Sales Department

The team

• 🏁 Reese · leadsSales team lead
• 🧭 RioNew business builderSee this agent
• 📈 ColeDeal follow-up repSee this agent
• 🎯 MarloSales call coachSee this agent

Works with your apps

• HubSpotThe CRM every member works from: who owns each company.Optional
• SalesforceThe CRM every member works from.Optional
• PipedriveThe CRM every member works from.Optional
• AttioThe CRM every member works from.Optional
• GmailProspect replies that need to move to deals.Optional
• OutlookProspect replies that need to move to deals.Optional

Routines it runs for you

Set up with you in a quick chat, so each one fits you. Switch on the ones you want.

• Monday pipeline briefEvery Monday at 8 AM

More for sales

• 🧭Find new customersFinds prospects who look like your best customers, each with a real reason to reach out, and drafts outreach in your voice to send.
• 🎯Coach my sales callsScores each sales call with real quotes, hands you one habit to work on and drills your toughest objections. Private to you.
• 📈Follow up on every dealTells you who to call, recaps every call, keeps your CRM current and your forecast honest, with follow-ups drafted and waiting.
• ✨Brief me before a sales callWalk into every call ready: a one-page brief on who's in the room, what was promised and what to ask, from just a company name.
• ✨Who should I call today?Ranks the five people most worth calling today, with talking points from your emails and the deal. A spreadsheet works too.
• ✨Build my client review deckBuilds a quarterly review deck for each client from your CRM, calls and results, every figure sourced and ready to present.