How to Evaluate AI Agents for Inbound Sales
The due diligence package for operators choosing an AI agent for inbound sales.
Most teams evaluating AI agents for inbound sales spend a year building or buying the wrong thing. The technology is promising. The path is not clear. This package closes that gap before you commit.
With it, you'll be able to:
Evaluate architecture, not features. How to investigate the technology decisions that decides whether accuracy holds at volume.
Ask the questions vendors hope you won't. 10 of them, each with what a good answer should include.
Hear it from operators, not vendors. What broke, what worked, and the KPIs to focus on.
Free downloadable operator's framework.
What's inside
The Evaluation Guide
A five-page, tactical due diligence guide. No theory, no hype:
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The five pillars that decide production success: the cognitive decision engine, voice orchestration, the deployment approach, the team behind the product, and security. Why each is hard, and where vendors break.
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The 10-question operator's checklist: what to ask any vendor, and what a good answer sounds like.
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What good looks like for each pillar, and the vendor answers that should end the conversation.
The Operator Roundtable: Build or Buy
A candid 60-minute conversation with operators who have deployed AI intake at scale.
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What it takes to perform alongside humans: the technology that separates an amazing demo from a system that holds up in production.
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How to roll out safely: phased cohorts, A/B tested against your human team, never flipped on overnight.
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How to evaluate a vendor: the single claim that disqualifies one on the spot, and why the team behind the product matters as much as the demo.
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The results one operator saw: signed cases doubled to roughly 1,000 a month with a team that shrank from about 50 to just over 20.
"It's easy to build a wrapper on ChatGPT and have it go down a sequence and book an appointment. The real meat of a good AI intake solution is when it can handle the conversation going sideways, or getting complex."
Eamon Graziano, Operations leader
Want a second pair of operator eyes?
Mid-evaluation and want a gut check? Walk us through your use case. We'll tell you where the risk is and what to test before you commit.
