Customers
Inbound
Every inbound channel answered the moment it lands, qualified against rules you wrote, and booked — not queued for someone to get to.
Service line · faces prospects
The work around the deal.
Reps lose deals to admin, not to competitors. Sophia carries the follow-through — the pipeline stays current, the quote goes out, the follow-up happens on the day it was promised — so selling is what your team actually spends the day on.
Talk to us
a 15-minute call — no checkout, nothing to buy online
Before the conversation: Start the assessment
Sales teams losing more to unworked follow-up than to lost deals.
01 · What it does
The work, specifically.
Follow-up that happens
The follow-up promised on Tuesday goes out on Tuesday, in your rep's voice, whether or not anyone remembered.
Pipeline that reflects reality
Deal records are updated from what actually happened in the conversation, so the forecast is not a weekly reconstruction from memory.
Quotes and invoices raised
Sophia raises the quote or invoice through the billing system you already run, and chases the ones that go quiet.
Inbound scored before it reaches a rep
New inbound is scored against your ideal-customer criteria so reps open the day on the ones worth their hours.
Your CRM, not ours
Sophia works into the CRM you already have rather than asking your team to migrate to a new one.
Reps keep the relationship
Sophia does the follow-through, not the selling. The conversations that matter stay with the person who owns the account.
Reps lose deals to admin, not to competitors.
02 · The shape of it
Where the day goes.
What a rep carries today
- Remembering the follow-up they promised on Tuesday
- Reconstructing the pipeline from memory before the forecast call
- Raising the quote, then chasing it when it goes quiet
- Working new inbound in the order it arrived
- Writing up what happened in the conversation
What Sophia carries instead
- The follow-up goes out on the day it was promised
- Records update from what actually happened in the conversation
- Quotes and invoices raised through the billing system you run
- Inbound scored against your criteria before it reaches a rep
- The write-up is filed where your team already looks
03 · Watch Sophia do it
A quote raised, sent and chased.
A quote raised, sent and chased Worked example
The scope is agreed on the call
The rep and the client settle what the work actually is. The commitment is captured as it is made, not reconstructed from memory afterwards.
Sophia raises the quote through your billing system
The same system your team already invoices from — itemised to match the call. No second tool to run and nothing re-keyed by hand.
It goes out the same day, in your rep's voice
Not next week when someone remembers. The quote reaches the client while the conversation is still warm.
The quiet one is chased
No reply is not an outcome. It is followed up on the day it was promised — once, politely, and logged — rather than ageing at the bottom of an inbox.
Your rep closes
They pick up a warm, quoted client and close. The chasing and the paperwork never touched their day.
The call · Tue 2:14 pm
Rep and client agree the scope on the call: the core package plus the add-on, starting next month.
Scope confirmed
Sophia · drafting the quote
Raised in the system your team already invoices from, itemised to match what was agreed on the call.
- Core package
- Add-on module
- Onboarding
The line items mirror the call. No amount is shown here — a real quote’s figures are your own.
Quote drafted
Sophia · sent
Out to the client the same afternoon, in your rep’s voice — not held for a day when someone remembers.
Sent · same day
Sophia · Friday
No reply by Friday, so a follow-up goes out — polite, once, and logged — rather than the quote ageing silently.
Chased, not dropped
Your rep
Picks up a warm, quoted client and closes. The chasing and the paperwork never touched their day.
Rep owns the deal
Sophia does the paperwork, not the selling. Raising the quote, sending it on the day and chasing the silence are hers; the negotiation and the relationship stay with the rep who owns the account.
A worked example of the shipped quote flow — raised and chased through the billing system already cited for this line. No amount appears anywhere: the site carries no figures, and a real quote’s numbers are your own. The client, the scope lines and the days are written for this page.
04 · The week, in sequence
The week after the call.
What happens after the call Worked example
- Tue
The call happens
A rep promises a revised scope by Thursday and a check-in the following week. The promise is captured as it is made, not from memory afterwards.
Your rep
- Tue
The record updates itself
The deal record moves from what actually happened in the conversation — so the forecast is not reconstructed the night before the pipeline call.
Sophia
- Thu
The thing promised goes out
On the day it was promised, in the rep's voice, whether or not anyone remembered. This is the beat that quietly does not happen in most teams.
Sophia
- Mon
The quiet one is chased
No reply is not an outcome. The follow-up is raised again rather than ageing silently at the bottom of an inbox.
Sophia
- —
The rep closes
The judgment calls and the relationship never left them. What left them is the part that was costing them the day.
Your rep
Nothing here is the selling. Sophia carries the follow-through; the conversations that decide the deal stay with the person who owns the account.
A worked example, not a measurement. We do not publish a figure for how many promised follow-ups go unsent, because we have not measured yours — the claim is that the commitment is captured when it is made and fires on the day it was promised.
05 · How it runs
Configured on a call, then operated for you.
This is a managed operation, not software your team is handed. Nothing goes live until the rules are written with you.
01
We map your pipeline as it really runs
Stages, qualification criteria and who owns what — taken from how your team actually sells, not from a template.
02
Your systems are connected
CRM, calendar and billing are wired in during onboarding so records are written where your team already looks.
03
Sophia carries the follow-through
Follow-ups go out, records are updated, quotes are raised and chased — continuously, without a rep having to remember.
04
Reps close
The judgment calls and the relationship stay human. Sophia holds the admin that was costing them the day.
06 · One category
The other three sides of the same door.
The four lines are not four products. They are the interface between your company and everyone outside it — and most companies run more than one.
The executive's own inbound
Executive Support
A desk in front of a leader's inbound: every approach screened against a bar they wrote, and only what earns it reaches them.
Other companies' agents
Agent-to-Agent
An authenticated endpoint where another company's agent can put a structured proposal to yours and get a bounded, grounded decision back.
The promise
Every channel answered. Every decision made.
Talk to us
a 15-minute call — no checkout, nothing to buy online
Before the conversation: Start the assessment