For the rep who wants the top of the board

More selling. Less typing about selling.

Walk in prepared. Walk out with the recap, follow-up and CRM note already drafted.

Pre-call briefsAfter-call recapsFollow-up draftsCRM notesNext-step trackerFriday pipeline update

A selling day, drafted

Every call has a before and an after. AI handles both first passes.

What lands on your desk, and what’s waiting for you instead. The exact workflows are in the kit. All examples are fictional.

8:10 AMInbox triage

The pileOvernight replies, internal pings, two calendar changes and a pricing question.

What’s waiting for youA short list of what actually needs you.

Your callYou pick the order. AI doesn’t know the deal that’s secretly about to close.

10:45 AMPre-call brief

The pileTheir website, the last email thread and your notes from the first touch.

What’s waiting for youA brief that has you walking in prepared.

How it’s done Step by step in the paid kit

11:35 AMThe after-call follow-up

The pileRough notes typed while you talked.

What’s waiting for youRecap, follow-up and CRM note, ready before your next call.

How it’s done Step by step in the paid kit

ONGOINGNext-step tracker

The pileThis week’s recaps.

What’s waiting for youEvery promise you made, in one place.

How it’s done Step by step in the paid kit

FRIDAY 3:30 PMPipeline update

The pileYour tracker and the week’s notes.

What’s waiting for youA clean update your manager can read in a minute.

How it’s done Step by step in the paid kit

The fully set-up version

Drafts waiting. CRM updated. Files filed. You just review.

This isn’t a concept. Setups like this run every day in real sales work.

Runs on its own Drafted for review Your call

Tap any row. Nothing sends without you.

monday · 8:02 am

Good morning. Here’s what got done while you were away.A fictional example of a fully set-up week

The best reps don’t type faster. They protect their prime hours.

Want your CRM updated without lifting a finger? That’s exactly what a Setup builds.