Win more customers
Tasks for this goal
- Research a company before a call
A one-page brief on what the company sells, to whom, its recent news and the people you'll meet, with questions to ask.
- Find prospects and draft outreach
A list of matching companies with why they fit, and first emails that mention something specific about them.
- Follow up after a sales call
A follow-up email with what the customer needs, the answers to their concerns and the agreed next steps.
- Follow up with a prospect who went quiet
A short follow-up that adds something new, plus a second, shorter version for a week later.
- Write a proposal
A proposal with the client's situation, the work, the timeline, the price and the next steps, with open decisions marked.
- Coach me on a sales call
What went well, where the customer's real concern came up, which questions went unasked and what to say next time, with quotes.
- Write a quote for a job
A quote with what's included, the price per item, the total and how long it's valid, plus what to ask the customer.
See one in action
sales
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@devboxes Brief me on Acme Robotics before tomorrow's call with their CTO.
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Acme Robotics sells warehouse picking robots to mid-sized retailers and raised a Series B in August. Their CTO joined from a logistics company in spring. The brief is attached. It ends with five questions for the call.
acme-brief.md Markdown (raw)