AI Sales Automation · Built in 2–4 Weeks

Less researching. More closing.

AI sales systems for B2B service teams. We turn 30-minute prep into 5, half-day proposals into same-day, and "forgot to follow up" into "never again." Live in two to four weeks.

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The problem

Sales ops are stuck in manual mode.

Leads slip through gaps while your best reps lose hours to research, logging, and admin. Your stack should accelerate revenue, not generate friction.

The manual grind

Disjointed tools, scattered context, and rep memory holding the pipeline together. Reps spend more time feeding the CRM than selling.

  • 30–60 min of pre-call research per prospect
  • Call notes that never make it to the CRM
  • Follow-ups dropped after the second touch
  • Generic outreach ignored at scale
  • 3–4 hours per proposal

Intelligent flow

Real automations run the deterministic work in the background. An optional AI layer gives reps a single surface to ask, draft, and trigger work on demand.

  • Pre-call brief in the rep's inbox automatically
  • Calls logged, summarized, and routed the moment they end
  • Follow-ups fire off pipeline state, not rep memory
  • Outreach personalized per trigger, reviewed before send
  • Proposals drafted same-day from discovery notes
The Solutions

Five systems. One operating system.

Every engagement starts with one or more of these. Most clients pick two or three based on where their team is losing the most time. Systems run in the background, with an optional AI surface reps can talk to when they need it.

01

Pre-Call Intelligence

Pain

Reps spend 30–60 minutes researching every prospect.

Fix

Briefing system pulls 5 fields off the CRM contact (latest funding, ICP-match customers, recent triggers, LinkedIn angle, one company signal) and drops a one-pager in the rep's inbox 30 minutes before the call.

Hour becomes 5 minutes.
02

Post-Call CRM Automation

Pain

Call notes never make it to the CRM. Deals stall in stale stages.

Fix

Call recording → summary, action items, deal-stage update, next-step write-back to the CRM, all without anyone touching it.

Zero post-call admin.
03

Follow-Up Automation

Pain

Follow-up depends on rep discipline. Leads go cold by accident.

Fix

Touches fire off pipeline stage and engagement triggers, not rep memory. Discovery done auto-sends a 24-hour recap; 7 days quiet fires a bump; 14 days triggers a reschedule.

Removes the discipline problem entirely.
04

Outreach Personalization

Pain

Generic outreach gets ignored. Per-prospect personalization is too slow.

Fix

System watches for prospect triggers (job change, funding round, content drop) and drafts a trigger-typed message the rep reviews and sends.

Personalization at the speed of automation.
05

Proposal Generation

Pain

Putting a proposal together after a discovery call eats half a day.

Fix

Generator takes discovery notes plus CRM data and outputs a sectioned proposal in your template. Reps tweak the custom parts; the rest is filled in.

Proposals out same-day.

Two delivery shapes, scoped in discovery: background-only when you want the work to just happen, or background + AI surface when reps need to ask, draft, and trigger work on demand.

Why Hotkey

Built by sellers, not consultants.

Most AI consulting comes from outside the sales function looking in. Hotkey comes from inside. That changes what gets built, who it's built for, and what actually ships.

01

Built by sellers

Hotkey is built by people who carried a B2B sales quota before turning to building. We diagnose the right problems and skip solutions that look good on paper but get ignored in practice.

02

No handoffs

You talk to the people who build it. No agency markup, no developer translation layer, no offshore handoff. What gets agreed on the call is what ships.

03

One thing, done well

Not AI in general. Sales automation for B2B service teams specifically. Narrower focus, faster scoping, and outcomes that move pipeline rather than vanity metrics.

04

Systems, not gimmicks

Most consulting work in this space ships either a chatbot that does nothing useful, or a brittle workflow nobody trusts. We build deterministic systems underneath, with an AI surface on top only where it earns its keep.

The Process

Live in 2 to 4 weeks.

Most engagements pay for themselves in under 4 months. Pricing is value-based: a fixed share of the annual time the system recovers. We work it out together on the call.

Phase 1 Week 1

Audit & architecture

Deep-dive into your current sales process. Technical audit of your stack (CRM, outreach tools, communication). Define exact scope and agree on success criteria.

Phase 2 Weeks 1–3

Build & integrate

Set up integrations, connect systems, build the automation workflows. Test against real data from your environment, not generic mocks.

Phase 3 Weeks 3–4

Deploy & handoff

Go live. Team training session. Documentation delivered. 30-day post-launch support window begins.

Common questions

Things people ask first.

Most discovery calls open with the same six questions. Here are the short versions — we go deeper on whichever ones matter to you.

What does Hotkey actually build?
Five systems that take the most time-consuming non-selling work off your reps. Pre-call intelligence drops a research-ready brief in their inbox before every call. Post-call automation logs the call, updates the deal, and writes the recap. Follow-up automation runs touches off pipeline state instead of rep memory. Outreach personalization watches for prospect triggers and drafts a message per signal. Proposal generation turns discovery notes into a sectioned proposal in your template. Most clients pick two or three based on where the team is bleeding time.
How long does an engagement take?
Two to four weeks from kickoff to live. Week one is audit and architecture. Weeks one through three are build and integration. Weeks three to four are deployment, training, and handoff. A 30-day support window starts the day you go live.
How is pricing structured?
Value-based and transparent. We calculate the annual time the system recovers — rep count multiplied by hours saved per week multiplied by blended hourly cost — and the project fee is 30% of that figure. Most engagements pay back in under four months. An optional $250/month support retainer covers ongoing monitoring and adjustments.
Who is this for?
B2B service companies between 10 and 50 people whose growth depends on a sales team. The buyer is usually the founder, CEO, or head of sales. Reps are losing meaningful time to research, follow-up, CRM admin, or proposal-writing — and the team has hit the point where rep memory and discipline are no longer enough.
Will it work with our existing tools?
Yes. Every engagement is built around your stack, not against it. CRM, outreach tools, call tools, calendars — they all connect. Audit and architecture in week one is partly to confirm the integration paths before any building begins.
What does life look like for the team after deploy?
One training session at handoff. Documentation that explains how the system works and how to manage it. The 30-day post-launch window covers any tweaks or fixes. Ongoing operation requires no developer or analyst on your side to keep it running.
Currently taking on 1–2 projects this quarter

Ready to take the manual work off your reps?

30-minute discovery call. We map your sales workflow end-to-end and pinpoint where the time is actually going. If it's a fit, you get a proposal within 48 hours.

Book a discovery call