Noticed your team is expanding across Shasta…
Draft onlyAI Sales Development Assistant
Researches, organises, and drafts outreach — a person decides what actually goes out.
Lead lists, inbound interest that never got worked, and the research nobody has time for.
Does automatically
- Enrich a lead record from your own notes and public business details
- Score and sort leads against your stated ideal customer
- Draft a first-touch message tailored to each lead
- Prepare a call-prep brief before a scheduled conversation
- Keep the pipeline stages tidy and up to date
Needs your approval
- Every outbound message before it is sent
- Adding a contact to any sequence
- Anything sent to a contact acquired from a third-party list
Hard blocked
- Bulk unsolicited messaging
- Scraping contacts from sources you have not approved
- Making commitments on price, delivery, or availability
Connections are scoped and agreed during onboarding. Nothing is connected without your written approval, and read-only access is used wherever it is enough.
A day in the queue
Synthetic example. Not real customer activity.
22 new leads scored against your ideal-customer rules
Internal scoring only.
First-touch message drafted for 6 top-scoring leads
Nothing sent — queued for owner approval.
Lead requested pricing for a large multi-site job
Outside standard scope.
Attempted send to an unverified purchased list
Unapproved sources are hard blocked.
What we would measure
20–40
Leads researched per day
Demo range
18%
Drafts requiring heavy edits
Demo figure
0
Messages sent without approval
By design
These numbers are sample and demonstration values used to show what we track — not results you are promised. Your own baseline is measured during the pilot before anything is claimed.
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