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Enertia · AI Revenue Momentum

Recover the revenue hiding between intent and purchase.

Turn abandoned demos, inactive trials, and missed expansion opportunities into guided AI conversations across Apple Messages, RCS, and WhatsApp.

Calculate the Opportunity

Abandoned-cart recovery for demos and trials. Educate first. Schedule when it creates value.

Buyer journeyRevenue attributed
1Ad click
2Website intent
3Invitation message
4AI conversation
5Trial activation
6Human sales handoff
7Paid customer
8Expansion

The gap

Your best prospects are disappearing in the gaps.

Companies spend heavily to generate demand, then lose high-intent buyers in the silent moments between steps.

  • Abandon a demo form
  • Leave the meeting scheduler
  • Miss a scheduled demo
  • Start but never activate a trial
  • Fail to reach the product's first-value milestone
  • Stop responding to email
  • Reach an upgrade opportunity but receive no guidance
“E-commerce systematically recovers abandoned carts. Why doesn’t SaaS systematically recover abandoned demos and trials?”
High-intent visitors
Demo form started22% abandon the form
Meeting scheduled24% leave the scheduler
Meeting attended16% no-show
Trial started11% never activate
First value reached9% stall before value
Paid conversion7% go dark on email

Why inertia

Momentum is the missing asset in your demo cycle.

Buying momentum starts decaying the second a buyer leaves the page. The conventional funnel is built to stop motion — a form, a calendar, an email queue — instead of sustaining it. Enertia exists to keep the evaluation moving.

Intent decays in hours, not weeks

The distance between “interested” and “scheduled” is where pipeline quietly disappears. Every hour of silence costs attention you already paid to acquire.

A calendar is a full stop

Asking a buyer to book is asking them to pause, coordinate, and commit before they understand the value. Most pauses never restart.

Humans cannot stay in motion

Reps sleep, queues back up, and follow-up sequences fire on your schedule instead of the buyer’s. An AI revenue agent keeps the evaluation moving in the buyer’s own channel, continuously.

Momentum compounds down-funnel

A buyer who keeps moving activates a trial, converts, and expands. A buyer who stalls restarts the entire evaluation from zero — if they ever come back.

At rest

  • Demo form submitted
  • Calendar opened
  • Calendar abandoned
  • Email queue
  • Silence

In motion

  • Question answered immediately
  • Use case recommended
  • Value proven in-channel
  • Specialist introduced with context
  • Meeting booked when it is worth it

What gets measured

  • Recovered conversations
  • Qualified next steps created
  • Trials activated
  • Attributed revenue by campaign

Educate first. Schedule when it creates value.

What the analysts see

The buying journey stopped being a funnel.

Independent research describes the same failure Enertia was built for: buyers want to move on their own, but a rep-free path alone produces worse decisions. The winning motion is continuous education with a human introduced at the right moment.

67%

of B2B buyers prefer a rep-free experience

Buyers want to evaluate without booking a call — but the conventional funnel only has one door, and it is a calendar.

Source: Gartner sales survey of 646 B2B buyers, March 2026

17%

of the purchase journey is spent meeting suppliers

And that sliver is split across every vendor on the list. The other 83% happens without you — unless something of yours is still in the conversation.

Source: Gartner 2024 B2B Buying Survey

1.8x

more likely to close a high-quality deal on a hybrid path

Pure self-service produces regret; digital plus human produces better deals. Educate first, then bring the human in.

Source: Gartner B2B Buying Report

45%

of buyers used AI during a recent purchase

Buyers already evaluate with AI. Meeting them with your own product specialist is now table stakes, not novelty.

Source: Gartner sales survey, March 2026

The six buying jobs — a loop, not a line

Gartner describes B2B buying as six jobs buyers revisit in any order, often several at once. A calendar interrupts a loop that is already in motion. A persistent AI revenue agent travels with it.

1Problem identification

Answers the first question in-channel, the moment intent appears.

2Solution exploration

Explains what the product does for a company like theirs.

3Requirements building

Recommends a use case and scope from their own answers.

4Supplier selection

Keeps your evaluation active while other vendors go quiet.

5Validation

Proves value with a guided trial or an ROI model, not a slide.

6Consensus creation

Leaves a shareable thread for a 6–10 person buying group.

Buyers do not want fewer humans. They want humans later — after the evaluation has already moved forward.

Third-party research is presented as market context only and does not constitute an endorsement of Enertia. Sources: Gartner 2024 B2B Buying Survey; Gartner sales survey press release, March 9, 2026 (646 B2B buyers surveyed August–September 2025); Gartner B2B Buying Report. Figures describe the broader B2B market, not Enertia results.

The agent

Give every buyer a persistent AI product specialist.

An AI revenue agent — a buyer enablement experience that determines and executes the next best value event for each buyer, then measures revenue rather than messages.

Responds immediately

No form-to-follow-up delay, at any hour, in the buyer's channel.

Preserves context

The conversation survives after the buyer leaves the website.

Educates first

Answers evaluation questions before asking for a meeting.

Qualifies conversationally

Fit, timing, and scope captured in natural dialogue.

Guides trial activation

Walks buyers to the first-value milestone step by step.

Introduces the right seller

Warm handoff with full context to the assigned rep.

Continues after the meeting

Follow-through on next steps, not a dead thread.

Measures revenue to source

Attribution from ad click through to booked revenue.

Finds upsell and renewal

Surfaces expansion signals from real product usage.

Surfaces

One agent. The surfaces your buyers and sellers already use.

Each surface has a distinct role — buyer conversation, internal collaboration, or system of record.

Apple Messages for Business

Buyer-facing conversations

RCS

Buyer-facing conversations

WhatsApp

Buyer-facing conversations

Email & Web

Fallback and continuity surfaces

Slack

Internal seller collaboration

Microsoft Teams

Internal seller collaboration

Salesforce & HubSpot

Customer and revenue records

Product analytics

Activation and usage signals

Advertising platforms

Acquisition and ROAS attribution

AI to human

The handoff happens at the moment of intent.

When a conversation crosses your qualification threshold, the agent alerts the assigned representative with the full picture — and gives them one-tap actions.

Agent alert · assigned rep

“High-intent buyer: 450-employee technology company, evaluating payroll and onboarding, implementation targeted this quarter.”

Lifecycle

Optimized for the next best value event, not the next message.

The agent runs continuously across the full revenue lifecycle, choosing the action most likely to move the customer forward.

01

Acquire

02

Engage

03

Qualify

04

Activate

05

Convert

06

Expand

07

Renew

Pilot targets

Designed to move the metrics that produce revenue.

Measure revenue—not merely messages, leads, or meetings.

15–35%

more engaged lead conversations

10–25%

more completed meeting bookings

10–20%

improvement in meeting show rate

5–15%

lift in trial activation

3–10%

relative lift in trial-to-paid conversion

5–20%

potential improvement in ROAS

10–25%

recovery of otherwise abandoned demo intent

View these pilot targets as a table
Illustrative pilot target ranges by metric — not guaranteed outcomes
Target rangeMetric
15–35%more engaged lead conversations
10–25%more completed meeting bookings
10–20%improvement in meeting show rate
5–15%lift in trial activation
3–10%relative lift in trial-to-paid conversion
5–20%potential improvement in ROAS
10–25%recovery of otherwise abandoned demo intent

Illustrative pilot targets—not guaranteed outcomes. Actual results depend on traffic, offer, funnel design, channel eligibility, consent, product experience, and baseline performance. A controlled pilot is required to measure incremental impact.

Use cases

Where teams deploy the agent first.

B2B SaaS trial conversion

Guide trial users to first value, then to the paid decision with the right proof at the right moment.

Demo abandonment recovery

Re-engage buyers who dropped from the form, the scheduler, or a missed meeting.

Multi-location membership conversion

Route high-intent inquiries to the right location with local availability and pricing.

App download and activation

Move buyers from message to installed app to completed activation milestone.

Customer expansion

Detect usage-based upgrade signals and open a guided expansion conversation.

Renewal and retention

Surface risk early and give customers a path back to value before the renewal date.

Architecture

A layered revenue stack, connected end to end.

Advertising, intent, intelligence, conversation, and people operate as one attributed system.

01Acquisition
Ads and marketing journeys
02Intelligence
Customer and product data
03Agent
AI reasoning and next-best action
04Conversation
Apple Messages, RCS, WhatsApp
05People
Sales, success, and support
06Outcomes
Meetings, activation, purchases, expansion

How much revenue is your current funnel leaving behind?

Ask a question, get a recommendation, calculate the value, or generate a pilot outline. A meeting is available — never required.

Model My Funnel