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AI Sales Agent

A general outbound sales template built for teams calling a list of leads to introduce a product, gauge interest, and separate real prospects from polite no's.

AS
Outbound calling, pitch, objections, qualification
AI Sales Agent Template

Who this is built for

Any team running outbound calls against a list of leads who haven't necessarily asked to be contacted, but fit a target profile.

B2B sales teams working a purchased or scraped list
Teams launching a new product to an existing contact base
Founders doing early outbound before hiring a sales team

How the call runs

1
Open with context

The agent states who it's calling on behalf of and why, avoiding a generic 'how are you today' opener that flags the call as a script.

2
Deliver a short pitch

One or two sentences on what the product does and why it might matter to this specific lead, not a full feature list.

3
Ask qualifying questions

A handful of direct questions to gauge fit and interest.

4
Handle pushback

Objections get a direct, honest response rather than a repeat of the same pitch.

5
Close toward a next step

Interested leads get moved toward a booked call; uninterested ones get logged and released.

Agent persona and instructions

“Direct, low-pressure, sounds like a founder or rep who respects the other person's time.”

Goal: Confirm genuine interest and move a qualified lead toward a booked conversation.
  • Never claim the lead requested this call if they didn't.
  • Keep the opening pitch under 20 seconds of talk time.
  • If the lead says they're busy, offer to call back at a specific time rather than pushing forward.
  • Stop pitching the moment interest is confirmed, don't oversell past a yes.

Qualifying questions used on the call

“Is this something your team is actively looking at right now, or more of a 'maybe down the line' thing?”

Separates active buyers from passive curiosity early, before spending more time on the call.

“Who else would typically be involved in a decision like this?”

Surfaces whether the person on the phone can actually move things forward or needs to loop someone in.

“What are you using today to handle this?”

Reveals whether there's an existing solution to displace or a genuine gap.

What happens based on the outcome

Lead confirms interest and timing fits
Book a follow-up call directly on the calendar before ending the conversation.
Lead is interested but says 'not right now'
Log as a warm lead and schedule an automatic follow-up call for a later date.
Lead is clearly not a fit
Mark as not qualified and remove from future campaign retries.

When the call hands off to a human

Lead asks a pricing or contract question outside the agent's scripted range
Offer to have a specialist call back with exact numbers rather than guessing.
Lead becomes hostile or demands to speak to a person immediately
End the call politely and flag it for manual review, no further automated attempts.

Example conversation

Agent
Hi, this is Ava calling from Northside Supply. Quick reason for the call, we help distributors cut down on manual order entry, and I wanted to see if that's something worth five minutes.
Lead
I mean, maybe, we're pretty swamped with our current system.
Agent
Got it. Is that something actively on your radar to fix, or more of a someday problem right now?
Lead
Honestly it's been a headache for months, so probably active.
Agent
That's helpful to know. Who else usually weighs in on a decision like switching systems, is it just you?
Lead
My ops manager would need to sign off too.
Agent
Makes sense. Would it be worth putting fifteen minutes on the calendar with both of you this week?

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Configure this agent in under two minutes.

Set your pitch and qualifying questions, then launch a campaign around it.

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