AI Sales Operations
Sits over Salesforce + Gmail + Apollo
Headline outcome
Lead scoring across full pipeline; deal coaching in real time
What the operation looked like before.
A B2B sales team running on Salesforce + Gmail + Apollo. Reps were drowning in admin: logging calls, drafting follow-ups, updating opportunities. Lead scoring was a static rubric that hadn't been retrained in 18 months. Deal coaching happened in monthly 1:1s, far too late to save quarters.
The bottleneck
Reps spent ~60% of their week on admin and outreach drafting; coaching happened too late to influence deals in motion.
How the system is wired.
Gmail and Zoom feed into a conversation index (Deepgram for calls, GPT for emails). Claude Haiku re-scores leads daily off real engagement signals, not static fields. Outreach sequences draft in Claude Sonnet grounded in account context from Apollo + Salesforce. Conversation intelligence runs over recent calls and surfaces deal-coaching prompts the rep sees inside their CRM.

Where humans approve, review, decide.
Every consequential decision routes through a person on your team. Speed without abandoning judgement.
Sample approval surface
Reviews and edits drafted outreach before send
Flagged- Decision frequency: Per touch
- Routes to the operator daily review queue
Account executive
| Role | Decision | Frequency |
|---|---|---|
| Account executive | Reviews and edits drafted outreach before send | Per touch |
| Sales manager | Approves the lead-scoring rubric retrains | Quarterly |
| Account executive | Decides whether to act on a deal-coaching nudge | Per signal |
| Rev-ops | Audits CRM auto-updates weekly | Weekly |
What changed for the operation.
3
Outcomes the operating team validated. Numbers below are anonymized to client policy.
Rep time on admin
~25%
down from ~60%
Outreach response rate
+2.4×
sequenced + personalized
Coaching latency
same-day
down from 30+ days
We share the underlying breakdown in a discovery call under NDA.
What runs underneath.
Talk to us
Have an operation shaped like this one?
We'll start with a 2-week Discovery, fixed-fee, against your real systems and operating people. If we're not a fit we'll say so on the call.