Services
We make your sales autonomous.
A Socavi engineer joins your team, learns how you sell today, and builds it into Socavi. Then runs it with you until it runs itself.
How it works
An engineer inside
your business.
Your forward deployed engineer, or FDE, works where your sales happen: your channels, your tools, your team.
- 01
Sits with your team
Watches how leads arrive, who answers them, what gets copied where, and what never gets done.
- 02
Maps the work and the tools
Every manual task, every hand-off and every tool it runs through, on one map, with the hours each one costs.
- 03
Builds your workflows
Connects your channels and tools, teaches the AI your offer, and builds a workflow for each job. Tested on your real conversations.
- 04
Runs it until it runs itself
Starts with your team approving, hands over more as it proves itself, and stays until the work is autonomous.
What we map
Your manual work.
Your tools.
Done by hand today
- Replying to DMs, WhatsApp and website chats
- Chasing leads who went quiet
- Copying leads into the CRM or a sheet
- Booking calls by back-and-forth
- Sending quotes and payment links
- Reporting on what came in
Connected and automated
- Every channel: WhatsApp, Instagram, TikTok, your website, calls, SMS, email
- Your CRM: HubSpot, Salesforce, Pipedrive
- Google Sheets and your calendar
- Shopify and your payment links
- Zapier, Make and n8n
- Any other tool with an API
The path
From assisted to autonomous.
- 01AssistedDrafts every replyYour team approves each one
- 02SupervisedReplies, qualifies and booksYour team spot-checks
- 03AutonomousRuns the whole sales jobYour team takes the hot leads
What you get
Done with you, then done.
- A map of how your team sells today
- Your channels and tools connected
- Workflows built and tested on your conversations
- A weekly review until it runs on its own
- A team that knows how to change it
Questions
Asked often.
- What is a forward deployed engineer?
- An engineer from Socavi who works inside your business for the engagement. They learn how your team sells today, then build and run the workflows that take that work over.
- Who is this for?
- Teams with a lot of leads, many channels or many tools, and no time to set it up themselves. If you would rather do it yourself, the product is built for that too.
- How long does it take?
- It depends on how many channels, tools and kinds of lead you have. We agree the plan and the timeline on the scoping call, before anything starts.
- What does it cost?
- Each engagement is scoped to your business. Book a scoping call and we will send you a quote.
- What happens when it is done?
- Your team owns it. You can change any workflow yourself in Socavi, or keep us on for new channels and new workflows.