Plays

Get a complete picture of your day: calendar, pipeline health, recent emails, stalled deals, and the single highest-impact action. Everything a seller needs to know before the first meeting.

Draft and send personalized outreach from the highest-priority tasks on today's list. Work in batches of 3 for quality control. Goal: 15-20 high-quality actions before your first meeting.

Before every call, pull the full intelligence picture: deal history, buyer room, evaluation signals, relationship strength, and past conversations. Have your talk track ready.

Immediately after every call, capture notes, update the deal stage, create follow-up tasks, and send a recap email. Do this within 5 minutes while details are fresh.

Review every active deal. Advance what's progressing, intervene on what's stalling, and close out what's dead. Your pipeline should be accurate, not optimistic.

Find new accounts and contacts that match your ideal customer profile. Enrich them with real emails and phone numbers. Build a target list for tomorrow.

For every deal in your pipeline, ensure you have 3+ active relationships. Find the champion, the economic buyer, and the technical evaluator. Use intro paths when they exist.

Set up follow-up sequences for every unanswered email. Most deals are won on the 3rd-5th touch, not the first. Automate the persistence so nothing falls through the cracks.

For each deal in qualification or later stages, identify the specific blocker and take one concrete action to advance it. Prepare proposals, send deal positioning, or schedule the next meeting.

Log all activities, verify your pipeline is accurate, and set up tomorrow's list. Leave with a clean desk and a clear plan.

Build a board-ready forecast based on deal health data, not gut feel. Review win/loss patterns from the week and calibrate your pipeline.

Audit your CRM data quality. Find contacts with missing emails, companies without key info, and stale records. Clean data means better AI, better enrichment, and better outreach.

Analyze which emails are getting responses and which aren't. Identify patterns, rewrite underperforming templates, and A/B test new approaches until your response rate doubles.

Prepare for discovery calls with deep account intelligence, buyer room context, and targeted questions. After the call, capture everything and set up the next step in under 5 minutes.

After a successful demo, move aggressively through evaluation to close. Build the business case, handle objections with data, multi-thread the buyer room, and create urgency with buyer-room intelligence.

Identify expansion opportunities in existing customer accounts. Find new departments, new use cases, and new stakeholders. Turn one deal into a platform relationship.