Sales leader, Financial advisors

NewA Denver plumbing and HVAC company recovers $1.33M in jobs it would have missed

Brothers Plumbing, Heating & Electric lets ServiceTitan's AI Virtual Agent answer calls and texts and book the job. Since November it has recovered $1.33 million in work the shop would have lost. Brothers spent months on this before launch.

NewA baseball team lets an AI agent work every ticket lead and grows AI-influenced revenue 325%

The Pittsburgh Pirates let Conversica's AI agent, Chelsie Rizzo, email and text ticket leads, warm new fans, win back quiet ones, and hand the hot ones to a rep.

The night before a big call, Claude plays the skeptical buyer

Give Claude everything you know about the buyer and tell it to push back like they would.

New reps pass 15 AI procurement scenarios before leading a meeting

Diagnostic imaging reps rehearse NHS budget, clinician-vs-procurement and competitive objections on an AI buyer, scored on their own scorecard.

Record in-home calls to coach field reps

Climate Experts Air Plumbing & Electric

Ride-alongs don't scale. Recording every in-home call does.

NewA Kia dealer lifts online lead appointments from 29% to 41% in 30 days

Bob Rohrman Kia lets Impel Sales AI text and email every internet lead overnight, keep following up, and book the showroom visit. This is overnight replies plus long-term follow-up, not a same-day test-drive blitz.

NewPayPal lets an AI SDR chase 8,000 lapsed merchants a month and meetings convert about 50% better

PayPal turns on an Agentforce AI SDR for merchants who stop processing. The agent runs a 10-nudge cadence, books the meeting, and hands a human rep the full context. Salesforce's Adam Alfano says do not wait for perfect CRM data. Start.

A roofing sales leader does a week of reporting in 35 minutes

Tarrant Roofing's VP of sales asks JobNimbus Analytics AI for sales by rep and region, and reps pull their own open balances.

Ten minutes of voice roleplay with ChatGPT before each call block

Reps warm up on an AI prospect that hangs up when they stumble, then get two strengths and two fixes.

Have managers review recorded deals before they stall

Deals slow, small.

Forecast from buyer activity on the deal board, not a gut feel

Gut-feel forecasts.

Review recorded calls together once a week

Reps unsure selling new product.

Run the forecast on a set schedule

Inaccurate forecasts, slipped deals.

Practice with an AI buyer before new hires talk to real leads

New hires burn finite leads.

Let a large team practice the kickoff story with AI

Managers can't run roleplays for 1,000+ reps.

Have new hires practice 500 cold-call intros before they go live

Slow SDR ramp.

Build a calculator that shows a buyer the return

Spreadsheet ROI clunky.

Screen sales candidates with a recorded video interview

900 applicants to screen.