Revenue Ops Agent
Respond instantly, qualify leads, and book more calls. An AI agent that replies to inbound leads in seconds, asks the right questions, schedules meetings, and logs everything to your CRM.
Agencies, services, clinics, B2B services, SMB SaaS teams.
1–2 months
Instant lead response with intelligent qualification and CRM integration
Outcomes
What changes after you ship this workflow.
- Faster response time (seconds, not hours)
- Higher lead-to-meeting conversion
- Less manual admin and fewer dropped leads
Capabilities
What it does in production.
- Captures leads from web forms, chat, email, SMS
- Qualifies leads (needs, budget, timeline)
- Books meetings (Calendly) and routes to the right rep
- Runs follow-up sequences when leads go cold
- Updates CRM automatically with context and outcomes
What you get
Deliverables, not vague promises.
Timeline
A staged rollout with measurement and safety gates.
- Map lead sources and qualification criteria
- Define routing rules and rep assignments
- Configure CRM fields
- Implement capture + qualification flows
- Set up calendar booking integration
- Create follow-up sequences
- Pilot with subset of leads
- Tune qualification criteria
- Full rollout with monitoring
Monthly AI Ops
Keep it accurate, safe, and improving.
- $2,000 — monitoring + tuning
- $4,000 — sequence optimization + reporting
- $7,000+ — multi-source operations
- Additional lead source: $1,500–$4,000
- Custom CRM integration: $3,000–$8,000
FAQ
The questions buyers ask before they say yes.
You can configure transparency level—from fully disclosed to seamless handoff to humans. We recommend disclosure for trust.
It gracefully hands off to a human rep and logs the context so nothing is lost.