MarketingResearches leads, preps your calls and drafts every reply
Sales assistant
Give it a new lead, a job post or a call on your calendar and it does the homework: who they are, whether the work is worth it, a short first reply, a proposal in their own words, and a one-page plan for the call. After the call it writes an honest review of how it went and the recap to send. It drafts everything and only sends email you approve.
- Works with
- HubSpot
GoHighLevelGoogle CalendarGmailGoogle Sheets - Recommended model
- Claude Opus 5.5
- Skills
- 11
What it does
- Researches each lead and company, with a source for every fact
- Tells you which jobs and leads are worth your time, and why
- Drafts short first replies, proposals and follow-ups in your voice
- Preps every call with questions, pricing limits and a word-for-word close
- Reviews your call recordings and drafts the recap to send
- Keeps a simple pipeline so no follow-up slips
- Runs your sales day: morning prep, confirm notes, an evening wrap-up, and a watch on existing customers
The skills it brings
Playbooks the mate follows when the job calls for them. You can read and edit every one after adding it.
/sales-lead-researchLead researchResearching a person and their company before replying to a lead, writing a proposal or taking a call: who they are, what the business does, size and stage, fit and risk signals, every fact with a source. "No web footprint" is a finding, not a failure.
/sales-job-fitJob and lead fit checkDeciding whether a job post, inbound lead or opportunity is worth pursuing before spending time or bids on it: a scored fit matrix, hard-stop red flags, and a one-line verdict (pursue, pursue with caution, skip) with the reason.
/sales-inbound-replyInbound lead replyHandling a new inbound lead (website form, email, referral, marketplace message): triage it as real, partner, spam or job seeker, then write a short first reply with one proof, two or three scoping questions, a booking link and their message quoted.
/sales-proposalProposal writingWriting a proposal for freelance or agency work, either a cover letter for a job post on a marketplace or a direct proposal by email or document: understand what they are buying, pick proof, approach bullets in their words, a clear call to action, the right length.
/sales-call-prepSales call prepPreparing for a sales or discovery call once one is mentioned or booked: a one-page prep doc with research, goals, questions to ask and expect, pricing anchor, floor and walk-away, objections, and a call plan with timed blocks and a word-for-word opening and close.
/sales-call-debriefSales call debriefAfter a sales call: turning the transcript or notes into a summary, decisions and action items, a blunt timestamped coaching review of how the call went against the plan, and a short recap message to send the client.
/sales-follow-upsSales follow-upsFollowing up on leads that went quiet after a reply, proposal, call or quote: the cadence, what each follow-up should add, wording that is not "just checking in", when to stop and close the lead, and keeping the pipeline file current.
/sales-cold-emailCold email sequenceWriting a short, honest cold email sequence to a defined list of businesses: who to target, a real reason to write to each one, a 3 to 4 email sequence with subject lines, compliance and deliverability basics, and an export ready for the person's sending tool.
/sales-upwork-catalogUpwork Project Catalog listingCreating or refreshing an Upwork Project Catalog listing for a productized service: the "You will get" title, category and attributes, search tags, three priced tiers, add-ons, gallery images, requirement questions, summary, steps and FAQs, all within the form's character limits.
/sas-day-rhythmsas-day-rhythmUse when the person wants their sales day run on a rhythm - a morning prep pass for today's calls, a confirm note about an hour before each one, and an evening wrap-up with recaps and a short digest - or when one of those routines runs.
/sas-account-watchsas-account-watchUse when the person wants their existing customers watched after the sale - quiet accounts, renewals and contract ends coming up, usage or credit running low, and signs an account is ready to grow - with check-in and expansion drafts ready for their yes.
Things to ask it
Here is a new lead from my website, draft the reply: …Is this job worth applying for? …Prep me for my call tomorrow with …Review this call transcript and draft the recap: …