing, legal, and VIP accounts can be marked off-limits for drafting.