Support your sales team between touchpoints.
A HubSpot AI sales assistant automates lead qualification and routine follow-ups. This prevents deals from stalling and frees your reps to focus exclusively on closing.
Starting from $3,000
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When follow-up becomes inconsistent
Delayed responses kill momentum. When reps waste hours on low-priority tasks instead of fast qualification, prospects go cold and CRM data lags behind reality.
Leads wait too long for responses
Inbound leads waiting 4-8 hours for first contact destroys win rates. By then, up to 50% of your prospects have already engaged faster competitors.
Reps spend time on low-priority tasks
Reps waste hours manually qualifying leads and updating CRMs. This administrative burden traps your expensive talent in low-value tasks instead of closing deals.
Qualification is inconsistent
Without a standardized process, reps qualify leads subjectively. High-value prospects get ignored while your team wastes hours chasing unqualified deals.
CRM updates lag behind reality
Reps rarely update lead statuses or notes in real-time. Without automated logging, sales leaders are forced to manage pipelines using delayed, inaccurate information.
Follow-up falls through cracks
Reps naturally prioritize near-close deals, abandoning early-stage prospects. Without automated nurturing, top-of-funnel leads go cold before they even qualify.
After-hours leads get no response
Up to 50% of inbound leads arrive outside business hours. Forcing these high-intent prospects to wait until tomorrow destroys your initial engagement rates.
What the Sales AI Agent does
This agent automates structured top-of-funnel interactions, working alongside your team to accelerate the sales process.
We focus on instant first-touch responses, standardizing lead qualification, intelligent meeting routing, and automatic CRM updates.
The goal is simple: Keep reps focused on closing deals through real conversations.
Delivered in 4-6 weeks.
What's included in the sales AI agent setup
HubSpot Sales Hub integration
- AI agent configured in HubSpot Sales Hub
- Integration with forms, chat, and email
- CRM data access for personalization
- Deal and contact management
- Task and activity logging
Lead qualification automation
- Initial qualification question flows
- BANT/MEDDIC framework implementation
- Lead scoring automation
- Routing logic based on fit
- Disqualification with nurture path
First-touch engagement
- Instant response to form submissions
- Initial outreach with context
- Meeting scheduling assistance
- Resource delivery based on interest
- Multi-channel follow-up (email, SMS if applicable)
Meeting routing and scheduling
- Calendar availability checking
- Rep matching based on territory/product
- Automated scheduling links
- Reminder and confirmation messages
- Rescheduling support
Follow-up automation
- Sequence enrollment based on behavior
- Touchpoint reminders for reps
- Re-engagement for stalled leads
- Nurture content delivery
- Escalation to reps at right moments
CRM hygiene automation
- Lead status updates
- Activity logging
- Field population from conversations
- Deal stage progression where appropriate
- Data quality maintenance
Sales enablement
- Battle card and resource surfacing
- Competitive intelligence delivery
- Next best action suggestions
- Meeting prep automation
- Rep performance insights
Guardrails and human handoff
- Clear escalation to reps for complex questions
- High-value lead immediate routing
- Buying signal detection and alerts
- VIP account special handling
- Rep override at any point
Analytics and optimization
- Qualification accuracy tracking
- Response time metrics
- Conversion rate by agent action
- Lead quality scoring
- ROI and efficiency measurement
We collaborate with companies all around the world
How it works
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Week 1-2: Discovery and process mapping
Review sales process, analyze lead flow, define qualification criteria, identify automation opportunities.
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Week 3: Qualification logic design
Build qualification flows, configure routing rules, set up escalation logic.
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Week 4-5: Configuration and testing
Implement in HubSpot, test with sample leads, refine responses, validate handoffs.
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Week 6: Launch and optimization
Soft launch with monitoring, gather rep feedback, refine automation, full deployment.
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Timeline: 4 to 6 weeks
Depends on process complexity, qualification criteria, and integration requirements.
What delayed follow-up costs you
Lead decay rate
Response time over 5 minutes reduces conversion by 80%. Waiting hours means losing 60-70% of hot inbound leads to faster competitors.
Rep time on admin work
When reps spend 40-50% of time on qualification, scheduling, and CRM updates, that's $40K-60K annually per rep in wasted selling capacity.
Inconsistent qualification
Without standardized qualification, 30-40% of pipeline is poorly qualified - wasting rep time on bad-fit prospects while good leads slip through.
After-hours opportunity loss
50% of leads come outside business hours. Waiting until next day for response means 40-50% higher lead decay rate.
Follow-up gaps
Without systematic follow-up, 35-45% of early-stage leads never get adequate attention and go cold unnecessarily.
CRM data quality
When reps don't update CRM real-time, forecasts are wrong, pipelines are unclear, and sales ops can't optimize effectively.
Pricing
One-time setup. Final pricing depends on:
- Sales process complexity
- Qualification criteria sophistication
- Number of lead sources and forms
- Integration requirements
- Custom routing logic needs
- Team size and training requirements
Qualification refinement, new sequences, performance optimization, continuous improvement.
Faster response times, higher qualification consistency, improved rep productivity, and better lead conversion typically deliver 5-8x ROI in first year.
Frequently Asked Questions
No. It handles initial qualification and admin work so reps focus on actual selling conversations with qualified prospects.
Based on your qualification criteria (BANT, MEDDIC, etc.), it asks questions, scores responses, and routes based on fit and priority.
Leads can request human contact at any time. High-value leads get immediate rep notification and outreach.
Yes. It checks rep availability, sends booking links, handles scheduling, and sends confirmations and reminders.
Based on your routing rules - territory, product interest, company size, industry, or other criteria you define.
Reps can override any decision. We build in quality checks and the AI learns from rep corrections over time.
Yes. We configure it for your specific process, whether simple or complex. It handles the structured parts, escalates complexity.
Response time, qualification accuracy, meeting booking rate, rep time savings, and ultimately conversion rate and pipeline quality.
This setup focuses on inbound. For outbound, we'd configure differently - typically more around sequencing and follow-up than qualification.
Why WX for sales AI agents
HubSpot Sales Hub specialists
We know how to leverage HubSpot's AI and automation capabilities for sales processes specifically.
Sales operations expertise
We understand sales workflows and design AI agents around real rep productivity, not theoretical automation.
RevOps perspective
We design sales automation that aligns with marketing and customer success for full funnel efficiency.
Quality-focused implementation
We build extensive testing and validation to ensure qualification accuracy before launch.
Continuous improvement approach
The agent gets smarter over time through learning from rep feedback and conversion data.
This is a good fit if
Inbound lead volume is meaningful and growing
Follow-up consistency and speed matter
Sales time is limited and valuable
You have defined qualification criteria
Reps spend too much time on admin vs selling
You want to scale sales without linear headcount growth
Support sales with smarter automation
Consistency often drives more results than intensity alone.
Let AI handle qualification, scheduling, and follow-up so reps focus on closing deals.
4-6 weeks. AI-powered qualification. Human-led selling.
Your sales AI agent team
CEO
COO
Lead of RevOps &
Commercial Growth