You manage her like a person. By email.
Onboarding takes about 48 hours, mostly before you lift a finger. After that, every change is a reply — including where she stops and you take over.
Manage Sally from your inbox.
No dashboard. No workflow builder.
She works from a real mailbox on your domain and from your own phone number. At the end of the day, she tells you what moved, what she learned, who she called, what needs you, and what she plans to do next. Every call comes with the transcript. Reply the way you would to a rep.
Subject: Thursday — the book
Quick debrief.
- Meridian asked for a proposal. I drafted it inside the pricing range you gave me.
- Halstead took a call and is bringing their CFO in Tuesday.
- I called Beacon Supply’s main line, got through to their VP of Operations, and sent him the deck at 2:10. He asked me to call back Thursday.
- Northline hired a new Director of Operations this morning. I moved them into the top tier.
- Three accounts this week have raised onboarding time. I think our answer is too defensive. I’d like to change how I handle it.
- Ridgeline’s competitor renewal window starts next month. I’m moving them up.
- Six quiet accounts had nothing worth saying today. I left them alone.
Want something changed?
That is management. No prompt engineering. No Friday afternoon spent maintaining automation.
Your data doesn’t need to be clean.
It just needs to contain the truth.
Send her the CRM export, customer list, old pipeline, website, call transcripts, spreadsheets, conference lists, calendars, decks, emails — or one sentence describing your ideal customer.
She pieces together the market, then asks what the data can’t answer.
You: We sell practice-management software to dentists.
Sally: About 30,000 practices in the US. Too many to work deeply. Where do you actually win?
You: Group practices. Three or more locations. West of the Mississippi.
Sally: That gives me a workable market. I’ll combine what you already know with what I find and verify. You’ll see the top band before I contact anyone.
Every sale makes the next one smarter.
Most sales teams create enormous amounts of buying context and throw most of it away.
Sally connects the outreach, reply, call, objection, buying committee, proposal, close, and revenue — then carries what she learned back into the book.
the book → the moment → the conversation → the deal → the relationship
And because the relationship stays in the book, closed-won is not where the learning stops.
Start with approval. Earn autonomy.
A new salesperson shouldn’t be allowed to say anything they want under your company’s name on day one. Neither should an AI one.
At first, outbound can come to you for approval, edits, or rejection. Your corrections become instruction. As she proves she understands the business, you can give her more autonomy.
Some rules never move
She cannot invent pricing, customers, capabilities, metrics, or urgency. She honors opt-outs on every channel: a STOP by text is also a do-not-call, and “don’t call me” is also a do-not-text. She texts only people who asked for it. She calls business lines, never mobiles or personal numbers, only in business hours, and only where the law allows. Calls are transcribed, never recorded. If anyone asks whether she’s an AI, she says so. If she doesn’t know, she asks.
Give Sally your market.
Sally is onboarding a limited number of companies at a time.
Tell us what you sell and who you sell to. If it looks like a strong fit, we’ll reach out and show you how Sally would work your market.
Four questions. No calendar. We review every request personally.