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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.

reporting inaccuracy

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.

Pipelines chaos

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.

Lots of manual work

Qualification is inconsistent

Without a standardized process, reps qualify leads subjectively. High-value prospects get ignored while your team wastes hours chasing unqualified deals.

HubSpot used differently

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.

Leadership questions unanswered

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.

Broken Automations

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 the Sales AI Agent does

What's included in the sales AI agent setup

audit-1

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
audit-2

Lead qualification automation

  • Initial qualification question flows
  • BANT/MEDDIC framework implementation
  • Lead scoring automation
  • Routing logic based on fit
  • Disqualification with nurture path
audit-3

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)
audit-4

Meeting routing and scheduling

  • Calendar availability checking
  • Rep matching based on territory/product
  • Automated scheduling links
  • Reminder and confirmation messages
  • Rescheduling support
audit-5

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
audit-6

CRM hygiene automation

  • Lead status updates
  • Activity logging
  • Field population from conversations
  • Deal stage progression where appropriate
  • Data quality maintenance
audit-07

Sales enablement

  • Battle card and resource surfacing
  • Competitive intelligence delivery
  • Next best action suggestions
  • Meeting prep automation
  • Rep performance insights
audit-8

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
audit-09

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

Week 1-2- Discovery and process mapping Week 3- Qualification logic design Week 4-5- Configuration and testing Week 6- Launch and optimization Timeline- 4 to 6 weeks

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

Sales AI Agent pricing
Fixed scope
Starting from $3,000

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
Ongoing optimization
Monthly optimization
Starting from $1,500/month

Qualification refinement, new sequences, performance optimization, continuous improvement.

ROI shows within 60-90 days

Faster response times, higher qualification consistency, improved rep productivity, and better lead conversion typically deliver 5-8x ROI in first year.

Frequently Asked Questions

Will the AI replace our sales reps?
How does it qualify leads?
What if leads want to talk to a human?
Can it schedule meetings?
How does it know which rep to assign?
What if the AI gets qualification wrong?
Can it handle complex B2B sales processes?
How do we measure success?
Does this work for outbound too?

Why WX for sales AI agents

Group 35642

HubSpot Sales Hub specialists

We know how to leverage HubSpot's AI and automation capabilities for sales processes specifically.

Group 35782

Sales operations expertise

We understand sales workflows and design AI agents around real rep productivity, not theoretical automation.

Group 35793 2

RevOps perspective

We design sales automation that aligns with marketing and customer success for full funnel efficiency.

Group 35795 2

Quality-focused implementation

We build extensive testing and validation to ensure qualification accuracy before launch.

lead-allocation

Continuous improvement approach

The agent gets smarter over time through learning from rep feedback and conversion data.

This is a good fit if

On-brand quote templates

Inbound lead volume is meaningful and growing

Custom deal fields

Follow-up consistency and speed matter

Display what’s needed

Sales time is limited and valuable

Dynamic terms & conditions

You have defined qualification criteria

Migrate products

Reps spend too much time on admin vs selling

Hubspot Scaling

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

Martjin
Martijn van Dooren

CEO

WX Agency
Melvin
Melvin Heinsius

COO

WX Agency
Ruben Brouwers
Ruben Brouwers

Lead of RevOps &
Commercial Growth

WX Agency
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Shopify
1. Google Partner
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Clutch