Introducing the Sales Agent Blueprint

We first launched The Service Agent Blueprint because for many support teams, the path forward with AI was unclear. Go-to-market and revenue teams are now in the same position, so today we’re announcing The Sales Agent Blueprint, a map for launching and scaling AI for sales with confidence.

For most sales teams, inbound motions require a lot of manual work. Leads come in, and they sit in a queue until they’re picked up when someone is available. The outcome often depends on a sales team’s timing and capacity, rather than just buyer intent.

Agents can run sales conversations end to end – engaging buyers, qualifying leads, and routing high-intent opportunities to the right team to move prospective buyers forward quickly. Humans will still be involved, but will move their focus to the consultative conversations and higher-value work they did not have time to focus on before.

The questions many go-to-market and revenue leaders are facing now are where do you start? What should success look like? How do you actually test and deploy these solutions?

The Sales Agent Blueprint answers those questions. It’s designed to be a strategic guide for sales, revenue, and AI transformation leaders who want to deploy AI for inbound sales fast, prove value, and build momentum.

What’s inside

The Sales Agent Blueprint is structured around two tracks:

1. Launch it (live now)

Today, we’re releasing the first part of the Blueprint: “Launch it.” It’s a practical guide for getting your Agent live and seeing real results. Learn how to deploy a Sales Agent that runs inbound sales conversations end to end, engaging buyers, qualifying leads, and routing high-intent opportunities to the right outcome in real time.

By the end of the launch it section, you’ll know how to:

• Understand what a Sales Agent is: Discover why they’re different from chatbots and how they work.
• Build a business case: Prove the basic economics of AI, decide whether to buy or build, and get the buy-in and budget you need to move forward.
• Evaluate an Agent: Learn how to define success, choose the right evaluation criteria, and run a focused, high-impact assessment with our five-step framework.
• Deploy with confidence: Build a deployment plan that gets your Agent live quickly to engage buyers at peak intent. Learn what to expect at each stage.
• Continuously improve performance: After launch, your Agent becomes a system to manage. We’ll show you how to implement a repeatable process to train, test, deploy, and optimize.

2. Scale it (coming soon)

Launching AI is only the beginning. To unlock its full potential, you need to rewire your inbound sales motion – redesigning the buyer journey, building AI-first systems and ownership models, and rethinking how pipeline is generated and scaled.

We’re on this journey ourselves, so we’ll be building The Blueprint in public as we navigate it.

The Sales Agent Blueprint is live now.