Sales Team
Agents that move deals forward. Post-meeting follow-ups, CRM field extraction from call transcripts, deal-to-invoice handoffs, and conversation agents that qualify leads over WhatsApp or email.
Team Members
Stephen
CRM Data Capture Agent
Listens to sales call transcripts and extracts structured fields (framework purchased, quoted price, discount type, payment terms, next step) into HubSpot custom fields so downstream automations and reports have clean data.
Benjamin
SMB Sales Conversation Analyst
Pulls WhatsApp Business conversations between BDRs and prospects into the CRM, gives the founder full visibility across reps, and produces monthly reports on conversation quality.
Don
Revenue Operations Specialist
Watches HubSpot deals. When a deal closes, auto-creates Stripe customer, matches products on name, applies discount coupons, validates line items against deal total, and drops the invoice in review.
Jacob
Revenue Operations Automator
On Closed Won, pulls line-item breakdown (tool, service, audit) from contract + follow-up email + call transcript, maps to HubSpot products and Stripe prices, and pre-fills the customer record + invoice. Humans validate before send.
Ellen
Executive Coaching Agent
Reads sales and CS call transcripts post-meeting. Flags yellow (minor) or red (major) coaching moments in real time via Slack DM to the rep. Rep can reply with context; agent learns from the feedback and updates its scoring skill. Source: Alaina (Mixteap) Apr 15.
Ashley Belfort
Sales Assistant
Ashley is your AI Sales Assistant that helps you save hours every week prepping calls, taking meeting notes, writing follow-ups and updating your CRM.
Other Agent Teams
Startup Founder
Agents that act as your chief of staff, recruiter, and EA.
Operations Team
Your always-on ops backbone. Agents that handle daily briefings, email triage, meeting prep, scheduling, and cross-functional follow-ups so your operators can focus on decisions, not admin.
Engineering Team
Agents that keep projects on track. Ticket management, sprint updates, status reports, and delegation to coding agents so engineering leads stop being project admins.
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