top of page
Discovery
- Defining your Ideal Customer Profile (ICP)
- Analyzing your current sales messaging
- Identifying high-value qualification triggers
Calibration
- Training the Agent on your brand voice
- Mapping out custom objection handlers
- Setting up strict qualification gatekeepers
Deployment
- Connecting the Agent to lead sources
- Real-time automated qualification sync
- Instant delivery of booked, hot leads
Universal Rules
Founder-Specific Rules
Conversation Rules
Golden Rules
Universal Rules
Aegis maintains formal constraints that govern every interaction. These rules ensure professional decorum, data privacy compliance, and baseline agency standards across lead sources.
- Never promise specific ROI percentages without verified case study alignment.
- Automatic escalation for established support requests.
- Strict adherence to data processing flags and compliance protocols.
Founder-Specific Rules
We calibrate our agents to match your specific risk profile, communication style, and ideal customer profile (ICP). This set of rules acts as the core logic of your agency representative.
- Filter for agencies with 2–10 employees and an active retainer model.
Conversation Rules
Operating at the dialogue level, these rules manage the process of qualifying a prospect. They define how we clarify budget, timeline, and authority through steady dialogue.
- Always acknowledge specific pain points before continuing qualification questions.
- Limit multi-step questions to maximum two variables.
- If budget is unconfirmed over several exchanges, prioritize value-based comparison.
Golden Rules
The non-negotiables. These are the overrides that protect the most critical parts of your agency standards and pipeline flow.
- Never mention competitor pricing models directly.
- Finalize interactions with a clear step linked to the discovery calendar.
- Zero tolerance for exaggerated or invented claims about your service.
bottom of page