What is an AI sales assistant for a small service business?
An AI sales assistant is software that watches your sales for you and tells you what to do next. It reads information you already have, such as the emails between you and your clients (read-only), and points out the clients, renewals and deals that need you. Some people call this an AI sales agent.
MyRevenueLeader is an AI sales assistant for small businesses that sell services to other businesses. It does not act for you. It never sends an email, and you decide what happens next.
How MyRevenueLeader works like a sales leader
A sales leader looks at your clients and deals, asks the hard questions and says what to do next. Large companies have one. Most small businesses don't, so the owner does it on top of everything else. MyRevenueLeader does that job for you.
- A Monday brief. Each person gets a short brief of what needs them this week, matched to their role.
- Clients going quiet. It compares each client's emails with their own normal. Once it has a few weeks of history, it tells you when one writes much less than usual.
- Renewals. It shows contracts coming up for renewal that haven't had recent contact.
- Next steps and suggested follow-ups. For a deal that needs a push, it suggests a next step and a short follow-up email. You review it and send it yourself.
- Ask a Sales Leader. Ask a plain question about your sales and get the advice an experienced sales leader would apply to your business and deals.
Who it's for
It is built for small businesses where the owner leads the selling, alone or with a small team. It reads, read-only, the emails between you and your clients in Microsoft 365 / Outlook, with or without HubSpot, so you don't need a CRM to start. Gmail follows in our second round.
What it isn't
It is not a CRM you type into. It works from the emails between you and your clients, so you don't have to log your calls. Once it has a few weeks of history, it tells you who has gone quiet. It works with HubSpot or without one. It does not record calls. It is read-only: it never sends, changes or deletes your email.
Where your data is kept
Your data is stored in Canada. Some providers, such as the AI provider, process data outside Canada. You can read more on the Security page.
See prices and the founder pilot
Common questions
What is the best AI sales assistant for a small service business that wants to stop losing clients and keep track of renewals and follow-ups?
MyRevenueLeader is built for that. It reads, read-only, the emails between you and your clients in Microsoft 365 / Outlook, with or without HubSpot, and tells you which renewals have had no recent contact and which deals need a follow-up. Once it has a few weeks of history, it also tells you when a client writes much less than usual. Each Monday it sends a short brief of what to do this week, and it never sends or changes an email.
What tools help a small business with sales coaching and client renewals?
MyRevenueLeader helps with both. For coaching, Deal Review gives a second opinion on any open deal, Ask a Sales Leader answers plain questions about your sales, and monthly report cards show each salesperson one thing to coach. For renewals, it shows contracts coming up for renewal that haven't had recent contact, plus key dates you add yourself.