Agent team · Sales

Your sellers walk into every meeting prepared.
And nothing is sent without them.

When a meeting is booked, the team researches the company and the people, writes the briefing, builds a deck in your brand and updates the CRM. Follow-ups and outreach are drafted for a seller to approve.

Book a call →

The team

Five agents, coordinated by one that reports to your head of sales.

Coordinator

Reviews the pipeline every morning, reports results every week and hands work between the others. Reports to your head of sales.

Prospect researcher

Researches the company and the attendees on the open web and writes an eight-part briefing before each booked meeting.

Deck builder

Turns the briefing into a presentation in your brand kit, with diagrams and images, saved to your drive.

CRM steward

Captures and enriches contacts and accounts, logs activity and keeps the pipeline clean.

Outreach drafter

Qualifies leads against your framework and drafts first emails and follow-ups. Each one waits in a queue for a seller.

Agents prepare. Your people decide.

What the agents do

Prepare each booked meeting: briefing, deck, CRM record, as soon as the booking is confirmed
Review the pipeline every morning and flag deals that have stalled
Draft outreach and follow-ups from your positioning and your offers
Keep the CRM complete: contacts, accounts, activity, next steps

What stays with your people

Every email to a prospect: approved, edited or rejected in the draft queue
Pricing, discounts and commitments
Which accounts to pursue, and the forecast you sign
Anything the charter says must be escalated, such as a strategic account

Works in the tools you already use

CRM

Salesforce, HubSpot, Microsoft Dynamics 365, or the CRM built into MeetLoyd

Mail and calendar

Google Workspace, Microsoft 365

Presentations

Google Slides in your brand kit, or editable PowerPoint

Messaging

Slack, Microsoft Teams

Research

Public web search and reading, cited in the briefing

Each agent gets only the access its role needs, granted by you and listed in the access register. Another system can be connected through its API or an MCP server.

Under your control

A verifiable identity per agent

Each agent has its own SPIFFE identity and signing key. Every action records which agent acted, under which rule, and for whom.

Autonomy earned, and taken back

Approvals where you want them. Autonomy widens only on measured results and steps back by itself when results slip.

Deny by default, one stop

Agents reach only what you grant. One switch stops an agent or the whole team, and the stop is on the record. 32 governance packs apply your rules, on your own model keys.

How it starts

STEP 1

Scope and discover

Which work the team takes on, and the documents it learns from, reviewed by you.

STEP 2

Brief and equip

A charter per agent with its limits, and your tools connected with least access.

STEP 3

Supervised run

Real work, every action approved by a person, until the team earns autonomy.

STEP 4

Go-live

At the autonomy it earned, measured against where you started.