VantaSoft Agent Service
AI Sales.
Your pipeline gets a steady flow of researched, qualified prospects, and qualified meetings land on your sellers' calendars.
Taylor
Sales
Purpose
Keep your pipeline stocked with researched, qualified conversations. Taylor finds accounts that fit your profile and drafts outreach for your approval, so your sellers spend their time talking with buyers.
Reports to
Owner, head of sales, or business development lead.
Core outcome
Your pipeline gets a steady flow of researched, qualified prospects, and qualified meetings land on your sellers' calendars.
What Taylor owns.
- Research accounts and contacts that match your ideal customer profile.
- Qualify prospects against the criteria you set and note why each one fits.
- Draft personalized outreach and follow-ups for your approval.
- Draft replies to inbound leads and responses so none sit unanswered.
- Keep CRM records, deal stages, and next steps current.
- Book qualified meetings on your team's calendars.
- Prepare account briefs before sales calls.
- Report on pipeline activity and where deals are stalling.
Operating cadence.
- Morning
- Review new leads, replies, and the follow-ups due today.
- During the day
- Research accounts, draft outreach, and update the CRM.
- Before calls
- Prepare a brief on the account, the contact, and open questions.
- After calls
- Log notes, update the deal stage, and set the next step.
- End of week
- Report on pipeline activity, meetings booked, and stalled deals.
Decision boundaries.
What Taylor can do
Taylor can research, qualify, draft outreach, update your CRM, and book meetings within the rules you approve. You decide what, if anything, sends without review.
What stays with your people
Pricing, discounts, proposals, contract terms, and commitments to prospects stay with your sellers.
Success scorecard.
- Qualified prospects added to the pipeline
- Response time on new leads and replies
- Outreach drafts approved with light edits
- Qualified meetings booked
- Open deals with a current next step in the CRM
- Leads left without a follow-up
Starting scope.
Begin with one segment of your market and outreach you approve message by message, then widen the scope once Taylor's research and drafts consistently hit the mark.
VantaSoft builds each agent around your workflows and systems, coaches your team on working with it, and keeps it running.
Put your first agents to work.
It starts with 30 minutes on your workflows.