AI sales automation that keeps leads moving to your reps

Make the next sales action clear

A sales team needs more than a notification that a lead arrived. It needs a response, a useful conversation record and an owner for the next step. MetaTechAi connects calling, texting, CRM and follow-up so repeated work supports the way your team actually sells.

MetaTechAi, founded by James Hill, built and runs RizzDial and Beam. RizzDial supplies calling and sales workflow capabilities; Beam supplies business messaging. The installation scope determines how those tools fit your existing process.

Where automation can help

• Lead response: act on new inquiries using the approved routing and response process.
• Qualification: collect the information your reps need and flag requests that require a person.
• Booking: connect the agreed calendar and booking rules to the conversation.
• Follow-up: keep the next contact tied to the opportunity, its current state and its owner.
• CRM handoffs: make the outcome available to the team taking the next action.

For example, a proposed service workflow could respond to an inquiry, collect the service requested, and send the record to a rep for a quote conversation. Treat that as a design to scope with your team, not a promise that every tool and account already has those rules configured.

Who it is for and who it is not for

This fits service businesses with a sales team and repeatable lead response or follow-up work. Home service teams, clinics, real estate teams, consultants and agencies can bring an existing process to review.

It is not a fit for a team that expects AI to close every deal without a rep, or wants to automate outreach before defining customer permissions and stop rules. Your team stays responsible for offers, sensitive decisions and the customer relationship.

How we put sales automation to work

1. Choose one sales gap. Identify where response, booking or follow-up is breaking down.
2. Define routing and ownership. Document the information required, the next person responsible and when automation must pause.
3. Connect and test. Configure the agreed calling, messaging and CRM steps; check both ordinary leads and exceptions.
4. Review conversions. Compare the agreed outcome with the baseline and tune the workflow with your team.

For practical follow-up rules, use the service quote follow-up guide. For stage definitions and record ownership, use the sales CRM guide. Both help you specify the workflow before expanding it.

After the first workflow is tested, define who checks exceptions and updates the rules. Our managed AI sales services cover ongoing monitoring, tuning and handoff improvements within the agreed scope.

Measure the result your business needs

We guarantee to increase your conversions, or you don't pay. On the call, we agree on what conversions we're measuring for your business. We install the systems to move that number. If it doesn't move, you don't pay for it.

Calls made and messages sent describe activity. Agree on the conversion being measured before installation. Our guide to measuring AI sales conversions explains how to define the comparison and review the evidence.

Frequently asked questions