Fractional Ops - Own your in-house AI-Sales System (no more agencies!)

When someone visits your website and is identified as a potential prospect, they automatically receive a friendly, value-first email linking to useful information (such as a newsletter, Tool, guide, or website). On LinkedIn, you'll send a personalized LinkedIn connection request and like one of their recent posts. Then, 2 days later, they send another cold email with a SendSpark video showing typical use cases/celebrating client wins, and offering a free lead magnet.

 Desired Outcome: Capture warm interest shortly after it occurs and start a genuine relationship with value, rather than a pitch (it should seem coincidental).

When a first meeting is scheduled by a prospect, the assigned salesperson automatically receives a call prep with: - A briefing of the person and their company - A link to their LinkedIn and company website - Their likely goals and pain points - Recommended talking points - Recommended offers - Objection handling battle card - Links to your most relevant case studies - Links to your most relevant lead magnets. - Discovery Questions
 Desired Outcome: Show up fully prepared for every call without spending hours researching.

After the meeting, a follow-up email is automatically drafted from the meeting recorder and placed into the deal Notes in a copy/paste format, including: - Additional information they requested - Links to any resources you mentioned or promised on the call - Suggested offer w/pricing (from your actual price book) - Next steps and deadlines Desired Outcome: Ensure the follow-up emails can be quickly reviewed and sent, even when the salesperson has back-to-back meetings.

When a meeting is scheduled from a Lead you've already talked to, but no quote or deal exists, the assigned salesperson automatically receives a call prep based on all previous emails and meeting recordings with that Lead, including: - Their goals and pain points - Recommended talking points - Objection handling - Links to your most relevant case studies - Links to your most relevant lead magnets. - Updated offer recommendations - Deeper discovery questions
 Desired Outcome: Move an interested Lead to a client faster by addressing their concerns and better showing how your product or services allows them to realize their dream outcome.

At the end of the month, email all prospects whom you've met with (but haven't closed) about a special month-end deal. Reference real past conversations to explain how this offer overcomes their specific objections and meets their specific goals, and provide the appropriate offer/tier/pricing option.
 Desired Outcome: Reengage prospects with a valuable solution while creating urgency to convert anyone who was on the fence and needed a nudge.

If a Lead misses their scheduled meeting, a personalized automatic email is sent with context from your call prep, includes a relevant helpful resource, and a rescheduling link.
 Desired Outcome: Recover lost meetings by providing additional value and get them rebooked quickly.