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Sales workflows.
Workflows for moving deals forward — prospecting, outreach, and follow-up. The AI drives through each step and pauses for your approval where it matters, so every rep runs the same motion.
← all templatessales
Prospect ResearchBuild a qualified prospect list from ICP to review. The AI drives through Find, Qualify, and a list-review checkpoint.sales
Outreach MessageSend personalized outreach from prospect to logged outcome. The AI drives Research, Draft, and a send checkpoint.sales
Meeting Follow-UpTurn a meeting into a sent follow-up. The AI drives through Extract, Draft, and a send-review checkpoint.sales
ProposalBuild a client proposal from requirements to client-ready. The AI drives through Scope, Draft, and two checkpoints.