Leads sit in the CRM. Proposals wait for the founder. Follow-up depends on who remembered. Phos AI Labs builds AI sales systems around the way your team actually sells, so the routine work moves forward and your people stay in the conversations that need judgment.
AI sales automation uses AI to research prospects, qualify leads, update the CRM, prepare proposals, and manage follow-up inside a sales process. Phos AI Labs connects those tasks to your data, tools, and sales standards, then gives your team a system that surfaces the next action instead of leaving every opportunity in a spreadsheet or one person's inbox.
Claude (Anthropic) Partner, CCA-F certified team
40+ AI systems
shipped to production in the last 6 months
707 qualified leads
surfaced from a dormant pipeline for LOW/CODE Agency
Trusted across 450+ builds
A CRM records activity. It does not make the next action happen. The real sales process still lives in email threads, call notes, proposal folders, and the head of the person who remembers what mattered.
A prospect asks for information, the team gets busy, and the next follow-up never happens. Nobody knows how much pipeline has gone quiet until the month is already over.
Every proposal needs a final review, every unusual request comes back to the same person, and the sales team waits for context that already exists somewhere in the business.
The best-fit customer profile exists in years of closed deals and conversations. The team still qualifies each new lead from scratch.
Updates happen after the work, when someone has time. By then, the data is incomplete and managers are making decisions from an old version of the pipeline.
The useful sales AI sits inside the process your team already has.
Phos AI Labs maps the sales workflow, finds the points where leads and context disappear, and builds the intelligence layer around them. The result is a system your team can inspect, correct, and improve as the process changes.
The real path from first signal to closed deal, including handoffs, exceptions, and work that never reaches the CRM.
A working definition based on your strongest customers, sales history, and current strategy.
A system that researches and scores prospects against the profile your team approves.
Company and contact context assembled before a salesperson spends time on an opportunity.
Updates, summaries, next actions, and alerts connected to the systems your team already uses.
Drafts built from approved pricing, past proposals, case studies, and the context of the opportunity.
Reminders and draft messages based on what happened in the conversation and what should happen next.
Transcripts converted into decisions, objections, commitments, and next steps.
The product, pricing, proof, and objection context the system needs to give useful answers.
Clear boundaries for what AI can prepare, what a salesperson reviews, and what goes to leadership.
A view of lead quality, response time, stage movement, and the work the team is actually doing.
Documentation, prompts, workflows, and operating rules your team can maintain after launch.
We follow the three Phos AI Labs phases. The audit finds the sales bottleneck, the foundation prepares the data and standards, and implementation puts the system into the pipeline.
We review the CRM, email, call recordings, proposals, lead sources, and sales handoffs. We quantify where time disappears and which opportunities are worth fixing first.
We define the customer profile, sales rules, approved language, pricing boundaries, data sources, and review points. The agent gets a reliable context to work from.
We connect the system to the CRM and the tools your team uses, then put the first workflow into production. That might be lead qualification, proposal drafting, re-engagement, or call preparation.
Your team reviews outputs against live deals and recent conversations. We correct the system where it misses context, overstates a fit, or creates work for the salesperson.
We track response time, qualification quality, CRM completeness, proposal cycle time, and pipeline movement. The next workflow earns its place from the data.
Demand starts before the pipeline, and the first conversation often happens in a chatbot. The audit tells you which workflow to build first.
Research, content, campaigns, and reporting connected, so qualified demand reaches sales with its context attached.
Chatbots that answer from your own documents, cite their sources, and capture the lead when a conversation turns into an opportunity.
Know where AI belongs before you spend. A two-week, consultant-led audit that prices every opportunity.
A staffing firm qualifies a different signal from an engineering firm. A field service company follows up differently from a professional services firm. The system has to understand the work behind the pipeline.
The right starting point is the workflow where a qualified opportunity is already getting lost.
Book a callThe goal is a sales team with more context, fewer forgotten opportunities, and less routine work between the first conversation and the decision.
The system watches the signals your team misses and prepares the next action while the context is still fresh.
Research, summaries, CRM updates, and first drafts move into a workflow, so the team can spend more time with buyers and less time moving information between tabs.
Routine proposals and standard questions move through the system. Leadership sees the complex opportunities that need experience and judgment.
Every interaction leaves behind structured context. Managers can see what is moving, what is stuck, and why.
The strongest proof comes from systems that changed what the team could see and act on.
LOW/CODE Agency
Every proposal needed me in the room. The sales team couldn't move without me, which meant I was the bottleneck in my own company. Now the AI handles the routine ones. I review the complex cases. That's the job I should have had all along.
Jesus Vargas, Founder & CEO, LOW/CODE Agency & Phos AI Labs
Payroll Mexico
I set up two recurring tasks, one daily, one weekly. The daily scrapes LinkedIn job postings, the weekly tracks press releases about companies expanding to Mexico. We have a bunch of leads to follow. I don't know how Phos AI Labs does this. I am amazed.
Franklin Delano Frith II, Owner, Payroll Mexico
Read the full story → HRM Mexico
The results from our increase in lead generation are outstanding. This is the perfect example of the importance of moving forward with an AI strategy. We feel very fortunate to have chosen Phos AI Labs as our partner. It has been a positive game changer for us.
Franklin Delano Frith II, Owner, HRM
The CRM is only one part of the work. We connect the system to email, calls, documents, pricing, and the source of truth your team actually uses.
An agent that contacts everyone is an expensive way to create noise. We ground the qualification rules in your strongest customers and the decisions your team already makes.
Sales workflows change when pricing, markets, and people change. Phos AI Labs can keep improving the system after the first workflow is live.
A useful sales system starts with the workflow and the number of tools involved. Phos AI Labs scopes the audit, foundation, and implementation separately so you can see what you are buying at each step.
AI Readiness Audit
A focused review of the sales process, tools, data, handoffs, and highest-value opportunities. The standalone audit takes about two weeks.
Start hereFirst sales workflow
We build and embed the first production workflow, with the scope set by the systems, data, and review rules involved.
Book a callEmbedded AI sales team
An ongoing engagement for companies that need several sales workflows built, measured, and improved over time.
Talk scopeFind the workflows where AI may create the most value.
Explore →See how a role-specific AI employee works inside an operation.
Explore →Explore the productized sales assistant for teams that need a focused starting point.
Explore →Read how Phos AI Labs built sales and lead-generation systems for real companies.
Explore →In partnership with
