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TECH & MEDIAMARKETING SOLUTIONS

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virtual identity

Become a Virtual Salesperson

We build a custom AI sales agent with a defined persona, trained on your offer, your objection handling playbook, and your closing scripts. It qualifies inquiries, books calls, sends follow-ups, and updates your CRM — 24/7.

$1,997
+ $597/mo recurring
Start with an Assessment →

What this capability brings into the business

Custom AI sales persona (name, voice, communication style)
Trained on your offer, pricing, FAQs, and objection handling
Outbound email and LinkedIn follow-up sequences
Inbound inquiry qualification via chatbot or SMS
Automatic calendar booking for qualified inquiries
CRM updates on every interaction (deal stage, notes, next action)
Monthly sales performance report: conversations, qualified inquiries, bookings
Quarterly playbook refresh based on objections encountered

What sits outside this scope

Outbound calling (voice AI available as add-on)
Live video sales presentations
Contract and proposal management
Payment processing or invoicing

Capabilities that can be added when the system needs them

Add-OnPriceDescription
AI voice outbound calling$297/moElevenLabs-powered voice AI makes and receives calls as your persona.
Proposal automation$197/moQualified inquiries automatically receive a personalized proposal document.

Where this capability creates the most leverage

Solopreneurs who cannot manually follow up with every inquiry
Sales teams wanting to scale outbound without new headcount
B2B businesses with a consultative but repeatable sales process
Businesses losing deals to slow follow-up speed

Expected timeline

AI persona live and first follow-up sequences active within 10 business days.

Timeline starts from signed agreement and completed intake form.

How the work moves

1
Sales Playbook Extraction

We interview your top closer (or you) to document your best qualifying questions, objection responses, and closing sequences.

2
Persona Configuration

AI persona built, named, and trained on your product knowledge base and CRM data.

3
Sequence Build

Outbound email and LinkedIn sequences written. Inbound chatbot flows mapped. Calendar integration configured.

4
CRM Integration

Every AI interaction updates your CRM automatically. Deal stages, contact notes, and next actions written by the AI.

5
Launch & Review

Go live with supervised launch week. We review conversations daily and retrain the persona on edge cases.

Questions, answered

We default to clear, context-appropriate disclosure and configure the experience around applicable platform rules and legal requirements. The AI should never impersonate a real employee or conceal its nature where disclosure is required.

Become a Virtual Salesperson

$1,997

A tireless AI sales rep who never misses a follow-up.

Related capabilities

Tech & Media brings strategy, technology, media, financial visibility, and operations together around your business. Start with the team at (704) 574-6312. Dexter, our AI receptionist, is available 24/7 at (202) 771-3399.