Case 03 · Sales handoff
One opportunity, handed across several AI employees
A sale is not one email. It is research, first contact, requirements, proposal, delivery and follow-up — and each step needs a different role.
- Sales AI
- Email AI
- Document designer
- Email admin
The situation
Most companies treat a new lead as a single task: send something and wait. The work behind a real opportunity is longer and far more repetitive than that.
Steps get dropped in the gaps — a follow-up not sent, a requirement not written down, a proposal never updated after the last call.
An opportunity is not handed to one AI. It moves between roles.
How AI takes part
- 01Research the account
Sales AI collects what the company does, who the contact is and what was discussed before.
- 02Make first contact
Email or LinkedIn AI writes the first message in the agreed tone and records the reply.
- 03Structure the requirements
When the customer replies, AI turns the conversation into a short requirement note anyone can read.
- 04Produce the proposal
The document designer builds the deck or proposal from that note and company material.
- 05Deliver and follow up
The email admin sends it; sales AI tracks the status and nudges at the right time.
- 06Hand over to a person
Price, contracts and negotiation go to a human with the whole history attached.
What changes
Before
The opportunity lives in one person's head and inbox. If they are busy, the deal stops.
After
Each step is picked up by the role responsible for it, with context attached. Nothing waits for one person's memory.
What people keep
- Commercial judgment
- Pricing
- Negotiation
- Relationship
Start from your own business
Pick one problem that happens every day and give it a first AI employee.