Agent Sam+Ideal ClientsAgent Sam is your AI prospecting agent: it drafts outreach in your voice and you approve every send. Ideal Clients are the decision-makers who fit the clients you serve best.
Prospecting Agent
Agent Sam finds your ideal clients and drafts the outreach. Nothing goes out until you approve it.
Every month, Agent Sam warms up about 1 in 5 of your ideal clients for a conversation.
In-market contacts come with In-Market Agent.
One campaign, every channel
Agent Sam runs your prospecting Playbook on email and LinkedIn, in your voice, with your approval. Inbound replies, warm intros, and a ready-to-call list, with zero data entry.
- Contacts unlockedDecision-makers whose verified email and phone Sam unlocks for you each month, with research on each one. On In-Market Agent, each extra market adds 400 more.each month
- Messages deliveredThe most emails and LinkedIn messages Agent Sam can send for you in a month. You approve every one.each month
- Dialer minutesMinutes of calls you make from Sam’s built-in dialer that Sam turns into notes, summaries, and next steps.transcribed, each month
- CRM capacityHow many contacts you can keep in Sam’s built-in CRM, including any you import from Salesforce, HubSpot, Pipedrive, Dynamics, or Zoho.contacts you can import
- UsersPeople on your account, each with their own login. Every user works from the same Playbook.built for one producer; teams fit the office plan
- New contacts reachedThe most new people Agent Sam can start a conversation with in a month. Follow-ups to people already in a conversation are not counted again.each month
- Up to 650
- PlaybooksYour instructions for Agent Sam: who you serve, what you offer, how you sound, and how often to follow up. Use more than one for different services or audiences.
- 1
- Your approval on every send
- ✓
- Call-ready list, CRM, dialerA short list of who to call and why, a built-in CRM to track every conversation, and a one-click dialer in your browser.
- ✓
- Signal alerts on your listsSam watches the companies already on your lists and tells you when something changes there, like a new leader, new funding, or a hiring push.
- ✓
More add-ons from your account, like webinar marketing.
- Email marketingNewsletters and announcements to your whole list, separate from one-to-one outreach.
- Intro generatorFinds a shared connection and drafts the introduction request for you to edit and send.
- Contextual contentDrafts messages and posts tied to what is happening at each company, so every touch has a real reason.
- Calendar and schedulingA booking link and calendar sync, so a reply turns into a meeting without the back-and-forth.
- Call intelligenceNotes, summaries, and next steps from your calls, made from the transcripts.
- Voice-conversational CRMTalk to your CRM. Ask who to call next, log a note, or update a deal by voice.