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All work

An AI sales agent that briefs every rep before the call

6 hrsback per rep, every week

An agent reads the CRM, the prospect's site and recent news, then writes a one-page brief straight into the deal.

Client
Confidential client · B2B software company
Sector
Sales
Capability
AI agents

The problem

Reps spent the first hours of every deal reading websites, news and old CRM notes to prepare a single call.

What we built

An AI sales agent that researches each account, reads the CRM history and writes a one-page brief straight into the deal before the call.

The result

Every rep gets about six hours of research back each week, and calls start from the prospect's actual situation.

Want something like this?

Thirty minutes with the founder about one process in your operation. Nothing to prepare.