An AI team for
your B2B
sales pipeline.
Research the right accounts, reach decision-makers, follow up with context and prepare qualified opportunities for your sales team.
AI handles the repeat work. People review the fit and next steps.
A conversation
with the context intact.
- Account fit
- Matches the agreed target profile
- Contact
- Function head reviewing the process
- Need
- More consistent sales follow-up
- Open questions
- Budget and decision process
- Next step
- Discovery call with a clear agenda
Confirm the requirement and agree the purpose of the meeting.
Build context at every step.
The right company, the right contact and a useful message are connected pieces of the same sales process.
Who should we approach?
Define account fit and the problem your offer can solve. Research a reason to start the conversation.
Why would they respond?
Connect the message to the person’s role and business context. Share something useful to the decision.
What makes it an opportunity?
Understand the requirement, the buying situation and an agreed next step before handing over.
Defined roles.
Useful work. Human oversight.
Choose a role to see the tasks, a sample output and the human review involved.
We configure and manage these roles around your sales process. An AI employee is a repeatable work process supported by AI, with agreed information, actions and review points.
Find businesses where your offer has a plausible fit.
Work it handles
- Research the industries, company profiles and business situations agreed with your team.
- Summarise account context, relevant signals and a possible reason for outreach.
- Separate sourced facts from assumptions that need a conversation.
Account brief
- Company fit
- Matches the agreed industry, scale and operating model.
- Possible need
- An expansion or process change may make the offer relevant.
- Still unknown
- Whether the business is evaluating a solution now.
People approve the target account criteria and review relevance. Funding or growth alone is not purchase intent.
Find the roles that influence the buying decision.
Work it handles
- Identify likely users, budget owners and decision-makers for your offer.
- Research relevant professional context and agreed contact sources.
- Prepare a contact map showing known roles and gaps.
Buying-team map
- Business owner
- The function head responsible for the problem.
- Other people
- Possible users, procurement or an executive sponsor.
- To confirm
- Who evaluates, approves and signs off the purchase.
People review contact quality and the approach. A senior job title does not automatically mean budget authority.
Connect your offer to a problem worth discussing.
Work it handles
- Prepare account-specific message angles based on approved positioning and evidence.
- Draft outreach and follow-up content for the channels in scope.
- Organise replies and questions for the right next action.
Account outreach plan
- Opening context
- Why this business and why this role.
- Useful offer
- A relevant example, diagnosis or discussion of the problem.
- Response routes
- Interested / needs information / later / wrong person.
People approve claims, tone and campaign rules. Complex product or commercial questions go to your team.
Keep useful conversations from going cold.
Work it handles
- Track previous messages, questions, objections and agreed follow-up dates.
- Prepare useful next touches based on whether the prospect is exploring, evaluating or waiting.
- Keep a record of paused conversations and the reason to reconnect.
Account follow-up plan
- Current stage
- Interested, but the team is reviewing priorities.
- Useful next touch
- Answer the specific question and share an approved example.
- Reconnect trigger
- The date or business event discussed with the prospect.
People decide how to handle objections and changes in interest. Opt-outs and requests to pause are respected.
Turn a positive reply into a useful discovery brief.
Work it handles
- Support capture of the problem, business fit, decision process, timing and budget context.
- Record the requirement in the buyer’s words and mark what is still unconfirmed.
- Prepare a handoff against the qualification criteria agreed with your sales team.
Meeting and opportunity brief
- Requirement
- A specific problem the prospect has described.
- Buying situation
- People involved, urgency, timing and budget status.
- Next step
- A discovery conversation with an agreed purpose.
A person reviews the context and qualification. Your team owns discovery depth, solution fit and sales commitments.
Keep follow-through organised around the opportunity.
Work it handles
- Prepare meeting notes, summaries, next actions and follow-up drafts.
- Support proposal drafts using approved inputs when included in scope.
- Prepare CRM records, pipeline reviews and forecasting inputs from available information.
Opportunity follow-through
- After the meeting
- Summary, unanswered questions, next owner and due date.
- Proposal support
- Draft from approved scope, pricing and solution information.
- Pipeline view
- Stage evidence and gaps, without inventing deal certainty.
People approve proposals, pricing and forecasts. System updates depend on the agreed workflow and access.
Role selection, automation, channels, deliverables and integrations are agreed in the engagement. You do not need to set up and manage these tools yourself.
From target account
to an informed sales conversation.
A complete workflow for your business, configured around the offer and the part of the pipeline you want to improve.
Define the offer and target
Agree ideal accounts, buyer roles, positioning, approved proof and qualification criteria.
Research and map the account
Prepare account briefs, identify relevant contacts and explain the reason for outreach.
Engage and build context
Run the agreed outreach and follow-up, capture replies and route questions to the right people.
Qualify and support sales
Have a person review the requirement, prepare the handoff and organise agreed follow-through.
The engagement can focus on new account outreach, follow-up on existing conversations, qualification or sales support. Scope and ownership are agreed with your current team.
A positive reply
is the beginning
of discovery.
We agree what your sales team needs to know before it accepts a meeting or opportunity.
- 01
Business and problem fit
Does the company fit your target, and has the prospect described a relevant problem?
- 02
The buying team
Who uses the solution, influences the choice, owns the budget and approves the purchase?
- 03
Timing and urgency
Why consider a change now? Is there an evaluation, deadline or business event behind it?
- 04
Budget and decision process
What is known about spend, evaluation and approval? Record uncertainty rather than inventing an answer.
- 05
Interest and next step
What has the prospect agreed to discuss, and what should the next meeting achieve?
An opportunity brief
your sales team
can work with.
Keep account research, the prospect’s actual words and the open questions together.
This is a fictional example to show the format. It is not a customer case study, a live prospect or a promised result.
Account & discovery brief
- Business context
- An established service business with a sales team handling multiple accounts.
- Contact involved
- Sales head reviewing how follow-ups are managed.
- Requirement stated
- “We want to know which prospects need a follow-up and who owns it.”
- Current approach
- Notes and next actions are spread across separate records.
- Business impact
- Missed follow-ups are a concern. The impact has not been quantified.
- Buying process
- Other stakeholders and approval steps still need to be identified.
- Budget & timing
- No approved budget or implementation date confirmed.
- Purpose of next call
- Map the current process, clarify the gap and assess solution fit.
- Handoff status
- Discovery brief prepared for human review; meeting not confirmed.
Keep the next steps organised.
When included in the engagement, the AI team supports the work around the sales conversation too.
Before and after a meeting
- Prepare account context, conversation notes and a suggested agenda.
- Draft a follow-up from the meeting’s actual decisions and questions.
- Record the next action, owner and due date.
Sales operations support
- Prepare proposal drafts from approved scope and commercial inputs.
- Prepare CRM records and pipeline reviews using available information.
- Support forecasting inputs while keeping unconfirmed deal assumptions visible.
Your team approves proposals, pricing and commitments. Direct CRM or other system updates require the access and integration agreed in scope.
Illustrative workspace
Your team owns
the relationship
and the close.
S2O manages the agreed research, engagement and qualification work. Your team brings product expertise, discovery, negotiation and commercial decisions.
We review the quality of replies and handoffs together. That feedback helps improve the account criteria, messages and follow-up.
A managed team,
with an agreed scope.
We agree the roles, deliverables, qualification criteria and review process before work starts.
You bring the context
Your offer, ideal customer, approved proof, messaging and current sales process.
We manage the delivery
Configure the agreed AI roles, guide execution, review quality and prepare handoffs.
We review the evidence
Account fit, replies, qualification context, accepted opportunities and next actions.
Commercials fit the scope
Paid pilots or retainers, with a performance component where suitable. Terms are discussed for each engagement.
Questions from B2B teams.
Is this only for SaaS companies?
No. S2O Sales serves B2B product and service businesses, including founder-led companies and established sales teams. The target accounts, message and workflow are tailored to your offer.
Can we choose only the roles we need?
The engagement is scoped around your gap. We discuss which roles and deliverables are useful, how they connect to your current team and what human review is needed.
Which channels will you use?
We choose the channels based on your audience and scope. Email, LinkedIn or other suitable outreach and follow-up channels may be included. Every engagement does not automatically include every channel.
Do AI employees send proposals or make commitments?
Proposal drafting can be included using approved inputs. People approve final proposals, pricing and commercial commitments. Automation and sending permissions are explicitly agreed.
What do you need from us to begin?
Your offer, target customer, approved proof and messaging, qualification criteria, current sales process and the people responsible for handoffs. System access is only needed for the integrations agreed in scope.
How will we judge whether it is working?
Review account relevance, reply quality, requirements captured and accepted handoffs against the agreed criteria. Meetings attended and sales outcomes need actual records from the sales process.
Where could an AI team
support your sales team?
Bring your offer, target customer and current sales process. We can work through the right roles and scope.