You close the deal. The team carries the rest.
Lead research, proposal prep, follow-up and a clean CRM from a team that works overnight. Your salespeople spend their time in conversations, and they close the deals.
The daily operational load.
- Proposals take days, and by the time they go out, the buyer is looking elsewhere.
- Follow-up slips, and warm leads go cold.
- Your salespeople spend half their time on research and admin instead of conversations.
- Nobody keeps the CRM in order, so the pipeline is guesswork.
Here's what the team's work looks like for you.
Lead research and qualification
A targeted list built to your ideal customer profile, pre-qualified and loaded into the CRM. Your salesperson starts the week with a ready list.
Proposal preparation
A draft built in minutes from your past proposals and pricing rules. You approve, and it goes.
Follow-up and CRM hygiene
Timed follow-up on every open deal, a freshly kept CRM, a weekly pipeline report.
You get exactly what your company needs.
One focused use case, the one that hurts most.
Two functions, working in sync.
A full industry operations layer.
Control
Every outgoing proposal and email goes out with your approval, in your own voice.
Data
Your client and pricing data stays in-house, and every step is traceable.
What we get asked most.
- Does it email my clients?
- Only with your approval. Nothing goes out without you: you decide what runs automatically and what waits for you.
- Does it work with our CRM?
- We fit the operation to your processes. We go through the details on the goal call.
- Does it replace my salespeople?
- It takes over the research, the admin and the follow-up so your salespeople can talk to clients. A human still closes the deal.
Let's talk through how this would look at your company.
On the call we look at where most of your deals slip, and what the team would take over first.