The Vault
Sales & CRM
113 assets.
Log Activity
Log a call, meeting, or email exchange to the CRM after the fact as a completed activity on the right account, opportuni…
Pipeline Review
Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use w…
Renewal Radar
Upcoming renewals with timing, risk, and uplift potential - and the renewal opportunity records to keep them honest. Use…
Rep Context
Leader's prep on a single rep before a 1:1 - their pipeline, recent activity, what they've been working on per chat and…
Route Lead
Decide who owns an unrouted lead or opportunity and manage the handoff - deterministic routing by the org's own rules, a…
Schedule Meeting
Find a time, draft the invite, and book the meeting on Google Calendar or Outlook - then log it to the CRM as an event o…
Setup
First-run setup - checks which tools are connected, shows what's connected and what each one unlocks, learns how you wri…
Stakeholder Map
Map the people in a deal or account - roles, influence, sentiment, who's missing, and your best access path to the peopl…
Team Pipeline
Leader view - roll up a team's pipeline by rep and stage, flag at-risk deals, and surface coaching moments. Use when the…
Update Opportunity
Guided updates to an opportunity - push the stage, move the close date, set next steps, fix amount or forecast category.…
Weekly Wrap
End-of-week summary for a rep or leader - what closed, what moved, what slipped, and what's on deck Monday. Optionally d…
Win Loss Review
Analyze recently closed opportunities to find patterns in what wins and what loses - stage of loss, common objections fr…
/handle-objection
3 response options for any sales objection — empathize, reframe, evidence.
Account Plan Builder
Builds a strategic account plan covering stakeholders, goals, risks, and next actions.
Churn-risk Customer Outreach
Personalized outreach for at-risk accounts — empathy, value reminder, save offer.
Cold Outreach Email
Writes a concise cold outreach email that earns a reply.
Cold Outreach Email Generator
Personalized 1:1 cold sales emails — under 120 words, hook + ask.
Competitor Battlecard
Builds a sales battlecard for competing against a specific rival.
Discovery Call Framework
A structured framework to run an effective discovery call.
Discovery Call Question Builder
Generates a tailored discovery-call question set that surfaces pain, budget, and the decision process.
Expansion / Upsell Pitch Generator
Usage-triggered upsell pitch — proof points, ROI math, easy yes.
MEDDIC Qualification Template
Metrics, Economic Buyer, Decision Criteria, Decision Process, Pain, Champion.
Objection Handling Script
Builds calm, structured responses to common sales objections using acknowledge, reframe, and evidence.
ROI Justification
Builds a simple ROI case to justify a purchase to a buyer.