Services / Agentic Sales
Sales
Agentic Sales, priced from your real rules.
The brief is ready before the call and the proposal is drafted after it, priced from your own rules. You read, adjust, and send the same day.
When you are also the salesperson, the bottleneck is not persuasion, it is the hours around the conversation. This layer drafts the research, the prep, the proposal, and the chase from your real pricing rules. The conversation stays yours.
What changes for you
What it is like without it, and what ends it.
Right now, you are the knowledge base. Every price, rule, and reply lives in your head. Month one writes it down into a knowledge base, which in simple terms is the SOPs for your AI systems. From then on the system reads that instead of asking you.
- Proposals take an evening, so they go out late or not at all.Proposals from your pricing rules. Scoped and formatted to your document system, with every number traced to the rule that produced it.
- Follow-up depends on remembering, which means it depends on a good week.Lead follow-up workflows. The chase written and queued at the right moment, so the reason it did not go out stops being that you did not get to it.
- Pricing lives in your head, so every quote is rebuilt from scratch.Proposals from your pricing rules. Scoped and formatted to your document system, with every number traced to the rule that produced it.
And it costs more than the hours. Every deal that goes quiet is a deal you meant to chase. The work is not hard, it is just never the thing you have time for at 9pm.
AI has not fixed it yet. Not because the tools are weak, but because they have never read your business, so they guess, and a confident guess about your business is the whole problem. Written down, the same AI stops guessing, and that is what lets it carry more of the work as you grow.
The unlock is the same every time. Your rules, voice, and numbers go into plain files the system reads before it acts, so the work comes back drafted instead of starting from a blank page. What agentic sales means
Also in this layer
Discovery-call prep briefs
Who you are meeting, their history, and the open questions, assembled before the call.
Pipeline status readouts
Where everything stands, without depending on anyone remembering to update a record.
What is at stake
What another year of this costs.
A proposal that goes out four days late competes against whoever sent theirs the same afternoon. That gap is not a sales-skill problem, and no amount of trying harder closes it.
And what it looks like instead. The brief is ready before the call and the proposal is drafted after it, priced from your own rules. You read, adjust, and send the same day. Your job changes from producing the work to approving it, which was always the part that needed you.
What it produces
It is a proposal you own. Here is one.
One proposal drafted for a customer, with every line priced from the rules file instead of from memory.
Ask it how the number was built
This is one page the system wrote for a business. It opens like any document, and every line traces back to a file the owner keeps.
# Proposal: Mercer patio awning, 14 ft
prepared 2026-08-28 · sources: pricing-rules.md, site-visit-notes.md
## Scope
- Retractable awning, 14 ft, motorized: $2,400 installed (pricing-rules.md: 14 ft motorized = $2,400 installed).
- Wall mount on brick, 6 anchors: $340 (pricing-rules.md: brick anchor set = $340).
- Wind sensor, wired: $210 (pricing-rules.md: sensor add-on = $210).
- Haul-away of the old frame: $0, waived on installs over $2,000 (pricing-rules.md).
## Total
- $2,950. Half at scheduling, half at completion (pricing-rules.md: payment terms).
## Not priced
- Powder coat in a custom color is not written down yet, so it is left out and flagged for you to quote.
- The whole proposal is drafted, not sent. Nothing reaches the customer until you approve it.
A composite of real client files, anonymized. The prices are this awning company's own prices to its own customer, pulled from its own pricing-rules.md. A line with no rule behind it does not get invented, it gets flagged.
Who you are handing this to
Your caution is correct.
An AI that guesses should not talk to your customers or touch your numbers, and being unwilling to hand that over is not a hangup, it is the right instinct.
We build on that instinct rather than asking you to drop it. Every workflow ends the same way: grounded in your own files, citing where the answer came from, and waiting on your review before anything leaves the building. It prepares. You approve. Bamboo runs on this same system, so every rule we ask you to trust is one we live with first: this site, its guides, and our proposals are all produced this way.
Watch it
See this one work.
The plan
We talk. I build. You approve.
1
We map what you know
One call a week. We pull the rules, the procedures, and the judgment out of your head and into files.
2
I build it
Between calls I wire the workflows onto those files and test them against your real data. The heavy lifting is mine.
3
It starts drafting
The work comes back prepared and cited, waiting on your review. Every correction you make becomes a permanent rule.
Your side is about 2 hours a week: one extraction call plus quick reviews of what the system drafted. The build work between calls is done for you.
What protects you
- The files are yours. Plain files on your computer, from day one, kept if we never speak again.
- Nothing reaches a customer without you. That is the design, not a setting.
- Every answer cites its file, or says the answer is not written down yet.
- Month one is the only commitment. Cancel any month after.
Every vendor wants to own your business's brain. This one is built so you can leave, plain files in hand, any month, which is exactly why you can trust staying.
How we start
Your business gets written down first.
Month one writes your business down: your products, rules, voice, and numbers in ordinary files you keep. We call it the agentic knowledge base, and every job below reads from it. After that we add one part of the business at a time (we call each one a layer), planned together, in the order your business actually feels the pain. That is what lets it take on more without more of your hours.
In your hands at the end of month one
- A current-state workflow map. How your business actually runs, written down for the first time.
- A prioritized roadmap. The 3-5 highest-return opportunities, ranked, with reasoning.
- The knowledge base: your business, written down. Your rules, voice, and numbers, in ordinary files on your machine.
- Working jobs, live on your real data. Customer replies, low-stock flags, and a numbers summary, drafted for your approval.
- SOPs, your written procedures, and recorded walkthroughs. You can run all of it without me.
- Agentic Operations
- Agentic SalesYou are here
- Agentic Finance
- Agentic Marketing
The price depends on your business. You get the number on the call, with no obligation past the first month, and everything built is yours to keep either way.
The other parts of the business
Same foundation, different part of the business.
Operations
Agentic Operations
The morning report and the daily running of the business, drafted before you open the laptop.
See the layerFinance
Agentic Finance
Books readouts in plain language, cost and cash flags, and invoice chasing drafted for you.
See the layerMarketing
Agentic Marketing
Email, SMS, social, and content drafted from your voice file and your real product data.
See the layerPriced on its own
Priced on its own
CRM build, and CRM plus automation management
A custom CRM is its own scoped project; ongoing management is a managed service. Both scoped separately.
Priced on its own
AI voice agent for inbound, qualification, and booking
Answers, qualifies, and books against your real rules. Sold and scoped separately as a managed service.
Items marked priced on its own are their own projects rather than part of a monthly plan, so a month never quietly absorbs them.
Questions
The honest answers.
How much of my time does it take?
About 2 hours a week: one extraction call plus quick reviews of what the system drafted. The build work between calls is done for you.
What stops the AI from making things up?
Three structural rules: every draft is grounded in your own data, every answer cites where it came from, and nothing sends without your review. Accuracy is a design rule, not a promise.
Do I own what gets built?
Yes. The knowledge base and every workflow are written down as they are built, sync to your computer, and are yours to keep whether or not we keep working together.