PHASE 2 - MEDIUM TERM RESULTS
The Engine Room: Deploying Your AI Voice & Chat Sales Agents
Days 90-180.
Phase 1 proved the concept. Phase 2 builds the machine. CRM integration, AI quoting, lead scoring, and outbound at scale. This is where the system deepens and cumulative ROI compounds.
Your AI Journey
Phase 1 Delivered
Quick Wins Already Banked
In the first 90 days your AI Sales Agent handled enquiries 24/7, automated 41% of incoming communications, and delivered a measurable revenue and cost impact. That foundation is what makes Phase 2 possible.
+8-10%
Revenue Uplift
More enquiries handled, faster responses, no leads falling through the cracks — Phase 1’s revenue gains are already running.
41%
of Enquiries Automated
Your team handles the complex conversations. Routine enquiries, qualification, and follow-up — handled by AI around the clock.
−15% - 20%
Operating Costs
Staff handling fewer repetitive tasks means real cost reduction — without cutting headcount, just redeploying it to higher-value work.
PHASE 2 WINS
What Phase 2 Unlocks
By integrating seamlessly with your CRM, ERP, and outbound workflows, it transforms how your team operates — streamlining processes, automating tasks, and driving results at scale. From instant quoting to smarter lead scoring, Phase 2 unlocks the tools you need to work faster, smarter, and more effectively, all while delivering a seamless experience for your customers.
CRM Integration
Now that your AI has learned your language, we connect it to Salesforce, HubSpot, and your existing data.
AI-powered quoting
Complex quotes generated in under 5 seconds, pulling live pricing and inventory from your ERP.
Outbound at scale
AI handles 50% of all outbound communications, from sequences to meeting booking.
Lead scoring
AI identifies your hottest leads based on engagement signals and surfaces them to your team first.
39% more enquiries automated
On top of the 41% already handled in Phase 1. Combined: 80%+ handled without human touch.
48-hour quote follow-up
Every quote sent triggers an automatic follow-up sequence. No lead left uncontacted.
PHASE 2 BUILD
8 Systems Built in 90 Days.
Phase 2 is the integration phase. Each system connects to your existing stack and compounds on Phase 1’s momentum.
AI-Powered Quoting
Complex quotes generated in under 5 seconds. Pulls live pricing and inventory from your ERP. Beats 24-hour human turnaround on every single job.
- 5 sec vs 24 hr industry average
CRM Integration
Salesforce or HubSpot - AI operates natively inside your existing CRM. Reads leads, writes activity, moves pipeline stages, all without rep involvement.
- Salesforce
- HubSpot
- Native API
ERP / System Integration
Connects to your inventory, pricing engine, and order management system. Live data in every AI response — no stale pricing, no out-of-stock embarrassment.
- Live pricing
- Inventory
- Orders
Automated Hire & Rental Processing
End-to-end hire and rental handling without human touch. Enquiry to booking to confirmation to follow-up — the full cycle, automated.
- Zero human touch required
Lead Scoring & Prioritisation
AI scores every lead based on engagement signals, response behaviour, and historical closed-deal data. Your team works the hottest leads first — always.
- Surfaces your hottest leads daily
Service Ticket Automation
Service requests, maintenance scheduling, and parts ordering automated end-to-end. AI triages, routes, and follows up — your service team handles exceptions only.
- Requests
- Scheduling
- Parts ordering
50% Outbound Sales by AI
Half of all outbound sales communications handled autonomously — sequences, check-ins, re-engagement, and meeting booking. Your reps focus on the close.
- 50% outbound
- Fully autonomous
48-Hour Quote Follow-Up
Every quote sent triggers an automatic follow-up at exactly 48 hours. No quote goes dark. The sequence continues until the prospect responds — or opts out.
- 100% of quotes followed up — automatically
THE INTEGRATION PHASE
What Integration Actually Means
Phase 2 is where your AI connects to everything. Here’s what plugs in, what it does, and what your team needs to provide.From a visitor landing on your site to a qualified meeting in your sales rep’s calendar — all without human involvement.
CRM
- Salesforce
- Hubspot
Reads lead data & history
Writes activity & notes
Moves pipeline stages
Logs all AI interactions
ERP
- Inventory
- Pricing
- Orders
Live pricing data
Inventory availability
Order status & history
Hire rates & availability
Calendar
- Outlook
- iCal
Books meetings directly
Checks rep availability
Sends confirmations
Handles rescheduling
Data Quality
- CRM Hygine required
CRM must be reasonably clean
Due North maps all APIs
You provide admin access
Walk us through quote rules
Our happy clients
HOW IT WORKS
Realistic Integration Timeline: 8–12 Weeks
What Your Team Provides
CRM admin access
Read/write API credentials for Salesforce or HubSpot.
Quoting rules walkthrough
Session with your sales manager explaining how you build quotes.
Pricing and inventory structure
How your ERP is organised and what fields matter.
Edge case list
Deals or enquiry types that should always go to a human.
What Due North Handles
All API connections and mapping
We build and maintain every integration endpoint.
Data transformation
Converting between your systems' formats seamlessly.
Testing and QA
Full integration testing before anything touches live data.
Ongoing monitoring
We watch for sync errors, rate limits, and data drift.
Common Blockers
(And how we handle them)
Messy CRM data
We run a data quality audit and remediation sprint before integration begins.
Legacy ERP with no API
We build a middleware layer or use database-level connections.
Multiple pricing structures
We map all rule trees into the AI quoting engine.
IT security requirements
We work within your firewall and compliance constraints.
ROI DEEP DIVE
The Numbers, Day by Day
Phase 1 built the baseline. Phase 2 adds speed-to-lead advantage, automated follow-up, and outbound scale. Here’s the cumulative picture at Day 180.
| Phase | Revenue Impact | Cost Reduction |
|---|---|---|
|
Phase 1 Days 0-90 |
+8-10% | -15-20% |
|
Phase 2 Adds Days 90-180 |
+7-10% more | -20-25% more |
|
Cumulative Day 180 |
+15-20% | -35-40% |
REAL CLIENT RESULT - YEAR 1
Glass Outlet
$180k
Additional revenue generated from AI automation in Year 1. Not projected. Not modelled. Achieved from faster quoting, automated follow-up, and zero missed leads.
- AI Automation
- Year 1
- Additional Revenue
MONTH-BY-MONTH IMPROVEMENT
The System Gets Smarter Every Month.
After 1,000+ interactions, your AI has a dataset.
We use it to improve response quality, refine lead scoring, and optimise every sequence — month over month.
Learning from the First 1,000 Interactions
- What questions weren't answered well and why
- Which leads converted and what they had in common
- What objections keep coming up new responses built
- Knowledge base updated: new products, pricing, promotions
1,000+
Interactions Analysed Monthly
Each interaction feeds the learning loop — better answers, better scoring, better sequences.
Testing & Refining Every Sequence
- A/B testing: message timing, tone, call-to-action variations
- 48-hr follow-up sequences optimised by response rate
- Outbound: open rates, reply rates, meeting booking rate tracked weekly
- Lead scoring refined, which signals actually predict a closed deal for YOUR business
Monthly
Knowledge Base Updates
New products, pricing changes, seasonal promotions — always loaded and always current.
Full Performance Report & Next Quarter Priorities
- Full system performance report: revenue, cost, conversion, sequence metrics
- Next quarter priorities agreed — what to build, what to improve
- Phase 3 readiness assessment: are you ready to go further?
- Data ownership stays with you, full export always available
Weekly
Outbound Sequence Tracking
Open rates, reply rates, and meeting booking rates reviewed and improved every week.
YOUR NEW DASHBOARDS
Full Visibility. Minimal Overhead.
Phase 2 unlocks a new layer of reporting. You’ll see things your current system can’t show you and spend less time managing it than you think. Here are the new dashboards and data you’ll access:
Quote-to-Close Rate
AI vs human. See exactly where AI quotes convert better, and where humans still win.
Lead Response Time Distribution
How fast are you actually responding? Distribution by channel, rep, and time of day.
Outbound Sequence Performance
Open rate, reply rate, meeting booking rate, all tracked per sequence and per step.
CRM Data Quality Score
Real-time score of your CRM hygiene with gaps, duplicates, incomplete records flagged automatically.
Pipeline Value by Source
Pipeline value added by AI activity vs human activity, see the contribution clearly
COMING IN PHASE 3
Days 180–365. The Full System.
Phase 2 proved the machine works. Phase 3 takes it to 80%+ automation with complex purchase journeys, photo diagnostics, advanced tender preparation, and multi-modal AI that handles conversations your Phase 2 system still escalates.
Build The Perfect Sales Rep!
Book a free demo and see how an AI Sales Agent could grow revenue, improve margins, and reduce costs in 90 days.