The Library
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Draft a quote email for a customer enquiry
Customer emailed asking how much something costs. This drafts a friendly reply with the quote, what's included, and a clear next step.
Sales Deal Agent
A deployable AI agent that reviews your sales calls, scores deals (MEDDIC), drafts follow-ups, and flags at-risk deals. Configure once, run after every call.
AI Sales Coach
Your weekly sales coaching call without the $400/hour bill. Bring your pipeline, your worries, your stuck deals - get coached.
Cold pitch / new business email
80-100 word email to a prospect you've never spoken to. Specific, non-salesy, makes saying yes easy.
Quote follow-up — "still keen?" nudge
7-10 days after a quote, no reply yet. Soft nudge that doesn't feel pushy.
Write a sales proposal
Drafts a tight sales proposal with scope, deliverables, pricing, and acceptance.
Write a sales-to-CSM handoff
Drafts a structured sales-to-CSM handoff document so customers don't repeat themselves.
Write a high-converting cold outreach email
Drafts a personalised cold email with a clear reason to reply and one specific ask, for selling to other businesses.
Discovery call agent
Runs through a discovery call structure with you — qualifying questions, listening cues, the soft close, and the follow-up email.
Sales report by SKU
Ranks products by units sold, revenue, margin, and stock health for the period you pick. Tells you what to push and what to wind down.
Sales page outline agent
Maps a high-converting sales page from intake — the structure, every section's job, and the headline options for each block.
Monthly multi-channel sales reconciliation agent
A multi-channel reconciliation workflow: per-channel summary, fee categorisation, GST treatment, the discrepancy list, and the journal entries for the bookkeeper.
Quote follow-up sequence (3 touches over 10 days)
Three follow-up messages for the quote that went silent: a friendly nudge, a useful re-frame, a final "should I close this off" check. Stops you ghosting your own pipeline.
Build a dream-client target list
Builds an account-based marketing target list - the specific companies to go after, ranked, with an outreach plan for each tier.
Build a 'first sales hire' brief
Brief for the founder's first sales hire — when to hire, what level, comp, and ramp.
Build a sales SLA with marketing
Drafts a sales-marketing SLA defining lead handoff, response, and feedback loops.
Follow up a quote that went quiet
The two-message follow-up for a quote nobody answered - helpful rather than pushy, with a reason to reply either way, and a graceful close if they have gone elsewhere.
Build a reorder plan so you stop running out
Works out when to reorder each product from your sales pace and supplier lead times - the simple reorder points that end both stockouts and over-ordering.
Write a one-pager sales sheet
Drafts a single-page sales sheet for B2B prospects with offer, proof, and next step.
Webinar / masterclass script agent
Writes the full free masterclass script — open, teach, transition, pitch, Q&A — that actually converts without feeling like a sales ambush.
Monthly multi-channel sales reconciliation agent
A multi-channel reconciliation workflow: per-channel summary, fee categorisation, GST treatment, the discrepancy list, and the journal entries for the bookkeeper.
Quote follow-up sequence (3 touches over 10 days)
Three follow-up messages for the quote that went silent: a friendly nudge, a useful re-frame, a final "should I close this off" check. Stops you ghosting your own pipeline.
Build a dream-client target list
Builds an account-based marketing target list - the specific companies to go after, ranked, with an outreach plan for each tier.
Write a discovery call script
Drafts a structured discovery call script with questions, listening cues, and next-step framing.
Sales pipeline tracker sheet
Ship a lightweight Excel pipeline sheet with weighted forecast, next steps, and overdue flags.
Sales pitch deck outline
Get a hook-to-ask sales pitch deck outline with proof plan and value-first price slide.
Case study slide
Design a stand-alone case study slide - hero number, before-during-after, quote, and reader takeaway.
Client proposal deck
Ship a client proposal deck that opens with their world and closes with a dated next step.
Three-email follow-up chain
Get a three-email follow-up chain with real value each send and better subject lines than "checking in".
Workflow: pricing change rollout coordinator
Plans + executes a pricing change with customer comms, sales enablement, and ops updates.
Cold outreach email
Draft a specific, respectful cold outreach email under 100 words with a low-friction ask.
Contract renewal reminder
Draft a renewal reminder that frames the renewal as an easy yes, with price-change and no-change versions.
Meeting prep briefing
Prep a 5-min meeting brief with real outcome, opening line, key questions, and a fallback ask.
Build a quota-setting framework
Sets sales quotas tied to capacity, market opportunity, and company plan.
Build a sales playbook for partnerships
Builds a sales playbook for selling through and with channel and integration partners.
Build an objection handling library
Builds a library of objection responses covering price, time, fit, and competition.
Build a sales territory plan
Builds a sales territory plan with account tiering, target list, and outreach plan.
Build a lead qualification framework
Builds a custom BANT/MEDDIC-style qualification framework that fits the business.
Build a sales forecast model
Builds a weighted sales forecast model with stage probabilities and commit logic.
Build a sales coaching framework
Designs a sales coaching framework for managers to improve rep performance.
Workflow: customer-facing FAQ generator
Generates a customer-facing FAQ from real support tickets + sales objections.
Write a value-stack copy block
Builds a 'what you get' value stack with anchor pricing for a sales page or pricing card.
Workflow: cold outbound email sequencer
Sets up a 6-touch outbound sequence with personalisation hooks, send timing, and reply triage logic.
Workflow: newsletter sponsorship sales pipeline
Builds a sales pipeline for newsletter sponsorships from prospect to deal.
Write a cold call script
Drafts a cold call script with opener, value, qualifying question, and meeting ask.
Build a sales compensation plan
Designs a sales compensation plan with base, variable, accelerators, and SPIFFs.
Build an SDR cadence
Designs a 21-day multi-touch SDR outreach cadence across email, LinkedIn, and phone.
Build a sales demo script
Drafts a 25-minute SaaS demo script that ties features to the prospect's stated pain.
Draft a quote document in Word from a scope of works
Copilot drafts a 1 to 2 page fixed-price quote in Word with scope, exclusions, assumptions, warranty, payment terms, and a clear next step.
Build a procurement Q&A response
Drafts answers to a procurement questionnaire covering security, compliance, and vendor risk.
Build a competitive win story library
Builds a library of competitive win stories sales reps can use in late-stage deals.
Write a renewal pitch
Drafts a renewal pitch that reinforces value, surfaces expansion, and reduces churn risk.
Workflow: lead enrichment + qualification
Enriches inbound leads from form submission to scored, routed, and primed for sales.
Workflow: weekly sales pipeline review
Runs the weekly sales pipeline review with deal-level commit + commitment.
Build a 'how we sell' enablement deck
Drafts a sales enablement deck explaining the company's selling philosophy and method.
Write LinkedIn DM outreach script
Drafts a non-spammy LinkedIn DM script that books calls without sounding like a pitch bot.
Write a sales objection-handling library
Builds a reusable objection-handling library for sales reps with proven response frames.
Write 5 cold call openers
Generates five cold call opening lines that earn the next 30 seconds of attention.
Build a discovery call template
Creates a structured discovery call template that surfaces real pain and decision criteria.
Build a sales discovery cheat sheet
Provides a single-page cheat sheet of the 20 best discovery questions for B2B sales.
Build a 'research debrief in 5 minutes' format
Drafts a 5-minute research share format for sales kickoffs, all-hands, or standups.
Write a sales email sequence
Drafts a 6-email outbound sequence with hooks and clear next-step asks.
Write a champion enablement email
Drafts an email arming a champion to sell internally on your behalf.
Build a discount approval matrix
Designs an approval matrix for sales discounts with thresholds and approver roles.
Build a 'sales call recording analysis'
Analyses a corpus of sales call recordings to surface buyer signals + objection patterns.
Build a 'research findings sales enablement'
Translates research findings into sales enablement assets.
Write a sales QBR template
Drafts a customer-facing quarterly business review template that drives renewal and expansion.
Build a sales standup agenda
Drafts a daily 15-minute sales standup agenda that drives action without becoming a status meeting.
Write an enterprise deal qualification
Drafts a structured enterprise deal qualification covering MEDDIC + procurement realities.
Write a reference selling guide
Builds a guide for using customer references in late-stage deals to convert hesitation.
Write a sales page (long-form)
Drafts a long-form sales page with all classic conversion sections in order.
Build a 'first deal' closing checklist
Drafts a checklist for a sales rep closing their first deal — every step from verbal yes to signed paper.
Write a 'why now' for sales
Drafts a 'why now' positioning argument that creates urgency without manufacturing it.
Build a stakeholder map
Maps stakeholders for a B2B deal or strategic project with influence and engagement plans.
Write a 'breakup email' to cold prospects
Drafts a final 'breakup' email that often gets the highest reply rate in a cold sequence.
Generate 20 lead-gen Facebook ad hooks
Generates twenty ad hooks specifically built to drive lead-gen opt-ins, not direct sales.
Write a 'reply' email to drive booked calls
Drafts a short value-first 'reply' style email designed to start a conversation, not pitch.
Rebooking nudge — gentle, not salesy
A short SMS or email to a regular who is overdue for their usual booking. Recalls them without sounding desperate.
Build a multi-thread account strategy
Plans a multi-threaded outreach into a strategic account to reduce single-champion risk.
Auto-fill a Notion CRM database from raw call notes
Inside Notion AI, parses raw call notes into a CRM-ready table mapped to your database properties. Skips missing values rather than inventing them, and queues follow-up tasks.
Build a deal review framework
Builds a structured deal review framework for one-on-one or pipeline meetings.
Write a sales follow-up email
Drafts a follow-up email after a discovery or demo call that moves the deal forward.
Write a security review summary
Drafts a one-page security review summary for prospects to share with their security team.
Build a sales onboarding plan
Builds a 30-60-90 day onboarding plan that ramps a new sales hire to quota.
Cohort launch — limited spots email
Sales-conscious launch email for a paid cohort with limited spots. Urgency without ick.
Group programme launch announcement (Instagram)
Post announcing a new cohort or programme launch. Doesn't sound like a sales post — sounds like a person sharing something they care about.
Build a 6-month sales forecast in Excel from 12 months of history
Copilot in Excel builds a 6-month sales forecast with seasonality, three scenarios, a line chart, and the one assumption you should challenge most.
Build a sales hiring scorecard
Drafts a hiring scorecard for sales roles covering outcomes, competencies, and red flags.
Discovery call follow-up email
Sent within 24h of a discovery call. Recaps what we discussed, the next step, and gives them space to say yes (or no) cleanly.
Write a marketing-sales SLA
Drafts a marketing-sales SLA defining lead handoff, response times, and feedback loops.
Run a win/loss analysis
Runs a structured win/loss analysis on a batch of deals to extract patterns.
Build an account expansion plan
Builds an account expansion plan for a key customer with named opportunities and timing.
Write a product positioning statement (not the brand one)
Product positioning is narrower than brand positioning. Build the one your sales page hangs off.
Design a cross-sell and upsell strategy that doesn't feel pushy
The right offer at the right moment, in the brand voice. Without the salesy nudge that erodes trust.
Build a sales messaging matrix
Builds a sales messaging matrix tying personas to pains, hooks, and proof points.
Build a sales QBR for the team
Drafts an internal sales QBR template covering performance, pipeline, and learnings.
Build a sales proposal review checklist
Provides a checklist for managers reviewing a rep's proposal before it goes to a customer.
Write a 'we lost the deal' debrief
Drafts a 30-minute debrief script after losing a competitive deal to extract real learnings.
Build a competitor battlecard
Builds a one-page competitor battlecard for sales reps to use live in calls.
Appraisal-to-listing pitch agent
Turns a property brief and recent sales into a full pre-list pitch — what makes the place stand out, suggested price strategy, marketing plan, and the objections the vendor is likely to raise.
Workflow: sales-to-CSM handoff coordinator
Generates the handoff doc + kickoff plan when a deal closes from sales to customer success.
Build a sales onboarding checklist
Day-by-day onboarding checklist for new sales hires through their first 90 days.
Sales call objection-handling agent
Walks through a real objection from a recent call, finds the underlying belief, and rehearses three calm responses.
Workflow: cold call → meeting booked
End-to-end cold call workflow including pre-call research, script, objection handling, and post-call recap.
Workflow: outbound sequence builder for ABM tier-1 accounts
Builds a multi-touch ABM sequence for a single high-value account across roles.
Build a sales kickoff agenda
Plans an annual sales kickoff (SKO) agenda with content, recognition, and energy management.
Build a sales velocity equation
Calculates sales velocity (deals × ACV × win rate / cycle) and recommends levers to pull.
Workflow: sales call recording → CRM update
Processes a sales call recording into CRM-ready notes, deal stage updates, and next-step actions.
Group programme launch agent
Maps a 6-week launch for a group programme — waitlist warm-up, content arc, sales week, and onboarding.
Build a sales rep coaching plan
Drafts an individual coaching plan for a sales rep with strengths, gaps, and 30-day actions.
Write a sales playbook
Builds a complete sales playbook covering ICP, process, talk tracks, and tools.
Deep Research: pre-call dossier on a prospect
Deep Research builds a pre-call dossier on the company and the person you are meeting, with public pain signals, the one angle to lead with, and three questions that show you did the work.
Find people complaining about a competitor on X
Live competitor-complaint sourcing on X via Grok. Finds frustrated users, scores them as potential buyers, and drafts a non-salesy reply you could send today.
Workflow: 'why we lost' deal review
Conducts a structured 'why we lost' debrief after a closed-lost deal to extract real learnings.
Build a 'no decision' diagnosis
Diagnoses why deals stall in 'no decision' and gives a recovery playbook.