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- How SAM Works
From prospect list to booked meetings, on autopilot.
SAM emails first, follows up, calls warm prospects when it helps, and books meetings on your calendar around the clock. Your team steps in where a person adds value.
Five steps. SAM runs the last two for you.
Create your account and pick a plan
Choose Starter or Growth, review the Terms, Privacy Policy, Data Processing Agreement, and Refund & Cancellation Policy, and checkout securely through Paddle.
- Paddle handles billing and sales tax as Merchant of Record
- Your plan sets prospect, email and voice allocations
Configure SAM and connect your calendar
Tell SAM what you sell, who you serve and how you want to sound. Connect Google Calendar or Microsoft Outlook so SAM can offer real availability.
- Business profile, offer, tone and common questions
- Calendar connection and meeting length
- Rules for when to escalate to your team
Import your prospect list
Upload a CSV or add prospects in the dashboard. Use contacts you're permitted to reach, and SAM keeps each prospect's activity in one place.
- Up to 250 prospects on Starter, 1,000 prospects on Growth
- Opted-out prospects are excluded from future outreach.
Start email outreach and voice follow-ups
SAM emails first, follows up on schedule and reads every reply. Warm prospects with questions can get an outbound AI voice call where enabled.
- Email first. Voice only when it adds value.
- Out-of-scope questions go to your team
Get meetings booked and track results
When a prospect is ready, SAM books the meeting on your calendar, around the clock. Your dashboard shows engagement, call outcomes, meetings booked and a full activity trail for every prospect.
- Automated meeting booking, 24/7
- Analytics, prospect timelines and usage in one view
Example figures for illustration only
What happens at each stage.
Setup takes place once. After that, SAM works through your list continuously and reports everything back to your dashboard.
- Set up your accountCreate your Vista Profits AI Workforce account, pick a plan and complete your business profile.
- Connect your calendarLink Google Calendar or Microsoft Outlook and set meeting length and working hours.
- Prepare prospectsUpload a CSV or add prospects in the dashboard, in the supported format.
- Configure SAMAdd your offer, tone, common questions and the rules for escalating to your team.
- Start email engagementSAM sends personalized introductions and scheduled follow-ups.
- Interpret responsesSAM reads every reply and picks the next supported action: book, call, answer, or escalate.
- Voice engagementWhere enabled, SAM calls warm prospects to answer questions and move toward a meeting.
- Book & monitorSAM books meetings 24/7. Track activity, conversion and usage in the dashboard.
SAM chooses the path based on how each prospect replies.
A ready prospect is booked straight away. A curious one gets a conversation first. Either way, the goal is a meeting on your calendar.
Every conversation starts with a relevant email.
SAM writes first-touch emails from the business information you provide, then follows up on a schedule until the prospect replies, opts out or the sequence ends.
- Personalized from your offer and the prospect's details
- Replies are read and classified: ready, curious, not now, or opt-out
- Supported objections and rejections get a professional response
- SPF, DKIM and DMARC configured for your sending domain
Next action: Outbound AI voice call to answer the questions, then offer meeting times.
Illustrative example
Warm prospects get a real conversation.
When a prospect is interested but has questions, SAM can call from a dedicated US outbound number, talk it through and offer to book a meeting.
- Used selectively, so voice minutes go to engaged prospects
- Prospects are told not to call the number back
- Call summary, duration and outcome logged on the timeline
- Specialist questions are handed to your team
Outbound AI call · 02:14
SAM · AI assistantHi Marcus, this is SAM, an AI assistant calling for Brightline Marketing about your email reply. Is now a good time?
ProspectSure. Does it work across both of our locations?
SAMYes, the team sets up campaigns per location. Pricing depends on scope, which our specialist can walk you through. Would Wednesday at 2 PM work?
ProspectWednesday works.
SAMGreat, you're booked for Wednesday at 2 PM. The invite is on its way. Please don't call this number back, as it's used for outbound calls only.
Illustrative script · fictional business
Automated meeting booking, 24/7.
Once a prospect agrees to meet, by email reply or on a call, SAM checks your real-time availability, books the slot and sends calendar invites to both parties. Even at 11 PM on a Sunday.
- Works with Google Calendar and Microsoft Outlook
- Only offers times you're actually free
- "Meeting booked" logged on the prospect's timeline
Illustrative example
Your team handles what matters.
When a question is outside SAM's scope, SAM doesn't guess. On email, the conversation is flagged as a priority for manual takeover. On a call, SAM tells the prospect a specialist will follow up, then logs the context and a summary to your dashboard.
“Can you do a custom 18-month contract with quarterly invoicing?”
Interested, 3 locations. Wants custom contract terms. Suggested: call back within one business day.
Illustrative example
Every prospect has a complete history.
Open any prospect ID to see a chronological activity trail: timestamp, channel, outcome, and the content of each email or call.
Timestamp
The exact date and time of each interaction.
Channel & outcome
Email, outbound voice call or system event, with status such as "Email opened", "Call answered" or "Meeting booked".
Content
Expand emails to read the exact text sent and received. Calls show duration, transcript and recording link.
Watch the workflow in under 3 minutes.
Your AI Workforce starts here.
Spend less time managing repetitive outreach and more time building meaningful business relationships.