Sales Process AI Automation Audit

1. Opening

Your sales team has automated pieces — call transcripts, proposal generation, AI-scheduled demos — but they're disconnected. Reps prepare for calls manually, follow-up is inconsistent, and training happens in one-off sessions instead of systematically from call data.

2. Your Problem Areas

Six sales reps work across fragmented tools with no centralized AI intelligence layer. Call analysis runs in Make.com but doesn't feed prep or training. Follow-ups vary by rep. Research happens inconsistently. The VP knows it's not at the edge of what's possible, but doesn't have a blueprint to fix it.

Manual call preparation

Reps show up to calls without automated context pulled from CRM history, previous transcripts, or prospect research.

Wasted first 10 minutes of every call rebuilding context the system already has. 6 reps × 5 calls/day × 10 minutes = 5 hours/day burned on avoidable setup.

Inconsistent follow-up

Every rep writes their own follow-up. Some do it, some don't. No systematic automation pulls call insights into next steps.

Demos that should convert go cold because follow-up timing and quality varies by whoever handled the call.

Training disconnected from calls

You built call analysis in Make.com that scores demos, but it doesn't systematically train reps or surface objection patterns.

Same mistakes repeat across the team because insights sit in transcripts instead of feeding a reinforcement loop.

Data scattered across tools

CRM, Amplitude, MongoDB, call transcripts, and internal dashboards aren't centralized for AI to query and act on.

Building any new automation requires custom integrations instead of plugging into a unified intelligence layer.

3. Your Solution

We audit your current sales workflow end-to-end — tools, data flow, manual steps — and deliver an AI blueprint showing exactly what to automate, in what order, with clear ROI. Then we build Cloud-based plugins that centralize your data, automate call prep and follow-up, and systematically train reps from transcript insights. Everything runs in your accounts, your team learns to maintain it, and we stay on as AI partners for ongoing improvements.

Sales Workflow Audit

We interview your sales VP and reps, map current tools and data flows, identify manual bottlenecks.

You get a prioritized roadmap of automations ranked by effort vs. impact, so you know exactly where to start and what ROI to expect.

Automated call preparation

Cloud plugin pulls CRM history, previous transcripts, prospect research, and surfaces it before every call.

Reps start calls already contextualized. Saves 10 minutes per call, eliminates redundant discovery questions.

Systematic follow-up automation

Post-call plugin extracts next steps, drafts follow-up emails using your voice and structure, sends or queues for review.

Every demo gets consistent, timely follow-up. No more deals going cold because a rep forgot to send the recap.

Training loop from call data

Weekly automation analyzes all sales transcripts, surfaces top objections, best responses, coaching points per rep.

VP gets a playbook of what's working and what's breaking. Reps get personalized training pulled from real call data, not generic theory.

Centralized AI data layer

Connect CRM, Amplitude, MongoDB, and internal tools via MCPs so Cloud can query everything without custom builds.

Future automations plug into one unified data source. No more rebuilding integrations every time you add a capability.

4. Why Us

We've built 40+ custom AI systems for B2B service companies in three years — voice agents, chatbots, workflow automation. Our CTO has a master's in AI and ex-HubSpot experience. We don't sell templates. We interview your team, extract the knowledge from their heads, and build Cloud plugins that automate how your people actually work, not how a generic playbook says they should.

40+ custom AI deployments

Three years building production systems for B2B service companies — sales automation, lead qualification, support workflows, outbound engines.

Cloud-first since February 2024

Migrated from Make.com and n8n to Cloud plugins. Less maintenance, self-healing workflows, your team can adjust prompts without touching code.

Direct access, no layers

Two principals. One runs strategy, one architects and builds. You work directly with the people doing the work.

5. Why That Matters to You

• We build around your existing CRM and dashboards, not force you into our templates.
• Every automation ties to a measurable outcome — hours saved, faster response time, eliminated manual steps.
• We teach your team to maintain Cloud plugins so you're not dependent on us for every tweak.
• We stay on as AI partners after delivery — you keep improving, we keep helping.

You get systems that work how your team works, not how an agency thinks you should work.

6. Our Team

Bosar Agency started three years ago after realizing most AI agencies sell the same chatbot templates to everyone. We took a different approach: interview the client's team, extract how they actually work, build custom systems that fit their process.

Our technical co-founder brings 15+ years of backend engineering and a master's degree in AI from Lithuania. He's ex-HubSpot. He architects every system we deploy. The business co-founder handles strategy, scoping, and client translation. When we need specialist developers for specific builds, we bring them in. No bloat, no account managers who've never written a line of code.

We've built AI voice agents handling inbound qualification and outbound reactivation, automated lead gen systems that cut manual outreach by 70%, multilingual chatbots integrated with CRMs and ticketing tools for companies across the US and Europe. Everything connects via custom API layers to the client's actual dashboards — Zendesk, HubSpot, internal tools. If we can't tie a feature to a number, we don't build it.

7. What Working With Us Looks Like

01. Kickoff & team interviews

We meet with your sales VP and reps, map current tools, document how work actually gets done today.

We build for how your team works, not generic best practices. This step extracts the knowledge we need to automate the right things.

02. Data & tool audit

Analyze your CRM, Amplitude, MongoDB, existing Make.com workflows. Identify what's open, what's locked, where migrations are needed.

Centralized data is the foundation. If AI can't query your systems, automation stalls. This step maps what's possible and what needs fixing.

03. AI Blueprint delivery

Deliver prioritized roadmap of automations with effort vs. impact matrix, ROI projections, implementation plan.

You see exactly what to build, in what order, and what each automation will save or unlock. No guessing, no generic suggestions.

04. Review & decision

Walk through the blueprint with your team, answer questions, align on which automations to prioritize first.

This is your roadmap. You decide whether to implement in-house or hire us to build it. Either way, you keep the blueprint.

8. Investment

Item	Amount
Sales Process AI Audit	$5,000
Deposit (50%)	$2,500
Final Payment (upon delivery)	$2,500
Total	$5,000

If we save your 6 reps 1 hour per day through automated prep and follow-up, that's 30 hours per week. At $50/hour blended cost, that's $78,000 per year. The audit pays for itself in three weeks. After that, every automation we recommend comes with a projected ROI based on hours saved, faster response time, or eliminated manual steps. You'll know exactly what each piece is worth before you build it.

9. Services Agreement

1. Recitals

This Services Agreement ("Agreement") is entered into by and between the Client identified in the signature block below and the Service Provider identified in the signature block below. The Service Provider agrees to provide the services described in this proposal ("Services") subject to the terms and conditions set forth herein.

2. Term

This Agreement is effective upon execution by both parties and shall remain in effect until the Services are completed, unless terminated earlier in accordance with this Agreement. Either party may terminate this Agreement with 14 days written notice. Upon termination, Client shall pay for all Services rendered through the termination date.

3. Fees and Payment

Client agrees to pay the fees set forth in the Investment section of this proposal. All invoices are due Net 7 (seven days from invoice date). Late payments shall accrue interest at a rate of 1.5% per month on the outstanding balance. Service Provider reserves the right to pause work if any payment is more than 14 days overdue.

4. Client Responsibilities

Client agrees to provide timely access to all necessary information, systems, credentials, brand assets, and personnel required for the delivery of Services. Delays caused by Client's failure to provide required materials may result in adjusted timelines and additional fees at Service Provider's standard rates.

5. Intellectual Property

All background intellectual property owned by Service Provider prior to this engagement remains the sole property of Service Provider. All deliverables created specifically for Client under this Agreement shall transfer to Client upon receipt of full payment. Service Provider retains the right to use general knowledge, techniques, and methodologies developed during the engagement.

6. Confidentiality

Both parties agree to maintain the confidentiality of all proprietary information shared during this engagement for a period of three (3) years from the date of disclosure. This obligation does not apply to information that is publicly available, independently developed, or lawfully obtained from a third party.

7. Indemnification

Each party agrees to indemnify and hold harmless the other party from any claims, damages, or expenses arising from their breach of this Agreement or negligent acts or omissions in connection with the Services.

8. Limitation of Liability

In no event shall either party's total aggregate liability under this Agreement exceed the lesser of (a) $500,000 USD or (b) the total fees paid or payable under this Agreement in the twelve (12) months preceding the claim. Neither party shall be liable for indirect, incidental, consequential, or punitive damages.

9. General Provisions

Service Provider operates as an independent contractor, not an employee or agent of Client. This Agreement constitutes the entire agreement between the parties and supersedes all prior discussions and agreements. This Agreement shall be governed by the laws of the jurisdiction in which the Service Provider is registered. Any disputes shall be resolved through good-faith negotiation, and if unresolved, through binding arbitration.

10. Execution

IN WITNESS WHEREOF, the parties have executed this Agreement as of the date of the last signature below.