Find leads on LinkedIn, enrich them with Clay or Apollo, email and WhatsApp every one, reply instantly with a bot, assign a real salesperson from your team of 10, send the catalogue and quotation, follow up on Day 7 — and watch every deal move to CLOSED on one live dashboard the CEO can see in real time.
The AI pulls prospects from LinkedIn and enriches each one through Clay or Apollo — verified email, direct number, company size, decision-maker. It cleans the list, removes duplicates and ranks who to contact first. New leads land on the dashboard every day.
The moment a lead is added, an intro email and a WhatsApp go out within minutes — both written by the AI, both carrying your company profile / product catalogue and a clear CTA. Nobody types anything.
When a lead replies on email or WhatsApp, the bot answers instantly — "Thank you, [Rep name] from our team will contact you within 1 hour." One of your 10 salespeople is assigned round-robin, and on WhatsApp the client is given that rep's direct number, so they know exactly who is calling.
A calendar link books the meeting. On request, the AI sends the quotation and/or the full company profile — logged against the lead so nothing is lost.
No reply to the intro? The email CTA re-sends on Day 7. Quotation sent but quiet? The quotation follow-up fires on Day 7. Every nudge is timed and written by the AI — the team never has to remember.
When a deal is won, the lead is marked CLOSED and turns green on the board. The CEO sees the whole pipeline — per salesperson, in real time — on one screen.
Finds & enriches leads · writes every email & WhatsApp · attaches the catalogue · replies instantly · assigns a rep round-robin · books meetings · sends quotations · times every 7-day follow-up · marks deals closed · updates the CEO dashboard live.
Instant acknowledgement · a named salesperson · a call within 1 hour · their rep's direct WhatsApp number.
| Company | Contact | Status | ||
|---|---|---|---|---|
| [Lead A] — Retail | Owner | ✓ verified | ✓ found | NEW |
| [Lead B] — F&B chain | Marketing Head | ✓ verified | ✓ found | NEW |
| [Lead C] — Developer | GM | ✓ verified | ✓ found | NEW |
| [Lead D] — Hospitality | Procurement | ✓ verified | ✓ found | NEW |
| + 34 more enriched leads today | ||||
Sector, region, company size, job titles. Saved as a LinkedIn Sales Navigator search.
Each company is auto-filled with a verified email and a direct WhatsApp number — the two channels you'll use next.
The search runs on a schedule; fresh, enriched leads land on your dashboard every morning — no manual scraping.
| Find | LinkedIn Sales Navigator |
| Enrich | Clay or Apollo (email + phone) |
| Result | 20–50 verified leads / day |
Dear [First name],
I'm from Your Company. We design, make and install custom signage across the UAE — fast, at a fixed price, delivered on time.
I've attached our company profile and latest catalogue. Given your new outlets, I'd love to show you a few ideas.
📅 Book a 15-minute callOr just reply — a member of our team will get back to you within the hour.
Hi 👋 I'm from Your Company — custom signage & fit-out in the UAE.
Sharing our profile & catalogue 👇
📎 Company_Profile.pdf
📎 Catalogue_2026.pdf
Want a quick quote for your new outlets?
Company profile, catalogue, best CTA. Saved as a reusable template.
A sequence fires within minutes of a lead being added — profile and catalogue attached.
Through your WhatsApp Business number — short, friendly, with the catalogue and a CTA.
The client can book a call in one tap; it lands in your team's calendar.
| Gmail / Outlook connector | |
| WhatsApp Business API | |
| Attached | Company profile + catalogue |
| Time to send | Under 5 minutes after a lead is found |
Hi [First name],
Thank you for getting back to us. Aisha K. from our sales team will personally contact you within 1 hour.
In the meantime, here's our catalogue again for reference. Talk soon!
Every inbound reply is acknowledged instantly, day or night.
The client hears a real person's name — not "our team" — so it feels personal.
Yes, please send a quote 👍
Thanks! 🙌 Aisha K. from our team will contact you within 1 hour.
Her direct number so you know it's us:
📞 +971 55 000 0007 — Aisha K.
The client gets the assigned salesperson's real WhatsApp number — so when the call comes, they know exactly who it is.
Aisha's phone buzzes: "New lead assigned — [Lead B], call within 1 hour." Nothing slips.
The client picks a slot from the CTA; it lands in the assigned rep's calendar with a reminder.
Ask for a quote and the AI sends the quotation and company profile — logged to the deal.
New → Contacted → Replied → Meeting → Quote → Closed. The board always shows exactly where the deal is.
| Booking | Calendly (free works) |
| Quotation | AI-drafted from your price list |
| Filed to | CRM deal + rep inbox |
If the intro email gets no reply, a fresh nudge fires on Day 7 with the same catalogue and a stronger CTA.
After the follow-up cycle it's parked as cold for the next campaign — no spam, no manual chasing.
Seven days after a quote goes out with no answer, the AI sends a polite check-in: "Any questions on the quote? Happy to adjust."
The assigned salesperson is notified so they can make the call — the automation supports the human, doesn't replace them.
| Deal | Company | Rep | Value | Stage |
|---|---|---|---|---|
| YC-2026-118 | [Lead B] — F&B | Aisha K. | AED 62,000 | CLOSED ✓ |
| YC-2026-114 | [Lead A] — Retail | Omar A. | AED 38,500 | QUOTE |
| YC-2026-121 | [Lead C] — Developer | Rahul S. | AED 145,000 | MEETING |
| YC-2026-109 | [Lead D] — Hospitality | Maria G. | AED 27,000 | CLOSED ✓ |
| YC-2026-124 | [Lead E] — Clinic | Yousef H. | AED 19,900 | REPLIED |
| Salesperson | Leads | Contacted | Replied | Meetings | Quotes | Closed | Value (MTD) | Status |
|---|---|---|---|---|---|---|---|---|
| Omar A. | 34 | 34 | 16 | 6 | 5 | 3 | AED 121k | ON CALL |
| Aisha K. | 31 | 31 | 19 | 8 | 6 | 4 | AED 168k | TOP REP |
| Rahul S. | 29 | 29 | 13 | 5 | 4 | 2 | AED 96k | ACTIVE |
| Maria G. | 33 | 33 | 15 | 7 | 5 | 3 | AED 112k | ACTIVE |
| Yousef H. | 28 | 28 | 11 | 4 | 3 | 1 | AED 44k | FOLLOW-UP |
| Priya N. | 30 | 30 | 14 | 6 | 4 | 2 | AED 88k | ACTIVE |
| Daniel M. | 27 | 27 | 10 | 3 | 3 | 1 | AED 39k | FOLLOW-UP |
| Fatima Z. | 32 | 32 | 17 | 7 | 5 | 2 | AED 103k | ACTIVE |
| Kevin T. | 26 | 26 | 9 | 3 | 2 | 0 | AED 0 | WARMING |
| Sara L. | 29 | 29 | 12 | 5 | 4 | 2 | AED 79k | ACTIVE |
| Per rep | Leads, replies, meetings, quotes, closed, value — updated in real time |
| Fairness | Round-robin assignment across all 10 — no one hoards or is starved |
| Channels | Gmail / Outlook + WhatsApp activity in one feed |
| Accountability | Every lead has a named owner and a stage; nothing sits untouched |
| Step | What happens | Tool | The AI's role | Manual? |
|---|---|---|---|---|
| 1. Find leads | Prospects pulled from LinkedIn | LinkedIn Sales Nav | Sets the search, ranks best-fit | ✓ ZERO |
| 2. Enrich | Verified email + WhatsApp added | Clay / Apollo | Cleans, dedupes, scores | ✓ ZERO |
| 3. Email | Intro + profile + catalogue sent | Gmail / Outlook | Writes & personalises each email | ✓ ZERO |
| 4. WhatsApp | Same intro sent on WhatsApp | WhatsApp API | Writes the WA script + catalogue | ✓ ZERO |
| 5. Instant reply | Bot acknowledges in seconds | Auto-bot | Replies, names the rep, shares number | ✓ ZERO |
| 6. Assign rep | 1 of 10 salespeople assigned | CRM + AI | Round-robin, notifies the rep | ✓ ZERO |
| 7. Meeting | Call booked into rep's calendar | Calendly | Sends link, confirms, reminds | ✓ ZERO |
| 8. Quotation | Quote + profile sent on request | CRM + AI | Drafts the quote from your price list | ⚠ APPROVE |
| 9. Follow-up | Day-7 CTA + Day-7 quote chase | Sequences | Writes each timed follow-up | ✓ ZERO |
| 10. Close | Won deal marked CLOSED | CRM | Updates status + CEO board live | ⚠ REP MARKS |
| 11. CEO dashboard | All 10 reps, every deal, real time | CRM dashboard | Keeps it live & accurate | ✓ ZERO |
Every lead is found, messaged, replied to and assigned automatically — with a named rep and a 1-hour promise. The CEO watches the whole board move in real time.