Scaling High-Ticket Sales Without Sacrificing Personalization

Hi Everyone!

In this quick read, we’ll walk you through how we helped high-performance coach and best-selling author Matthew Ferry automate his sales process without losing the personal touch his business is built on.

The Problem:
Manual follow-ups, fragmented workflows, and the inability to quickly analyze sales calls were holding back growth. As his coaching business scaled, his team struggled to keep up without dropping quality or speed.

Our Solution:
We built a custom Sales Automation Agent System that integrates with his existing stack to automate the entire sales loop:

• The Sales Agent scans call transcripts for pain points and sales opportunities

• The Report Agent generates personalized insights and next-step strategies

• The Follow-Up Agent sends timely messages across email, Slack, and SMS for team review

• All while syncing workflows cleanly across tools like Slack, Zoom, and the CRM

Immediate Benefits:

• Follow-up times dropped dramatically

• Sales team capacity increased without adding headcount

• Insights became instantly actionable—boosting conversions and clarity

If you’re handling a growing volume of leads and want to scale without sacrificing authenticity, this approach works.

Ready to design a Sales Agent system for your business?
[Let’s talk →]