Product Sales
Spend more time selling, less time on CRM
You know the deal: half your day is updating the CRM, writing follow-up emails, and prepping for calls. An AI assistant handles the admin so you can focus on conversations that close.
Pre-Call Research Briefs
Walk into every call knowing more than your prospect expects.
How it works
Before a scheduled call, your assistant researches the prospect: company size, recent news, tech stack, key stakeholders
It pulls any past interactions from your notes: previous calls, emails, proposals sent
It generates a one-page brief: company overview, likely pain points, relevant case studies from your portfolio, and suggested talking points
If the prospect's company recently raised funding, launched a product, or made a key hire, that's highlighted
It suggests 3 discovery questions tailored to their industry and company stage
Result: Prospects feel understood from the first minute. Close rates go up.
Follow-Up Email Sequences
Systematic follow-up that doesn't feel robotic.
How it works
After a call, you tell your assistant the key takeaways: "They're interested in the Pro plan, concerned about migration, decision by Q2"
It drafts a same-day follow-up email summarizing the call and next steps
It schedules a drip sequence: case study relevant to their concern (day 3), ROI calculator (day 7), check-in (day 14)
Each email references specific details from your conversation—not generic templates
If the prospect replies at any point, the sequence pauses and you get alerted
Result: Persistent follow-up that feels personal. No leads fall through the cracks.
Pipeline & Forecast Updates
Keep your CRM current without the data entry.
How it works
After each interaction, you tell your assistant what happened in plain language: "Moved to proposal stage, $50K deal, 60% likely to close"
It updates your pipeline records with stage, value, probability, and next action
Weekly, it generates a forecast: committed revenue, best-case, and deals at risk
It flags deals that have stalled: "No activity on Acme Corp in 18 days—was expected to close this month"
End of quarter, it generates a retrospective: what closed, what slipped, why, and patterns to watch
Result: Accurate forecasts without spending Friday afternoons updating spreadsheets.
Proposal & Quote Generator
Generate customized proposals in minutes.
How it works
You provide the basics: prospect name, products/services, pricing tier, any custom terms
Your assistant pulls your proposal template and populates it with prospect-specific details
It includes relevant case studies and ROI projections based on the prospect's industry and size
It highlights the specific features that address the pain points discussed in discovery
You review and send in 15 minutes instead of building from scratch in 2 hours
Result: Faster proposals, higher win rates, more time for actual selling.
Competitive Battle Cards
Know exactly how to position against each competitor.
How it works
Your assistant maintains battle cards for your top 5-10 competitors
It monitors competitor websites, pricing pages, and product updates for changes
Before a competitive deal, it surfaces the relevant battle card: strengths, weaknesses, common objections, and counter-arguments
When you win or lose against a competitor, it updates the card with what worked or didn't
Quarterly, it generates a competitive trends report: who's gaining share, new entrants, positioning shifts
Result: Confident positioning in every competitive deal.
Territory & Account Planning
Maximize coverage across your accounts and territory.
How it works
Your assistant maps your territory: total accounts, accounts touched this quarter, whitespace opportunities
It prioritizes accounts by potential value, likelihood to buy, and recency of contact
Weekly, it suggests a call plan: "These 5 accounts haven't been contacted in 60+ days and have renewal coming up"
It tracks penetration: "You have 3 products in Acme Corp but they're a fit for 2 more"
Quarterly, it generates a territory review with coverage metrics and growth opportunities
Result: Strategic territory management instead of reactive account hopping.
Ready to set this up?
Every setup is custom-built around your workflow. We'll figure out which of these use cases matter most and have you running in days, not months.
Explore Other Personas
Independent Realtor
Close more deals without drowning in listings
Agency Broker
Scale your brokerage without scaling your headcount
Insurance Agent
Renewals, quotes, and follow-ups on autopilot
Family
Finally keep up with the chaos
Small Business Owner
Run your business, not your inbox
Interior Designer
Design more, admin less