Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Turn discovery recaps into proposals for new client work.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Start outreach to approved prospects with a timely, tailored first email.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
Draft proposals for new client work from deal requirements.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
Draft first emails for new business contacts from account notes.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
Identify contacts at target companies for new business outreach.
Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.