The Sales Support Advisor monitors your client communication channels to identify objections in real-time and respond with strategic, pre-approved messaging. It scrapes emails and meeting transcripts for common pushbacks/objections - such as pricing concerns, timeline...
The Sales Follow-Up Assistant plays a vital role in ensuring that every lead within the sales pipeline is consistently engaged and that no opportunity falls through the cracks. This role involves managing and monitoring CRM follow-up processes, sending personalized...
The Lead Qualification Assistant serves as an autonomous first-touch screener for inbound leads. It evaluates form submissions, email inquiries, and call transcripts to determine lead quality based on predefined qualification rules such as ICP, timeline, and intent....
The Proposal Builder Coordinator is responsible for converting spoken client input into structured, accurate, and customized sales proposals. It supports the Sales team by streamlining the intake of verbal requests, automating proposal creation, and ensuring all...
The Account Manager Assistant is responsible for researching, compiling, and delivering high-quality client briefings that empower sales and account teams with deep, ready-to-use context. Supporting Sales Managers and individual contributors, the Account Manager Assistant significantly reduces manual prep time and enhances strategic readiness for client outreach and meetings. The assistant automatically gathers and distills information from company websites, LinkedIn profiles, client-provided materials, and industry sources. It works seamlessly with Gmail, Google Calendar, and CRM systems to spot incoming leads or scheduled meetings. When its working, it allows a Sales Assistant to review and confirm the accuracy of links and context before everything is finalized, ensuring the information you get is both relevant and precise.
