Orientation

Sales · CRO Agent

Every prospect answered in seconds.

The CRO Agent and four specialists qualify, follow up and prepare proposals. Your salesperson closes.

Reports to your sales director.

One area covers the tasks of up to 10 roles in Sales. We measure how many that is in your company during the Discovery.

Up to 10 roles

What we measure

In the Discovery we review which tasks in your area each specialist can do and how many roles do them today. One area covers the tasks of up to 10 roles. It is usually fewer, and it depends on your process.

The hours

An agent works all 730 hours of the month (24 × 365 ÷ 12). A person on a 40-hour week works about 173.

What it costs

An area can cost a fraction of what those roles would cost. It is an illustrative estimate: your company's figure comes out of the Discovery.

Who decides

The agent prepares and your team decides. Anything that moves money, signs or commits the company is approved by a person, and every step is logged.

What you get

  1. Every lead from your site, WhatsApp or email answered in seconds, at any hour.
  2. Your CRM up to date, with the next step for every opportunity.
  3. Proposals and quotes ready to review the same day.

Its team: 4 specialists

Each specialist delivers a specific piece of work. Pick one to see what it leaves ready and who approves it.

  • CRO Agent specialist

    Prospecting and qualification

    How often

    all day

    What it leaves ready

    Answers every lead in seconds, rates it A, B or C with your criteria and books the meeting.

    Who approves

    Your salesperson closes.

    Implementation starts with this specialist.

    How it works, step by step

    1. A lead comes in through your site, WhatsApp or email.
    2. It answers in seconds with the information about your offer you already approved.
    3. It asks your qualification questions.
    4. A: books a meeting with your salesperson. B: keeps it in follow-up. C: logs it.
    5. Your salesperson arrives with the prospect's profile and closes.

  • CRO Agent specialist

    Pipeline follow-up

    How often

    daily

    What it leaves ready

    CRM up to date, opportunities going cold and the next step for each one.

    Who approves

    Your salesperson decides the step.

  • CRO Agent specialist

    Proposals and quotes

    How often

    per opportunity

    What it leaves ready

    Draft proposal, quote with your price list and the customer's profile.

    Who approves

    Your salesperson reviews and sends it.

  • CRO Agent specialist

    Sales collections

    How often

    weekly

    What it leaves ready

    Reminders for deposits and balances tied to each sale.

    Who approves

    A person approves what goes out.

A day with the CRO Agent

  1. All dayAnswers every lead, rates it A, B or C with your criteria and books the meeting.
  2. 8:00Lists the opportunities going cold and the next step for each one.
  3. Per opportunityDrafts the proposal and the quote with your price list.
  4. MondayPrepares the reminders for each sale's deposits and balances.

Times are a design reference, not a contract commitment. They're fitted to your operation in the Discovery.

A day with the CRO Agent

  1. All dayAnswers every lead, rates it A, B or C with your criteria and books the meeting.
  2. 8:00Lists the opportunities going cold and the next step for each one.
  3. Per opportunityDrafts the proposal and the quote with your price list.
  4. MondayPrepares the reminders for each sale's deposits and balances.

Times are a design reference, not a contract commitment. They're fitted to your operation in the Discovery.

What it needs to work

  • Your CRM (HubSpot, Pipedrive, Salesforce or Odoo CRM)
  • Your site's forms
  • WhatsApp Business
  • Your email and your calendar
  • Your price list or your ERP's quoting tool

LinkedIn is not automated: its terms forbid it.

We provide the virtual computer and the AI models. Your company gives it access, like anyone who joins.

What we provide and what you provide

When someone joins, you give them a desk, a computer and access to your systems. The agent doesn't use a desk, but it does need a computer and access to the same systems anyone on your team would use.

What a new hire needsWhat the agent needsWho provides itHow it's billed
Desk, chair, notebookNothing——
A computerA dedicated virtual computer, only for your companyOmni AgentIncluded in the monthly fee
Their trainingAI models (the most efficient one for each task), memory with your rules and a log of every stepOmni AgentIncluded, with a monthly usage cap
Their user accountsRead-only access to your bank, plus your ERP, your CRM and your emailYour company, like for anyone who joinsNo cost, unless your system charges per user: then it's one more license
The software for the jobThird-party tools the area needs: WhatsApp Business, CFDI download, contract-signing platform, monitoringDefined in the DiscoveryYou pay the provider directly or, if that isn't possible, we invoice them at cost
Their onboardingDiscovery and implementationOmni AgentFixed price and a final quote
A boss who reviewsA person who approves anything that moves money, signs or commits the companyYour company—
Their signatureNever. The e.firma and payment credentials are never given to the agent.——

Who it works with

What it hands to other areas and what it gets from them.

  • Receives from the CMO AgentEvery campaign lead, with its source, to qualify it and book a meeting.
  • Delivers to the CLO AgentProposals and contracts to review before they are sent.
  • Delivers to the CFO AgentEvery closed sale, to invoice, collect the deposit and track the balance.
  • Delivers to the COO AgentEvery confirmed order, to deliver it and look after the customer.
  • Delivers to the CEO AgentNumbers and open items for the Monday report. The sales forecast by market.
  • Receives from the CEO AgentAgreements and priorities for the week.
  • Delivers to the CMO AgentThe sales forecast by market, to choose where to run campaigns.
See Sales on the governance map

What it costs

USD 2,900 a month

Discovery
8 h · USD 1,200, fixed price
Implementation
60–85 h · USD 15,000 – USD 21,250 (estimate)
Time
3 to 5 weeks

Prices in USD plus VAT, billed in pesos at the DOF exchange rate on the payment date.

Implementation and a staged start

Implementation is an estimate. The final quote comes out of the Discovery.

The Discovery has a fixed price: we measure your process, the tasks each specialist will do, the systems it uses and who approves what.

A staged start

Implementation starts with “Prospecting and qualification” and adds specialists one at a time. While it is being implemented, you pay only for the specialists already working.

Specialists workingMonthly fee
1 specialistUSD 725
2 specialistsUSD 1,450
3 specialistsUSD 2,175
4 specialistsUSD 2,900

With all 4 specialists working you pay the full monthly fee: USD 2,900 a month.

Prices in USD plus VAT, billed in pesos at the DOF exchange rate on the payment date.

See Sales on PricingBuild your package

Still yours

Negotiating and closing.

In 30 minutes you'll know if Sales is the place to start.

No cost and no deliverables: we talk about how your company works and where it makes sense to start.

30-minute orientation call