YOUR SALES TEAM'S
FIRST AI AGENT.
BUILT.
Not a demo. Not a roadmap. A working agent - connected to your CRM data - that does real work for your sales team before the end of next month.
We start with a one-hour workshop to define exactly what it should do.
Start With The Workshop.
Leave With a Plan.
$5K
Fixed fee. One agent. No surprises.
3-4
Weeks from workshop to working agent in your environment.
$5,000. ONE AGENT.
EVERYTHING YOU NEED TO GET STARTED.
A fixed-fee engagement designed to deliver a tangible result - not a strategy deck. One well-defined, low-complexity agent built, tested, and deployed in your environment by Velosio's AI specialists.
BUSINESS CASE WORKSHOP
A free one-hour live session before the build begins. Define the problem, quantify the ROI, structure the stakeholder case. Leave with a completed Business Case Template
ONE WORKING AI AGENT
Expert consultation, design, and development of one well-defined AI agent - built on Copilot Studio, connected to your CRM data, and deployed in your test environment.
ADMIN TRAINING SESSION
A hands-on training session for up to five users so your team can operate, adjust, and expand the agent without depending on external support for every change.
3-4 WEEK TIMELINE
From kickoff to live agent in under a month. No multi-quarter engagements, no sprawling scope. A focused build that delivers proof before the next pipeline review.
$5,000. NO SURPRISES.
One price covers everything - consultation, design, development, training, and the Phase 2 document. If the scope is right, the price doesn't change.
YOUR TOP LEADS ARE
BEING WORKED BY
SOMEONE ELSE.
Every hour a qualified lead sits unworked is an hour a faster competitor has to reach them first. Your sellers know this - but they're spending 40% of their time on admin work that an agent could handle autonomously.
The question isn't whether to deploy an AI agent. It's which one to start with - and how to get there without a six-month program that runs out of steam before it ships anything.
-
Leads sit unworked for hours or days because sellers are buried in admin
- CRM data is stale - follow-ups drafted manually, context lost at handoffs
- AI pilots get approved, then stall waiting for a business case that never gets written
- The qualification conversation is already happening - just not with your best sellers
- Leadership wants proof before scaling; nothing exists to show them
70%
of sales leaders with agents say they're essential for meeting business demands - and they're hiring more sellers because of it, not fewer.
Salesforce
40%
of seller time is spent on non-selling activities - admin, CRM updates, research, and follow-up drafting - none of which require a human.
Microsoft
94%
organizations getting more value from AI are more likely to have defined processes for when model outputs need human validation.
McKinsey
"
The first agent doesn't have to do everything. It has to do one thing well enough that your team trusts it - and your leadership sees what the next one could do.
David Buggy - VP CE & Power Platform, Velosio
BUILT FOR SALES LEADERS WHO WANT PROOF, NOT ANOTHER PILOT PLAN
This isn't a technology workshop. It's an entry point for revenue leaders who know agents are coming to their sales team and want to get there before they're asked why they haven't started yet.
CHIEF REVENUE OFFICERS
You've approved the concept of AI agents in the sales process. What you haven't seen is one that's actually running - in your environment, on your data, doing real work. Every quarter that passes without proof is a quarter your competitors are building their lead.
Walk out of the workshop with a business case your board will approve, and a working agent in your hands within the month.
VP SALES & CSOS
Your top sellers are doing admin work that has nothing to do with closing. Qualification, research, CRM updates, follow-up drafts - they're handling all of it. That's not a sales team problem. That's a system problem.
Get a Sales Qualification Agent that handles lead research, scores ICP fit, and drafts outreach - so your sellers spend their time on the conversations that close.
REVOPS LEADERS
You know exactly which manual workflows are costing the most time. You've been building workarounds for them for years. An AI agent doesn't need a workaround — it needs a well-defined use case and clean data. You already have both.
Define the highest-value automation in the workshop, and hand the build off to Velosio's team. No internal dev hours required.
SALES MANAGER
Your pipeline reviews start with reconciliation, not decisions. You're spending your best hours chasing updates instead of coaching. The people on your team who know how to find the missing context are your most expensive resource.
See what changes when an agent handles capture, context-packaging, and follow-up routing - and your coaching time actually goes to coaching.
WE BUILD AGENTS THAT RUN ON YOUR ACTUAL DATA
Velosio is one of the largest Microsoft partners in North America. We've deployed the Sales Qualification, Close, and Research Agents for D365 Sales - purpose-built accelerators that are live in production, not proof-of-concept slides.
The Agentic AI Express engagement is designed for one thing: delivering a working agent fast enough that your leadership sees the ROI before the conversation about budget moves to next quarter.
- 30 time Microsoft Inner Partner Award winner
- Purpose-built Sales Qualification, Close, and Research Agent accelerators for Dynamics 365 Sales
- AI-first CRM deployments -> live in as short as 12 weeks
- Deep expertise across Dynamics 365, Power Platform, Azure, Fabric, Copilot, and M365