AI Setup Studio
Business AI

An AI Sales Assistant for Your Small Team.

We set up an AI workflow that enriches new leads with public information and drafts personalized outreach for your review, connected to your CRM or spreadsheet.

Specialist under NDA 3 acceptance tests How-to-use walkthrough 14-day support

Who this is for

  • Founder-led sales
  • Small B2B sales teams
  • Agencies prospecting new clients

Before your session

  • A CRM or spreadsheet with leads
  • An automation platform account
  • An AI provider API key

What's included

  • CRM or spreadsheet connection
  • Lead enrichment step
  • Outreach draft generation
  • Review-before-send workflow
  • Three functional tests
  • 14 days of support for the delivered configuration

Not included

  • AI tool licenses and subscriptions
  • Company-wide IT administration outside the starter scope
  • Custom software development
  • Bulk email sending or deliverability setup
  • AI tool subscriptions, API usage, or license costs
  • Complex custom software development
  • Advanced integrations not listed in the package
  • Major device repair or operating-system troubleshooting
  • Custom production infrastructure

Starter scope: One lead source and one outreach template style.

Acceptance

Three tests. You watch them pass.

Your setup is only complete when these practical tests succeed on your own device.

1

A new lead is enriched automatically

Recorded on your checklist

2

A personalized draft is created

Recorded on your checklist

3

Nothing is sent without approval

Recorded on your checklist

The process

How your setup session runs

  1. 1

    Request & prerequisites

    You submit a request. We confirm your device, accounts, and goals, and send a prerequisite checklist.

  2. 2

    Specialist & NDA

    A qualified specialist is assigned and signs the confidentiality agreement before any access.

  3. 3

    Secure remote session

    You start a screen-sharing session and approve access. You can pause or end it at any time.

  4. 4

    Install & configure

    We install the tool, connect your account, and configure it for your goals.

  5. 5

    Three acceptance tests

    We run three practical tests together so you can see everything works.

  6. 6

    Handover & how-to-use walkthrough

    We show you how to use the tool for your own tasks, then hand over a setup completion checklist and 14 days of support.

Illustrative photo: a technical specialist wearing a headset helping a remote customer at her computer
Remote access only with your approval. You can pause or end the session at any time. Security policy
FAQ

AI Sales Assistant Starter setup questions

Related

More Business AI packages

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$499 fixed price. Up to 4 h. 14 days of support included.

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AI Setup Studio is an independent technical services company. We are not affiliated with, endorsed by, or sponsored by OpenAI, Anthropic, Google, Microsoft, GitHub, Cursor, Ollama, n8n, Make, or any other AI tool vendor unless expressly stated. Product names are trademarks of their respective owners and are used only to describe compatibility.

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