SalesforcePipeline & deals
HubSpotContacts & sequences
GmailOutreach & replies
WhatsAppTwo-way follow-up
Google CalendarDeal meetings
StripePayment links
Hire 
Alex.Full-cycle sales.Run to closed won.
Alex finds leads, runs outreach across email, WhatsApp and calls, discusses the deal and sends approved proposals and payment links.
Trusted by teams at
From a target account
to a signed, paid deal.
Alex works the whole cycle inside your CRM: research, outreach, the sales conversation, the proposal and the payment link, with every step recorded against the deal.
Account research- Account
- Northwind Logistics
- Fit to profile
- Segment and size match
- Decision maker
- Head of Operations
- Duplicate check
- No open deal
Multichannel outreach- Email sequence
- Step 2 sent
- WhatsApp follow-up
- Consent confirmed
- Reply intent
- Asked for pricing
- Next step
- Discovery call booked
Deal room- Deal stage
- Proposal
- Price list
- Standard tier
- Discount
- Within approved band
- Proposal
- Sent for signature
Payment- Payment link
- Sent to buyer
- Payment status
- Received
- CRM stage
- Closed won
- Handover
- Onboarding notified
Find
Build a list of accounts that match your ideal customer profile and enrich each contact from approved sources.
Inside your pricing rules. Your team signs off the exceptions. Non-standard discounts, contract changes and legal terms go to the account owner with the full deal history.
Explore governanceThe job to be done
A clear responsibility.
A verifiable outcome.
Starts with
A target account, an inbound lead or a qualified handoff from the Pre Sales Executive
Works toward
A signed proposal and a received payment, or a recorded reason the deal was lost
Leaves to people
Non-standard discounts, contract and legal terms, and strategic accounts you reserve
Alex owns
Full-cycle sales execution- Research and enrich target accounts
- Run multichannel outreach and follow-up
- Answer product and pricing questions
- Send approved proposals and payment links
- Keep every deal stage current in the CRM
People keep
Your sales leaders decide- Discounts outside the approved band
- Contract, legal and security terms
- Reserved strategic accounts
- Pricing and packaging changes
Handed off with context
- 01Quote only from the approved price list and discount bands.
- 02Treat a sent proposal and a received payment as different stages.
- 03Respect consent and contact limits on every channel.
- 04Route exceptions to the account owner with the full deal history.
Design the difficult cases
Exceptions need a path,
not a success message.
- Salesforce
- Requested discount
- 30%
- Approved band
- Up to 10%
- Routed to
- Account owner
Buyer asks for a bigger discount
Only your team approves pricing outside the band.
What the agent doesAlex holds the proposal, records the request and routes it to the account owner with the deal value and history.
What you can checkThe approval task in your CRM and the unchanged proposal.
- Google Docs & Salesforce
- Document
- Customer MSA
- Terms accepted
- None
- Handed off to
- Legal review
Buyer sends their own contract
Legal terms stay with your team.
What the agent doesAlex acknowledges the document, attaches it to the deal and hands the review to legal without accepting any terms.
What you can checkThe attached contract and the legal review task.
Stripe- First attempt
- Card declined
- Deal stage
- Kept at proposal
- Escalation
- Finance notified
Payment link fails
A failed payment is not closed won.
What the agent doesAlex keeps the deal open, tells the buyer, sends a fresh link once and alerts finance if the retry also fails.
What you can checkThe payment log, the deal stage and the finance alert.
Self-service setup
You configure Alex.
Alex gets to work.
- 01
Define the brief
Set Alex’s target profile, approved price list, discount bands and the decisions that stay with your team.
Scope gateApproved brief & named owner - 02
Connect your stack
Connect your CRM, email, WhatsApp, calendar and payment provider with scoped read and write access.
Connect gateReviewed integration map - 03
Test the whole cycle
Run test deals from first touch to payment, including discount requests, contracts and failed payments.
Evaluate gateAcceptance log & test audit - 04
Launch within rules
Start with one segment, review every closed and lost deal, then widen the territory.
Release gateDeployment & support plan
Systems & permissions
Connect the work to the source of truth.
CRM & pipelineRead accounts and deal history; write stages, notes and outcomes.Field mapping, ownership rules and duplicate prevention.Outreach channelsSend sequences and reply to buyers in context.Consent, sending limits and approved templates.Proposals & paymentsGenerate approved proposals and payment links.Price list source, discount bands and payment reconciliation.Review consent rules, sending domains, price-list ownership and how unclear buyer requests are escalated.
Pilot evidence
Measure the result.
Inspect the failures.
- Salesforce
- Accounts contacted
- Logged per day
- Replies
- Tracked by channel
- Opportunities
- Created in CRM
Pipeline created
Qualified opportunities created from Alex’s outreach, checked against your qualification rules.
- Stripe & Salesforce
- Proposals sent
- Recorded per deal
- Payments received
- Reconciled
- Closed won
- Verified stage
Deals closed
Proposals signed and payments received, each matched to a deal record.
- CRM tasks
- Discount requests
- Routed for approval
- Contract reviews
- Sent to legal
- Buyer repeats context
- Agree a baseline
Clean handoffs
Exceptions routed to the right owner with the deal history attached.
Agree baseline conversion and cycle-time targets before the pilot, then track closed deals, lost reasons and escalations.
Buyer guidance
Choose the right level of responsibility.
- Use simpler automation when…
You only need fixed email sequences with no replies or deal handling.
- Consider the Pre Sales Executive when…
You want qualified, briefed meetings handed to your own closers.
- Consider Alex when…
You want the whole cycle run, from first touch to proposal and payment.
- Keep a human in charge when…
Deals need custom contracts, complex pricing or executive negotiation.
Buyer & implementation questions
What to know before
hiring Alex.
The Pre Sales Executive (Peter) finds and qualifies leads and books briefed meetings for your team. Alex runs the full cycle himself: outreach, the sales conversation, the proposal and the payment link.
Only within the price list and discount bands you approve. Anything outside them goes to the account owner, and the proposal waits for that decision.
Email, WhatsApp and calls, within the consent rules and sending limits you set for each channel.
No. Contracts and legal terms are attached to the deal and handed to your team for review.
Standard connectors cover Salesforce, HubSpot, Zoho CRM, Pipedrive, Stripe and Razorpay. Confirm fields, objects and permissions with the integration team.
Yes. Sign up and configure Alex with your price list, discount bands, target profile and escalation owners before launch.
Track pipeline created, proposals sent, payments received, sales cycle length and escalations against the baseline you agree before the pilot.