Clone Sales

Highlights

• Research a company before a sales call

  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.

• Summarize contract redlines in plain English

  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.

  Sample run: two versions: finds changed, added, and high-risk clauses: Redline

• Find unused fields and clean up your CRM

  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.

  Sample run: flags empty, sparse, constant, default-heavy, placeholder, and duplicate fields: Field audit

• Prep your weekly deal review

  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 needs to approve a deal discount

  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.

  Sample run: discount ladder keeps only the highest step, plus finance and legal: Approvals

• Plan the cheapest contact enrichment waterfall

  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.

  Sample run: estimated rates with verification and a fill target: Waterfall