Part of our Sales agents
AI agents for course creator sales teams
Actionist is an AI automation tool whose agents operate the apps your course creator sales team already uses, so every discovery call starts briefed and every warm buyer gets a follow-up.
Course creator sales teams get back the hours lost to application triage, call prep, and chasing buyers who went quiet.
AI Employees for Course Creators Sales in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
Selling a premium cohort or a mastermind is a conversation business: applications to read, calls to take, and buyers who need one more nudge. Most of the week goes on the reading and the chasing, not the closing.
Actionist builds AI agents for course creator sales teams that prepare the pipeline, so you and your closers spend the hours on the calls only a person can win.
- Applications read before the callEvery Typeform or Tally application is scored against your fit criteria before anyone books a slot.
- Closers walk in briefedEach discovery call opens with the applicant's goals, budget answer, and past emails on one page.
- Warm buyers never go quietAn abandoned ThriveCart checkout or a stalled call gets a drafted nudge while the interest is still fresh.
- Offers and paperwork ready to signPayment plan quotes and PandaDoc enrolment agreements are prepared for your sign-off, not typed from scratch.
- Graduates hear about the next stepCompleters and renewing members are shortlisted for an upgrade note at the moment it makes sense.
- Built around how you sellThese are examples. Build a custom agent for any selling job your cohort business repeats.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Course Creators Sales team's day.
Where the hours go
Every application for the mastermind gets read twice: once to decide who deserves a call and once again before the call, because the goals and budget answer never made it into the CRM, so a closer walks in cold on someone they talked to last week.
An agent reads each new application, scores it against your fit criteria, copies the answers into the CRM, and writes a one-page brief before the booked call, so you decide who gets a slot and arrive prepared.
A buyer reaches the ThriveCart payment step, stops, and is forgotten. Follow-up depends on someone checking the abandoned-cart report between calls, so the warm lead cools into a lost sale that nobody even knows they lost.
The agent reads the abandoned-checkout report each morning and drafts a personal note for each buyer, referring to the offer they viewed, then queues it for your approval before anything reaches them.
Closing paperwork steals the afternoon after a good call: a custom payment plan to calculate, a Stripe link to build, a PandaDoc enrolment agreement to fill, and a reminder to chase when the signature never arrives.
An agent prepares the plan quote, the payment link, and the agreement from the call notes and your approved price ladder, and keeps a list of unsigned ones. You approve the offer and send.
The forecast on Monday is a guess, because stale deals still sit in the proposal stage, setters and closers log notes differently, and the commission statement means rebuilding the month from a CRM export at the worst possible time.
An agent keeps the CRM stages honest, assembles the forecast and closer scoreboard on schedule, and prepares the commission statement for you to check. Pay and targets stay your decision.
Actionist Will Automate
What one automation looks like
A week with your Course Creators Sales agents
Some of the apps for your Course Creators Sales team
Some of the sales apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When a Typeform or Tally application arrives, the agent reads it within about a minute, scores goals and budget answer against your fit criteria, adds a record to the CRM, and drafts either a call invitation or a kind decline. Both wait for your approval before they reach the applicant.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Sales150 min / weekReading cohort applications one by one
Someone opens each Typeform application, rereads the goals and budget answer, and decides by memory who deserves a call, then re-keys the answers into the CRM.
Sales Agent0 minAgent scores applications and fills the CRMAn agent scores each application against your fit criteria, copies the answers into HubSpot, and sorts the list so you only decide the maybes.
- Sales180 min / weekPreparing for a discovery call
The closer hunts through email, the application, and Stripe in the ten minutes before a call to remember who this person is and what they already bought.
Sales Agent0 minAgent writes a one-page brief per booked callAn agent builds the brief from the application, emails, and purchases, saves it to Google Docs, and posts it to Slack before the first call of the day.
- Sales120 min / weekChasing buyers who abandoned checkout
Nobody opens the ThriveCart abandoned report between calls, so a buyer who stopped at payment hears nothing, and the sale quietly dies.
Sales Agent0 minAgent drafts a personal note for each stalled buyerAn agent reads the report each morning and drafts a one-to-one note for each buyer, referring to the offer they viewed, and queues it for your approval.
- Sales140 min / weekBuilding quotes and agreements after a call
After a good call the closer builds a custom payment plan by hand, makes a Stripe link, fills a PandaDoc agreement, and later remembers to chase the signature.
Sales Agent0 minAgent prepares the quote, link, and agreementAn agent prepares the plan from your price ladder, the payment link, and the agreement for review, and lists unsigned agreements each Friday for you to chase.
- Sales160 min / weekAssembling the forecast and commission statements
Monday's forecast is rebuilt from a CRM export, stale deals included, and month-end commission means reconstructing every closer's wins from notes.
Sales Agent0 minAgent keeps stages honest and builds the numbersAn agent tidies the CRM stages, assembles the forecast and scoreboard on schedule, and prepares the commission statement for you to check before anyone is paid.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
A sales agent touches the people who might pay you, so you stay in control of every word that reaches them. Actionist drafts, scores, and prepares; you and your closers decide who gets an offer, a discount, or a place.
Follow-ups, replies, and declines are drafted and wait for your sign-off. You can widen autonomy later with Approval Modes, but nothing sends to a buyer unless you decide it should.
The agent works from your approved price ladder and flags any request outside it. Discounts, scholarship places, and who is accepted onto a cohort remain your decision, never the agent's.
Every application score, brief, and CRM change the agent makes is logged with a timestamp, so you can see why someone was sorted into maybe and reverse it in one step.
Applications, budgets, and call notes are encrypted and never used to train any model. Where you need everything on your own infrastructure, you can self-host on a VPS.
More Course Creators teams
More use cases for Course Creators Sales teams
Frequently asked questions
Does my sales team need to be technical to use Actionist?
How do I get started with my first sales agent?
How do I make customised AI agents for how my course business actually sells?
How quickly can I set an agent up before my next enrolment window?
Where do applications, call notes, and buyer details live, and is any of it used to train AI?
Our application is on Typeform, calls book on Calendly, deals sit in HubSpot, and nothing is connected. Can Actionist still help?
Will it message my prospects or buyers without me seeing it first?
Can it join my discovery calls or call prospects for me?
What if it quotes a discount or promises a place I never offered?
See an agent brief you for a discovery call and draft the follow-up
Book a free demo and watch an Actionist agent read a cohort application, build the call brief, and draft the follow-up, end to end.