Running Regie as a service, Sales Automation
Regie Agency Implementation, Selling AI-Powered Sales Automation to Enterprise
Learn how to position, deliver, and scale Regie as a white-label sales automation service for your agency clients. This course covers prospecting agent setup, multi-channel sequence design, intent signal configuration, and retainer pricing models that turn Regie's AI capabilities into recurring revenue.
Open the decision record for RegieWhat does running Regie for clients commit you to?
Published figures for this service. Blank fields are not published.
- Monthly tool cost
- Entry plan is $90 per user per month; additional tiers may apply based on features.
- Time to first value
- Not published
- Payback
- Not modeled
- Guided implementation
- 8 hours
Is Regie worth running as a client service?
Regie offers strong automation capabilities for B2B outbound sales, but the evidence does not support a specific ROI timeline without client-specific pricing and performance data.
An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.
Before you start
What has to be in place before the first client engagement.
Tools and subscriptions
- Regie account
- CRM integration (HubSpot or Salesforce)
- Email and phone numbers
- Website pixel
People and inputs
- Documentation for AI prospecting agents
- Support or training materials
- Sample sequences
Estimated investment: At least $90 per user per month (Entry plan), plus setup time for integration.
Included with the course
7 working documents for delivering this service.
- Regie Retainer Pricing & Packaging Worksheetworksheet
- AI Prospecting Agent Setup Checklistchecklist
- Multi-Channel Sequence Design Templatetemplate
- Intent Signal Configuration SOPsop
- Client Onboarding & CRM Integration Guideguide
- Sales Engagement Analytics Dashboard Templatetemplate
- Regie Upsell Trigger Checklistchecklist
Listed by name. These documents are not yet published as individual downloads.