Services · simpleplainai

AI agents for sales & ops

Lead qualification, follow-up automation, pipeline hygiene. Autonomous agents that understand your ICP, act inside your CRM, and escalate only when they should. Built on the models you already trust — OpenAI, Anthropic, whatever wins this quarter.

Deliverables

— Scoped scope

— Running agent

— CRM integration

— Human-in-loop handoff

— Observability

Workflow automation

Replace the manual, repetitive work across operations, sales, and finance. Lead enrichment. Pipeline updates. Proposal generation. Onboarding ops. Finance reconciliation. Work that runs itself, built once, maintained forever.

Deliverables

— Workflow audit

— Shipped automations

— Error & retry logic

— Team documentation

CRM & tool integrations

Connect the stack you already have — HubSpot, Salesforce, Notion, Slack, Linear, Zapier — to AI that actually understands your data. We wire it up, set up sync, build webhooks, and make sure the right context reaches the right model.

Deliverables

— System mapping

— Production integrations

— Data hygiene

— Webhook infrastructure

AI strategy & consulting

For teams that want clarity before they build. A 2–4 week engagement where we identify the highest-leverage AI applications in your business, prioritise by impact, and hand you a roadmap your team can execute — with or without us.

Deliverables

— Opportunity audit

— Prioritised roadmap

— Build vs. buy guidance

— Enablement plan

Sales process automation

End-to-end sales automation: prospecting, outreach sequencing, personalised email generation, proposal drafting, call preparation, and CRM update. Reps keep the strategy and the close. Everything else runs in the background.

Deliverables

— Prospect research

— Outbound system

— Proposal generation

— Follow-up logic

How we work together

Three ways to bring AI into your team.

Starter

For teams that want to test AI on one bottleneck before committing further.

1 custom AI automation
Up to 3 tool integrations
2-week delivery
30-day post-launch support
Plain-English handover docs

For teams ready to automate across sales or ops with ongoing optimisation.

Up to 5 custom automations
Unlimited integrations
4–6 week delivery
Ongoing monthly retainer
Continuous prompt and logic refinement
Priority support

Custom

For businesses that need a full workflow audit and a dedicated build sprint.

Unlimited automations
Full workflow and tech-stack audit
Dedicated sprint team
Ongoing support and monitoring
Scoped and priced after discovery

How we start

All engagements start with a discovery call. Scope and timeline are confirmed before any work begins.

Book a discovery call →

Systems that do the work.

We live inside your tools — not next to them.

Three ways to bring AI into your team.

For teams that want to test AI on one bottleneck before committing further.

For teams ready to automate across sales or ops with ongoing optimisation.

For businesses that need a full workflow audit and a dedicated build sprint.

Not sure which service fits?
Start with a call.

Systems that do the work.

We live inside your tools — not next to them.

Three ways to bring AI into your team.

For teams that want to test AI on one bottleneck before committing further.

For teams ready to automate across sales or ops with ongoing optimisation.

For businesses that need a full workflow audit and a dedicated build sprint.

Not sure which service fits?Start with a call.

Not sure which service fits?
Start with a call.