An AI sales rep. A dashboard built for you.
Find your next customer. Move the deal forward. Bring old leads back to life. Your entire sales motion, working together.
Built for founder-led B2B teams. Configured around how you sell.
Build a pipeline worth pursuing.
Keep the next step from slipping.
Give the founder time back to sell.
When you’re the founder and the closer, sales work fills every gap in the day. Sales OS brings the numbers, the context, and the next move into one operating rhythm.
A shared view of your pipeline, outbound, and sales activity — organized around the decisions you need to make.
An AI rep configured around your offer and process, helping with the work before, between, and after sales conversations.
Build the workflows your team needs. Start with your biggest bottleneck, then connect the rest of the sales process.
Turn your ideal customer profile into researched lead lists. Prepare relevant campaigns and review replies so promising conversations surface quickly.
Spot missed commitments, unanswered questions, and stalled opportunities. Prepare follow-ups grounded in what the buyer actually said.
Go into calls with buyer context, qualification gaps, and a plan. Use post-call coaching to refine your questions, positioning, and objection handling.
Reconnect when timing changes. Reactivate your database and identify the right moment for a next offer, based on the account’s context.
The useful signal is often buried in a call, an inbox, or a promise to circle back. Shape your Sales OS around the details that help your team move a conversation forward.
“Northstar has asked about rollout twice. The proposal is still open, and you promised a plan by Friday. Here’s a follow-up that answers the concern and asks for a decision date.”
Conversation context → clear next step → prepared follow-through
Surface the commitment and prepare the follow-through before the thread goes cold.
Notice repeated questions. Identify the proof, clarity, or confidence the buyer still needs.
Use timing and conversation context to make re-engagement relevant.
We work with you to configure the dashboard and AI rep around how you sell. The workflows and connections are scoped to your team.
Review your offer, buyers, pipeline, and the work that keeps falling back on you.
Scope the tools, data, playbooks, and permissions your Sales OS needs.
Put the first workflows to work. Use real sales activity to sharpen the system over time.
Founder-led B2B teams where the founder is still close to selling — and lead generation, follow-up, and pipeline management are competing for the same hours. We start by mapping your sales process and the work you need help with.
Both. The dashboard gives you visibility into performance, priorities, and deal context. The AI rep supports the research, preparation, and follow-through behind those priorities. They are configured as one system around your business.
The starting point is your current workflow and tools. We scope how Sales OS should work with them during setup, including which data belongs in your CRM and what your dashboard should surface. Connections depend on your stack and available access.
We define that with you during setup: which work it can handle, which actions need review, and where your team takes over. The interactive tour shows examples of prepared work and review steps; your live workflows depend on the tools and permissions you connect.
Yes — the interactive tour lets you inspect sample deals, review follow-up drafts, prepare a call, and explore a reactivation plan. It uses fictional data and runs entirely as a demo. Your live dashboard and workflows are configured for your business.
Start with a demo. We’ll discuss your sales process, the workflows you want, and the integrations involved, then scope the setup and pricing. Book a call on Calendly to get the conversation started.
Let’s look at your sales process and show you where a dashboard and AI sales rep can help.