Sales
Remembers every call, writes the recap, follows everyone you meet on LinkedIn and tells you which posts deserve a comment.
Working today
28 working today · 1 building now
| Channel | What it does | Status |
|---|---|---|
| recaps and follow-ups | Working today | |
| Phone | sales calls qualified | Working today |
| people you've met, followed for you | Working today | |
| In person | same-day follow-up after events | Working today |
| Text messages | Building now |
Everything it does for you
Send the recap while the call is still fresh in their mind
The client gets your recap the same afternoon, and you look like the most organised firm they're talking to.
For example
- Who
- Account executive at a 40-person staffing agency
- When
- A 30-minute discovery call with a hiring manager ends at 2pm.
- What they get
- A recap email in Drafts listing the roles they need filled, what they said isn't working with their current agency, and the date of the next call. Each promise she made becomes a task.
Follow up without ever sending 'just checking in' to someone who already replied
Deals stop going cold from silence, and nobody gets an awkward chaser.
For example
- Who
- Founder of a 12-person accounting firm
- When
- A prospect went quiet after a proposal.
- What they get
- A three-step follow-up sequence that sends on schedule and stops by itself the moment the prospect replies or books, so he never sends 'just checking in' to someone who already answered.
Walk into every meeting already knowing the person
Five calls tomorrow, and you remember every one of them.
For example
- Who
- Account executive at a 40-person staffing agency
- When
- She has five calls tomorrow with people she barely remembers.
- What they get
- A one-page brief for each meeting: who they are, what was said last time, and open items, in the company's document style.
Remember the personal things clients tell you
Clients feel known, and that's what keeps them for years.
For example
- Who
- Founder of a 25-person IT managed-services firm
- When
- A client mentioned his daughter is starting college and that he cycles every weekend.
- What they get
- Those facts are saved against the client, so the next brief reminds him to ask about the daughter, and a gift idea is ready at the holidays.
Hear what every prospect pushed back on without rewatching the calls
Your pitch gets better every week from what buyers actually said.
For example
- Who
- Account executive at a 40-person staffing agency
- When
- Twenty sales calls a week, and the team can't remember what prospects pushed back on.
- What they get
- Each call is sorted into praise, problems, objections, requests for things that don't exist, and signals of new work, listed by meeting.
Know exactly who to call this quarter
You stop guessing who might buy and start with a list of real owners who look like your best clients.
For example
- Who
- Founder of a 12-person accounting firm selling outsourced bookkeeping
- When
- He needs ten new clients this quarter and has no list to call.
- What they get
- A list of owners of dental and veterinary practices in New Jersey with 5–20 staff: name, title, practice, LinkedIn profile, and email where found.
And everything else it does
Find buyers among the people reacting to a popular post in your field
You start with people who already told the world they care about your topic.
See an example
- Who
- Founder of a 15-person marketing agency
- When
- A competitor's post about agency pricing got 300 reactions and 80 comments.
- What they get
- She pastes the post link. Everyone who reacted or commented is captured, scored against her ideal customer, and the best matches are highlighted as leads.
Turn every card you collect at an event into a real relationship
The people you meet hear from you while they still remember the conversation.
See an example
- Who
- Founder of a 25-person IT managed-services firm who exchanges digital business cards at events
- When
- At a trade show he exchanges cards with a hospital IT director and 30 other people.
- What they get
- By the time he's home, all 31 are in his contacts and their LinkedIn profiles are tracked, tagged with the event where he met them. Their next posts show up with comments drafted that can mention the conversation.
Know your prospect before the call even starts
You open the call with something real about them instead of small talk.
See an example
- Who
- Account executive at a 40-person staffing agency
- When
- A prospect books a discovery call for next Tuesday.
- What they get
- The prospect's LinkedIn profile is tracked from the moment the meeting is booked. Before the call she sees what they posted this month; after the call, their posts come with comments drafted that can build on what was said in the meeting.
Follow up with everyone you met at the conference before they forget you
The event pays off in conversations, not a stack of cards in a drawer.
See an example
- Who
- Founder of a 15-person marketing agency
- When
- She met 40 people at a conference.
- What they get
- She uploads the contacts from the cards she exchanged. A personal follow-up email is drafted for each, she reviews them in Drafts, and anyone who doesn't reply gets a second nudge. Each email builds on what she actually wrote to them before, with the earlier thread shown.
Start every selling day knowing exactly who to talk to first
No more first hour lost deciding where to begin; the people most likely to say yes are at the top.
See an example
- Who
- Founder of a 12-person accounting firm
- When
- He starts the selling day not knowing who to call first.
- What they get
- One list: prospects who replied overnight, follow-ups due today, and people met at last week's event who haven't been messaged. Each has a message drafted.
Keep your referral partners thinking of you
Referral partners keep sending you work because you show up when they post.
See an example
- Who
- Founder of a 25-person IT managed-services firm
- When
- His best referral partner, an accountant, posts that her firm just won an award.
- What they get
- The post shows up flagged as a referral partner, with a congratulations comment drafted, so the relationship gets attention between referrals.
Spend 15 minutes on LinkedIn and make every minute count
You stay present with the right people without the hour of scrolling.
See an example
- Who
- Founder of a 12-person accounting firm
- When
- He has 15 minutes on LinkedIn each morning and 40 tracked people posting.
- What they get
- Today's list split in two: posts to like, and posts worth a comment. Each comment is drafted, refers to what the post actually says, and is ready for him to edit and post himself. Nobody is commented on twice in a week, and the list is sized to his 15 minutes.
Warm up a stranger before you ever ask for a meeting
By the time you reach out, they already know your name and what you think.
See an example
- Who
- Founder of a 15-person marketing agency
- When
- She has found the COO of a target company, who has never heard of her.
- What they get
- His profile is tracked. Each new post appears with a suggested comment she posts herself. Once he replies or reacts, a connection message is drafted that refers to their exchange.
Never miss what your dream client's decision-makers are saying
You hear about their news the day it happens, not a week later from someone else.
See an example
- Who
- Founder of a 15-person marketing agency
- When
- She wants a meeting with a regional bank and has identified its CMO, COO and three directors.
- What they get
- All five profiles are tracked. Whenever any of them posts, the post shows up in her list the same day, so she never finds out about it a week late.
Find everyone you know who could invest, refer or champion you
When you need help, you know exactly who to ask in minutes, not weeks.
See an example
- Who
- Founder of a 25-person IT managed-services firm
- When
- He is preparing a fundraise and needs everyone he knows who invests.
- What they get
- People are tagged by relationship (investor, champion, blocker, referral partner, event attendee, from webinar). He filters and saves an 'Investors' list in one step.
Show a prospect proof from someone just like them
The 'have you done this before?' question gets a real answer on the spot.
See an example
- Who
- Founder of a 15-person marketing agency
- When
- A prospect from a medical device company asks 'have you done this for anyone like us?'
- What they get
- She opens the use case and case study written for that ideal customer and sends the one that fits.
Connect with the people you've met but never added
Every prospect you've met is one click from a LinkedIn connection, so your follow-ups land.
See an example
- Who
- Account executive at a 40-person staffing agency
- When
- She has had calls with dozens of prospects she isn't connected to on LinkedIn.
- What they get
- One list shows everyone from her meetings who isn't a connection yet, with the meeting they came from, and a Connect button beside each.
Only call back the people worth calling back
Your afternoons go to real buyers, not to returning calls that were never going anywhere.
See an example
- Who
- Founder of a 10-person IT services firm
- When
- He spends afternoons returning calls from people who were never going to buy.
- What they get
- The phone line asks what they need, company size and timing, and only the callers worth a call back reach his Follow-ups list, with the answers written down.
Follow every quote until you get a yes or a no
Quotes stop dying from silence: the client who went quiet hears from you on day 3, not never.
See an example
- Who
- Founder of a 12-person consulting firm
- When
- He sent four proposals last month; two went quiet and nobody followed up.
- What they get
- Each quote or proposal appears on one list with the meeting or email it came from, the date sent and the last reply. When one goes quiet, a follow-up that refers to what the client asked for on the call is drafted for his approval, and it stops when they answer.
Hand it your list of companies and get the right people back, with emails
Days of copy-and-paste become one list built in the background, and a long list costs no more to plan than a short one.
See an example
- Who
- Founder of a 12-person consulting firm
- When
- He has a spreadsheet of 150 target companies and no names at any of them.
- What they get
- He drops in the spreadsheet and says who he wants (the CEO and CFO). Every original column is kept, an unclear column is asked about, not guessed, and the list fills with the right people, work emails and LinkedIn pages while he does other work. Companies that fail are retried.
Only email people who really run the company, and see why anyone was left out
You never email the wrong 'CEO', so the list is one you can put your name to.
See an example
- Who
- Account executive at a 40-person staffing agency
- When
- She asks for the C-suite at 13 named companies, including a franchise and a namesake.
- What they get
- Only real officers are counted: no franchise owners, brokers or 'Chief of Staff', no one from a same-name company. Anyone doubtful stays in the list marked 'Not counted' with the reason, in the table and the download.
Check the emails on a list before you send, and see the cost first
Fewer bounces protect your sending domain, and you decide whether the check is worth the money.
See an example
- Who
- Sales lead at a 25-person IT services firm
- When
- He is about to email a list of 400 addresses nobody has checked.
- What they get
- A dialog shows what the check costs before anything runs, then a verdict per address. Addresses already checked are not paid for again, and 'unknown' is never treated as safe.
Fix a wrong LinkedIn match once and it stays fixed
You never send a connection request to a stranger with your prospect's name.
See an example
- Who
- Founder of a 15-person marketing agency
- When
- She notices a contact's LinkedIn page belongs to someone else with the same name.
- What they get
- She marks the right profile, or 'no LinkedIn'. Any connection request queued to the wrong person is cancelled, and later data refreshes never put the bad link back.
Find companies that just raised money, are hiring or were acquired, then who to contact
You reach out when there is a real reason to talk, not at random.
See an example
- Who
- Founder of an 8-person IT consultancy
- When
- He wants to reach fintech companies that raised money in the last six months.
- What they get
- He asks in plain words. It returns the companies with that signal, then the right people at each, as in any search.
Reach a LinkedIn lead from your own account without putting the account at risk
You stay visible to the right people without your LinkedIn account being flagged.
See an example
- Who
- Founder of a 12-person consulting firm
- When
- A lead who fits his ideal customer accepted nothing yet and has never heard of him.
- What they get
- A message is drafted for his OK. Approved messages go out at varied times through the day; if they aren't connected yet, a connection request goes first and his message waits until they accept. Likes are spread through working hours, and the account's daily limits are never crossed. Comments are drafted for him to post himself.
Correct a draft once and it stops making that mistake
You fix a style problem one time instead of every morning.
See an example
- Who
- Founder of a 25-person IT managed-services firm
- When
- He keeps rewriting comments that open with a question.
- What they get
- He presses 'Teach this' on his edit. It becomes one short rule he can read, change or remove, applied to later drafts of that kind: comments, posts, follow-ups, webinar emails or meeting summaries. A rule that contradicts an earlier one is caught before it saves.
Everyone on the call gets their own follow-up, even if they weren't on the invite
The right person gets the right promises, and nobody gets someone else's action items.
See an example
- Who
- Account executive at a 40-person staffing agency
- When
- The client brought their COO to the call, who wasn't on the calendar invite.
- What they get
- The COO is added to the meeting automatically, with a note saying so. Her action items go to her, not to the person on the invite. If there's no email for her, she's asked for it at Send, or skipped.
Know what the client owes you, not just what you owe them
Deals stop stalling on the thing the client said they'd do and nobody chased.
See an example
- Who
- Founder of a 12-person consulting firm
- When
- On a call he promises a quote, his colleague promises a demo, and the client promises to check with legal.
- What they get
- Three tasks appear, marked mine, my teammate's and theirs, each with a due window and overdue on top. He ticks one off with a note or hands it to a teammate. Only calls from the last two days create tasks, so connecting a recorder doesn't bury him in old promises.
Every email, post and comment waits for your OK. Your receptionist answers calls live, only from answers you've approved.
Join as a founding member.
$490 a month for access, two people included. Usage is billed at cost, every line itemised, with $49 included every month for founding members. When the 100th member joins, access for new members goes to $990. Every part marked building now arrives the day it ships, at the price you joined at.
Start where you are.
Nothing here is sold on a deadline. The price moves when the cohort fills, not on a date.