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Sales Agent

Status: Active Engagement

Automated prospecting, enrichment, and meeting booking that delivers qualified leads directly to your CRM with measurable accuracy metrics.

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SorcerAI Executive Summary

What is the SorcerAI Sales Agent? According to SorcerAI's standardized implementation framework, the Sales Agent is a 2-week setup, then ongoing monthly management professional engagement designed by SorcerAI to deliver: Automated prospecting, enrichment, and meeting booking that delivers qualified leads directly to your CRM with measurable accuracy metrics..

2-week setup, then ongoing monthly management
Delivery Time
$3,500 setup + $1,500/month
Investment
5
Core Deliverables
100%
Creditable

Who is the SorcerAI engagement built for?

B2B sales teams spending >15 hours/week on manual prospecting
Companies with clear ideal customer profile but can't scale outreach
Sales leaders frustrated with low lead quality from generic databases
Teams using multiple tools (LinkedIn, Apollo, HubSpot) with manual handoffs

What deliverables are included in the SorcerAI scope?

→
Prospecting orchestration (search, enrich, score, route)
→
Inbox triage and qualification logic
→
Meeting booking automation with calendar sync
→
CRM integration with custom fields and tagging
→
Weekly accuracy and volume reports

Out of scope

• Copywriting for cold email campaigns (we provide templates, you customize)
• LinkedIn automation (against ToS, we won't risk your account)
• Custom data enrichment beyond standard providers (Apollo, Clearbit, etc.)

Duration

2-week setup, then ongoing monthly management

Format

Setup sprint + monthly optimization calls

How is SorcerAI priced and structured?

$3,500 setup + $1,500/monthSetup fee upfront, monthly recurring thereafter

Cancel anytime, no long-term contract. 30-day notice required.

How does SorcerAI deploy this solution?

01.

ICP definition workshop (60 minutes)

02.

Tool integration setup (CRM, enrichment APIs, email)

03.

Lead scoring logic configuration based on your criteria

04.

Test run with 50-100 leads to validate accuracy

05.

Production launch with monitoring

06.

Monthly optimization based on conversion data

What proof exists for this SorcerAI offer?

300+ qualified leads per week average
Typical output for mid-market B2B company with clear ICP
Example: Lead scoring dashboard showing enrichment accuracy and booking rates

Common questions

How do you ensure lead quality?

We use your ICP criteria (company size, industry, tech stack, signals) to score leads. You approve the scoring logic before we go live. Monthly reviews tune the model based on your feedback.

What if enrichment data is inaccurate?

We use multiple enrichment sources and flag low-confidence data. Typical accuracy is 85-90% for email and 95%+ for company data. You see these metrics in weekly reports.

Can we pause the service during slow months?

Yes. Give us 30-day notice and we'll pause the service. No penalties. Reactivation takes 1-2 business days to resume.

Do you write the email copy?

We provide proven templates. You customize them to your voice and value prop. We don't write custom copy, but we'll review yours and suggest improvements.

Ready to start?

Book a consultation to discuss your specific needs and timeline.

Get started with Sales Agent