Sales playbooks

On the schedule you choose, the agent listens for people publicly posting about the problems you solve, qualifies them against your ICP, and drafts a helpful public reply and a warm DM for each — landing one approval before anything is sent.

Drop in a cancellation note and a retention agent drafts a personalized, policy-bound save-offer and exit-interview reply for you to approve before it goes out.

Each week an SDR agent qualifies prospects against your ICP, drafts peer-voice openers and follow-up sequences, keeps a living pipeline current, and lands one approval gate before anything is sent.

On the schedule you choose, a lifecycle writer drafts onboarding, churn-save, and lead-magnet emails from your product and offer docs, critiques each draft, and hands them to you to approve before sending.

Every few days an agent finds deals sitting in a stage past its expected dwell time, checks what changed since the last contact, and drafts a tailored follow-up per stalled deal — then lands one approval where you approve each follow-up before it is sent and the deal is updated.

Each week, the agent reviews who engaged your LinkedIn and X posts, qualifies them against your ICP, and drafts a personalized DM that references the exact post and interaction — landing one approval before anything is sent.

Each week an analyst compiles the pipeline's movement — stage transitions, new and lost deals, the forecast delta, at-risk deals, and three focus deals — into a brief a reviewer re-checks against the raw numbers, then lands one approval where you sign off the brief before it goes to the team.