Time spent
assembling context.
A rep opens company sites, checks scattered notes, copies research into the CRM and writes the same first draft again.
REVENUE / CUSTOM AUTOMATION
From a new account to a useful first conversation.
Give your sales team a researched account brief, relevant context and a follow-up draft—inside the CRM.
Discuss this workflowEXAMPLE SYSTEMSCRMCompany dataEmail
Time spent
Context ready.
People in control.
An agent assembles a sourced brief, highlights relevant signals and prepares a draft for the account owner to review.
FROM TRIGGER TO OUTCOME
How the work moves.
Illustrative scope. Final steps are agreed
around your systems and requirements.
- 01
New account queued for research
- 02
Company information + existing CRM context
- 03
Sourced account brief + relevant signals
- 04
Account owner reviews evidence and draft
- 05
Approved notes and follow-up added to CRM
- 06
Research effort and draft quality measured
The human decision
The account owner checks the research and approves any outbound message. Missing or conflicting evidence is flagged.
A PROJECT WITH CLEAR OUTPUTS
What we would
scope together.
- A defined research schema and source policy
- CRM integration with duplicate handling
- Review and exception queues
- A measured baseline and operating guide
MEASURE WHAT CHANGES
Agree the baseline.
Then measure the outcome.
01Research time per account
02Brief completeness
03Draft acceptance rate
These are candidate success measures, not promised results. Targets are defined during discovery.
LET’S MAKE ROOM FOR BETTER WORK
What could your team
do with more time?
Bring us the workflow that slows you down.
We’ll explore what’s worth automating.
30 minutes to explore one workflow and a practical next step.