Less preparation, more selling.
We build the research, CRM and proposal work around your sales process, so your team spends its time with customers.
Tools this often involves
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.
Account researcherBRIEFS 4Company and sectorRecent newsPast work with the firmQuestions for the callfrom your CRM and public sourcesready before the callSalesAccount researcher
Prepares a brief on an account before a call, from your CRM and public sources.
Proposal assistantDRAFTS 3Audit proposalsentAdvisory retainerdraft readyTax reviewdraft readyfrom call notes and templatessent by the ownerSalesProposal assistant
Drafts a first proposal from the call notes and your approved templates.
CRM assistantUPDATES 3Next step and dateapprovedContact’s role changedapprovedDeal stageto approvefrom the meeting notesapproved by the repSalesCRM assistant
Suggests CRM updates after a meeting, for a person to approve.
How we can help
AI Agents
Hand one job, like account research, to an agent.
AI Rollout
Rework the sales team’s routine across several jobs.
How we work
We talk to your reps and sales leaders about how a deal actually moves, look at the CRM and call notes for patterns, and review your templates and playbooks.
For each step, from researching an account to sending a proposal, we decide: remove it, keep a person on it, or hand it to automation, an agent or an app.
We build inside your CRM and the tools your team already sells from, unless new software is warranted. That keeps friction and training to a minimum.
Before launch we baseline measures such as time spent preparing for a call and time from first call to proposal. After launch we compare them against the baseline.
Discuss your GTM engineering work.
Tell us which work you’d like to change. We’ll suggest a sensible place to start.