Marketing and sales agents: AI that runs paid media, attribution and CRM reporting, with a person approving | yaab
AI Agents · Marketing and sales agents

Agents that run the chain from ad to sale.People approve.

Marketing and sales agents work across your ad accounts, CRM and sales team: they reconcile the numbers, find what is broken and propose the fix.

What goes wrong

Where the chain from ad to sale breaks.

We check every number against the CRM and the ad spend before a report goes out.

01
A report nobody fully believes.

Ad platforms and CRMs return different totals. Ours checks every month against each account's total. On any mismatch, nothing publishes; the last report stays up.

02
Activity that is not follow-up.

A deal can look worked when every note came from a chatbot. Ours measures follow-up by who wrote each note: salesperson, shared account or system.

03
Conversions that inflate the bid.

Analytics events counted several times per click create conversions that never happened. Ours checks each conversion against the CRM's real leads and makes campaigns bid on one conversion per click.

04
Leads stuck inside the ad platform.

In-ad forms disconnected from the CRM hold leads no one sees. Ours removes them and fails the check if an active one reappears.

05
Changes that break live accounts.

Every change can be reversed. New ads go live only after the platform approves them, so no campaign is left without an ad.

06
AI content that invents facts.

Ours writes only from your official page, deletes any claim the page does not support, and blocks what your policy forbids.

What you get

Six jobs across the funnel, one record of decisions.

The agents run the daily work.

A daily report for leadership: leads and spend against target and budget, per product, week and month.

Full attribution: source, medium, campaign, ad set and ad on every lead, recovered when missing. Tracking is checked in a real browser on every landing page, without submitting a form.

Ad accounts on explicit rules, audited and corrected across paid social and paid search.

An audit of your chatbot and sales team that measures what they actually do, with causes ordered by impact and the fixes.

Content search engines and AI assistants can cite, one package per product, based on what your audience asks.

CRM cleanup and training: a check of how your team really uses the CRM, and training material based on how it is actually configured.

A current record keeps decisions and rules: a new decision replaces the old one, the history stays, and no campaign change can break a rule.

The approval rules

A person on your team approves every change.

Nothing irreversible runs without written approval, stored with the change.

Once a person approves, the agent applies the change, checks it and records everything it touched.

Every change is validated against the ad platform before it is applied, read back after, and checked again that day, 7 and 14 days later.

Every run leaves a line in the log, saying it published or why it did not.

A recurring process that fails its own checks does not publish.

The agents never touch the automations of your CRM.

Where it applies

For marketing and revenue teams.

Any operation with paid media, a CRM and a sales team.

SaaS companies with an SDR team.

Real estate developers and brokerages.

Car dealerships.

Insurers and brokers.

Clinics and hospital groups.

Universities and schools.

A conversational agent qualifies the lead, a decision agent audits its answers, and marketing and sales agents run the rest of the funnel.

Case in production

A marketing and sales operation run by agents, with a person approving every change.

A customer sells many products through paid social and paid search, with a CRM, a chatbot that qualifies leads and a sales team. The agents run reporting, attribution, ad accounts and audits.

Paid mediaCRMChatbot auditContent for AI assistants
  • Reports that check their own numbers against the CRM and the ad spend before they publish.
  • Lead source recovered, so each sale traces back to its campaign.
  • Every ad change approved, applied and checked again after it goes live.
  • Chatbot replies judged on real conversations, the judging checked twice.

Bring us your funnel.

One working session, 45 minutes: we map your ad accounts, CRM and team, where numbers do not reconcile, and where an agent pays for itself first.

We reply within one business day.