AI workflows for AEs
Deal execution workflows for Account Executives managing discovery through close. Prep one-page discovery briefs in 10 minutes, turn raw call transcripts into same-day recap emails and CRM updates, and draft first-pass proposals from discovery notes.
10 minSDRAE
Research an account in 10 minutes
Decide if an account is worth your time, who to contact and what to say, before you write a single email.
ChatGPT, Claude or Perplexity (web search on)
ChatGPT, Claude or Perplexity (web search on)
ChatGPT, Claude or Perplexity (web search on)APApolloCYClay10 minAEFounderSales manager
Prep a discovery call brief in 10 minutes
Walk into every first call knowing the company, the people and the three questions that matter.
ChatGPT, Claude or Perplexity (web search on)ChatGPT, Claude or Perplexity (web search on)ChatGPT, Claude or Perplexity (web search on)
LinkedIn or Sales NavigatorHUHubSpot Sales Hub10 minAEFounder
Write a follow-up email from your call notes
Send a clear recap and next steps within the hour, and update your CRM at the same time.
FAFathomChatGPT or ClaudeChatGPT or ClaudeHUHubSpot Sales Hub
Open workflow →ChatGPT or ClaudeChatGPT or ClaudeHUHubSpot Sales Hub20 minAESales managerFounder
Draft a mutual action plan with your buyer
Agree on every step to signature and go-live, so deals stop stalling after a great demo.
ChatGPT or ClaudeChatGPT or ClaudePAPandaDocHUHubSpot Sales Hub