James
The Revenue Expansion AI Agent
James is Revenue Expansion AI Agent , a proactive virtual SDR (Sales Development Representative) who handles early sales conversations reaching out, exploring upsell/cross sells and product refreshes, with the customers and booking meetings so your closers can focus on closing.
Speaks: English Spanish French
The Numbers Talk
Identifies and engages customers for cross-sell and upgrade deals.
Operates like a trained SDR for early sales conversations.
Accelerates revenue opportunities without adding sales headcount.
Agenda: The Revenue Expansion
James makes sure to proactively reach out to customers to explore any upsell/cross sell opportunities. Perfect for scaling outreach, maintaining pipelines, and accelerating deal velocity.
Checklist
- Perform cold outreach (email, call)
- Qualify Upsell/Cross-sell with key
- Questions
- Overcome objections
- Schedule demos or meetings
- Track responses and follow-ups
- Handoff to account executives
