Setup
A useful revenue motion on the first afternoon.
Seven steps: what you sell, who you sell it to, what should happen when somebody is interested, connect your customer context, review the motion we propose, review what the agent may do, launch. Most of it is reading rather than configuring.
What are you trying to grow?
We want to sell annual maintenance contracts to hotels in Valencia and Alicante.
Hotel Maintenance Growth Motion
Audience
Hotels50+ roomsValencia and Alicante
Goal
A qualified meeting
Channels
Email · AI phone
Qualified means
Decision maker identified
Contract renewal within 6 months
The agent may
Standard pricing only
A person handles
Pricing negotiation
Contract terms
Custom requirements
Accountable owner
Senior Account Executive
The first motion is proposed, not built
You describe the business; the platform proposes the audience, the channels, the qualification bar and the agent's limits. You correct what is wrong, which is a much faster way to arrive at something right.
Inbound lead follow-up first, almost always
It is the cheapest to run, the easiest to trust and the one where the gap between what a business intends and what it does is widest. It is also the motion most likely to produce a result in the first week.
Connecting context is optional at first
The product works with a mailbox and a customer list. Website behaviour, finance records and service history make the next actions much better, and each can be added later without rebuilding anything.
There is a demo workspace
Three fictional hotel accounts with intent, conversations and an approval waiting. You can send an email, simulate a call and approve a discount before connecting anything real.
Questions this answers
The things you currently have to ask somebody.
Each of these is a question an owner asks regularly and currently answers from memory, a spreadsheet, or by interrupting whoever is nearest.
How long before this does something useful?
What do I have to connect before it works at all?
Can I see it working before I give it my customer list?
What will the agent be allowed to do on day one?
Where this stops
What it does not do.
An afternoon gets you one motion doing something real. It does not get you a configured commercial authority ladder, a full playbook or agents running across five motions — those need decisions from whoever owns pricing, and that is a conversation rather than a setup step. The quality of every next action also depends on what is connected: with a mailbox alone the platform knows who replied, and little about why.
Next
Where this connects.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
Agents identify themselves on every call · Nothing commits without you · [email protected]