Product · Fixed price · Your First AI Sales Assistant
Get your salespeople back to selling
Your team spends hours a week on call prep, follow-up emails and updating the CRM. I set up an AI assistant that knows your business, connects to your email, calendar and CRM, and does three of those jobs the way you like them done. Your team checks its work, then gets back to selling.
At a glance
Your First AI Sales Assistant is a fixed-price Promptwise product for founder-led sales teams of 1 to 10 people. Adam Agresta writes the business down for AI, connects 2 or 3 tools such as email, calendar and CRM, and sets up 3 sales jobs, such as call prep, follow-up drafts and CRM tidy-up, as plug-and-play skills. It includes team training and a 30-day check-in, costs A$5,000 ex GST and takes about three weeks.
- Price
- A$5,000 ex GST, fixed
- Includes
- Your Business, Written Down
- Done in
- About 3 weeks
- Jobs
- 3, chosen with you in a free scoping call
Fixed price
A$5,000
Fixed price, ex GST
Your First AI Sales Assistant
An AI assistant that knows your business and takes three sales jobs off your plate: call prep, follow-ups and a tidy CRM. Set up in three weeks.
About 3 weeks. 50% to start, 50% at go-live. Starts with a free 30-minute scoping call.
Who it’s for
A great fit
- Founder-led sales teams of 1 to 10 people
- Teams losing hours every week to sales admin
- Businesses with a CRM and a sales process that works, but not enough hours
Not the right fit
- Teams without a CRM or a sales process yet (start with an Audit)
- Anyone who wants AI emailing customers with nobody checking
The honest bit
Why not just do this yourself?
Honestly? You could. But most business owners never get to it, and the ones who do usually end up with a generic version. Here’s why.
You’re busy selling
Setting this up properly takes a few weeks of fiddling that most founders never get to.
The hard part isn’t the tech
It’s knowing what good looks like. What should a call brief include? When should a follow-up go out, and what should it say? I’ve led sales teams and coached reps on exactly this.
Access done wrong is a risk
Connecting AI to email and a CRM needs care: read-only first, the right permissions, and a person checking before anything reaches a customer. The guardrails go in on day one.
It’s tested before you rely on it
Every job is run on your real recent deals before go-live, so you’re not the test.
Why us, rather than someone else?
A sales leader, not just a tech setup
The jobs are designed around how deals are actually won, by someone who has managed SDRs, BDRs, AEs and customer success.
Built from what we run every day
Promptwise runs its own call prep, follow-ups and CRM updates this way. You get the debugged version.
Your team actually uses it
Training, a one-page guide and a 30-day check-in. Most AI setups fail because nobody uses them after week one.
You own everything
Files, prompts and skills all live in your tools, not ours.
Plug and play
What you get
Everything is handed over in your own tools, with clear step-by-step instructions, so you can use it straight away and keep it forever.
01
Everything in Your Business, Written Down
The interview, your business files, prompts, starter skills and setup guide.
02
2 or 3 tools connected
Usually email, calendar and CRM. Read-only first, wider only when you’re comfortable.
03
3 sales jobs set up
Chosen with you from: call prep briefs, follow-up drafts, CRM tidy-up, a morning brief, or proposal first drafts from call notes.
04
Each job as a plug-and-play skill
With its own prompt and a one-page “how to run it” card, so you can tweak it or rebuild it in another tool.
05
Team training
A one-hour session and a one-page “how we use it” guide.
06
30-day check-in
What’s working, what to fix, and one job tuned.
How it runs
About 3 weeks, from first chat to handover.
- 01
Free scoping call
30 minutes before you buy: we check your tools, pick the 3 jobs and confirm it fits the fixed price.
- 02
Week 1: your business, written down
The interview and your business kit.
- 03
Week 2: connect and build
Your tools connected, the 3 jobs built and tested on real recent deals.
- 04
Week 3: train and go live
Team training, handover and go-live.
- 05
Day 30: check-in
Review, fix and tune one job.
Ground rules
- Nothing goes to a customer without a person reading it.
- Calls stay human.
- The assistant gets more access only as it earns trust.
What I need from you
- One person on your side who owns it
- Admin access to the tools being connected
- Your own AI plan, for example Claude Team or ChatGPT Team (roughly A$40 to A$60 a person a month, paid to the provider)
Not included
- Custom software or a new CRM
- More than 3 jobs (extra jobs are an add-on)
- Support after day 30 (an add-on, a care plan or a retainer)
A$250 an hour
Add-ons and custom work
Need more than the product covers, extra hand-holding or something custom? Add-ons are scoped first and charged at A$250 an hour, ex GST. The price depends on the work, and you get it in writing before anything starts.
FAQ
Frequently asked questions
What is the AI Sales Assistant?
A fixed-price setup from Promptwise Advisory. Adam Agresta sets up an AI assistant that knows your business, connects to your email, calendar and CRM, and does three sales admin jobs the way you like them done, with a person checking its work.
How much does it cost?
A$5,000 ex GST, fixed, paid 50% to start and 50% at go-live. It includes Your Business, Written Down. You also pay for your own AI plan, usually A$40 to A$60 a person a month. Extra jobs and custom work are A$250 an hour, scoped first.
Which jobs can it do?
You choose 3 from: a call prep brief before every meeting, follow-up drafts after every call, CRM tidy-up, a morning brief of who to chase, and proposal first drafts from call notes.
Will it email my customers on its own?
No. Nothing goes to a customer without a person reading it. The assistant drafts; your team checks and sends.
Is it safe to connect AI to our email and CRM?
Access starts read-only and only widens when you are comfortable. Permissions are set carefully and every job is tested on real recent deals before go-live.
Is scoping included?
Yes. A free 30-minute scoping call before you buy checks your tools, picks the 3 jobs and confirms it fits the fixed price. If you need more, you get a written quote first.
Could we set this up ourselves?
You could try. Most teams never find the time, and the hard part is not the tech but knowing what a good call brief or follow-up looks like. That comes from years of leading sales teams.
Not sure it’s the right fit?
Being unsure is the best time to talk. Book a free chat and I’ll tell you honestly whether this is right for you, or what would be.