Cohort 1 starts Nov 11 · max. 50 seats

Less busywork for every role.More revenue from every lead.

Sales-Operator.io backs every role on your sales team. It scores every call against your standards, takes the busywork off openers, setters and closers and tells everyone via Telegram what to do today. Less time on admin, more time selling. Around the clock. In the cloud.

Nothing to install Runs 24/7 in the cloud No monthly license fee
Built for & ·Other CRMs can be connected in the cohort
Sales-Operator.io · Overview
Sales-Operator.io dashboard: revenue, close rate, show rate and the funnel from dial to deal
Sales-Operator
Telegram · 7:30 AM
Today's briefing
1. Talk to Tyler: 3 red lines this week.
2. 13 old leads warm again.
3. 14-day forecast: $47,948
CLOSING CALL
87 / 100
Partner objection handled well
Hot lead: score 92
Call now · assigned to Jenna
Explained in 2 minutes
Save my seat in Cohort 1 Starts Nov 11 · max. 50 seats
The problem

Your CRM stores everything.
But nobody looks at it.

Your team is on the phone every day. The calls are sitting in your CRM. And still, at the end of the week, you don't really know why deals are missing.

Recordings nobody listens to

Every call gets recorded. But who has time to listen to 40 calls a week?

Mistakes show up too late

A setter mentions the price too early. A closer lets objections slide. You only notice when the revenue isn't there.

Follow-ups fall through the cracks

Tasks pile up, callbacks get forgotten and nobody notices in time.

Old leads sit dead in your CRM

Hundreds of contacts who were interested once. Nobody touches them again.

Marketing is guessing

What leads really say on calls never reaches the people who make your ads and content.

You're everything at once

Owner, sales manager, trainer and controller. In the end there's too little time left for sales.

What it costs

Every forgotten lead
burns revenue.

This isn't a gut feeling. Studies show how many inquiries simply get left behind and how poor CRM data often is.

23%

of companies tested never responded.

Harvard Business Review, test of 2,241 companies

42 hrs

was the average response time among those who did respond.

Harvard Business Review, same study

7×

higher chance of a real conversation when you respond within an hour instead of an hour later.

Harvard Business Review, 1.25 million leads analyzed

25%

of companies never followed up on an inquiry. Only 12% followed up often enough.

Conversica Sales Effectiveness Report 2023

76%

say less than half of their CRM data is accurate and complete.

Validity, State of CRM Data Management 2025

37%

lose revenue directly because of poor CRM data.

Validity, State of CRM Data Management 2025

Run the numbers for your sales team

Enter your own numbers and see what neglected leads cost you.

200
15%
10%
$3,000
Revenue burned per year
$108,000
that's $9,000 per month
The math:
200 leads × 15% = 30 leads without a response
30 leads × 10% = 3 lost clients
3 clients × $3,000 = $9,000 per month

And your reputation takes a hit too

A lead who waits for a callback and never gets one tells other people. Not because your offer is bad. But because a setter or closer forgot in the daily rush.

Every lead gets a task and an owner
Hot leads go out instantly, not days later
If something stalls, it gets escalated to you
The CRM Audit shows you gaps and errors in your CRM
That stops happening to you.
Every role

One system. Every seat.
Less busywork. More revenue.

Sales-Operator.io doesn't replace anyone on your team. It takes the busywork off every seat, so openers, setters, closers and you spend your time where the revenue is.

Openers

Dial the right leads, not the CRM.

Hot leads assigned the moment they come in
Feedback on every opener call
Callbacks become tasks, nothing slips

Setters

Qualify better, book cleaner closing calls.

Scorecard and one tip right after every call
Clear stop when a lead isn't qualified
Reactivation list with the reason to call

Closers

Walk into every call prepared.

Briefing before every call: motive, budget, likely objection
No closing slot wasted on unqualified leads
Follow-up email drafted from the call

Sales lead & owner

Lead the team without re-listening to calls.

Morning briefing with today's priorities
Goals, forecast and escalations on autopilot
Objection report ready for marketing
How it works

It listens. It scores.
It makes sure tasks get done.

01

Your CRM delivers

Calls, meetings, leads and tasks are pulled from Close or HighLevel automatically. Your team keeps working the way it always has.

Calls Meetings Leads Tasks
02

Sales-Operator scores

Every call is scored against your script, your qualifying questions and your red lines. Not some generic standard.

Scorecard Red lines Objections
03

Your team takes action

Everyone gets clear feedback and their tasks via Telegram. Closers get a briefing before every sales call. You get your overview and the full dashboard.

Telegram Briefing Dashboard
A look inside

Your entire sales operation.
At a glance.

Sales-Operator.io · Overview
Overview with revenue, rates, funnel and today's most important actions

Revenue, rates and the path from first dial to closed deal. Plus today's most important actions.

Features

Support for every role on your team.
Never off the clock.

Call analysis against your standards

Every setting and closing call gets a scorecard. What went well, what was missing and where a red line was crossed.

SETTING · JENNA W. · 23 MIN82
Needs uncovered9/10
Qualification8/10
Firm appointment booked7/10
Red line: budget not asked

Feedback via Telegram

Right after the call. Short, specific and for everyone on the team.

Jenna, your setting call with M. Keller: 82/100. Strong: needs clearly uncovered. Next time, ask about budget earlier.
Got it, thanks!

Goals and revenue forecast

Who's on track, who's falling behind and what's coming in over the next two weeks.

Goals and forecast in the dashboard

Objections and buying motives

In your leads' own words. One click and it's ready for marketing, content and ads.

Objections and buying motives in the dashboard

Reactivation

Old leads get picked up again based on your rules. With the right message and a clear task.

Lead scoring

Hot leads are spotted instantly and assigned to the right setter. Unqualified ones get flagged.

Training

Exercises via Telegram, aimed at exactly the weaknesses that show up in real calls.

Also included:
Closing briefing before every call Stop alert for unqualified leads Morning briefing for you Assign and escalate tasks Funnel weak spots CRM Audit AI email drafts Speed-to-Lead
Notifications

Everyone knows what to do.
Right on their phone.

You and your team get exactly the messages that matter right now via Telegram. Short, specific and only during working hours.

For the sales team
Openers, setters and closers
CALL FEEDBACK · 2:12 PM
Jenna, your setting call with M. Keller: 82/100. Strong: needs clearly uncovered. Next time, ask about budget earlier.
HOT LEAD · 2:31 PM
New lead with score 92. Please call now, it's assigned to you.
CLOSING BRIEFING · BEFORE THE CALL
Maya, your closing call with S. Baker at 3:00 PM. Buying motive: more time for family. Budget confirmed. Expected objection: partner needs to decide too.
Feedback after every call with score, strength and next step
Closing briefing before every sales call: buying motive, budget and expected objections from the setting call
Hot leads instantly, assigned straight to the right setter
New tasks for follow-ups and callbacks
Reminders for open tasks before they stall
Reactivation: old leads that should be called again
Personal goal status: target to date and how much is still missing
Training: exercises on their own weak spots from real calls
For you as the sales lead
Owner or sales manager
MORNING BRIEFING · 7:30 AM
1. Talk to Tyler: 3 red lines this week.
2. 13 old leads warm again.
3. 14-day forecast: $47,948
STOP BEFORE THE CLOSING · 11:05 AM
Setting call with K. Newman was weak: no budget, no decision. The lead isn't qualified. Better cancel the 4 PM closing call, that saves Maya an hour.
ESCALATION · 3:20 PM
Danny hasn't confirmed a task after 36 hours. Quickly find out what's holding it up.
Morning briefing with today's most important actions
Red lines, as soon as someone crosses one on a call
Escalations, when tasks stall
Instant alert on a weak setting call: if the lead isn't qualified, it doesn't go to closing and your closer saves the time
Team scorecard: who's ahead on goals and who's falling behind
Revenue forecast for the next two weeks
Objection report with objections and buying motives for marketing
Available anytime by command:
/goals /forecast /reactivation /objections /training
Reports for marketing

Your sales calls make your marketing better.

Sales-Operator.io automatically creates reports for your marketing team. Which ad brought in how many sales? Which objections and buying motives should go into the next ads? That way the system feeds itself: better ads bring better leads and better leads bring more deals.

Every Monday via Telegram /ads /objections Copy for marketing in one click

Which ad really brings in revenue?

Per source, campaign and ad: leads, appointments, clients and revenue. Not just clicks, but what actually happens on the closing call.

Ads report: leads, appointments, clients and revenue per source

Revenue per source

Facebook Ads$73,000
Google$29,700
Newsletter$29,700
Partner$13,600

Objections become ads

Every frequent objection comes with a concrete idea for how your marketing can resolve it before the call.

OBJECTION · 12×
“I need to talk it over with my wife first”
↓
AD IDEA
Content for partners: “How to explain it to your partner”

Hooks in your leads' language

The strongest buying motives become ready-to-use hook ideas. In exactly the words your leads use on calls.

Working 50 hours and your kids barely see you? Bought two courses and implemented nothing? Finally know what's coming in at the end of the month.
What changes

From gut feeling to a system.

No more chasing people down. You see what's happening and your team knows what to do.

Spot-checking calls when there is time→Every call gets scored
Feedback once a month→Feedback right after the call
Building spreadsheet reports by hand→A briefing on your phone every morning
Forgotten follow-ups→Tasks with escalation
Dead leads in the CRM→Automatic reactivation
Marketing guesses what leads think→Real objections and buying motives
For offers with financing

Selling with financing or payment plans?
Know right away who qualifies.

If your clients pay through a financing partner or a payment plan, the lender has the final say. Every declined application costs you closing time, energy and often the whole deal. Through lead scoring and the feedback on every call, Sales-Operator.io shows you right away whether a lead is a fit for financing or whether something is still missing.

1
Your criteria in your playbook
You decide what matters for financing. For instance employment, income, existing debt or a minimum credit score your partner requires.
2
Setter feedback right after the call
If key info is missing, the feedback says exactly what the setter still needs to ask. With a quote from the call.
3
Closer briefing before the call
Your closer sees in advance what's already clear about financing. If it doesn't fit, a stop alert goes out before a closing slot gets wasted.
Financing check after the setting call
Steady employment or income✓ confirmed
Open to a financing application✓ confirmed
Monthly payment fits the budget✓ confirmed
Existing debtnot asked
Feedback to the setter: Ask about existing debt before the closing call. Then the lead is ready for the financing application.

This assessment does not replace a credit check. Approval is always up to the lender or your financing partner.

Cloud and control

Runs 24/7.
You install nothing.

Sales-Operator.io runs on our server in the cloud. No computer needs to stay on. You connect your CRM, Telegram and your own AI account and it works around the clock.

Around the clock in the cloud
Nights and weekends too. Messages to your team still only go out during working hours.
Your own AI account
The analysis runs on your own Claude API key. You stay in full control.
Your CRM stays yours
At first it only reads. It writes notes, fields and email drafts only once you approve it.
Privacy package included
Data processing agreement, deletion policy, call recording notice and a notice for your team are included.
Updates and new integrations
More integrations are already in the works. You get new features and updates automatically.
Cohort 1

We start on Nov 11.

We set everything up together with you in three live Zoom calls. Each call is 90 minutes. The first round is limited to 50 participants.

1
Wed, Nov 11 · 12:00 PM ET · 9:00 AM PT · 5:00 PM UK
Live Zoom call · 90 minutes
2
Fri, Nov 13 · 12:00 PM ET · 9:00 AM PT · 5:00 PM UK
Live Zoom call · 90 minutes
3
Sat, Nov 14 · 12:00 PM ET · 9:00 AM PT · 5:00 PM UK
Live Zoom call · 90 minutes
Recording of every call WhatsApp group for questions about Sales-Operator.io Close, HighLevel or your own CRM connected
Until the first live call Enrollment open
00Days
00Hrs
00Min
00Sec
Seats in Cohort 1max. 50
Honest answers

What might still
be holding you back.

These are the questions we get asked most. Here are our honest answers.

“$1,497 is too expensive for me.”

Your team's time is the most expensive thing you have. Every hour a setter or closer spends digging through the CRM or chasing follow-ups is an hour they don't sell. You pay for Sales-Operator.io once. Do the math: if your offer is $3,000 and the tool saves just one deal, it has paid for itself twice over. What's expensive are the leads sitting untouched in your CRM right now.

“An AI won't understand my sales process.”

That's why it doesn't score against some random standard, but against your playbook: your scripts, your qualifying questions, your red lines. Every score is backed by a quote from the call. You can check everything and change your playbook anytime.

“This is new. Where are the testimonials?”

Honestly: this is round 1. There are no testimonials yet and we won't make any up. We use it in our own Close, with openers, setters and closers. That's exactly why we set it up together with you in three live calls, where you can ask every question directly.

“My team will feel watched.”

Your setter gets a tip on their phone right after the call: what went well and what to say next time. The best calls go into training and your closer gets a briefing before every appointment. That's not surveillance, that's a coach.

“I don't have time for yet another tool.”

You install nothing. It runs in the cloud and plugs into your CRM. Your team keeps working the way it always has. Everything important comes via Telegram and you get your briefing every morning.

“I'm not a tech person.”

You don't have to be. In the cohort we set everything up together in three live calls. Or you go Done-for-You: we set up 100% of it for you, together with you in a personal 1:1 onboarding call.

“My CRM already has reports.”

Your CRM shows you how many calls were made, but not whether they were good by your playbook. It shows open tasks, but it doesn't escalate them to the next person after 36 hours. And it doesn't tell you who just visited your pricing page three times.

“My CRM is a mess.”

Then that's the best reason to start. The CRM Audit shows you in black and white where fields, call outcomes or sources are missing and exactly what to change. In the cohort we get your CRM in order together.

“My team is too small.”

With two or three people, you're usually the sales manager yourself, on top of everything else. That's exactly where things slip. The smaller the team, the more every single lead matters.

“I already have a sales manager.”

Great. Sales-Operator.io supports them, it doesn't replace them. A person reviews a few calls, the system reviews all of them. Your sales manager sees every morning where things are on fire and has time for what only a human can do: coach, lead, close.

“Will this replace my people?”

No. Sales-Operator.io supports every role on your team, it doesn't replace anyone. No AI makes calls for you and no AI closes for you. It takes over the busywork: re-listening to calls, chasing tasks, pulling numbers together. So your people have more time to sell.

“Will this really bring in more revenue?”

We don't promise you a number. But if hot leads get called right away, no follow-up gets dropped and every setter gets better after every call, you get more out of the same leads. Because you finally see where things get stuck.

Pricing

Pay once.
Live from November 11.

No monthly license fee. Choose whether you set it up yourself or we set up everything for you.

Join Cohort 1
$1,497one-time

We set everything up together in three live Zoom calls.

Sales-Operator.io for your sales team
Runs 24/7 in the cloud, nothing to install
All features and the full dashboard
Prep document and step-by-step guide
3 live Zoom calls, 90 minutes each: Nov 11, 13 and 14
Recording of every call
WhatsApp group for questions about Sales-Operator.io
With your own AI account
No monthly license fee
Updates and new integrations included
Connect Close, HighLevel or your own CRM
Save my seat for $1,497
Done-for-You Setup
We do it all
$4,997one-time

We set up 100% of it for you. Together with you in a personal 1:1 onboarding call.

Everything in Cohort 1
Personal 1:1 onboarding call
We set up 100% of it for you
Ready to go faster than through the cohort
Team, goals and call standards set up for you
You don't have to deal with anything technical
Book Done-for-You

Max. 50 seats in Cohort 1

FAQ

Frequently asked questions

Do I need to install anything?
No. Sales-Operator.io runs 24/7 on our server in the cloud. You just connect your CRM, Telegram and your own AI account.
Who is this for?
For coaches, consultants and agencies who use Close or HighLevel and run setting or closing calls by phone. Whether you sell on your own or have a whole team of openers, setters and closers.
Does the system write to my CRM?
At first it only reads. Notes, fields and email drafts are written only once you explicitly approve it.
Do I need technical skills?
No. We set everything up together in the live calls and the prep document and guide walk you through it step by step. If you don't want to do anything yourself, go with the Done-for-You Setup.
What's the difference between the two packages?
With Cohort 1 for $1,497, you set everything up together with us in the three live calls. With the Done-for-You Setup for $4,997, we set up 100% of it for you, together with you in a personal 1:1 onboarding call. So you're up and running faster than through the cohort.
What happens after I sign up?
You get the prep document. In it you gather everything that's needed. Then we set everything up together in three live Zoom calls: Wednesday Nov 11, Friday Nov 13 and Saturday Nov 14, each at 12:00 PM ET / 9:00 AM PT / 5:00 PM UK. Each call is 90 minutes.
What if I can't make a call?
Every call is recorded and you get the recording. You can ask questions about Sales-Operator.io anytime in the WhatsApp group.
What about privacy and call recording?
You get a data processing agreement, a deletion policy, a call recording notice and a notice for your team. Data on individual leads can be exported or deleted on request. Recording consent rules differ by country and US state, so make sure your calls follow the rules where you and your leads are.
Are more integrations coming?
Yes. More integrations are already in the works. You get new features and updates automatically, without installing anything.
What other costs come after purchase?
There's no monthly license fee. The AI runs on your own API key. You pay for usage directly to the provider, with no markup from us, and you see every cent in your own account.
My closing calls happen on Zoom. Are those captured?
Yes. Calls made in Close or HighLevel are captured directly. Zoom calls come in through your notetaker, whether that's Fireflies, Fathom, tl;dv or Zoom itself. Calls are pulled in automatically, you don't have to upload anything.
Does it only work with Close and HighLevel?
Sales-Operator.io is built for Close and HighLevel. That's why it goes so deep there: calls, leads, deals, tasks and appointments are read directly from your CRM. Using a different CRM? You can connect it in the cohort as well. We'll go through the details with you separately.
Starts Nov 11 · max. 50 seats

Soon every role on your team gets backup.

Save your seat in the first cohort.

Save my seat now