Lead Management Tasks

Analyse signals of buying intent for a lead or list of leads — web activity, LinkedIn behaviour, company news, job postings — and score readiness to buy.

Find customers of competitor companies that match your ICP, enrich their profiles, and add qualified leads to CRM for targeted outreach.

Generate a tailored demo preparation brief for a sales rep before a product demo — including prospect context, key pain points, recommended demo flow, and talking points.

Generate a tailored discovery call agenda from CRM data and prospect context, create it in Google Docs, and attach to the calendar meeting.

Search for new leads matching your Ideal Customer Profile using Apollo and LinkedIn, enrich them with company data, and save the shortlist to CRM.

Score and route new inbound leads based on ICP fit, then notify the assigned sales rep via Slack.

Monitor lead activity across CRM touchpoints and email interactions, detect engagement patterns and target actions, and alert the sales rep when a lead shows a spike, hits a target action, or goes silent.

Help the sales rep schedule a meeting with a lead — check calendar availability, propose time slots, send an invitation, and log the meeting in the CRM.

Analyse a lead's objection in the context of the deal, generate a structured response with arguments and supporting evidence, and save it to the CRM for the sales rep to use.

After a sales meeting, automatically extract action items, decisions, and next steps from the call transcript, assign owners, set deadlines, and log everything to CRM and notify the rep via Slack.

Enrich user profiles via Apollo, web research & LinkedIn, then save to CRM.

Identify leads that haven't been contacted in N+ days, generate a personalised re-engagement message based on their history, and send via email.

Transcribe and analyse a sales call recording, extract key insights and deal signals, log a structured summary to CRM, create a call report in Google Docs, and post a recap to the team Slack channel.

Analyse a recorded sales call or pitch, evaluate quality across key dimensions (structure, objection handling, talk ratio, next steps), and deliver a scored report with actionable coaching recommendations.