Sales Leader
Owns
Task intake, classification, routing, win-room, coaching, forecast rhythm
Skills
All (meta)
AGENTIC TEAM · LAUNCH CANDIDATE
A governed sales workflow layer that keeps follow-up moving.
Sales Team 6 classifies leads, briefs accounts, extracts deal signals, drafts follow-up, and updates 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
- ›Sales Team 6 drafts the non-selling work so reps review instead of write. No CRM migration required
If you already run HubSpot, Sales Team 6 works on top of it. It does not replace it.
WHAT'S INCLUDED
Included skills
Sales Team 6 includes workflow skills that classify opportunities, research 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.
Scoped deployment
Deployment architecture is scoped per engagement. Customer-owned or DK1-managed tenant isolation is documented in the release packet.
No training on customer data
Customer data is handled for inference and service delivery. DK1 contracts permit no model-training use.
Human approval gate
Every customer-facing send routes through Sales Leader (or you, in founder-led mode) before it goes.
Exportable audit trail
Governed workflows record approvals and material actions in an exportable audit trail.
Per-workspace kill switch
Sales Leader holds it. Global incident controls are documented per deployment.
ENGAGEMENT
Three engagement shapes.
Pilot
$2.5K–$25K · 2–4 weeks
One real pursuit, start to finish. Skills run on your prospects. Founder-direct approval. The exemplars you shape stay yours.
Team-as-a-Service
$5–20K / month
Sales Team 6 operates against your live pipeline. Your reviewer holds the approval gate. Quarterly governance review.
Multi-Team Program
$25–50K / month · 6–12 months
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.