Sales

Sales is where Autopilot is most tightly bounded, and on purpose: a wrong email to a stranger cannot be taken back. So the machine does the finding, the drafting and the remembering, and you decide who gets contacted.

Finding people

Prospects are discovered and enriched into a discovery layer — website, phone, industry, location — with two things attached that a bought list never has:

• Why this one fits, written out, so you can disagree with the reasoning rather than with a score.
• Where it came from. Every prospect carries its source, so a bad batch can be traced instead of guessed at.

A prospect is not yet a lead. It sits in the discovery layer until you or the operator promote it — that gap is what keeps the pipeline from filling with noise.

The two pipelines

	Stages	What it answers
Leads	new → contacted → qualified → won / lost	Who is being worked, and who has gone quiet
Deals	value, probability, weighting	What is actually likely to close, and for how much

The deal side weights value by probability, so the forecast is a number you can plan against rather than the sum of everything anyone hopes for. Win rate falls out of the same data.

Outreach: approved once, then per person

This is the flow that matters, because it is where the safety rule lives.

1. One template. You write, or approve, a single message with {{variables}} — name, company, whatever the template needs.
2. You pick who gets it. A selection of leads, visible as a list, not a filter that quietly grows.
3. You review the campaign once. Not each message.
4. Then it materialises per lead — either as drafts you send, or as sends, depending on what you chose.

Two rules are wired in, not configured:

• An autonomous run cannot write an individual email to one person. Ever. If it could, a night shift could talk to your customers unsupervised.
• Multi-recipient outreach needs one campaign you approved. There is no path where a message goes out because a rule matched at 3am.

Remembering the contact

• Link clicks come back to the lead. A forwarder plus tracking parameters means “they read it” is a fact, not an assumption.
• Every touch is logged — email, call, LinkedIn, WhatsApp — so the next message knows what the last one said.
• Replies are watched. A connected inbox is monitored, so an answer does not sit unread while the follow-up fires anyway.

When the pipeline stalls

The stall check is deliberately dumb — no model gives an opinion, two facts do:

• open leads untouched for more than 14 days
• leads but no deals: people arrive and nothing ever converts

Both surface as findings you can act on. A deterministic check will never flatter you, which is exactly what you want from the part of the system that tells you sales is not moving.

Where this lives

• Company → Sales — prospects, leads, deals, campaigns
• Company → Inbox — the replies
• Company → Approvals — campaigns waiting for your review

Where to read next

• How Autopilot works — why acquisition is not touched until the storefront and tracking hold
• What Autopilot can do — the full list