Less preparation, more selling.
We build the research, CRM and proposal work around your sales process, so your team spends its time with customers.
The jobPreparing for a sales call
How it’s done now
- Open the CRM and website
- Search for recent news
- Read old call notes
- Write the brief by hand
With an AI agent
- Agent writes the brief
- Ready before the call, sources linked
- Rep reviews and adds a view
Work that comes up every week.
Researching accounts before a call
Pulling the CRM, the website and past notes into something a rep can read in five minutes.
Keeping the CRM current
Updates after every meeting, without the rep retyping their notes.
First drafts of proposals
From the call notes and your approved templates, ready for a person to edit.
Enriching and routing leads
Filling in what you know about a lead and sending it to the right person.
Example workflows
Jobs we can set up in the tools you use. Each is scoped to your process.
- ExampleSales
Account researcher
Prepares a brief on an account before a call, from your CRM and public sources.See the workflow - ExampleSales
Proposal assistant
Drafts a first proposal from the call notes and your approved templates. - ExampleSales
CRM assistant
Suggests CRM updates after a meeting, for a person to approve.
How we can help
What we’d measure
Agreed with you at the start, against how the work runs today.
- Time spent preparing for each call
- How complete the CRM is
- Time from first call to proposal
Tools this often involves
Discuss your GTM engineering work.
Tell us which work you’d like to change. We’ll suggest a sensible place to start.