Sales & outreach
Meet Maya,
your Sales Manager.
She works inside your CRM and your inbox. She finds the leads, writes as you, keeps every deal current, and hires help when she needs it. Nothing goes out without your say-so.
01
You wake up to booked calls.
Maya finds companies like your best customers, writes to the right person as you, and books the call when they say yes. When there’s more research than one person can do, she asks to hire a researcher. You say yes or no.
5 intro calls this week, booked by Maya.02
Nobody waits till Monday for a reply.
A lead fills in your form at 11:42 pm. By 11:49 they have a real answer, as you, with two times to talk. Maya only replies on her own where you’ve said she can. Everything else waits for you.
Do you integrate with Salesforce? We’re 25 people and moving off spreadsheets this quarter.
Checking their site, LinkedIn, and whether you’ve talked before…
From you · sam@northwind.comTue 11:49 pmHi Priya,
Yes, native two-way sync with Salesforce, including custom objects. Here’s the integration page.
If it helps to see it live, I have Wednesday 3pm or Thursday 10am.
Sam
Sent by Maya, because you said good-fit leads can get a reply without you.Priya booked Wednesday 3pm03
Every call gets the follow-up you meant to send.
After the call, Maya writes the email that answers what they actually asked and moves the deal forward in your CRM. If it mentions a price, it waits for your OK before it goes anywhere.
Drafted by Maya, 6 minutes after the callWaiting for you · mentions a priceHi Priya,
Thanks for the time today. Dev’s question on two-way sync is answered in the attached doc, page 3 covers custom objects.
For 25 seats you’d be on the Team plan, $14,700 a year. The proposal is attached so Dev has it in one place.
Would Tuesday work to get your CTO on for the security part?
Sam
04
Customers who left get a second chance.
Maya finds who cancelled, works out why from what they told you, and writes to each group differently. Any discount above your limit comes to you before it goes to them.
34 customers cancelled last quarter.3 months at 20% off
The May release note
A short check-in, no offer
05
Your CRM stops lying to you.
Every Monday, Maya fixes the duplicates, fills in the gaps, and tags the people who changed jobs. All of it logged and reversible. The deals that went quiet, she asks you about, because closing one is your call.
Monday, 8:00 am · cleaning HubSpot0 fixes, all reversibleSeven deals have had no activity in 60 days. What should I do with them?
06
Friday, you know exactly what happened.
Sent, replied, booked, held. What her team did. And the two things she’d change, based on how you edited her this week. She proposes. You decide. Nothing changes behind your back.
This week · Friday, 5:00 pm- Shorter follow-ups. You cut the second paragraph three times, so I'd drop it by default.
- Skip companies over 15 sites. You said Northgate was too big for us.