Sales Leader
Owns
Task intake, classification, routing, win-room, coaching, forecast rhythm
Skills
All (meta)
AGENTIC TEAM · READY
A governed sales workflow layer for teams that cannot afford slow follow-up.
Sales Team 6 helps classify leads, brief accounts, extract deal signals, draft follow-up, and update CRM records. Every customer-facing draft routes through human approval.
Sales Team 6 Pilots run 2–4 weeks and typically range from $2.5K–$25K depending on workflow complexity and integration surface. DK1 starts with sample data, moves to real client data, and delivers a live governed AI workflow with a versioning plan.
ROSTER
Six agents, mapped to roles you would actually hire.
Inbound SDR
Owns
Inbound qualification, owner routing, first reply, meeting booking
Skills
lead.intake → account.intelligence
Outbound BDR
Owns
Target lists, stakeholder ID, pursuit plans, personalized outbound
Skills
account.intelligence + Brand Truth
Account Executive
Owns
Discovery prep, multithreading, objections, next-best action, close plans
Skills
deal.intelligence + account.intelligence
Solutions Engineer
Owns
Security & integration questions, tailored demos, RFP support, PoV design
Skills
account.intelligence + deal.intelligence + product/security facts
RevOps / Deal Desk
Owns
Data quality, SLA monitoring, routing logic, pricing/approval workflow, forecast integrity
Skills
lead.intake + deal.intelligence
WORKS WITH YOUR CRM
Sales Team 6 runs on top of HubSpot, Salesforce, or Attio.
DK1.AI is not a CRM replacement. Your CRM stays your system of record — pipeline, contacts, deal stage, history, and reporting all live there. Sales Team 6 is a workflow layer above:
- ›Six role-aligned agents read from your CRM and write back notes, activities, and stage transitions
- ›Your admin keeps admin control — agents are scoped via your CRM's API permissions; we see only what your admin grants
- ›Every customer-facing send (email, follow-up, meeting invite) routes through Sales Leader approval before it goes
- ›If your sales team spends ~40% of its time on non-selling work (McKinsey baseline), Sales Team 6 reclaims that time without forcing a CRM migration
If you are already HubSpot-committed, Sales Team 6 is the layer that makes your existing CRM faster — not the thing that replaces it.
WHAT'S INCLUDED
Included Skills
Sales Team 6 includes workflow skills that help the team classify opportunities, understand prospects, and move deals forward. These skills are configured during the pilot and are not sold as standalone products.
lead.intake
Lead Intake
Classifies inbound opportunities, identifies the right owner, drafts the first response, and prepares the CRM record for review.
account.intelligence
Account / Prospect Intelligence
Builds account context, stakeholder notes, relevant signals, and briefing material from approved sources before outreach or meetings.
deal.intelligence
Deal Intelligence / Deal Follow-Through
Extracts buyer signals, objections, action items, and next steps from meetings, then drafts follow-up and CRM updates for human approval.
Skills are included in Sales Team 6 by default and configured to the client workflow during the pilot. They are not sold separately.
GOVERNANCE POSTURE
Five things you keep control of.
In-tenant deployment
Runs in your AWS, Azure, or GCP. We never copy customer data into ours.
No training on customer data
Customer data is never used to train models.
Human approval gate
Every customer-facing send routes through Sales Leader (or you, in founder-led mode) before it goes.
Immutable audit log
Every read of regulated data and every write is recorded; client can export on request.
Per-client and global kill switch
Sales Leader holds both. Halts agents on incident, legal hold, or platform-level emergency.
ENGAGEMENT
Three engagement shapes.
Pilot
$2.5K–$25K · 2-4 weeks
One real pursuit end-to-end. Skills exercised on your prospects. Founding-mode approval. Pre-shaped exemplars become yours.
Team-as-a-Service
Retainer · monthly
Sales Team 6 operates against your live pipeline. Your reviewer holds the approval gate. Quarterly governance review.
Multi-Team Program
Annual · scoped
Sales Team 6 plus AI Ops Team plus services like AI Brand Presence.
WHAT THIS IS NOT
Not a consulting firm. Not an AI copilot. Not a GPT wrapper.
- ›Not a consulting firm — we ship working systems, not slide decks
- ›Not an AI copilot — agents don't sit inside your CRM as a chatbot
- ›Not a GPT wrapper — facts and exemplars are versioned and reviewed
- ›Not staff augmentation — we are not your sellers, we are the system that drafts and your sellers approve
WHAT WE DO NOT PROMISE
We do not promise pipeline lift, win-rate lift, or quota attainment. We promise a governed system that drafts to your standard, routes to your reviewer, and never auto-sends.