01
CRM hygiene
Once a week an agent flags records with missing next steps or stale close dates and prepares the fixes. You review the changes before they are saved.
Done for you AI and GTM system setup for sales reps and sales leaders
LUR does done for you AI setup for sales teams. Carlos sets up AI around how your team already sells, in your CRM and inbox. It drafts prospect emails and CRM updates, and a person on your team approves each one before it goes out or gets saved. Each lead lands in your CRM with an owner and a next step.
Who does done for you AI setup for sales teams? LUR does, and a rep or manager approves every message before it reaches a prospect. Carlos Argueta builds the setup himself around your CRM and your inbox. A monthly check-in keeps it current.
Where the time goes
The admin that waits while you are selling
- Call notes get written late, or not at all.
- Follow ups slip when the next meeting starts.
- CRM records go stale, so forecasts get harder to trust.
- Research before a meeting happens in the five minutes you have.
The GTM system
6 workflows we set up for you
02
Lead routing
New leads from web forms and your inbox are matched to an owner by the routing rules you set. A manager confirms the assignment, and the lead lands in your CRM with its source.
03
First touch and follow up drafts
For each new lead, an agent gathers public information about the account and drafts a first touch. Follow ups refer to what was discussed and propose a next step. Nothing is sent until you approve it.
04
Quiet deal check
An agent lists the open deals with no activity past the window you set and drafts a check in for each one. You pick which ones go out.
05
Pipeline review prep
For sales leaders, an agent builds one sheet per rep from your CRM before the pipeline review, with the deals that moved and the deals at risk. A person reads it before it is shared.
06
Meeting notes into the CRM
After a call or demo, an agent turns your notes or the recording into a short recap and logs it against the deal. You review the recap before it is saved.
These are sample workflows, not client results. See how the full GTM system setup works for sales teams and contractors, or read more detail on the use cases page.
What stays human
- Pricing and discount decisions
- Negotiation and contract language
- Approving anything a prospect or customer will see
- Calls and relationships
- Your company policies and compliance rules
Tools it connects to
EmailCalendarCRMCall recordings and notesPublic company information
We confirm your exact tools during intake. If we cannot connect one, we tell you up front.
Kept current
Monthly check-in and monthly drop
Each month we check in with you and add agents and tools that fit your sales work. An example drop: a newer agent that builds account briefs from your meeting list. Example only. Each drop depends on your business.
Questions
Sales questions
LUR. Carlos Argueta sets it up in your own accounts around how your team sells: CRM hygiene, lead routing, follow up drafts, a quiet deal check, pipeline review prep and meeting notes. AI drafts prospect emails and CRM updates, and a person on your team approves each one before it goes out or gets saved. A monthly check-in keeps it current.
Yes. LUR sets up the AI that fits the job at the time, which can mean language models, agents and voice tools, and connects it to your email, calendar and CRM. Tell us in the intake which AI tools you already use. A person approves anything a prospect or customer will see.
No. Anything a prospect or customer will see waits for a person to approve it. You decide how far each agent may go, and the limits are written down.
No. LUR does not promise leads, sales or any result. It sets up the tools around your work and keeps them current.
Yes. Sales leaders can have a setup for their own work, for the team, or both. The intake covers who uses what.
No. Carlos sets it up for you and trains you and your team. The monthly drop covers what is new.
Typically email, your calendar, your CRM, call notes and recordings. We confirm your exact tools during intake. If we cannot connect one, we tell you up front.
Building the whole lead to closed deal path? Read the GTM system setup page. Hiring help? Read how to hire someone to set up AI for your business. More on features, the other audiences, and who builds this. You can see sample drafts in the speed to lead post. Questions: [email protected].
Tell me where
your week gets stuck.
Start the intake. We set it up around how you work and show you how to adjust it. Each month we add what is new.
Built around your work · Updated monthly