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Prep for outreach or a first sales call with a one-page brief on a target account a rep can read in five minutes. Covers what the company does, what changed recently, likely priorities, the buying group by role, fit with your offer, and three tailored openers, with every fact sourced and dated and guesses labeled. Public professional info only, never personal details.
See what changed when a customer sends back a marked-up contract, sorted by risk and explained in plain English. It compares versions clause by clause, groups changes by liability, indemnity, termination, renewal, IP, data, and payment, shows the numbers that moved, and suggests a response. Not legal advice.
Find which CRM fields your team actually fills in, and which to hide, merge, or make required. Reads a HubSpot, Salesforce, or any CRM CSV export and reports fill rates, placeholder junk like n/a and unknown, sparse, constant, and duplicate fields, and fill by owner or team, ending in a cleanup plan. Never changes your CRM.
Get ready for the weekly deal review or forecast call with one page per deal and the deals at risk ranked first. Each page shows MEDDICC gaps, the real next step, risks, and the questions a manager should ask. Works from an opportunity export from HubSpot, Salesforce, or any CRM, plus your notes.
Find out who has to approve a deal before you send it, and why, from your own discount and terms policy. It checks discount ladders, payment terms, billing frequency, term length, free months, non-standard terms, and deal size, and shows how much room is left before the next approval.
Find the cheapest way to enrich contacts with work emails, phone numbers, or company data using the providers you already pay for. Give it each provider's cost, match rate, and accuracy, or a sample test run, and it tries every order to hit your fill target, with cost per usable record and where to stop adding providers. Vendor-neutral; check each provider's terms and privacy rules.
Write the weekly go-to-market update leaders actually read: one page across marketing, sales, and customer success. Covers numbers against plan and last week, pace for the quarter, real wins and misses, risks with owners, last week's follow-ups, and next week's priorities. Works from what you have: CRM exports, a metrics sheet, team notes, and last week's wrap.
Decide which rep gets each new lead, and prove the rules work before they go live. Turns your routing policy into an ordered rules file with tests (existing accounts, partners, segment, region, junk filters), then routes a leads CSV with weighted round robin, out-of-office skips, and a fallback queue. Works with HubSpot, Salesforce, or any CSV; never writes to your CRM.
Clean up the sales pipeline before the forecast call: find deals with past close dates, stuck stages, no recent activity, or missing fields. Reads a HubSpot, Salesforce, or any CRM CSV export, checks fields required by stage and zero amounts, and writes a hygiene score plus a fix list for each rep. Drafts rep notes for you to send; never edits the CRM.
Create a clean order form or purchase order from your deal terms, ready for signature, in markdown and printable HTML. It computes line totals, discounts, contract value, and a billing schedule, and lists what finance needs before signature. Works offline from a JSON file or a short text form, with any CRM; never sends the document.
Build an accurate sales quote from your price book and the products and quantities a customer wants. It handles flat, volume, and graduated tier pricing plus line and deal discounts, flags discounts over each product's limit, and writes a customer-ready quote and a deal file for the order form.
Write cold email and outbound sequences for any persona or buying signal, built on a real reason to reach out. Covers email, LinkedIn, and call steps with personalization slots filled from research, then a linter catches spam phrases, fake Re: subjects, invented familiarity, unsourced stats, broken slots, and rushed cadence. Works with any sales engagement tool and never sends anything.
Work out when to reach out to prospects: pick the buying signals that predict a good conversation and decide what happens when each fires. Covers hiring, funding, leadership and champion job changes, tech changes, product usage, and website intent, each with who to contact, the angle, channel, and speed. Writes a playbook and signals file any tool can use, and flags signals needing consent checks.
Define your ideal customer profile and work out how big your market is from a list of companies, such as a CRM export. Applies hard filters for your serviceable market, scores every company into A, B, and C tiers with reasons, values TAM, SAM, and target with ACV by company size, and writes a tiered account list for territories or outbound.
Prep the weekly forecast call: closed won, commit, best case, and pipeline by rep and team for the quarter. Compares this week's CRM export with last week's and explains every move by deal: slipped, pulled in, upgraded, downgraded, new, won, lost, and dropped. Works with HubSpot, Salesforce, or any CRM CSV, and flags data problems before the numbers.
Outbound people answer, deals that close, and a forecast you can trust: account research, sequences, quotes, discount checks, and pipeline hygiene.
