01Intake
Sales intake
Leads arrive through forms, WhatsApp, email or lists with source and context.
AI SDR to qualify, follow up and keep evidence in the CRM.
Qualification, lead context, objections, CRM updates and handoff to sellers in a supervised workflow.
Workflow blueprintFrom lead intake to the next action in the CRM.
Qualify with cadence, context and clear sales handoff.
02Agent
Qualification
The agent applies criteria, collects gaps, records objections and recommends the next step.
03Human
Handoff to sales
Qualified opportunities reach the seller with summary, history and task.
04Evidence
CRM atualizado
Fields, stage, reason and next action stay recorded for sales leadership.
RunbookQualify with cadence, context and clear sales handoff.
Lista priorizada
Lead, account or portfolio enters with value, source, risk and next attempt.
Governed cadence
Message, voice and follow-up respect window, tone, policy and sales stage.
CRM as proof
Outcome, objection, owner and next action stay recorded.
ControlHandoff to sales
Fit, urgency, objection, stage and potential value decide what the agent handles and what goes to sales.
HumanWhen a person steps in
The handoff is not treated as a failure. It carries reason, context, owner and next action.
ProofCRM atualizado
Fields, stage, reason and next action stay recorded for sales leadership.
Qualification
CRM
Follow-up
Handoff
Workflow pilot
Turn this workflow into a measurable operation.
We turn a queue, portfolio, call or routine into an intake, policy, handoff and evidence design before go-live.