AI Agents for Agencies & B2B Services
Qualify inbound prospects, book better discovery calls, reactivate old opportunities, and keep proposals moving without asking your team to manually chase every lead.
New Lead Qualified
John Smith meets qualification criteria.
Spend less time chasing leads and more time having the right sales conversations
Agencies and B2B service companies often have a familiar problem: good leads are mixed in with poor-fit inquiries, discovery calls are booked without enough context, proposals sit open, and old opportunities disappear into the CRM. The sales process depends on follow-up, but the people best suited to sell are usually busy delivering work too.
Relay AI gives marketing agencies, web firms, lead generation companies, staffing businesses, outsourced service providers, and other B2B organizations a trained agent that can qualify prospects, collect business context, book conversations, and keep opportunities moving. It helps turn an inconsistent follow-up process into a system your team can actually see and manage.
Hear Relay AI in Action
What the B2B lead agent can do
Qualify business fit
Relay can ask what the company needs, what problem it is trying to solve, current provider or approach, timing, budget signals, company size, decision-maker involvement, and other criteria your sales team uses. The questions can be configured around the exact services you sell.
Book better discovery calls
Instead of placing every inquiry directly on a calendar, Relay can first collect the information that makes the meeting useful. Qualified prospects can then move toward a discovery call with the lead source, needs, priorities, objections, and relevant context already documented in the CRM.
Follow up on proposals and open opportunities
When a proposal has been sent or a prospect needs time, Relay can continue approved follow-up, identify questions, surface objections, and alert the salesperson when the prospect is ready for a human conversation. Opportunities stay active without relying on someone’s memory.
Reactivate old leads and databases
Built for inbound and outbound B2B sales workflows
Inbound workflows can include website leads, paid campaign responses, referrals, audit requests, contact forms, missed calls, webinar leads, content inquiries, and service questions. Relay can capture the business problem and qualification details before the sales team invests time in the opportunity.
Outbound workflows can support prospecting campaigns, audit follow-up, event leads, old databases, proposal follow-up, lost-opportunity reactivation, renewal conversations, and other outreach your business is legally allowed to conduct. Relay helps create the initial conversation and records the outcome so salespeople can focus on prospects with genuine interest or a clear next step.
Designed to make salespeople more effective, not replace the sale
Complex B2B sales still depend on trust, expertise, strategy, and human judgment. Relay’s job is to make sure your team reaches that conversation with better information and less administrative friction. It can summarize the lead, update stages, trigger follow-up, capture objections, and book the next conversation so your people spend more time selling and less time managing the mechanics around the sale.
Industry-specific use cases
Inbound lead qualification
Capture business need, service fit, timing, decision-maker information, and other criteria before the discovery call.
Discovery call booking
Move qualified prospects to the calendar with the context your salesperson needs to have a stronger first conversation.
Proposal follow-up
Keep open proposals moving, identify questions or objections, and alert the salesperson when a prospect is ready.
Database reactivation
Re-engage old leads, dormant opportunities, and previous prospects to find companies with a renewed need.
What you can expect from Relay AI
24/7
< 30 sec
response time.
100%
Conversations automatically logged to the CRM.
5+
Communication channels connected.
Your Trusted Partner for Every Conversation
From the first call to the final follow-up, Relay keeps every conversation organized, actionable, and connected.
CRM Automation
Smart Workflows
Reporting & Insights
Track call volume, conversions, response times, and team performance with real-time reporting.
Put a trained AI agent in front of your next B2B lead.
Relay AI helps agencies and B2B service companies qualify faster, follow up more consistently, and spend more time on opportunities that can become revenue.