Guides
One guide per
decision you make.
Practical guides for owners and sales leaders deciding on AI, in the order you'll decide. Each one opens with a direct answer, covers the Canadian specifics, says what we saw in our own builds, and carries the date it was last checked.
Where to start: if you haven't found your bottleneck yet, start with the method or the scorecard. Every guide below assumes the bottleneck is in sales follow-up; if it isn't, the right guide is a different one.
The buying order
Six decisions,
in order.
The first guides are being written now, from our own builds and the primary sources. Until each is published, its link goes to the page that answers the question today.
- Should we? What to automate first, and AI SDR vs a human SDR↗
Start at the bottleneck. For most owner-led sales teams that is speed to lead and follow-up, not prospecting.
- Can we? Calling and texting rules in Canada↗
The CRTC's telemarketing rules and the National DNCL for calls, CASL for texts, from the primary sources. Not legal advice.
- Which? Voice platforms and CRM fit↗
Pick the platform after the job is defined, not before. We've built on several.
- How much? Cost per booked call↗
Measure against what the business produces at the bottleneck, not against hours saved.
- How? Setup checklist, scripts and prompts↗
Routing and intake first, then the AI.
- Did it work? Measuring an AI voice agent↗
Log every decision, override and outcome, and the answer is in the record.
Can't wait for the guide?
Ask us
directly.
Book a 30-minute call. Bring the question you'd want the guide to answer.