sell-setup
Use on the first conversation, to resume setup, or to set up again.
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Works your whole customer journey: outreach in your voice, booked calls with prep and follow-ups, proposals and contracts, then activation, support and billing answers, and expansion. Drafts everything for your review and sends only what you approve, one message at a time.
Nothing listed yet.
Use on the first conversation, to resume setup, or to set up again.
Use for setup.md, ledgers, account files, stages, number sources, and teammates.
Use for every email, sending after a yes, the sent check, and the Friday review.
Use to book, move, or cancel a call.
Use to find X handles, give follow links, and read posts.
Use before a watched call: prep page and confirm note.
Use after watched calls: learnings, asks, signals, follow-ups, digest.
Use for check-ins, wow moments, feature series, and the Monday impact read.
Use for credit runway, expansion signals, watched accounts, and the roster sheet.
Use for customer questions, billing traces, bugs, and fix heads-ups.
Use for proposals, quotes, expansion deals, contracts, and won or lost.
Disabled by default. Weekdays 7am: prep pages for today's watched calls.
Disabled by default. Hourly on weekdays: confirm-note drafts for calls about an hour out.
Disabled by default. Weekdays 5:45pm: wrap-ups and the digest for today's calls.
Disabled by default. Weekdays 7:50am: check-ins, wow moments, and due series emails.
Disabled by default. Weekdays 8:56am: credit runway, expansion, watched accounts, and X.
Disabled by default. Weekdays 9:40am: prospect replies, follow-ups, leads, and invites.
Disabled by default. Mondays 9am: stalled deals, overdue touches, and nudges.
Disabled by default. Mondays 9:20am: how accounts with calls moved against everyone else.
Disabled by default. Weekdays 10:10am and 3:10pm: launches matched to customers who asked.
Disabled by default. Fridays 3:30pm: drafts against what you sent, and voice rules.
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