PHASE 1 - FAST RESULTS

AI Tools for Sales: Implement Quick Wins for Fast ROI

First 90 Days.

Start capturing every lead, responding in under 60 seconds, and automating 41% of your enquiries, without touching your CRM, ERP, or changing how your team works.

Your AI Journey

Revenue impact
+ 0 %
Cost reduction
- 0 %
Enquiries Automated
0 %
AI Response time
< 0 sec

THE REVENUE LEAK YOU CAN'T SEE

Your Leads Are Leaving. Before You Know They Arrived.

Right now, revenue is slipping away through three invisible leaks. Phase 1 is purpose-built to seal each one — fast, simply, and permanently.

32%

Of Inbound Enquiries

Never Reach a Sales Rep
Nearly a third of every lead that contacts you disappears into a void — unanswered, unqualified, uncontacted. That’s not a sales problem. It’s a systems problem.

4.1h

Average Human Response Time

Leads Go Cold in Minutes
Research shows a lead is 21× more likely to convert if contacted within 5 minutes. At 4.1 hours, you’re competing against every competitor who responded first. And 44% of your reps never follow up at all after that first attempt.

62%

Of Missed Calls

Go Straight to a Competitor
After hours, on weekends, during busy periods — every missed call is a lead you’ll never know you lost. Without after-hours coverage, you’re closed for business 67% of the week.

WHAT GETS BUILT IN PHASE 1

Seven Revenue-Generating Capabilities.

Live in 4–6 Weeks.

No complex integrations. No CRM connections. No disruption to your team. These are the fastest, highest-impact AI deployments available — built from your existing docs and live within weeks.

General Enquiry AI

Instantly answers product questions, FAQs, pricing enquiries, and availability checks on any channel, at any hour. No waiting, no queue, no voicemail.

After-Hours Lead Capture

Never miss a lead outside business hours again. Your AI takes the enquiry, qualifies the intent, and has a qualified brief ready for your team at 8:59am Monday morning.

AI Voice Bot

Answers missed calls in your brand voice, books appointments, captures lead details, and routes hot prospects directly to your team. Works on your existing number.

Lead Qualification Bot

Engages every website visitor, asks the right qualifying questions, and routes hot leads to a human instantly while parking low-intent visitors for nurture sequences.

Routine Enquiry Automation

Complete end-to-end automation of simple, repeatable enquiry types — short-term hire quotes, standard pricing, stock availability. Full resolution. Zero human effort.

Lead Nurture Sequences

Automated follow-up across email, SMS, and chat that continues until the lead converts or opts out. 44% of reps follow up once. Your AI follows up until they buy.

Basic Outbound AI

Re-engage cold and warm leads sitting in your pipeline. Personalised outreach at scale without adding headcount or a new SDR salary to your cost base.

THE ROI BREAKDOWN

The Before & After. With The Numbers.

Here’s what changes when Phase 1 goes live — and what it means in dollars for a typical $2M revenue business.

Metric Before AI Sales Agent After Phase 1 - Quick Wins
Lead capture rate 68% - 32% of inbound never reach a rep 100% - every enquiry captured and qualified
First response time 4.1 hours average - leads already cold <60 seconds - AI responds before a human even reads the email
Follow-Up Persistence 44% of reps follow up only once and move on Automated sequences run until conversion or opt-out
After-Hours Coverage 0% — closed 67% of the week 100% — 24/7 lead capture, qualification, and booking
Enquiries Handled Without Human 0% — every enquiry requires staff time Up to 41% fully automated — 2–3 FTE hours/day freed
Missed Call Recovery 62% go to a competitor AI Voice Bot answers instantly, captures lead, books appointment

The Maths for a $2M Revenue Business

Conservative estimates. Real methodology. This is what’s sitting in your pipeline right now.

Line Item How we calculate it Annual Value
Recovered Inbound Pipeline 32% of $2M inbound = $640k in missed opportunities x 35% close rate $200K+
After-Hours Lead Value 100% capture rate on after-hours vs 0% before. Estimated 15-20% of total enquiry volume. $60k-$120k
Staff Times Freed Up 41% of enquiries automated = 2-3 FTE hours/day x $35-$50/hr x 250 days $17k-$37k
Customer Service Savings Routine enquiry automation eliminates repetitive handling cost $24k-$50k

90

Days to ROI Positive

Phase 1 pays for itself – and for Phase 2 – within the first quarter

$27k

AI vs $88k+ SDR

AI Sales Agent annual cost vs a human SDR – same coverage, no sick days, no churn

4-6 wks

From kickoff to live

No lengthy implementation. No IT project. Revenue impact starts in weeks, not months.

Build Complexity

Simple by Design. Fast by Necessity.

Phase 1 is intentionally the simplest version of an AI Sales Agent. No CRM connections. No ERP integrations. No IT project. It’s built from what you already have and runs alongside your current operations.

Timeline

Week 1-2

Discovery, knowledge base build, channel configuration

Week 3–4

AI training, tone calibration, human escalation rules built in

Week 5–6

Testing, refinement, go-live, team handover

Week 6+

Live with full reporting. ROI tracking begins.

What we need from you

What we handle

Our happy clients

MANAGEMENT & REPORTING

Ongoing Management. Zero Complexity.

Once Phase 1 is live, your team’s involvement is minimal.
The AI flags exceptions, your team handles escalations. Due North handles everything else.

What We Monitor Daily

Hallucination rate

AI giving incorrect or made-up information

Missed handoffs

Situations where a human should have been looped in

New question types

Topics the AI encounters but isn't trained on yet

Channel performance

Which touchpoints are generating the most qualified leads

Monthly Reporting

Lead capture volume

How many enquiries were handled by AI

Enquiry type breakdown

What people are actually asking about

Response time metrics

AI vs any human-handled conversations

Conversion rate tracking

Enquiries to booked appointments or sales

Handoff count

How many leads were escalated to your team, and why

Quarterly Knowledge Base Review

Pricing and product updates

Keep AI responses accurate as your offer evolves

Seasonal information

Adjust messaging for peak periods and promotions

FAQ expansion

New question types identified from real conversations

Tone and escalation

Rule refinement based on actual interaction data

THE SELF-FUNDING MODEL

Phase 1 Pays for Phase 2. By Design.

Quick Wins aren’t just about fast revenue — they’re the financial foundation for deeper AI capability. The ROI from Phase 1 funds the more complex integrations in Phase 2, without asking for more budget.

The Human Cost you're already paying

Human SDR (Salary + Oncosts)

$88k-$147k+/yr

Customer Service Handling

$24k-$50k+/yr

Missed Lead Cost (32% not reached)

$24k-$50k+/yr

Total Annual Exposure

$300k+

Phase 1 AI sales agent

AI Sales Agent (Phase 1)

$27k-$92k/yr

Routine Enquiry Automation Savings

$24k-$50k

Recovered Pipeline Value

$200k+

Annual Savings vs Status Quo

$200k-$270k

COMING NEXT - PHASE 2

Medium Term Wins Unlock Here

CRM integration. Complex quoting. ERP connections. Outbound at scale. Phase 2 builds on everything Phase 1 proves — using the same AI infrastructure, same team, same knowledge base. Just deeper.

FAQs

Within the first 90 days. Phase 1 is designed to deliver quick wins in the first 30 to 90 days of implementation.

Weeks one to four: Lead response time drops from 4.1 hours to under 60 seconds. After-hours capture rate goes from 0% to 100%. That revenue recovery alone is worth +5-8% within the first month.

Weeks two to six: Every inbound enquiry is qualified immediately. Rep time on qualified leads increases by 40%. Admin time drops by up to 70%.

Months one to three: Follow-up consistency goes from 65% to 100%. Average touchpoints per lead go from 1.8 to 8+. Pipeline retention improves by 30-40%.

Every subsequent phase builds on what's already working.

  • Because Phase 1 is deliberately scoped to avoid everything that makes AI projects slow.

No CRM integration. No complex integrations. Phase 1 is built entirely from documents you already have: your website, FAQs, pricing sheets, and email templates. 

Week one and two: discovery session and knowledge base build. 

Week three and four: AI training, tone calibration, and escalation rules. 

Week five and six: testing, refinement, and go-live. From kickoff to revenue impact in under six weeks.

The complexity comes in Phase 2 and 3, when we connect to your CRM, ERP, and other systems. Phase 1 is intentionally clean -- built to move fast, prove value, and fund what comes next.

Phase 1 is about closing the gap. Capturing the leads that are falling through the cracks, the after-hours enquiries going cold, and the follow-ups that never happen because your team is flat out.

In the first 90 days, we build and launch your AI Sales Agent, covering: general enquiry handling (product info, FAQs, pricing, availability), after-hours lead capture, initial lead qualification and routing, the first wave of outbound automation for follow-up and re-engagement, and automated nurture sequences across email, SMS, and chat.

In the first 3 months, you’ll experience +8-10% revenue impact, -15-20% cost reductions, and have up to 41% of all enquiries automated. And you'll be ROI positive before Phase 1 is even complete.

We start with strategy and audit, have the AI live within 30 days, and hit ROI positive by day 90.

A few hours in Week 1 for the discovery session. That's it from a time commitment perspective.

We need your existing website, FAQs, pricing sheets, and any email templates you use. Most businesses have all of this already. We pull from it, build the knowledge base, and come back to you for sign-off on tone and escalation rules before we go-live.

No technical resource required from your side. No IT involvement. No project manager. We handle the full knowledge base build, AI training, brand voice calibration, channel connections, testing, QA, team training, and go-live support.

AI Voice Bots work on your existing number.

When a call goes unanswered – after hours, during busy periods, on weekends – the AI Voice Bot answers in your brand voice. It captures the caller's details, asks qualifying questions to understand their intent, books appointments directly into your team's calendar, and routes hot prospects to a human immediately if they're available.

The result: 62% of missed calls that currently go unanswered now get captured, qualified, and scheduled. Your team arrives on Monday morning with a qualified brief for every after-hours enquiry that came in over the weekend.

A basic web chat widget asks 'how can I help?' and routes to a human. The Lead Qualification Bot actually does the qualifying work.

Every visitor who engages gets asked the right questions for your business. The bot scores them against your ideal customer profile in real time. Hot leads get routed to a human immediately. Lower-intent visitors get parked in a nurture sequence and followed up automatically.

Your sales reps stop wasting time on tyre kickers. The leads that reach them are already screened, briefed, and ready for a real conversation.

They go into a nurture sequence. The AI Sales Agent deploys a structured, intelligent follow-up process that keeps your business front of mind until the prospect is ready.

The nurture sequence runs across email, SMS, and chat. The AI Sales Agent delivers consistent, value-adding touchpoints at the right intervals until the lead converts or opts out. No manual follow-up required. No leads going cold because your rep got busy.

Phase 1 outbound AI works from your existing pipeline data. The warm and cold leads that are already sitting in whatever system you use, even if it's just a spreadsheet.

You provide the contact list. The AI sends personalised outreach at scale, tracks responses, and routes any warm replies back to your team for follow-up.

This offers targeted re-engagement with leads that already know your business. CRM integration comes in Phase 2, when outbound becomes fully automated.

Hot leads and urgent requests always go to a human. 

The escalation logic is configured specifically for your business during Week 3 and 4 of the build. You define what a hot lead looks like and the AI routes them to your team immediately when those conditions are met.

We provide clear reporting throughout the process.

You see exactly how many enquiries the AI handled, how many were escalated to a human and why, how many leads were qualified and what score they received, how many meetings were booked, what the after-hours capture rate looks like, and how the nurture sequences are performing.

On top of the quick wins in the first 90 days, most clients see ROI turn positive within 3–6 months. This is driven by three simultaneous factors: more revenue from captured leads, stronger margins from value-based selling, and lower costs from reduced headcount requirements.

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