Prospect Identification
The system finds accounts and contacts that match your ICP, then prioritizes them using the signals that matter for your market.
AI Agent for Sales
Give your sales team superpowers
Marshal builds and runs managed AI Agents for Sales that research accounts, personalize outreach, follow up, qualify responses, and hand real opportunities to your team inside the stack you already use.
- Built on your CRM, inbox, calendar, and sales tools
- Approval gates before the agent speaks for your brand
- Exception queues for anything that needs judgment
- Human review where the stakes are real
- $0 upfront. Subscribe after a verified 45-day pilot.
Managed AI Ops for founder-led businesses that need more revenue without more headcount.
/ MORE POWERFUL THAN A CRM
What is an AI Agent for Sales?
An AI Agent for Sales is a production system that handles repeatable sales work across research, personalization, outreach, follow-up, qualification, and handoff.
THE CHEAP VERSION
Sends more messages.
THE USEFUL VERSION
Knows who to contact, why now, what to say, when to stop, when to ask for approval, and when to get a human into the conversation. Marshal builds the useful version.
Account and Personalization
The agent researches the account before it writes, turning public signals, CRM notes, website context, prior conversations, and approved positioning into outreach that sounds like someone did the homework.
Outbound Execution Support
The agent drafts, queues, follows up, routes, and updates the system of record across the first pilot workflow.
Governance by Design
The workflow includes approval gates, exception queues, human review, routing rules, audit trails, guardrails, and performance reviews from day one.
/ WHAT OUR SALES AGENTS CAN DO
Agents built to help you close.
Encode your sales process, tradecraft, and approved positioning into a series of AI-augmented decisional steps that run on demand — including via your CRM and APIs.
01.1 SPEED_TO_LEADLIVE
Speed-to-Lead
Ensures inbound inquiries receive an immediate, structured first-touch response.
01.2 QUALIFY_ROUTELIVEQualification & Routing
Evaluates inbound leads and sends them to the right next step.
01.3 BOOK_FOLLOWUPLIVEBooking & Follow-Up
Moves qualified leads toward scheduled conversations without letting the thread go cold.
02.1 PROSPECT_IDLIVEProspect Identification
Builds targeted prospect lists from fit criteria such as industry, geography, size, title, and buyer signals.
02.2 ACCOUNT_RESEARCHLIVEAccount & Personalization
Gathers context on accounts and contacts so outbound becomes sharper and easier to execute.
02.3 OUTBOUND_EXECLIVEOutbound Execution Support
Supports outreach at scale. AI drafts, logs, and preps. Your team focuses on conversations.
/ Fully integrates into your systems
Built on your sales stack.
No rip-and-replace. The agent executes work across the systems your team already uses — with a clear boundary between what runs automatically and what is customer-facing.
Fully governed, production-ready AI agents.
Sales is the one function where a single mistake is both public and expensive. So every Marshal agent ships with governance built in, not bolted on.
01
Approval gates
Publishing a post? Launching a campaign? Pushing a sitewide change or spending above your threshold? A human approves with one click before it moves. You set the thresholds. The agent respects them every time, no exceptions.
02
Exception queues
Anything ambiguous gets parked for human review, never guessed at. A claim it cannot source, a competitor comparison, anything legally sensitive: it routes to a person with full context. The agent's most valuable skill is knowing what it does not know.
03
Audit trails
Every asset, edit, and ad change is logged with its source. When you ask why the agent published that, there is a receipt. Which source backed which claim. Who approved which campaign. What changed at 2am and why.
04
Brand & voice control
Trained on your best-performing content and bounded by your brand rules and your no-go list. It writes like your sharpest brand marketer on her best day. Every day. It will not touch off-limit topics, will not invent statistics, and will not drift off-brand by paragraph three.
/ WHY TEAMS CHOOSE MARSHAL
Marshal executes work across your entire business.
Managed, for you
We don't just build the agent and leave you with a second job. Marshal runs the system in production and keeps it working.
Built on your existing stack
Your CRM, inbox, calendar, and sales tools stay in place. Marshal adds the agentic layer.
Human-in-the-loop, always
Approval gates, exception queues, and human review are part of the architecture.
Deploy for free
Marshal builds, tests, and deploys an agent inside your environment, on our dime. You get to observe it executing your work in real time.
Outcome-based pricing
You pay for successfully completed work. Full stop.
/ COMPARISON
Adding to headcount is now optional.
Compare Marshal against the req you were about to open.
| Comparison point | Your next BDR | Marshal sales agent |
|---|---|---|
| Time to productive | 3 to 6 months to ramp | 1 to 2 hours |
| Coverage | A couple of verticals | Whatever you need |
| Output window | 9am - 5pm | Runs perpetually (even during the Super Bowl) |
| Performance Consistency | Above average, for a human | 100% consistent, at machine-scale |
| Governance | Quarterly review | Approval gates, exception queues, audit trails |
| Time & attention | Needs management and guidance | Managed by Marshal |
| Cost | Fully loaded salary | A fraction of what you're about to spend |
[ Scope ]01 / 04
Together, we scope it
A working session to map your sales workflows, find the highest-leverage one (inbound response time, CRM updates, etc.), and define a measurable target. You leave with the blueprint.
[ Build ]02 / 04
We build it on our dime
Marshal designs, builds, and deploys a working agent into your environment, on your stack, under your rules and your gates. All on our dime.
[ Test ]03 / 04
Run a 45-day pilot
Run a pilot on your real leads and deals over multiple cycles. You see published results, not a demo. Your team keeps full control the entire time.
[ Decide ]04 / 04
It either works or you walk
Verify performance and roll into a monthly managed tier. Anything less, and we part ways as friends with no hard feelings.
The questions sales leaders ask before they sign.
Will this replace my sales team?
No. It removes repeatable work from the team so humans can spend more time on judgment, relationships, negotiation, and closing.
Can the agent send outbound messages automatically?
Yes, but only if that’s inside the approved scope and guardrails. Most teams start with approval required, then expand autonomy after performance is verified.
What tools can it work with?
Marshal builds on the tools you already use. Typical systems include CRM, inbox, calendar, forms, enrichment sources, spreadsheets, documents, and team communication channels.
How fast can this go live?
A working agent can usually move in days once access, scope, and approval rules are clear. After proof of concept is verified, you can run optional pilot for another 45 days to observe your agent over longer cycles.
What happens when the agent is unsure?
It routes the case to an exception queue or a human reviewer. Guessing is not a strategy.
Do we need perfect CRM data first?
No, but we do need to know what data can be trusted. Part of the build is identifying usable sources, fixing the critical gaps, and preventing bad data from becoming bad outreach.
Is this inbound or outbound?
It can support either. The first pilot should focus on one specific workflow: inbound response, outbound account research, event follow-up, reactivation, or another measurable sales motion.
How do we pay?
You pay nothing upfront for the custom build and proof of concept. Marshal scopes a workflow with you, and then builds, tests, and deploys on our dime. Once you have verified initial success, you can run a 45-day pilot to observe your agent over more cycles before making a decision. You then have the option to roll into a managed-service subscription.
>>> START THE PILOT
Sales agents built for the way you work.
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