Sales development rep
Sales
Answers leads within minutes, qualifies them against your criteria and fills your calendar.
- Phone
- +1
Price on request
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Sales
Sales assistant
Before the meeting you get a brief: history, recent orders, open topics. Afterwards you dictate two sentences and it turns them into a write-up, a follow-up email and a CRM update.
What you are dealing with today
You leave a meeting with three things to do, go straight into the next one, and by the evening all that is left is an unreadable note. The CRM is only up to date the night before the sales meeting.
Where this happens
- Wholesale
six visits a day, and one write-up per visit that nobody writes.
- Medical equipment
every customer has an equipment history worth rereading before you go.
- Wine and spirits
orders are taken in the room and lost between two notebooks.
What it does
Its remit as delivered. You can widen it or narrow it during setup.
- Prepares a brief before every meeting
- Turns your voice notes into a written follow-up
- Updates the CRM after every exchange
- Schedules the follow-up at the right moment
Where it works
It replies on your channels, from your addresses and your numbers.
- Slack
- Phone
A typical day
- 07:30 Info
Brief ready for your 3 meetings today.
- 13:50 Done
Follow-up written from your voice note.
- 18:10 Done
CRM up to date, 4 follow-ups scheduled.
An example of what you see go by during the day.
Setup
Three steps, done with you.
- 01
We connect its channels
Inbox, WhatsApp, calendar, Slack. With your access, in front of you.
- 02
We set its limits
What it does alone, what it brings to you, and above which amount.
- 03
We test on real cases
You review its first replies before letting it work.
What it costs
The price depends on volume and on the channels connected. It is agreed with you before any setup.
Price on request See pricing
Questions about this role
How long before it is operational?
Setup is done with you. We give you a firm timescale once we have seen your channels, your volume and the limits to set.
Can it work alongside my current team?
Yes. It takes the repetitive part of the job and passes the rest to the right person, with the full context.
Can I change its remit later?
Yes, at any time. You widen what it does alone once you have seen it do the job well.
Other roles worth handing over
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Quote desk
Sales
Prepares quotes from your price list, sends them once you approve and follows up until they are signed.
- Slack
- Phone
Price on request -
Customer support agent
Support
Answers your customers on WhatsApp, by email and on chat, settles the routine requests and hands you the rest.
- Website chat
- +1
Price on request
Live
Your team is ready to start.
Book a slot. We look at your business together and pick the first role worth handing over.