Sales Automation Playbook
A complete blueprint for building an AI-powered sales engine - covering lead qualification, outbound prospecting, follow-up cadences, demo scheduling, and pipeline reporting - so your human reps close deals instead of chasing cold leads.
AI operates via
How It Works
- 01
Segment and Prioritize Your Lead List
Import your lead database and apply ICP scoring rules to surface the highest-potential accounts. Define the triggers that move a lead from cold to warm.
- 02
Deploy Peter as Your Outbound SDR
Peter calls leads, introduces your proposition, handles common objections, and books meetings - all within the first 5 minutes of a lead entering your pipeline.
- 03
Run Multi-Channel Follow-up Cadences
Pair voice outreach with personalised WhatsApp and email sequences. Each touchpoint is timed intelligently based on prospect engagement signals.
- 04
Automate Demo and Discovery Scheduling
Once interest is confirmed, Peter books directly into your AE's calendar, sends a confirmation with meeting details, and fires a 24-hour reminder automatically.
- 05
Sync All Activity to Your CRM
Every call recording, disposition, and next-step note is pushed to Salesforce, HubSpot, or Zoho in real time - giving your sales manager full pipeline visibility.
- 06
Review, Test, and Scale
Analyse conversion rates at each funnel stage. A/B test call scripts and email subject lines. Add new lead sources without additional headcount.
4×
Pipeline Volume
60%
Less Rep Admin
2×
Demo Conversion
35%
Revenue Uplift
Step-by-Step Breakdown
Segment and Prioritize Your Lead List
Import your lead database and apply ICP scoring rules to surface the highest-potential accounts. Define the triggers that move a lead from cold to warm.
Deploy Peter as Your Outbound SDR
Peter calls leads, introduces your proposition, handles common objections, and books meetings - all within the first 5 minutes of a lead entering your pipeline.
Run Multi-Channel Follow-up Cadences
Pair voice outreach with personalised WhatsApp and email sequences. Each touchpoint is timed intelligently based on prospect engagement signals.
Automate Demo and Discovery Scheduling
Once interest is confirmed, Peter books directly into your AE's calendar, sends a confirmation with meeting details, and fires a 24-hour reminder automatically.
Sync All Activity to Your CRM
Every call recording, disposition, and next-step note is pushed to Salesforce, HubSpot, or Zoho in real time - giving your sales manager full pipeline visibility.
Review, Test, and Scale
Analyse conversion rates at each funnel stage. A/B test call scripts and email subject lines. Add new lead sources without additional headcount.
Frequently Asked Questions
What CRMs does UnleashX integrate with?
UnleashX integrates natively with Salesforce, HubSpot, Zoho, Pipedrive, and Freshsales. Custom CRM integrations are available via webhook or API.
Can Peter handle inbound enquiries as well?
Yes. Peter can be configured to receive inbound calls and chats, qualify the prospect, and route hot leads to the right human rep instantly.
How do I prevent Peter from calling leads at odd hours?
You set a calling window per region or time zone, and Peter strictly operates within those hours. DND rules and opt-out handling are built in.
What happens when a lead asks a question Peter can't answer?
Peter is configured with a knowledge base of your product FAQs. For complex technical queries, it flags the lead for a human follow-up and logs the query.
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Ready to run this playbook?
Our team will configure everything to your stack, compliance rules, and brand voice. Live in under 7 days.