Sales Engagement Assistant

Client

Internal Product

Product

AI Assistant

Internal Product

Overview

Client

Internal Product built to serve service-based SMBs facing sales bottlenecks. SideKik was developed by Atomic Build as an internal initiative to address a widespread operational pain: businesses losing revenue due to inconsistent, manual sales follow-up. Designed as a universally applicable assistant, SideKik empowers teams to maintain momentum across long, multi-step sales processes without needing more reps, more tools, or more hours.

Project Length

No-code, AI-powered sales assistant that automates follow-ups, adapts to client conversations, and scales effortlessly across channels like SMS, email, and chat.

Expertise

  • Conversational AI Design
  • Context-aware, multi-step dialogue flows for sales engagement
  • Sales Workflow Automation
  • Mapped custom logic to real-world SMB sales journeys
  • Cross-Channel Communication
  • Integrated SMS, email, and chat for seamless handoffs
  • No-Code Platform Architecture
  • Fast deployment with form-based setup — no engineering required

Impact

Sales Efficiency

Automated follow-ups reduced time-to-close across service cycles

Higher Conversion Rates

Structured engagement led to fewer drop-offs and more closed deals

Scalable Enablement

Unlimited seats supported entire sales teams with no added cost

Data-Driven Optimization

Tracked engagement metrics to continually improve response rates

Goals & Challenges

Businesses needed a smart assistant that could execute real sales steps—automatically, intuitively, and reliably—without overextending their team or missing time-sensitive opportunities.

Inconsistent Follow-Up

Sales teams frequently missed or delayed follow-ups, leading to ghosted leads.

Manual Workload

Repetitive tasks like spec collection and scheduling absorbed valuable hours.

Unstructured Journeys

Sales processes lacked a clear, guided structure — causing clients to stall or abandon.

CRM Overload

Existing tools were either too complex or underutilized by small teams.

The Solution

SideKik is a plug-and-play conversational assistant designed to reflect real-world SMB sales workflows no coding, no CRM overhaul, and scalable across teams with unlimited users. SideKik does the following:

  • Automates Sales Steps

    • Books visits, collects details, nudges next steps — all via chat

  • Understands Context

    • Adapts based on past interactions, tailoring prompts intelligently

  • Pauses for Human Input

    • Notifies your team at key points that need personal attention

  • Works Across Channels

    • Chat system that SMS-first with roadmap support for email, WhatsApp, and chat.

Technical Approach & Challenges

SideKik combines a lightweight backend with powerful, pre-trained conversational flows, ensuring fast setup and scalable personalization.

Conversation Engine

  • LLM-Powered Dialogues using ChatGPT API
  • Context Memory across multi-touch interactions
  • Sentiment-Adaptive tone and phrasing

Sales Logic Engine

  • Step-Based Sales Mapping tailored per business
  • Smart Nudges triggered by time gaps or drop-off risks
  • Human Handoff Detection to avoid poor automation experiences

Communication Stack

  • Twilio SMS API for core delivery
  • Extensible roadmap (Email, WhatsApp, WebChat)
  • CSV/Intake-based onboarding — ready in days, not months

Real-World Use Cases

Custom Cabinetry & Design Studio

Industry

High-Touch Home Design & Build

Challenge

Complex, multi-step onboarding created long sales cycles. Sales and design teams were overloaded with manual scheduling and back-and-forth coordination especially around showroom visits and early design input.

SideKik handled:

  • Booking measurement and showroom visits
  • Collecting appliance specifications
  • Managing design feedback
  • Clarifying contract terms and answering payment questions
  • Confirming deposits and preparing for delivery

Seasonal Pool Service & Installation Provider

Industry

Outdoor Services with Time-Sensitive Sales Cycles

Challenge

To maximize conversion during a time-sensitive seasonal window, the business needed a faster, more consistent way to respond to leads, secure early commitments, and streamline service scheduling. Rapid engagement and clear intake processes were essential to capturing demand at its peak.

SideKik handled:

  • Differentiating new vs. returning clients
  • Identifying pool cover types and pricing tiers
  • Promoting seasonal bundles and service upgrades
  • Coordinating calendar bookings and prep instructions

Impact & Results

  • Accelerated Sales Cycles

    • Automated follow-ups and smart scheduling helped teams close deals faster and reduce lead friction early in the funnel.

  • Reduced Drop-Off & Ghosting

    • Structured, timely engagement kept prospects moving forward no more lost leads due to missed follow-ups or unclear next steps.

  • Time Savings Across Teams

    • SideKik handled repetitive outreach, freeing sales and design staff to focus on qualified leads and creative work, not admin tasks.

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