The sales machine you've always wanted

Dollars in. Deals out. Humans optional.

Sally runs your entire go-to-market by herself — finds the buyers, writes the outreach, runs the ads, takes the live sales calls, follows up, and closes. Not a copilot. Not another tool. The whole job.

Selling in about 48 hours · Base + commission · You decide where her job ends

Why selling is still this hard

Thirty years of sales software, and the actual work is still done by hand.

For decades, companies have been told software would transform sales and marketing. In one sense it did. There is now a tool for almost every individual task:

find prospectsenrich contact recordssend emailmanage relationshipscreate creative assetsmanage advertisingschedule meetingsrecord callsupdate the CRMscore leadsgenerate reportsattribute revenue

They don't form a system. They form a pile of tools.

Generating revenue is often the hardest, most expensive thing a company does. Tens of thousands of dollars a month on tools designed to find customers — and the actual work of finding customers is still overwhelmingly manual.

Each tool performs one narrow function. Each contains one fragment of the truth. Each requires someone to decide what happens next. The advertising platform can tell you who clicked an ad, but not what those people later said in a sales conversation. The outbound platform can tell you who replied, but not why one message resonated and another failed. The CRM can tell you an opportunity closed, but not which idea, objection, campaign or conversation closed it.

Your salesperson knows what prospects are saying. Your marketer knows which campaigns get attention. You know why customers ultimately buy. The knowledge lives in different people and different systems.

And every specialist in the pile optimizes for what their piece can see. The ad agency optimizes cost-per-click. The email operation optimizes open rates and reply rates. All real metrics — none of them the one that matters. Nobody is optimizing for revenue, because nobody can see all the way to it.

Humans are the glue holding the entire operation together.

  • Someone has to decide who to target
  • Someone has to turn positioning into campaigns
  • Someone has to write the ads
  • Someone has to build the lists
  • Someone has to launch the outreach
  • Someone has to monitor performance
  • Someone has to respond to interest
  • Someone has to qualify the prospect
  • Someone has to follow up
  • Someone has to update the CRM
  • Someone has to explain the results
  • Someone has to apply the learning to the next campaign

This is what companies call a sales and marketing operation. It isn't an operation. It's a chain of disconnected tools held together by people — expensive, slow, and leaking information at every handoff. In a small company, it usually never gets built at all.

And the human glue fails in ways everyone has learned to accept:

0% of companies never reply to a lead at all
29–42h average reply time, when a reply comes
0% of reps ever get past five follow-ups — 80% of sales need five or more
0.1% of companies answer within five minutes, where leads are 100× likelier to qualify

Not a discipline problem — a structural one. A human cannot answer every lead in under a minute, follow up six times on every thread, and run a live demo at 3am in fluent Portuguese for the prospect in Lisbon.

You already know the scenario.

It's Tuesday, 6:40 in the morning. A founder with an exceptional product opens her laptop — not to build. To sell.

  • Forty minutes building a list.
  • An hour writing cold emails.
  • The ad account — spend up, replies flat, no idea why.
  • Two intro calls that go nowhere, retelling the pitch she’s told two hundred times.
  • The follow-ups she owes from last week.
  • The CRM, updated at 9pm, from memory.

To grow past this, she's told to hire a marketer, an SDR, a salesperson, an agency, an ops person, and contractors. Not because the work takes six kinds of genius — because no single system has ever been able to do all of it.

Until now.

You tell Sally what you sell, who should buy it, and what you're willing to spend. Sally turns that sentence into customers.

The product

One system that replaces the pile — the tools, the glue work, and the payroll that runs them.

She works like a hire, not a tool: you manage her entirely by email. No dashboard to maintain, no CRM workflow to keep current. You email her instructions; she does the work; she emails you back with what happened.

There is deliberately no CRM integration, because there is no CRM — Sally's pipeline is the system of record. A CRM exists because humans do the selling and someone has to watch them do it. Take the humans out of the loop and what you actually want is answers: email her "give me a Q4 forecast based on historicals" or "who's likely to close in the next three weeks" and the answer comes back the way it would from a great head of sales.

You decide where her job ends. By default she runs the whole motion — the research, the outreach, the ads, the calls, the follow-up — then stops short of the close and hands you the deal, with everything she learned and the questions she couldn't answer. If your deals are straightforward and you're comfortable letting her, move the line and she finishes the job herself, with your own payment link. Moving the line is a reply, not a setting.

The detail, if you want it

Open the part you don't believe.

Every claim above has machinery underneath it. Here it is, in the order people usually ask.

Her first 48 hours on the job, before you’ve lifted a finger

You point Sally at your website on a Monday and go back to work. Before you've done anything else, she's researched your company on the open web — what you sell, who buys it, how you position, who you compete with — drafted a starter playbook, and built you a complete, professionally designed sales deck from your own site and branding, with a real problem-to-solution-to-proof-to-close arc. Pricing is left blank; she never guesses a price. Prefer your own deck? Email her the PDF and it replaces hers.

She rehearses before anyone sees her

Before any prospect ever sees a demo, she reconstructs the Offer Model behind the deck — the product, the buyer job it owns, the outcomes, the capabilities — then runs ten realistic buyer calls, a deliberate share of them hard buyers: price-hagglers, one-word operators, competitor-anchored skeptics, executives with five minutes. Every proposed correction must measurably improve a replay of the same call, hold up against a different buyer, and two untouched buyer calls must then pass full quality review. Only then do you hear from her.

Your first email isn’t a form

It's her finished understanding of your business — "Is this what we actually sell?" — for you to confirm or correct in plain English. Then the welcome email arrives with the deck and a live demo link, and connecting her mailbox is the entire go-live.

Want to teach her more? A thirty-minute voice onboarding call, sample call transcripts, or a "pitch and I'll copy" session where she absorbs your exact phrasing, cadence, and objection moves.

Why you can trust her with your company’s name

Autonomy is only worth having if it's governed, so the guardrails are engineering, not policy documents. Only the verified manager can direct Sally — instruction authority is bound to a cryptographically verified email identity, so a prospect claiming to be your CEO can't steer her. The rules that must never break — no fabricated pricing, SLAs, customers or metrics; unconditional opt-out; no invented urgency — live in code, where no email (not even yours) can erase them.

A brand-new Sally earns her autonomy. At first every prospect email comes to you as a one-tap approve / edit / reject, and she starts sending on her own only once your corrections fall below a threshold. Her first hundred real calls are each critiqued immediately by a hard-nosed sales-coach review — then nightly, forever.

Every action is auditable. Nearly every action is reversible by replying to an email.

She runs the paid advertising, too

Point Sally at your ad budget and she stands up campaigns on the Meta platforms — Facebook and Instagram — plus LinkedIn and X, writes the copy from your own materials, creates the images and short videos, and spins up an on-brand landing page whose "watch it presented live" button drops a visitor straight into one of her voice calls. A form fill becomes a lead in her pipeline within moments, worked like any warm prospect: reply, demo, qualify, close. The loop runs end to end — ad → lead → conversation → call → revenue — and what the sales calls teach her feeds back into the next campaign.

Nothing spends money without your say-so

Normal campaigns get a heads-up window ("launching tomorrow at 10am, $50/day for two weeks — reply to hold"). Video ads, sensitive categories, and customer-list retargeting always need an explicit yes. You set monthly and daily caps she never crosses, a deterministic rules engine — not a guess — computes every budget change from real results, the platforms hold hard native caps on top, and an emergency stop freezes everything instantly.

Your media budget is billed by the platforms, never marked up. On the spend she manages she charges a 10% management fee — no retainer.

How the outbound machine actually works

Two channels, never conflated. Warm contacts — the lists you accumulate through conferences and intros — go from your own inbox, gently paced, with unconditional opt-out. Genuinely cold prospects go through dedicated, separately-warmed sending infrastructure, so cold volume never risks your domain's reputation.

She finds prospects herself, searching lead databases against your ideal customer profile — and because database filters are approximate, her per-prospect research doubles as a verification gate: defunct, acquired, wrong-industry and wrong-size companies are quietly dropped before anyone is emailed. Before a big speculative list spends a dollar, she probes a free sample and reports the true hit-rate.

Hand her a messy pile — a spreadsheet with a do-not-sell tab, a CRM export, one sentence like "go after managers at specialty paint stores" — and she comes back with a plan first. One plain-English yes covers the whole motion, exclusions locked in before anything else, paced honestly across months rather than blasted in a night.

The close, the handoff, and why deals never disappear

Every active deal carries a structured qualification scaffold — economic buyer, identified pain, champion, competition, next close date — filled in conversationally, every field citing the email or call that supplied it.

She tracks whole buying committees, not flat contact lists: when a champion writes "let me loop in our CFO," the CFO becomes a tagged contact with their own thread state. She understands and navigates the nuances between roles — head of sales to VP of sales to CFO — and tests and tailors her pitch to each audience automatically, the way a good human rep would: the VP hears pipeline coverage, the CFO hears payback.

Proposals are drafted only within pricing bands you configure; discounting past the band is refused at the tool layer and escalated to you. Sally runs no payment or signature system of her own — when she closes, she sends your own Stripe, DocuSign, or signup link, exactly as you configured it, warm threads only, every send logged as a close attempt.

And a handed-off deal is never forgotten: the month-end review means every close gets recorded, and a deal you couldn't move can flow back into her pipeline instead of dying on the vine.

What she actually does

The whole motion, not a slice of it.

Every one of these is normally a separate tool with a separate login, and a person in the middle carrying context between them. Here they're one system, which is the only reason the learning compounds.

research outreach ads the call follow-up the close

What follows is one campaign, start to finish.

ResearchOutreachAdsThe callFollow-upThe handoffThe closeThe loop
Chapter one

Research and targeting

Reads your market, builds the ICP, finds prospects and verifies each one before anybody is emailed.

> Finding 'asset managers at multifamily operators in the Southwest, 1,000–10,000 units'… 208 companies match that criteria. > Verifying each against the live web… 11 dropped — acquired, wrong size, no longer operating. 197 remain. > Searching for asset managers at those companies… 98 found — widening to related titles (VP Operations, Regional Manager)… 142 asset managers or related titles. > Looking for email addresses… 133 found. 9 with no address I can verify. > Researching each company, writing a unique pitch for each… Queued in dedicated cold infrastructure. Warm contacts send from your own inbox.
ResearchOutreachAdsThe callFollow-upThe handoffThe closeThe loop
Chapter two

Outreach that isn't a blast

She researches each company and writes the email around what they actually do. An honesty check rejects name-swap templates and invented urgency.

To:      [email protected]
Subject: knowing who won't renew, eight weeks early

John —

If I could tell you with 98% accuracy which residents were likely not to renew, eight weeks before they gave notice, would you be interested?

We do that every day for management companies like AmeriRent, VineStreet Living, and 35 of the NMHC top 50.

Can I explain?

Sally

Four lines: one claim, the proof for it, and a question. John never replied — most people don't. So she works another channel.
ResearchOutreachAdsThe callFollow-upThe handoffThe closeThe loop
Chapter three

Paid advertising

Campaigns on Meta, LinkedIn and X. She writes the copy, makes the images and video, and builds the landing page.

R
RetentionZenSponsored ·
···

Your renewals report tells you who left. This tells you who's about to — and which concession keeps them.

RetentionZen

Know eight weeksearly.

Nightly read from your PMS
retentionzen.comSee who's at risk before they give notice
Learn more
128 21 comments · 9 shares
Like
Comment
Share
$50/day · launching tomorrow 10am · reply to hold

John clicked this one.

ResearchOutreachAdsThe callFollow-upThe handoffThe closeThe loop
Chapter four

Live sales calls

Not a chatbot on a page. A spoken conversation, on the prospect's schedule, where they set the pace and can ask for a human at any point without repeating themselves. John clicked the ad at 11:04 on a Thursday, landed on retentionzen.com, and hit Talk to Sales. No form. No “someone will be in touch.” The next voice he heard was Sally's. Watch what she does before he's pitched anything — and watch the deck keep up with him.

Rotate
your
phone
Sally takes John's sales call live in this chapter. Turn your phone sideways to watch it play out — or keep scrolling for the transcript.
ResearchOutreachAdsThe callFollow-upThe handoffThe closeThe loop
retentionzen.com retentionzen.comLive sales call — RetentionZen 11:04 PM
RetentionZen ProductHow it worksPricing

Know who's leaving eight weeks early.

A nightly read from your PMS flags the residents about to give notice — and the concession that keeps them.

Talk to Sales See pricing
Works with Yardi · RealPage · Entrata · AppFolio
Sally presenting a deck on a live call, her conversation panel beside it
RetentionZen

Works with what you already run.

YardiRealPageEntrataAppFolio

A nightly read-only pull. No write access, no data migration, and nothing to rip out.

Your PMSnightly pullat-risk list, in your inbox
RetentionZen

Priced per unit. Not per seat.

$1.75per unit, per month
1,200 units    $2,100 a month
One prevented turn    $3,000 back
No setup fee. Month to month.
4 / 25
11 / 25
Sally: Hey — can you hear me clearly? And if you'd rather do this in another language, just say the word and I'll switch.
John: English is fine. Sorry, who is this?
Sally: Sally, from RetentionZen. I saw you clicked our ads about renewals, what about that resonated?
John: Honestly, the offer side. We throw concessions at people and I've no idea whether any of it works.
Sally: That's worth fixing on its own. Before I pitch you anything — how many units are you managing?
John: About twelve hundred, across nine properties.
Sally: And when a resident is thinking about leaving, how do you find out today?
John: Usually when they hand in notice.
Sally: That's the answer nine times out of ten. Last one — is this your call to make, or does someone else weigh in?
John: Mine, up to a point. Anything with a real price tag and my CFO is in it.
Sally: Good — that tells me what to show you. I'll skip the resident-sentiment side entirely, stay on renewals and which concessions actually move people, and put the numbers in a form your CFO can check line by line.
Sally: So: we pull your residents out of Yardi every night and read the renewal signals, and you know who’s likely to leave weeks before they give notice — and what offer would keep them. Read-only, nothing to rip out.
John: We already run a renewals report.
Sally: Most operators do. The question is whether it reaches you early enough to act on. What does a turn cost you, all in?
John: Call it $3K a unit. We turn about 40 a month.
Sally: Then that's $1.4M a year walking out the door. Save three of those a month and this pays for itself four times over — your numbers, not mine.
John: Alright. Send me something I can put in front of my CFO.
Sally: Sending an ROI model for you now. Feel free to CC me into a thread with them and I'd be happy to answer any questions directly. Before we sign off, what's a good day next week for me to check in with you if I haven't heard back?
John: Tuesday works.

11:24 PM — a first conversation, a committed next step, every objection captured on the deal, and nobody on their team awake for any of it.

ResearchOutreachAdsThe callFollow-upThe handoffThe closeThe loop
Chapter five

Follow-up and qualification

She tracks whole buying committees, not contact lists, and fills in the qualification scaffold from what people actually said.

Deal  ·  Harborlight Residential
Portfolio
1,200 units across 9 propertiesAbout twelve hundred, across nine properties.
Pain
Learns of churn at noticeUsually when they hand in notice.
Cost of pain
$1.4M a year — $3K × 40 turns a monthCall it $3K a unit. We turn about 40 a month.
Economic buyer
CFO, above a price thresholdAnything with a real price tag and my CFO is in it.
Champion
John — his call, up to a pointMine, up to a point.
Source
Paid — the renewals ad, after no reply to cold outreach
Next step
ROI model sent, check in TuesdayTuesday works.
Out of scope
Resident sentiment — she dropped it on the call
+
Marisol Vega · CFOAdded from John's CC · own thread state
ResearchOutreachAdsThe callFollow-upThe handoffThe closeThe loop
Chapter six

The handoff

You decide where her job ends. By default it ends here — she runs the whole motion, then stops and hands you the deal, with everything she learned and the questions she couldn't answer.

To:      you
Subject: Handoff — Harborlight Residential, ready for contract

Hi, quick handoff. John at Harborlight Residential is ready to move to a contract.

What I told him: I'm stepping back so you can take it from here on final price, contract, and signature.

Reason for handoff: John runs 1,200 units across nine properties for Harborlight Residential, a Southwest operator. He came in from the renewals ad and took a live call the same night. Today he finds out a resident is leaving when they hand in notice; he puts a turn at $3K all-in and turns about 40 a month, so he's carrying roughly $1.4M a year in avoidable churn — his numbers, not mine. Priced at $2,100/mo, inside your band, with no pricing pushback at all. His CFO, Marisol Vega, is in on anything with a real price tag and has the economics line by line. Straightforward close — he's ready to go.

Deal Brief Opportunity value: $25,200/yr Pricing sensitivity: low_friction Open questions: He'll want a reference his own size. I don't have one I can name. Recent activity: 6 events, Aug 3–4 — ad click, email, reply, live call, ROI model, CFO added Lead state: Ready for contract Lead email: [email protected]

I've stopped sending on this thread. Let me know if you need any context I've missed.

She stops on her own. Moving the line is a reply, not a setting.
ResearchOutreachAdsThe callFollow-upThe handoffThe closeThe loop
Chapter seven

Or she closes it herself.

If your deals are straightforward and you're comfortable letting her, move the line and she finishes the job — proposals inside pricing bands you set, sent with your own Stripe or DocuSign link. Discounting past the band is refused at the tool layer, not by a policy she could be talked out of.

To:      [email protected], [email protected]
Subject: RetentionZen — proposal, 1,200 units

John, Marisol —

Laid out the way you asked for it, Marisol: line by line.

1,200 units at $1.75/unit/month $2,100/mo One prevented turn $3,000 Break-even 0.7 turns/mo No setup fee. Month to month.

Sign here when you're ready: DocuSign
Questions before then — reply and I'll answer directly.

$1.75 is inside the band you set ($1.60–$2.10). A request for $1.40 earlier in the thread was refused at the tool layer and escalated to you.
To:      you
Subject: Tuesday — 1 close, 1 for you, 12 threads moving

Harborlight signed. 1,200 units, $2,100/mo, your DocuSign link, no discount.

One needs you: Ridgeline asked for security review docs I don't have. Reply with the SOC 2 and I'll take it from there.

Objection pattern this week: 4 of 11 replies pushed on whether the Yardi pull is really read-only. I've started answering it before they ask.

Tomorrow: 6 quiet threads, the Northline list, ad refresh at 10am.

The evening email either way — Harborlight she closed; Ridgeline arrives tomorrow as a brief like the one before.
ResearchOutreachAdsThe callFollow-upThe handoffThe closeThe loop
Chapter eight

What she learned tonight

Every night she reads back what actually happened and decides what to do differently. This is the part that only works because it's one system — the close teaches the outreach, and the ads teach the list.

23:14harborlight residential · won The ROI case did it. He moved the moment the numbers were his own rather than mine, so I'm running it earlier in the sequence from now on — and testing it as ad copy. He never answered three cold emails and came in from Meta instead. Worth re-weighting the mix for this segment. 23:16havenwoods · gone quiet Three follow-ups across two contacts, nothing back. I was going to park them on a monthly ping — instead I'm sending them the ROI case that just closed Harborlight. I already have the numbers to build it. Queued for 10:00 tomorrow. 23:18arrive properties · churned QuickBooks shows they cancelled. Not surprising, honestly — one property, and well below the rent band we normally win in. I should have caught that before I pitched them. Saved to memory: market-rate and above first on the next list, then work down from there. 23:19paid · pattern The plain, text-heavy creative is out-clicking the designed ones. That's counter-intuitive enough that I don't want to sit on it for a week. Posted to the internal thread so the other agents can test it against their own markets. 23:22pricing · pattern Nine proposals out, nobody has contested price, and no one has asked for a discount. That usually means the published rate is under the market. Will include this on my next check-in with my manager, it's something he should be watching too and I can't modify pricing on my own anyway.

Tomorrow's list is built by tonight's.

Want to see a call from the buyer's side? Take Sally's sales call — one link, no calendar, a live spoken conversation. And once you're a real prospect, she'll build the same thing for your company: she reads your site and generates a complete live sales presentation of your product, so you can watch her sell what you sell before you've signed anything.

Take the call
Timing

Sally keeps tabs on every target you care about — for as long as it takes.

Most of selling is waiting for pieces you don't control to line up. Sally doesn't work a list once and move on — she holds steady pressure on every account, and every person inside it, month after month, and moves the week something shifts.

  1. A new hire lands in a role you sell to — she sees the title, and the introduction goes out that week, not at the next campaign.
  2. Jim is promoted from manager to regional manager — she congratulates him, and the relationship is warmer the next time there’s something to sell.
  3. Jim leaves for a VP role at another company in the same market — she congratulates him there too. One relationship just became a second account, with someone who already knows you.

You teach her the triggers that matter in your market — reach out whenever an account hires a new VP — and she watches for them across every account, acts on them without being asked, and tells you what she saw and what she did in the same evening email.

Now imagine month one

Your week has changed shape. Every evening, one email.

By default, every deal comes back to you at the close, as a structured Deal Brief. If you've moved the line, straightforward deals she closes herself, with your own payment link. On the last day of the month she asks where the handoffs landed; you answer in a sentence, she books the outcomes. You spend your time on the conversations only you can have.

And you reply to that email the way you'd reply to a rep — redirect the market, kill a campaign, correct a claim, change what "qualified" means. It's live on the next day's work.

From: Sally <[email protected]>
Subject: Daily debrief — Thursday
Good evening — today in the pipeline:
  • 3 replies — Meridian asked for a proposal (drafted, in your band, awaiting your look)
  • 2 live calls ran — Halstead committed to bringing in their CFO Tuesday
  • Objection pattern: 4 of 12 replies this week pushed on onboarding time
  • Coaching gap: you asked me to drop "circling back" — I used it once, thread fixed
  • Tomorrow: follow up 6 quiet threads, work the Northline list, ad refresh at 10am
Sally
Built around the outcome

Traditional software is built around isolated activities. Sally is built around revenue.

She doesn't merely know an ad received a click. She knows whether the person who clicked later took a meeting, what they cared about, which objections appeared, whether the opportunity progressed — and whether it became revenue. That creates a continuous learning loop across the entire customer journey.

The campaign improves because the sales conversations improve it. The conversations improve because the campaign attracts better prospects. The entire system improves because it can see what actually turns into revenue. Today, humans perform this coordination. Sally turns that coordination into software.

Underneath sits something no ad platform or email tool has ever had: with Stripe and QuickBooks connected — Chargebee, Recurly and others to follow — she sees the full lifecycle, from "never heard of you" to invoice paid. Ground truth, verifiable, and to our knowledge something no other AI sales or marketing tool has built. So she can tell you that dentists who see one particular image click through and buy, while physical-therapy administrators click, reply — and stall, and exactly what they say on the call when they do. And when the pattern points at the product itself — a gap she keeps hearing about on calls — she brings it to you, so the market's objections feed what you build next.

One wall never moves

Outcomes teach her how to sell, never what's true. Product facts and pricing only ever change through you — and every change she makes to her own memory is cited, versioned, and reversible with one reply. When a prospect asks something she doesn't know, she has a hard rule: never invent an answer. She tells them she'll find out, asks you, follows up — and files your answer into her corpus of knowledge, so it's asked once and answered forever.

That is the loop inside your own account. There's a second one, and it runs across every Sally at once.

The compounding

Every call makes every Sally better.

This is the part that's hard to get from a person you hire, at any salary.

A sales conversation is the richest training signal in commerce, and it has always been thrown away. It happens once, in one room, in front of one person, and whatever was learned in it stays inside that one person's head until they leave for another job and take it with them.

A good human rep ~4 calls a day

Maybe a thousand a year. They keep what they remember, lose the rest, and take everything with them when they go. Nothing they learned reaches the rep two desks over except by accident.

Your Sally Every call, every night

You just read one night of this. She knows how each conversation ended, because she can see all the way to the invoice — so a win becomes an opening, a loss becomes a targeting rule, and a price nobody argued with becomes a question for you. Nothing is remembered selectively. Nothing is lost.

Every Sally Every lesson, in every Sally, by morning

What one Sally learns about pacing a hard buyer, holding a price, reading a five-minute executive, or knowing when to stop talking doesn’t stay in one account. It crosses to every other Sally, working for every other company. The craft is shared. The learning curve is one curve, and everybody is on it.

Does my pipeline teach my competitor’s Sally?

No. The separation is categorical. Craft crosses. Content never does.

What crosses is how to sell: pacing, sequencing, when to ask for the close, how to handle a competitor-anchored skeptic, which structures of reply actually get answered, how to run a call with someone who's given you five minutes. General, transferable technique — the things a great sales coach would teach anyone.

What never crosses is what you sell: your prospects, your pricing, your positioning, your deal history, your customer list, your product facts. That lives in your account and it stays there. The same wall that stops her inventing a price stops her carrying your book of business into somebody else's account.

It's the difference between a rep learning a better way to handle an objection and a rep taking your client list out the door. We built for the first and engineered against the second.

No agency, no designer

Ads Sally generated.

Creative Sally produced for OpenVia, an access-control company — the copy, the design, and the per-platform formatting, shown as they run in-feed. She writes them from your own materials, formats them for each platform, and nothing spends a dollar without your say-so.

LinkedIn sponsored post Sally generated for OpenVia
LinkedIn Modern access control for multifamily.
Instagram ad Sally generated for OpenVia
Instagram Your residents live on their phones. Their access system should too.
X promoted post Sally generated for OpenVia
X Upgrade access, not your whole system.
The category

Not another AI SDR. Not a spam cannon.

An AI SDR books meetings a human still has to take, from sequences a human still has to write, into a funnel a human still has to run. It's one more tool on the pile. And the blast tools? Ten thousand name-swapped emails a day is exactly the machinery buyers have learned to delete.

Sally is not a writing tool, not a chatbot on a website, not another dashboard. She is the operating system for acquiring customers — the world's first comprehensive system for go-to-market: campaigns, outreach, conversations, live sales calls, qualification, follow-up, and the close, coordinated by one intelligence that learns from revenue.

Even her cold outreach proves the point: before any cold email goes out, she researches that prospect's company on the web and writes the whole email individually around what the company actually does — then an honesty check rejects name-swap templates, invented details, and manufactured urgency.

Your data, as it actually is

You can hand her a box of coat hangers.

Nobody's data is clean. Nobody exports neatly. What actually arrives is a PDF of conference attendees, a calendar export, a CRM dump with three tabs and a do-not-contact list buried in the third, a spreadsheet somebody merged cells in back in 2021, a screenshot of a LinkedIn search, and a sentence of context in the email body.

A good human assistant handles that without being told how. They open it, work out what it is, notice the tab that matters, ask one clarifying question if they need to, and get on with it. That is the bar Sally is built to meet — sort through the pile the way a person does, then act on it.

Here’s a list of all the attendees from last week’s conference. See if there are any good fits on there and reach out.
Here’s an export of my calendar from the past year — take a look at all the sales calls I had and follow up with anyone who didn’t close.

The second one looks like one instruction and is roughly nine. Parse the file. Work out which of four hundred events were sales calls and which were standups, school pickups and dentist appointments. Identify the counterparty on each. Cross-reference against what actually closed. Find the ones that went quiet. Then write to each of them in a way that acknowledges a year has passed without being strange about it — and pace the whole thing so it doesn't land as a blast.

Handling the mess isn't a feature around the edges of the product. For the companies Sally works for, it is the product, because the mess is the honest state of the business.

Who this is for

Sales-motion dependent, not industry dependent.

Sally is for B2B — a uniquely tangible sale — and for non-regulated industries, so not finance, banking, or medical, where licensure requirements apply. Beyond that, the screen is simple: do you sell B2B, mostly over email and Zoom? Then Sally can likely run your motion. She's not for the enterprise, where deals are done over steak dinners and golf. She's for the transactional end of the spectrum.

The screen B2B, over email and Zoom

That is the whole test. If the deal gets done in a browser rather than over a steak dinner, Sally can likely run your motion.

Your sales motion also has to be teachable: a repeatable buyer, a qualification process, a presentation, and a path to purchase she can learn — then run thousands of times without drifting. What you're buying is work performed, not another platform for your team to operate.

Who she isn't for, plainly: regulated industries where licensure applies — finance, banking, medical — and true enterprise. Say so early and we'll tell you it isn't a fit rather than sell you anyway.

Pricing

Sally is paid like a salesperson. Her incentives are yours.

She is compensated the way a salesperson is: a base that covers the acquisition motion itself, plus a cut of what she actually brings in. Hire her and close nothing and you pay us very little. Let her make you money and we get paid handsomely — out of money you now have.

The base scales with pipeline, not seats. Commission and ad management ride on top of every tier, so what we earn moves with what you earn.

Starter

$1,499 /month base

+ 10% of first-year deal value + 10% of ad spend managed

billed monthly

For founder-led teams

  • Up to 500 leads active in her pipeline at once — anyone she’s mid-thread with, waiting on, demoing, or following up
  • Sources up to 500 prospects a month
  • A dedicated sending domain and mailbox
  • Every capability, in full
Take Sally's Sales Call
Growth

$3,499 /month base

+ 10% of first-year deal value + 10% of ad spend managed

billed monthly

For teams working a real book

  • Up to 5,000 leads active at once
  • Sources up to 5,000 prospects a month
  • Multi-mailbox and sending-domain infrastructure
  • Larger experiments, deeper revenue feedback
Take Sally's Sales Call
Scale

Volume

+ 10% of first-year deal value + 10% of ad spend managed

volume-priced

For bigger books

  • A straight multiple of Growth — 20,000 active leads is roughly 4×, with a volume discount on top
  • Multiple brands or products
  • Multiple seats and dedicated success support
  • White-label for agencies — a conversation we’d gladly have
Take Sally's Sales Call

Every tier gets every capability. The tiers differ on how much pipeline she can hold — never on what she's allowed to do. And the commission is the part that matters: most of what we make only exists once you've made money first.

The commission

10% of the first-year value of deals Sally sourced — earned only when revenue actually lands. Attribution is deliberately fail-closed: with your permission the platform reads your own Stripe or QuickBooks, read-only, and only an airtight match between a closed deal and Sally's pipeline bills automatically. Uncertain matches ask first. No match is never billed. Refunds claw back pro-rata. Which accounts belong to her motion, and how existing relationships are treated, are agreed before she begins. Chargebee and Recurly to follow.

The ad spend

Paid media budget is yours and is billed separately from the base — Sally never marks it up. On the spend she manages she charges a 10% management fee, the same arrangement agencies have used for twenty years, except she also writes the copy, makes the design, and can see which ad produced a paid invoice. No retainer.

The math you actually do

Side by side: the way it's always been done, or Sally.

Price the year you hire your first sales rep and point a 5,000-person funnel at the market — the tools, the people, and the glue in between.

The way it's always been done

Apollo.io — leads, enrichment, sequences$149/mo
HubSpot Sales + Marketing Pro, 5K contacts~$980/mo
Cold-email infra — warmed domains & mailboxes~$150/mo
Zoom, Calendly, call recording~$50/mo
Ad creative tools & landing pages~$120/mo
E-signature~$25/mo
Tools subtotal~$1,475/mo
First sales rep — $85K/yr fully loaded~$7,080/mo
Ad agency — retainer, plus 10% of spend$2,500+/mo
You, holding it all togetherunpriced
Before a dollar of ad spend
≈ $133K a year
~$11,000+

Sally — Growth plan, same funnel

Prospecting, outreach, ads, live sales calls, follow-up, closing — one system$3,499/mo
Commission — only when deals close10% yr-1
Ad management — no retainer10% of spend
Ramp timenone
Coverage24/7 · any language
CRM seats, point tools, glue worknot needed
Quits after eleven monthsno
Total fixed cost
≈ $42K a year
$3,499

Call it $90K a year that stays in the business — before counting that most of Sally's compensation only exists when revenue does. And nothing on her side of the table ramps for three months, quits after eleven, or forgets to update the CRM. Illustrative stack at typical published list prices, rounded; the pile varies by company, but rarely shrinks.

Run your own numbers

Break the assumptions yourself.

Every figure on this page is ours. These are yours. Set the plan, the deals you expect her to close, what one is worth in its first year, and the ad budget you'd hand her — and watch what the year costs against the stack you'd otherwise be paying for.

Your plan

Your year

First-year revenue she sourced
Base you pay
Commission on closed deals
Ad management fee
Total you pay Sally
Stays in the business

Compared against a year for the traditional stack — the tools, one $85K rep fully loaded, an agency retainer, and the agency's own 10% of the same ad spend — itemized in the table above. Your media budget is billed by the platforms either way and isn't counted on either side. Illustrative, not a quote or a projection of results.

Questions

Common questions.

What does Sally actually do?

She runs the entire customer-acquisition motion. She researches your market, identifies likely buyers, creates and launches campaigns, writes the outreach, produces the ad creative, monitors target accounts, responds to prospects, runs live spoken sales calls, answers questions, handles objections, follows up, qualifies, and closes. She can also work leads you already have — inbound requests, old pipeline, trial users, event lists, referrals. You tell her what you sell, who you believe should buy it, and how much you're willing to spend.

Can Sally really close the deal herself?

Yes — if you let her. You decide where her job ends, and by default it ends just short of the close: she runs the whole motion, then stops and hands you the deal as a structured Deal Brief, with everything she learned and the questions she couldn't answer. If your deals are straightforward and you're comfortable letting her, move the line and she finishes the job — proposals inside pricing bands you set, sent with your own Stripe or DocuSign link. You can also draw the line earlier: one qualifying call and every deal comes straight to you. Moving the line is a reply, not a setting.

Is Sally an AI SDR?

No. An AI SDR books meetings a human still has to take, from sequences a human still has to write, into a funnel a human still has to run — it's one more tool on the pile. Sally is the operating system for acquiring customers: campaigns, outreach, conversations, live sales calls, qualification, follow-up, and the close, coordinated by one intelligence that learns from revenue. SDR work is a fraction of her role.

What happens on Sally's sales call?

The prospect taps one link in her email — no calendar, no booking — and seconds later they're in a live, spoken conversation. She has a deck built from your own site and branding and will present it properly, but it's a mode she offers, never a gate: they can watch it, skip it ("just tell me what it does"), or jump to the pricing slide four slides early and stay there. She handles objections as they land and does the math with their numbers, not hers. It ends in one of three places — she lands a committed next step and has the follow-up written before morning, she closes it with your payment link if you've moved the line, or the buyer asks for a person.

What if a prospect wants to talk to a human?

That exit is open at every moment of the call — before a single slide, mid-objection, thirty seconds in. Sally stops selling, captures what they actually want from a person, and closes the conversation warmly. The deal then lands with you as a structured Deal Brief with everything she'd already learned attached, so whoever picks it up starts where she stopped rather than at the beginning. She doesn't patch them through to a live human, and she doesn't stall pretending she's about to. A handoff is a handoff, not a hold.

What do I receive when a deal comes to me?

A Deal Brief: account and buyer research, the full conversation history, qualification findings, stakeholders, buying signals, known objections, a recommended closing strategy, and the next action the buyer has agreed to take. Every objection and commitment is attached to the deal and summarized in that evening's debrief — none of it depends on someone remembering to write it down. The buyer never has to repeat the journey.

How do I manage her day to day?

Entirely by email. There's no dashboard to maintain and no workflow to keep current — you email her instructions, she does the work, she emails you back. Every evening she sends one debrief: replies, calls run, objection patterns she's noticing, coaching gaps, and what she plans to do tomorrow. Reply to it the way you'd reply to a rep — redirect the market, kill a campaign, correct a claim, change what "qualified" means — and it's live on the next day's work.

Does Sally integrate with our CRM?

No — deliberately. There's no CRM integration because there's no CRM. Sally's pipeline is the system of record. The CRM is legacy software built on the premise that humans do the selling and someone has to monitor and manage their activity; take the humans out of the loop and what you actually want is answers, not a dashboard. Email her "give me a Q4 forecast based on historicals" or "who's likely to close in the next three weeks" and the answer comes back the way it would from a great head of sales.

What does she do while a prospect is not ready to buy?

She keeps watching. Sally tracks your target accounts and the individual people inside them on an ongoing basis, not as a one-time list pull. When someone joins an account with a title you target, she reaches out while they're still new enough to want an early win. When a contact gets promoted, she congratulates them — the person who liked your product last year now signs for a bigger territory. When a contact leaves for a role at another company in your market, she congratulates them there too, which quietly turns one relationship into two live accounts: the company backfilling them, and the company they just joined with budget and a mandate.

Can I tell her when to reach out?

Yes, and this is where she gets sharp. You know the tells in your own market — maybe it's a new VP of Operations, a second location, a funding round, a warehouse lease, or a competitor's logo showing up on their site. Describe the trigger in plain English and she watches for it across every account you care about, indefinitely, and acts the moment it fires. Every trigger she acted on appears in that evening's debrief with who it fired for and what she sent, so you can tune or kill one with a single reply.

Does Sally run paid acquisition?

Yes, including the creative. She develops audiences, campaign concepts, offers, and messaging, and produces the ad copy, the design, and the per-platform formatting for LinkedIn, Instagram, and X — no agency, no designer. What she learns from sales calls and closed revenue feeds back into the campaigns. Your media budget is billed separately from her base and never marked up; on the spend she manages she charges a 10% management fee.

Can she spend money without asking?

Not without a window to say no. Normal campaigns get a heads-up ("launching tomorrow at 10am, $50/day for two weeks — reply to hold"). Video ads, sensitive categories, and customer-list retargeting always need an explicit yes. You set monthly and daily caps she never crosses, a deterministic rules engine — not a guess — computes every budget change from real results, the platforms hold hard native caps on top, and an emergency stop freezes everything instantly.

How does attribution and billing work?

Her commission is 10% of the first-year value of deals she sourced, and attribution is deliberately fail-closed. With your permission the platform reads your own Stripe or QuickBooks — read-only — and only an airtight match between a closed deal and Sally's pipeline bills automatically. Uncertain matches ask first. No match is never billed. Refunds claw back pro-rata. Which accounts belong to her motion and how existing relationships are treated are agreed before she begins. Chargebee, Recurly, and others to follow.

How long does onboarding take?

About 48 hours, and most of it happens before you lift a finger. Point her at your website and she researches your company on the open web, drafts a starter playbook, and builds a complete, professionally designed sales deck from your own site and branding — pricing left blank, because she never guesses a price. Then she rehearses: ten realistic buyer calls against herself, a deliberate share of them hard buyers. Only then do you hear from her, and the first email is her finished understanding of your business for you to confirm or correct in plain English. Connecting her mailbox is the entire go-live. Prefer your own deck? Email her the PDF and it replaces hers. A thirty-minute voice onboarding call teaches her more if you want to give it.

Does what she learns from my pipeline leak to other customers?

No. Craft crosses; content never does. What crosses between accounts is technique — pacing, sequencing, when to ask for the close, how to handle a competitor-anchored skeptic, how to run a call with someone who's given you five minutes. What never crosses is your prospects, pricing, positioning, deal history, customer list, or product facts. That lives in your account and stays there. The same wall that stops her inventing a price stops her carrying your book of business into somebody else's account.

What stops her from saying something untrue?

One wall never moves: outcomes teach her how to sell, never what's true. Product facts and pricing only ever change through you, and every change she makes to her own memory is cited, versioned, and reversible with one reply. When a prospect asks something she doesn't know, she has a hard rule — never invent an answer. She tells them she'll find out, asks you, follows up, and files your answer into her corpus so it's asked once and answered forever. On outbound, an honesty check runs before any cold email sends and rejects name-swap templates, invented details, and manufactured urgency.

Who is allowed to give her instructions?

Only a verified manager. Instruction authority is bound to a cryptographically verified email identity, so a prospect claiming to be your CEO can't steer her. A brand-new Sally also earns her autonomy: at first every prospect email comes to you as a one-tap approve / edit / reject, and she starts sending on her own only once your corrections fall below a threshold. Every action is auditable, and nearly every action is reversible by replying to an email.

Will buyers know they're speaking with AI?

Sally never falsely claims to be human. She operates as part of your company and communicates naturally, and she identifies herself accurately when asked or when disclosure is appropriate.

Does she work outside English and outside US hours?

Yes. She runs calls around the clock and in parallel, in the prospect’s own language, and tailors outreach to prospects who speak Portuguese, Spanish, French — whatever it may be — in their native tongue. That matters most for companies selling into the US from abroad, where the alternative is an availability gap and every demo at 8pm local.

Who is Sally not for?

Regulated industries where licensure requirements apply — finance, banking, medical — and true enterprise, where deals are done over steak dinners and golf. She’s built for the transactional end of the B2B spectrum. The screen is simple: do you sell B2B, mostly over email and Zoom?

How is our data protected?

Customer, prospect, messaging, and training data are isolated to your account and encrypted in transit and at rest. Your private business information isn’t used to train general-purpose models, and access follows the permissions you configure. Revenue system connections are read-only.

Accounting software turned a drawer of ledgers into a financial system. The cloud let companies summon computing without building data centers. Sally does the same for customer acquisition: you build something worth buying — she does everything it takes to bring it to market.

Not a better sales tool. Not a more productive salesperson. A complete sales and marketing system that learns, acts and improves as one.

Eight minutes, no scheduling. She'll pitch you, handle your objections, and follow up in the morning.