Sales ops on GO Pilot GO

Lead scoring, CRM hygiene, meeting prep, and pipeline narration, all running as voice-built agents with persistent memory.

Why operators move sales ops here

Sales ops is a stack of small, repeating decisions: this lead is hot, this contact is stale, this meeting needs prep, this deal needs a nudge. Each one is too small to staff and too important to skip. GO Pilot GO collapses each into a voice-built agent that runs on a schedule, costs pennies, and remembers what it did last time.

Lead scoring agent

Utterance"Every weekday at 7am, pull yesterday's GoHighLevel new contacts, score them by fit for my coaching offer, and Slack me the top three with a one-line reason."

A nine-second utterance becomes a recurring agent with persistent memory of past scoring criteria. As you mark winners and losers, the agent's memory file updates with your real ICP, and tomorrow's scores get sharper.

Cost~3K tokens per run, 22 runs/mo, under $0.50/mo on Starter.

Meeting prep agent

Utterance"Twenty minutes before any calendar event with an external attendee, pull the contact from GoHighLevel, summarize the last three interactions, and DM me a brief."

Runs on calendar trigger, no scheduling logic to write. Each brief is one paragraph: who they are, what you talked about last, what they care about, one fresh angle.

CRM hygiene agent

Utterance"Once a week, find duplicate contacts in GoHighLevel, propose merges, and email me a report with one-click approval links."

Uses approval tokens, so destructive operations always wait for your tap. The agent never deletes anything on its own.

Pipeline narrator

Utterance"Every Friday at 4pm, query the pipeline, identify deals that moved forward, deals that stalled, and deals that need a nudge. Write a plain-English summary and Slack it to the founders channel."

The summary is a story, not a dashboard. Stakeholders read it in 30 seconds instead of clicking through reports.

Setup checklist

  • Connect GoHighLevel via the guided OAuth flow in Connections.
  • Connect Slack (or use email if you prefer).
  • Record each agent in one breath. Don't over-specify, the agent's memory fills in the details over the first week.

Pairs well with

Compare against Zapier if you've been chaining static if-this-then-thats, or ChatGPT custom GPTs if your current setup needs you to copy-paste into chat.