How It Works:
Trigger Event:Kicks off automatically when a new sales call is booked via Calendly, HubSpot, or your CRM of choice.
Prospect Research:
An AI agent (using tools like Tavily) researches the prospect’s company — collecting their overview, tech stack, and recent updates — and identifies the best-fit product and two upsell opportunities from your offer list.
Personalized Outreach:
Generates tailored email and SMS messages that feel human-written, including a testimonial or case study that matches the prospect’s industry or challenge.
Data Logging:
Everything — from research to outreach copy — is saved to a Google Sheet or your CRM for quick access and seamless tracking.
Sales-Ready Insights:
Your sales team shows up fully prepped with company insights, recommended products, and high-converting messages — ready to close.
