01
Connect your leads
From your CRM, web forms or lead vendors, the moment they arrive.
HubSpotSynced
SalesforceSynced
Web forms & vendorsWebhook
Every lead gets an agent of their own. It remembers what they told you and follows up by voice, text and email until they’re talking to your team, inside the rules you set.
Your reps call the few who look ready. Everyone else gets the same automated emails, on the same schedule, saying the same thing. People who were one good answer away from buying go quiet, and the money you spent to find them is wasted.
One agent that knows her, answers her, and moves at her pace.
From your CRM, web forms or lead vendors, the moment they arrive.
Start from one built for your vertical. Set goals and rules for each stage.
It calls, texts and emails, remembers everything, and moves each person forward.
Warm transfers and booked calls, with a brief, and everything written back to your CRM.
Every conversation adds to what the agent knows about that person, whichever channel it happens on. Nobody has to repeat themselves, and nothing they said gets lost.
Natural calls that listen, answer questions and pick up where the last one ended.
Quick, two-way texts, sent at the times they prefer.
Personal emails and buyer’s guides they actually read.
You decide how much freedom the agent gets at each step. Let it chat naturally, guide it through a pricing question, or lock every word of a legal disclosure. Same agent, same lead, the right amount of control at each moment.
Every call, text and email adds to what the agent knows about that person. It uses all of it to choose the next step: what to say, which channel to use, and when.
Playbooks follow how your buyers actually decide, from first interest to ready to buy. You set the goal and the rules for each stage. The agent works out how to get there with each person.
Every message is checked before it goes out. Your rules are enforced by software, not by asking the AI nicely, so they hold every time. Every decision is logged.
Big purchases need real answers, not another “just checking in.” Cohort One writes a branded guide for each lead, based on what they told their agent and checked against your approved facts.
Eight pages, created right after her first conversation. Every section answers a question she asked, or one she’s likely to ask next.
Robert T. · Solar · Ready
Roof passed. Wants $0 down, panels before summer. Worried about roof warranty.
When a lead is ready, their agent brings in your rep, live or at a time that suits them both, with everything already explained.
Long decisions, family members involved, real questions. The same agent, set up differently for each business.
Homeowners comparing two or three quotes over several weeks.
Real numbers for their own home, and a clear answer on financing.
Seniors, and the son or daughter who started the search.
Patience, a phone call, and plain answers repeated as often as needed.
An adult child researching for a parent, often over months.
Feeling heard, and details that show you remembered their mom.
Homeowners and renters who just had a reason to start looking.
Speed, a clear comparison, and booking without a phone call.
Test any playbook on realistic simulated buyers, like the skeptic, the busy parent and the one who says “not now.” Compare the results with doing nothing, and go live only when it wins.
Reached a sales conversation within 30 days, across 500 simulated leads.
Somewhere in your pipeline are a Margaret, a Sofia and a José, each making a decision that matters to them. Give every one of them an agent of their own.