1 · Score
QuizFive weighted questions produce a readiness score out of 10 and a tier: Ready, Guided or Not Ready. The tier — not a guess — decides everything that follows.
AI sales assistant · KAI AIOS
The AI sales assistant playbook, end to end
This is the whole workflow Kai runs: how a lead is scored, captured, researched and contacted, and how the card moves through the pipeline until you take a call. Each readiness tier gets its own cadence, so a shaky setup never gets pushed into volume outreach it can't support.
The six steps
2 · Capture
KaiName, email and business are captured with the answers attached, and the lead is filed as a prospect card at the New Lead stage. Leads from your other sites arrive the same way through the lead intake address.
3 · Research
KaiKai pulls together what matters about the account — what they sell, who they sell to, the likely bottleneck their answers point at — at a depth set by their tier.
4 · Outreach
Kai + youKai drafts the first touch and the follow-up sequence from the research. Each lead's page carries a ready-to-send email you can edit before it goes out.
5 · Pipeline
YouReplies move the card through Contacted, Diagnostic, Proposal, Onboarding and Won. Every Kai action, note and stage move lands on the lead's timeline, so nothing is reconstructed from memory.
6 · Handover
YouWhen someone asks for a call, Kai logs the request against the card and hands it to you with the score, the answers and the full history already in place.
What each tier gets
Ready
Run outbound now
Your foundations hold, so Kai goes straight to volume: researched lists, sharp first lines, tight multi-touch sequences.
- 5 touches over 14 days
- Channels: Email, LinkedIn, Call
- Deep account research
- Next stage: Diagnostic
Guided
Outreach plus tidy-up
Kai runs a slower, higher-quality cadence while you fix the plumbing — fewer touches, more research per lead.
- 4 touches over 12 days
- Channels: Email, LinkedIn
- Standard account research
- Next stage: Contacted
Not Ready
Foundations first, then outreach
Kai keeps outreach to a single well-researched touch and spends the rest of the effort on documenting what you already do.
- 2 touches over 5 days
- Channels: Email
- Segment research
- Next stage: Contacted
The outreach cadence, touch by touch
Shown for the Ready tier. Lower tiers run the same shape with fewer touches and more research per lead.
| Touch | Day | Channel | Purpose | Subject line |
|---|---|---|---|---|
| 1 | 0 | Named observation about their business + one specific outcome + soft ask | {their process} at {their company} | |
| 2 | 2 | One-line bump with a proof point, no new ask | Re: {previous subject} | |
| 3 | 5 | Call | New angle: a different pain from the same research | One idea for {their team} |
| 4 | 9 | Call | New angle: a different pain from the same research | One idea for {their team} |
| 5 | 14 | Call | Polite close-the-loop, leave the door open | One idea for {their team} |
Start where you are
Don't know your tier yet? Take the quiz — it takes a minute and hands you the matching playbook. Already scored? Kai picks up from your result.