Post-call debrief. Captures notes, maps to qualification framework, flags gaps, drafts follow-up email. Use when: just got off a call, have call notes to process, need to capture discovery output, want to update qualification status, need a follow-up email, or want to update CRM notes. Triggers: debrief, call notes, just got off, post call, call recap, capture notes, what happened, update MEDDPICC, follow up email after call, notes from meeting, call summary, discovery notes, I just spoke with.
Diagnoses stuck deals and builds a 3-move recovery strategy using MEDDPICC scoring and targeted frameworks. Use when: deal is stalled, competitive threat identified, single-threaded, or process has stopped. Triggers: deal strategy, deal review, stuck deal, advance this deal, competitive play, challenger approach, deal health, how do I win this, competitive strategy, how to advance, deal blocked, reframe strategy.
Builds a complete meeting brief before any discovery, intro, or follow-up call. Never walk in blind. Use when: preparing for a discovery call, intro meeting, follow-up, or AE-led meeting. Includes: exec summary, agenda, qualification gap analysis, key questions, objections, proof points. Triggers: prep, meeting prep, discovery prep, prepare for, call prep, before meeting, discovery call, intro meeting, meeting brief, what should I know, going into a call, prep me.
Reviews full pipeline, assigns forecast categories by MEDDPICC score, calculates coverage and velocity. Use when: doing a pipeline review, preparing a forecast, checking territory health, or finding at-risk deals. Triggers: pipeline review, forecast review, pipeline health, deal health check, commit list, best case list, forecast, coverage analysis, what's my number, pipeline at risk, inspect pipeline, weekly forecast.
Builds a three-act proposal narrative with win themes and executive summary from discovery notes. Use when: deal is qualified (MEDDPICC 20+) and seller needs to write a formal proposal or business case. Triggers: proposal, write proposal, build proposal, proposal narrative, executive summary, business case, win themes, three-act proposal, proposal strategy, proposal draft, write the business case.
Drafts hyper-personalized outreach across all 4 channels. Always reads research file first. Never generic. Use when: writing LinkedIn connection requests, InMail, cold emails, cold call scripts, follow-up messages, or any outreach for a specific contact at an account. Triggers: write outreach, draft message, cold call, cold email, LinkedIn message, InMail, email sequence, follow up, outreach for, message to, reach out to, contact script, call script, sequence.
Post-call debrief. Captures notes, maps to qualification framework, drafts follow-up email. Trigger with "just got off a call with [company]", "debrief [company]", "call notes for [company]", "I just spoke with [name]", "post call [company]", or "update qualification for [company]".
Builds a complete meeting brief before any sales call. Never walk in blind. Trigger with "prep me for [company]", "meeting prep for [company]", "call prep [company]", "prepare for my call with [company]", "going into a call with [company]", or "what should I know before [company]".