It asks the questions a senior consultant would ask. Lifecycle stage definitions, how many automations are firing, whether the same field is being written by multiple sources, whether attribution reports match revenue. Those questions surface the root cause about 80% of the time, and the remaining 20% gets scoped in the booked call. The chat log gives partners a head start either way.

It uses the criteria you specify in its instruction. Under 15 AEs and marketing-led motion typically points to HubSpot. Above 20 AEs, complex CPQ needs, or industry-specific Salesforce add-ons (Health Cloud, Financial Services Cloud) point to Salesforce. The instruction is the source of truth and partners refine it over time as the agency's POV evolves.

Yes, the bot has a separate scope for Salesforce-to-HubSpot or HubSpot-to-Salesforce migration. It asks about object count, automation count, custom field count, and historical data retention requirements. From those it quotes the migration sprint band and flags typical risks (broken integrations, attribution loss, sales engagement re-setup).

Tell the bot which platforms you support deeply. Outreach and Salesloft for sales engagement, Apollo and ZoomInfo for data enrichment, Looker, Hex, and Mode for BI. The bot answers integration questions inside that scope and politely says 'not our wheelhouse' for tools you don't support, like Snowflake-native ML pipelines.

Yes, the bot distinguishes ongoing retainer needs (admin coverage, weekly reporting, ongoing field hygiene) from project needs (lifecycle rebuild, migration, reporting layer rebuild). Retainers fit prospects with chronic ops debt and no in-house ops headcount. Projects fit prospects with a specific blocker and an in-house team to maintain after.

Pre-product-market-fit prospects, single-product SaaS under $1M ARR, and sales teams under 5 reps usually don't fit a RevOps agency. The bot detects those signals (revenue, team size, motion) and politely redirects to a hiring guide or a fractional-ops partner. Saves partners from running discovery calls on prospects too early to need the work.

Conversations are stored in your WordPress database with the SleekAI logs schema. Nothing leaves your site except the prompt sent to whichever LLM provider key you brought. Retention is configurable. For privacy-conscious prospects, you can set the bot to redact specific fields (revenue numbers, team headcount) before storage.

Yes, the bot stages its recommendations. Series A typically gets a foundational HubSpot setup with basic reporting at the lower tier. Series B-C gets the full Ops engagement with lifecycle rebuild and attribution work. Late-stage and public companies get the enterprise tier with multi-system integration and dedicated Salesforce admin coverage.