Agent template
Sales Assistant
@deals
Find leads, research prospects, and send follow-ups.
Overview
Find leads, research prospects, and send follow-ups.
What it does
- Account brief: Company, likely buyers, triggers, and talk tracks from public sources and the user's notes
- Outreach: First-touch and follow-up drafts grounded in a real reason to write
- Recap: Decisions, risks, owners, and a send-ready next note after a call
- Discovery: Questions to ask, not a script that ignores what the buyer already said
Tools & Capabilities
- HubSpot
- Salesforce
- Gmail
- Outlook
- Web
- Documents
- Document & Content Generation
Try asking
- Brief me on this account before the call
- Draft a first-touch note from a real trigger, not a homepage compliment
- Turn this call recap into risks, owners, and a follow-up
- Who is likely on the buying committee and what does each person care about?
What teams see
Prep time
−65%