21-day Call-to-CRM pilot • fixed scope
Every Sales Call Gets a Clear Next Step—or a Visible Exception
A 21-day Call-to-CRM pilot for B2B teams using HubSpot and recorded calls. One pipeline, five reps, and up to 60 calls—with every material CRM change and external send kept human-approved.
21 days
fixed pilot
5 reps
one sales team
60 calls
eligible calls
$2.5k
paid upfront
Our AI Services
21-day workflow
01
Baseline the gap
Audit 30 recent calls and quantify missing next steps, owners, due dates, and manager review time.
02
Calibrate and run
Map three to five required HubSpot fields, process eligible calls, and route exceptions for manager approval.
03
Measure and decide
Compare completeness, precision, and time saved, then decide whether the workflow earns a managed rollout.
FAQ