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Pro
6 lessons
Proadvanced about 105 minYour guide: SCOUT

AI Sales Agent System

Build a three-part agent system that researches leads, drafts follow-ups and books meetings, with a scoring rubric, a follow-up cadence and a clean CRM.

You'll finish with

You will have a working sales agent system with a lead scoring rubric, a follow-up cadence, a meeting booking flow and a weekly CRM routine, all with a human approving every message before it goes out.

Works with

Any AI assistant

Cost

Included in InnoStak Pro (first lesson free)

Try the free first lesson

Stage 1: Set the rules

  1. 1Map Your Sales Agent SystemDraw the full system on one page so every agent has one clear job and every message has a human check.
  2. 2Build Your Lead Scoring RubricTurn your gut feel about good leads into a simple rubric an agent can apply the same way every time.

Stage 2: Build the agents

  1. 3Build the Lead Research AgentCreate an agent that researches each new lead from public info and hands back a short, scored summary card.
  2. 4Set Up the Follow-Up Cadence AgentWrite a follow-up cadence and an agent that drafts each touch in your voice for you to approve.
  3. 5Book Meetings Without the Back-and-ForthSet up an agent that suggests times, drafts invites and prepares a meeting brief, with you confirming every booking.

Stage 3: Run and improve

  1. 6Keep Your CRM Clean Every WeekRun a weekly CRM routine where an agent finds stale, duplicate and missing records and you approve the fixes.