Use cases

See which competitors are in each open deal, your win rate against each, and their latest public changes.

Test every Commit deal against buyer evidence and get a forecast range with the deals behind each gap.

Battlecard updates backed by dated evidence from your calls, deals, and competitors' public changes.

Score inbound leads against the deals you actually won, with the reasons behind every score.

Turn LinkedIn searches into a deduplicated, scored lead list with a personal message draft per lead.

A QBR package built from your CRM, usage, and meeting history, with an evidence appendix and runbook.

Catch churn events early, diagnose the cause, and get a save play to approve before the renewal.

Qualify each demo request and hand the owner researched outreach and an agenda to approve.

Qualify every inbound lead against the customers you have won, then route it with a reason.

Flag active deals going quiet across email, Slack and calendar, with a follow-up draft for review.

HubSpot lead scoring based on your closed-won deals, with reasons for every score and approval before writes.

Find, recruit, and learn from your first 10 design partners with personal outreach and a commitment tracker.

Posts in the founder's voice, plus a queue of commenters who showed real buying need.

Map a customer's current value and rank the cross-sell and upsell openings most likely to land.

An investor pipeline kept current from your email, calendar and meeting notes during a raise.

A two-minute, sourced brief before every meeting, built from your calendar, CRM and past conversations.

A strategic account plan with every section researched and sourced: priorities, buyers, risks, next moves.

A renewal calendar with a risk rating, evidence, and drafted outreach for every renewal in the next 120 days.

A timed demo script for each prospect, built from their discovery notes and priorities.

Update BANT or MEDDIC after every call with evidence from the transcript, plus CRM updates for approval.

Follow-up emails drafted from your meeting notes with action items, plus a check that commitments got done.

Find why deals are really won and lost, from transcripts, email, Slack and CRM history.

Find duplicates, missing fields and stale CRM records, and approve every fix before it is applied.

Find duplicate HubSpot companies and contacts, review the evidence, and merge only the pairs you approve.

Score every account across five dimensions with a dated source per rating. Red only when several break at once.

Clean, verify, and enrich your list, then get cold emails grounded in real evidence, sent only after approval.

Find duplicate Salesforce records, approve each merge, and keep a verified change log.

Find Reddit posts where buyers describe a real problem, draft helpful replies, and follow up only on clear intent.

Find LinkedIn posts where buyers name a real problem and reply in your voice, with your approval.

Draft the interview guide, then turn your notes into sourced patterns and a clear next decision.

A kickoff brief and 30/60/90-day plan to first value, built from what was promised in the closed deal.

Audit HubSpot schema, automations, and data quality, ranked by impact, then fix only what you approve.

Find buyers stating real problems on X, draft replies in your voice, and save only qualified leads.

See who decides, influences and blocks on each deal, and where relationship coverage is missing.

Find deals that hang on one contact and get the people and next steps to multithread them.