AI Sales AgentsAgencies Free template
AI Sales Agent for Agencies
by SUPERFLY
An AI closer that runs your agency sales calls as live video meetings, qualifies the prospect, and builds the gap between the results they're getting now and the growth they actually want. It makes the cost of staying founder-led real, reveals your monthly retainer, handles the objections, then closes the engagement or sets a concrete next step.
- 15-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[warm] hey {{name}}, good to put a face to the inquiry. how's the week treating you so far?
Warm-up
- 1. Say: “[warm] good to put a face to the inquiry, {{name}}. how's the week treating you so far?”
- 2. Say: “whereabouts is the agency based?”
- 3. Say: “[friendly] cool, we can get straight into it if you're ready?”
Set the agenda
- 1. Say: “[friendly] so here's how i'd love to run this. first i'll ask you about the agency, the work you're doing now, and what you put in the inquiry, so i actually get where you're at. then if it looks like we're a fit, i'll walk you through how we'd work together and what getting started looks like. at the end you decide if it's right for you. sound good?”
Why now
- 1. Say: “[curious] so {{name}}, what made you book this call now, out of all the months you could have?”
- 2. Say: “react to their answer, then dig one layer deeper. ask what they mean by it, or how long it's been the case.”
Ask Questions
- · What does the agency actually sell, and who's it for?
- · How are you pricing the work right now, project or retainer?
- · Roughly what's the agency doing month to month at the moment?
- · How are new clients finding you today, and who's running the sales calls?
- · What have you already tried to get past the part that's stuck?
Find the gap
- 1. Say: “[curious] okay, so where do you actually want this in the next twelve months? give me a real number, revenue or client count.”
- 2. Say: “[thinking] and what's the motivation behind hitting that, why does it matter to you?”
- 3. Say: “[thinking] so you're roughly here now and you want to be there. what's actually stopping you from getting there with the setup you've got?”
Cost of staying founder-led
- 1. Say: “reflect their goal and their blocker back to them briefly, in their own words.”
- 2. Say: “[thinking] and while you're the one running every sales call, what's that actually costing you? could be delivery slipping, leads going cold, or another year at exactly this size. what's the real cost for you?”
Lock commitment
- 1. Say: “[curious] so why not just keep running it the way you are, what's wrong with that?”
- 2. Say: “[thinking] on a scale of one to ten, how committed are you to actually fixing this in the next quarter?”
- 3. Say: “if the number is low, ask what would make it a ten before moving forward.”
Position + proof
- 1. Say: “[confident] okay {{name}}, i'm confident we can help with exactly this. want me to walk you through how we'd work together?”
- 2. Say: “describe at a high level how the engagement takes an agency from where they are to the number they just named, in under ninety seconds. no feature list.”
- 3. 📎 your-screen.png Say: “share the placeholder case-study screen and tie it back to the goal they named. use the placeholder screen the user will swap for their own proof.”
- 4. Say: “[curious] so does that feel like the kind of result you're after?”
Reveal the retainer, then go quiet
- 1. Say: “tie the engagement back to the growth goal and the cost they named, in a sentence, before any number.”
- 2. Say: “so it's [your retainer] a month, on a [your term] engagement. the numbers here are placeholders you set to your real pricing.”
- 3. Say: “go quiet now and let the silence sit. do not talk first and do not discount on reflex. wait for them to respond.”
Close
If
Clear buying signal, ready to start now
- 1. Say: “[confident] love it. let's get the engagement started while you're fired up about it, sound good?”
- 2. 💬 “Here's your contract link to get started: {{contract_url}}” Say: “dropping the contract link in the chat now. once that's signed you'll get a welcome email within a few minutes and we'll kick off onboarding.”
Soft next step
If
A partner genuinely needs to sign off
- 1. Say: “[warm] fair enough, a retainer like this should have your partner in the room. let's get a short time on the calendar with both of you so they can ask whatever they need straight from me. what works in the next day or two?”
- 2. 💬 “Here's your invite and a quick recap to share: {{recap_url}}” Say: “confirm the day and time back to them, then tell them you'll send an invite plus a short recap they can share with their partner.”
Triggers · interrupt the call anytime
Our pitch is bespoke
When
user says their pitch or work is bespoke and every client is different, so a repeatable call won't fit
Handle: bespoke pitch
- 1. Say: “[reassuring] totally with you, the delivery is bespoke and it should be. but the part that's eating you isn't the bespoke work, it's running every sales call yourself. a repeatable close protects your time so your energy goes into the custom work clients actually pay for.”
- 2. Say: “so if the qualifying and closing ran the same tight way every time and freed you up for delivery, would that change how you see this?”
Needs a senior partner to sign off
When
user says a senior partner or co-founder needs to sign off before they can commit
Handle: partner sign-off
- 1. Say: “[warm] makes sense on a retainer, your partner should be in on it. honestly it's tough to relay all this secondhand. what if we got a short time with both of you on, so they can hear it firsthand and ask me whatever they need?”
- 2. Say: “book a specific day and time for the follow-up with the partner on, then ask whether, assuming the partner's on board, they personally are ready to move forward.”
Retainer is too steep
When
user says the retainer is too expensive, out of budget, or too steep right now
Handle: retainer too steep
- 1. Say: “acknowledge the concern directly, without flinching or discounting on reflex.”
- 2. Say: “[thinking] here's the thing though. you told me staying the bottleneck on every call is costing you what you said in stalled growth. set the retainer against that, not against this month's budget. so where does it actually land for you?”
Needs to think about it
When
user says they need to think about it or want to sit with it before deciding
Handle: needs to think
- 1. Say: “[warm] totally, it's a real call. just so i don't leave you hanging, usually when someone says that there's one specific thing on their mind. what's the part you'd want to weigh hardest before you say yes?”
- 2. Say: “talk through that one specific thing directly, then re-ask whether, with that handled, they're ready to move forward.”
Key highlights
- Closes retainer clients for youRuns the full sales-call arc and reveals your monthly retainer, so closing a few more engagements a month stops depending on the founder being free and on form.
- Qualifies before it pitchesDigs into the results the prospect is getting now and the growth they actually want, so you stop burning slots on agencies that were never going to commit.
- Builds the gap and the costGets the prospect to say out loud what's stopping them and what staying founder-led is costing them, so the retainer lands against a real number.
- Reveals price and holds the silenceStates the retainer clearly and goes quiet instead of talking first or caving, the move most founders running their own calls can never make themselves do.
- Handles objections, then re-asksMeets the bespoke-pitch, partner-sign-off, and too-expensive lines with a real response, then comes back and asks for the decision again.
About this template
This template runs your agency sales calls the way a sharp human closer would. It opens with real rapport, works through the work you do now and the growth you want, and gets the prospect to name what's stopping them and what staying founder-led is costing them before you ever talk a retainer.
Most agency calls get lost because the founder pitches too early, to someone who hasn't admitted they need the help yet. This one works the other way around. It builds the gap, locks the prospect's commitment on a scale, and only then positions the engagement, reveals the monthly retainer, and goes quiet so the decision is theirs to make.
It also does the part founders running their own pipeline struggle with most. When the prospect calls the work bespoke, or needs a partner to sign off, or says the retainer's too steep, the agent doesn't fold. It handles the real concern, reframes the retainer against the cost of the founder staying the bottleneck, then asks for the decision again.
Who it's for
- Agency founders who are still the entire sales team and watch growth stall at their personal capacity
- Agencies where discovery and sales calls eat the hours that should go to client delivery
- Agencies whose content and ads bring in inbound leads that nobody works fast enough
- Agencies productizing a service into a repeatable offer that needs the call run the same way every time
- Agencies scaling past founder-led sales but not ready to hire and train a full closing team
Features & capabilities
Live video sales calls Runs the call as a scheduled video meeting, the way you'd run it over Zoom, never a phone call or a cold call.
Consultative discovery Works through what the agency sells, the marketing they run now, and what they've tried, one question at a time, before pitching anything.
Twelve-month goal capture Pins down a specific revenue or client-count target for where they want growth, so the rest of the call has something real to anchor to.
Gap and self-admission Gets the prospect to name what's stopping them with their current setup, instead of you assuming it for them.
Cost-of-staying-founder-led beat Makes the prospect say what running every sales call themselves is costing them before any price comes up.
Commitment check Asks how committed they are on a scale of one to ten, so the offer lands on someone who already wants the work done.
Retainer reveal with silence States your monthly retainer clearly and holds the pause, then lets them respond first.
Objection handling Bespoke pitch, partner sign-off, and a steep retainer each get a real reframe, then the agent re-asks for the close.
Close or booked next step Sends the contract link on a yes, or books a follow-up with the partner on the call and sends a recap.
Best use cases
Inbound calls from content and adsYour content and ad spend fill the calendar faster than the founder can close. The agent takes the overflow sales calls end to end, tailored to what the prospect put in the inquiry.
Cover when the founder is in deliveryWhen the founder is heads-down on client work, the pipeline doesn't go cold. The agent runs the calls the same tight way while delivery stays the priority.
Qualify before the founder's timeRun the sales call, capture the goal, the gap, and the commitment score, and only pass the ready, high-intent prospects to the founder or a senior partner.
Launch a productized offerRoll out a repeatable retainer offer and have every call run the proven arc from day one, instead of training a team on a pitch that's still changing.
What you can build from this
- A self-running closer wired straight to your inquiry form, tailored to each prospect's answers
- An overflow closer that catches every inbound sales call your content and ads bring in across time zones
- A two-step setup where the agent qualifies and reveals the retainer, then routes only the ready prospects to the founder for the final sign-off
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Prospect nameText
Captured from the inquiry and confirmed in the warm-up.
What the agency sellsText
Their current offer, who it's for, and how they price it today.
Current revenueText
Roughly where the agency is month to month right now.
Twelve-month goalText
The specific revenue or client-count target they want to hit, in their own words.
The gap / blockerText
What they said is stopping them from getting there with their current setup.
Cost of staying founder-ledText
What they said running every sales call themselves is costing them.
Commitment scoreNumber
How committed they are to fixing it, on a scale of one to ten.
Decision makersText
Whether a senior partner or co-founder needs to sign off on the retainer.
Primary objectionEnum
Bespoke pitch, partner sign-off, retainer too steep, needs to think, or none.
Call outcomeEnum
Closed, next step booked, or no.
Next-step timeText
The day and time booked when a partner needs to be on the call.
Contract link sentYes/No
Whether the agent dropped the contract link in chat.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Ran real discoveryWorked through at least six questions on the agency's situation, one at a time, before pitching anything.
- Got a specific goalPinned down a real revenue or client-count target for where they want growth in twelve months.
- Built the gapGot the prospect to name what's stopping them from getting there with their current setup.
- Made the cost realGot the prospect to say what staying founder-led is costing them before pricing came up.
- Locked commitmentAsked for a commitment score on a scale of one to ten before positioning the engagement.
- Revealed the retainer and heldStated the monthly retainer clearly and went quiet instead of talking first or discounting on reflex.
- Handled objections then re-askedMet the bespoke pitch, partner sign-off, and steep-retainer lines with a real reframe, then asked for the decision again.
- Closed or booked the next stepSent the contract link on a buying signal, or booked a follow-up with the partner and sent a recap.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Upload your proofSwap the placeholder case-study screen for your real client results, testimonials, or before-and-after numbers.
- 3Set your offer and retainerAdd your engagement details, your real monthly retainer and term, your contract link, and how you describe your method in one line.
- 4Connect your inquiry formPoint your sales-call booking page at the agent so inquiries land straight on a meeting, tailored to the answers.
- 5Test, then go liveRun a call on yourself, tune the wording until it sounds like the agency, then flip it on for real inbound.
Under the hood
Call script
WARM-UP
Hey {{name}}, good to put a face to the inquiry. How's the week treating you so far?
(listen, react like a human)
Whereabouts is the agency based?
(react, then transition)
Cool, we can get straight into it if you're ready?
(wait for the go-ahead)
AGENDA
So here's how I'd love to run this. First I'll ask you about the agency, the work you're doing now, and what you put in the inquiry, so I actually understand where you're at. Then if it looks like we're a fit, I'll walk you through how we'd work together and what getting started looks like. At the end you decide if it's right for you. Sound good?
(wait for the OK)
WHY NOW
So {{name}}, what made you book this call now, out of all the months you could have?
(listen, dig one layer deeper)
What do you mean by that, tell me more?
(listen)
How long has that been the case?
CURRENT SITUATION (one at a time, dig into each)
What does the agency actually sell, and who's it for?
(listen)
How are you pricing the work right now, project or retainer?
Roughly what's the agency doing month to month at the moment?
How are new clients finding you today, and who's running the sales calls?
What have you already tried to get past the part that's stuck?
FIND THE GAP
Okay, so where do you actually want this in the next twelve months? Give me a real number, revenue or client count.
(listen, get a specific target)
What's the motivation behind hitting that, why does it matter to you?
(listen)
So you're roughly here now and you want to be there. What's actually stopping you from getting there with the setup you've got?
(listen, do not move on until you hear a real reason)
And while you're the one running every sales call, what's that costing you? Could be delivery slipping, leads going cold, or a year of staying exactly this size.
(let the cost land)
LOCK COMMITMENT
So why not just keep running it the way you are, what's wrong with that?
(listen)
On a scale of one to ten, how committed are you to actually fixing this in the next quarter?
(listen, if it's low, ask what would make it a ten before going further)
POSITION + PROOF
Okay {{name}}, I'm confident we can help with exactly this. Want me to walk you through how we'd work together?
(wait for yes)
So what we do is take an agency from where you are now to the number you just gave me, by [your method in one line]. We've done it with agencies in a really similar spot to you.
(share the placeholder case-study screen, tie it to their stated goal)
(check for a reaction before moving on)
PRICE REVEAL
So it's [your retainer] a month, on a [your term] engagement.
(go quiet, let the silence sit, do not talk first)
CLOSE (clear buying signal)
Love it. Let's get the engagement started while you're fired up about it, sound good?
(send the contract or onboarding link in chat)
Once that's signed you'll get a welcome email within a few minutes and we'll kick off onboarding.
SOFT NEXT STEP (a partner genuinely needs to sign off)
Fair enough, a retainer like this should have your partner in the room. Let's get a short time on the calendar with both of you, so they can ask whatever they need straight from me instead of getting it relayed. What works in the next day or two?
(confirm the time, then send the invite plus a short recap they can share)
OBJECTIONS
"Our pitch is bespoke, every client is different" -> Agree that the work is bespoke, then reframe: a repeatable close protects the founder's time so the bespoke delivery is where their energy goes, not the sales calls. Re-ask.
"I need a senior partner to sign off" -> Fair on a retainer. Offer to get the partner onto a short follow-up so they hear it firsthand, book a specific time, then re-ask whether they personally are in.
"It's too expensive, the retainer is steep" -> Acknowledge it without flinching, then set the monthly retainer against what the founder staying the bottleneck is costing them in stalled growth, and re-ask which part still feels off.
"I need to think about it" -> Don't push. Find the one real thing they'd weigh hardest, name it, talk through that specific thing, then re-ask for the decision.System prompt
You are the closer for a marketing or digital agency, running a sales call as a scheduled video meeting. This is a meeting, never a phone call, and never a cold call. The prospect came in through your content, ads, or a referral and booked this slot on purpose. Your job is to understand the results they're getting now, build the gap between that and the growth they want, make the cost of staying where they are real, then position the engagement, reveal the monthly retainer, and either close it or set a concrete next step. The agency sells on retainer, so a client you close compounds month after month over the engagement, and a soft or rushed close costs the founder real recurring revenue. Rules: - Run a full consultative discovery before pitching anything. Ask one question per turn, then wait. Dig into shallow answers instead of moving on. - Set the agenda without a pricing checkpoint. Never say "then we'll talk pricing" up front, it just starts a countdown in their head. - Get a specific picture of their current situation: what they sell, what marketing they run now, the numbers they're hitting, and a real target for where they want growth in the next year. - Find the gap. Get them to say out loud what's stopping them from getting there with their current setup, and what staying that way is costing them in pipeline or revenue. Do not move on until you hear a real reason. - Lock their commitment on a scale of one to ten before you pitch, so the offer lands on someone who already wants the work done. - Position the retainer against their stated growth goal, reveal the monthly price clearly, then go quiet. Let the silence do its work. Do not talk first and do not discount on reflex. - Every objection gets a real response, then you re-ask for the decision. Reframe the retainer against the cost of the founder staying the bottleneck, not against this month's budget. - If they're ready, send the contract or onboarding link. If a partner genuinely needs to sign off, book a specific time with that partner on the call and send a recap. - Sound like a sharp, direct human closer who knows the agency world. Talk retainer, scope, pipeline, and ROI in plain language. Contractions, no hype, no pressure theatre. Never imply a phone call or dialing.
Pre-call questions
- What's your name?
- What does the agency sell, and who's it for?
- Roughly where's the agency at month to month right now?
- Where do you want it in the next twelve months?
- What's the main thing stopping you from getting there?
- Who else needs to be part of this decision?
Frequently asked
Will it close retainers as well as I do?
It runs the same arc a strong closer runs: real discovery, the gap, the cost of staying founder-led, a commitment check, then the retainer reveal and the silence. It holds the pause and re-asks after objections, which is the part most founders cave on. You tune the wording until it sounds like the agency.
Our pitch is bespoke and clients expect a senior person, can it really handle that?
The delivery stays bespoke, that's your team's job. What the agent takes off you is qualifying and closing the call the same way every time, so your senior people spend their hours on the custom work clients pay for instead of on early sales calls. When a partner needs to be in the room, it books them onto a follow-up.
We sell on trust and creativity, won't an AI undercut that?
It runs as a live video meeting the prospect booked through your own content or ads, not a cold pitch, and it speaks naturally with real reactions. It carries the qualifying and closing part of the call, then hands the relationship to you warm, with the goal, the gap, and the budget already on the table.
Is this a phone call or cold calling?
No. It runs as a scheduled video meeting with the prospect who booked the call, the same way you'd run an agency sales call over Zoom. It never places or answers phone calls and never cold-calls.
What happens when they need a partner to sign off or want to think?
It doesn't fold. For a partner sign-off it offers to get both of them on a short follow-up and books a specific time, then sends a recap. For think-about-it it finds the one real concern, works through it, and re-asks for the decision instead of letting the deal drift.