We build the systems. You get the meetings.
SmartBuzz AI is an AI solutions firm for independent financial and professional service companies. We build outreach systems that find the right prospects, send the right message, and book meetings on your calendar.
Our flagship product is SalesFlo — an outreach and pipeline platform made for regulated industries. It runs your prospecting so you don't have to hire for it, outsource it, or do it yourself at 4pm between client calls.
Every message is reviewed by a real person before it sends.
No consultants. No hourly billing. No status calls.
Compliance isn't an add-on. It's how the system was built.
A real person reviews every message before it goes out.
We were spending 10 hours a week on prospecting and getting nowhere. Within the first month of using SalesFlo, we had qualified conversations on the calendar — and every message went through compliance review first.
We tried hiring a salesperson — $80K, gone in 9 months. We tried an agency — generic templates, zero understanding of our industry. SalesFlo actually understood the compliance piece from day one.
Finds your ideal prospects, sends personalized outreach via email, and books qualified meetings on your calendar.
Every message is reviewed by a real person before it sends. No surprises.
We define your ideal client profile, set up your email infrastructure, and configure compliance rules for your industry.
SalesFlo starts reaching out. You review and approve every message before it sends. Nothing goes out without your sign-off.
Prospects start replying. Qualified conversations turn into booked meetings. You show up and close.
Prospecting, outreach, and follow-up — handled. A real person reviews every message. You get meetings with people who want to talk.
Most firms spend their afternoons looking for clients. Ours spend them serving the ones SalesFlo found.
SalesFlo handles the prospecting and outreach. A real person reviews every message. You log in, approve, and watch meetings land on your calendar.
| SalesFlo | Hire a Salesperson | Lead Gen Agency | DIY Tool Stack | |
|---|---|---|---|---|
| Annual cost | Fraction of a hire | $75K–$120K+ | $2K–$5K/mo | $1K–$3K/mo in tools |
| Time to first meeting | Outreach live in days | 3–6 months | 4–8 weeks | Months (if ever) |
| Human review on every message | ✓ | ✓ | ✗ | ✗ |
| Built for compliance | ✓ | Depends on hire | ✗ | ✗ |
| Outreach channel | Email (AI + human review) | Email, calls, meetings | Usually email only | Depends on tools |
| Your time required | <1 hr/week | Management overhead | Review & approval | 5–10 hrs/week |
| Turnover risk | None | Avg. tenure: 14 months | Contract dependent | N/A |
| Understands your industry | ✓ Built for it | Training required | Generic templates | You configure it |
Answers to the questions we hear most.
We price based on your firm's size and outreach volume. Most firms pay a fraction of what they'd spend on a full-time salesperson — with no long-term contract required. Book a call and we'll give you a straight answer in the first five minutes.
It depends on your firm, your market, and your ideal client profile. Setup takes days, not weeks — and outreach starts shortly after. How quickly meetings come depends on factors like your target audience and industry. We'll give you a realistic timeline on our first call.
Yes. Every outreach message is reviewed by a real person before it sends. Not after. Before. This is how we protect your reputation and stay on the right side of compliance — no automated messages going out without human sign-off.
SalesFlo is designed to be simple. You log in, review outreach, and approve messages — that's it. We handle the setup, configuration, and optimization on our end. No complex onboarding, no steep learning curve.
We don't lock you into annual contracts. If SalesFlo isn't delivering meetings, you can walk away. But in our experience, the firms that struggle with outreach aren't doing it wrong — they're just doing it manually. That's the problem SalesFlo solves.
Yes. SalesFlo integrates with HubSpot and Salesforce, so booked meetings and contact data sync directly into your existing CRM. If you don't use a CRM yet, SalesFlo works on its own — no integration required to get started.
Book a 15-minute call. We'll show you how SalesFlo works for firms like yours. If it's not a fit, you'll know before the call is over.
No commitment · No sales deck · Just a conversation