AI-Agents for Consultants in Sales Operations working with Zoom
Log replies, send outreach emails, book lead meetings. Every one is ready to run, and you can adjust it in plain language.
Turn prospect needs into scoped engagement proposals.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsDraft client engagement proposals from call notes and agreed fees.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsBook recurring client check-ins at one open time.
Get a recurring meeting that fits your calendar throughout the series. Your guests receive invitations, and you receive the confirmed schedule.
4 toolsSend approved engagement agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsPrepare an engagement proposal from client needs and approved fees.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Ask prospective clients about quoted engagements when follow-ups come due.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
Make recorded client conversations readable in customer history.
You can read the full transcript on the right customer's call timeline before following up, without searching for the recording.
