Prepare your B2B meetings and follow up on proposals.
Prospecting routes, meeting briefs and follow-up messages: we automate their preparation with your salespeople. AI structures information and debriefs; your teams stay in control of client relationships.
Work on discovery, value-based selling and negotiation.
We start with your sales situations to prepare questions, identify stakeholders and explain the value of your proposal. In workshops, teams practise handling price objections, competitor comparisons and the next steps in the conversation.
Prepare a prospecting round.
A salesperson is preparing several visits. They need to find account information, check outstanding issues and define the objective of each meeting.
We define a preparation template with the team. Automation can gather the available information and prepare a brief for each account.
A brief for each meeting with the context, objective, questions to ask and missing information.
They check the information, confirm appointments and decide the order of visits.
Prepare follow-up on a quote or proposal.
After the meeting, the salesperson needs to write up the discussion, clarify the client’s requests and prepare the next contact.
We work on the follow-up process. From the debrief, automation can prepare documents and next steps.
A meeting summary, points to confirm and a draft follow-up message.
They review the outputs, complete the proposal and contact the client.
Prepare the team’s sales meeting.
We help managers prepare briefing topics, work through an objection and track agreed actions. A Monday coaching session can help prepare a negotiation or revisit a difficult conversation.
Does a step in your sales process need a fresh look?
Describe your team, your sales cycle and the situation involved. We will discuss the work to undertake with you.