kAIxU Sales Follow-Up Agent
A follow-up brain inside your pipeline — remembers every lead, schedules the next move, and closes gaps without being pushy.
Overview
What it is: A built-in follow-up agent that lives inside your CRM (or lead list). It proposes the next best action for each lead, drafts the message in your tone, and schedules follow-ups — with approvals so you stay in control.
Who this is for
If any of this sounds like your day-to-day, this service fits.
- Busy teamsYou have real work, but it gets stuck in messages and follow-ups.
- Owner-operated operationsYou’re the glue holding the whole thing together — and you’re tired.
- Growth pressureMore leads/customers means more tasks, and the system needs a brain.
What you receive
Everything is delivered as a business-ready system you can actually use, not a concept.
- Built-in task agentThe AI agent lives inside your workflow — not as a separate tool you forget.
- Clear controlYou decide rules, tone, and approvals. Nothing “mystery happens”.
- Launch-ready deliverablesYou get a working system plus a simple onboarding runbook.
In plain terms
Any business that loses money to “I forgot to follow up” — service businesses, agencies, B2B sellers, local shops, and teams with busy phones.
Deliverables
This is what you actually receive. It’s long on purpose — you’re buying outcomes, not vibes.
- Pipeline Panel (Inside Your App)A clean lead screen: New / Contacted / Proposal Sent / Waiting / Won / Lost, with clear next-step prompts.
- Next-Step SuggestionsFor each lead, kAIxU recommends the next action (text, call, email, quote, reminder) and why.
- Message Drafts in Your VoiceShort, respectful drafts that match your style. One-click copy and send.
- Follow-Up Calendar PromptsSimple reminders: “Send quote”, “Check decision”, “Confirm schedule”. No messy setups.
- Objection Playbook ButtonsButtons like “Price Concern”, “Need to Think”, “Compare Options” that generate a calm response instantly.
- Lead Notes CleanupTurns messy notes into a clean summary so anyone can take over the lead.
- Quote/Offer Attachment FlowA simple way to attach your offer (PDF/link) and track when it was sent.
- No-Spam GuardrailsRules that prevent annoying messages (frequency limits, quiet hours, opt-out handling).
- Weekly Pipeline SummaryA weekly report: who needs attention, what’s stalled, and what’s most likely to close next.
Operational handoff
- Admin walkthroughA guided walkthrough so you can run it without asking for permission.
- Usage clarityClear explanation of what triggers AI usage and how caps work.
- Safety boundariesRules that prevent the agent from promising things you didn’t approve.
- Launch checklistA simple list to confirm it’s ready: routing, tone, buttons, and escalation.
Onboarding
Simple steps. Human steps. No jargon marathon.
- Step 1. You show us your current lead list and what you sell.
- Step 2. We map your “normal sales flow” in plain steps.
- Step 3. We lock your tone (friendly, direct, luxury, etc.).
- Step 4. We set follow-up timing rules (how often, quiet hours, max touches).
- Step 5. We install the panel and run a live “lead day” test together.
- Step 6. We launch and tune for 14 days to maximize closes without spam.
Add-ons
Optional upgrades for clients who want deeper control, billing governance, and continuous improvements.
| Add-on | What it does |
|---|---|
| kAIxU Powered (Sales Agent Fuel) | AI fuel billed separately by usage. Spend caps available per month. Includes usage summaries. |
| Governance + Billing Control | Role-based access, team/sub-accounts, per-user usage caps, monthly budgets, and invoice-ready exports. |
| Maintenance + Conversion Tuning | Monthly tune-ups, new objection buttons, and improved follow-up sequences based on what you see in the wild. |
AI fuel (how it works)
kAIxU Powered add-ons use AI fuel billed separately by usage. You can set spend caps so it never runs wild. You always see the usage summary.
Pricing
Premium lane pricing. Clear terms. Start fast.
Base Price
$19,500 base price for this service.
- 20% down to startDown payment: $3,900
- Remaining 80% financedFinanced balance: $15,600
- Includes launch run + tuningWe do a real test cycle before you rely on it.
Financing Examples
Examples below are the monthly payments after the down payment.
- 12 months~$1,300/month after $3,900 down
- 24 months~$650/month after $3,900 down
- 36 months~$433/month after $3,900 down
Full options available: 6 / 12 / 18 / 24 / 36 / 48 months.
All financing options (after down payment)
| Term | Monthly | Notes |
|---|---|---|
| 6 months | $2,600/mo | After $3,900 down |
| 12 months | $1,300/mo | After $3,900 down |
| 18 months | $867/mo | After $3,900 down |
| 24 months | $650/mo | After $3,900 down |
| 36 months | $433/mo | After $3,900 down |
| 48 months | $325/mo | After $3,900 down |
What makes this premium
- It lives inside your workflowNot another app your team ignores.
- It’s tuned to your business languageThe agent speaks like you and follows your rules.
- It includes launch hardeningWe run real scenarios so you can trust it on day one.