AI for sales teams

How can a sales team use AI agents?

Daes can find companies that fit and rank them with evidence, research each new sign-up, brief you before calls, follow up on deals that went quiet, keep the pipeline sheet true from your email and write proposals. Every email to a prospect waits for your OK.

Get started The Daes →

Find customers

Find customersFinds companies that need what you sell, ranks them by fit with the evidence, finds the owner, and writes each one a first email that shows you did your homework.

Message Find customers

More Daes for sales teams. Each one shows what it delivered. Copy its first message and change the details to yours.

SalesResearch new leadsLooks up each new sign-up and tells you which ones to call.Use this Dae Watch it work →

Acme Logistics, brief.md

Markdown · written by Meeting prep · 7:31

PreviewRaw

Acme Logistics · today at 2:00

Intro call, 30 minutes, Zoom. Dana Whitfield, VP Operations, booked it from the pricing page on Oct 12. Raj Patel, IT lead, is also invited.

In one line

They raised $38M to replace paper dispatch, and Dana has done this before. They will buy if SSO and the Excel import work on day one.

The company

640 trucks, US Midwest. Founded 2009 in Columbus, Ohio.
Series B, $38M, in September: one app for drivers instead of paper.
Second hub in Indianapolis since March, 120 trucks.

The people

Dana Whitfield: joined in July from Ryder, where she moved 2,000 drivers to mobile dispatch.
Raj Patel: runs Okta for 900 staff. He will ask about SSO and data export.

What they asked by email

“Do you support SSO with Okta?” (Oct 12)
“Can we import our routes from Excel?” (Oct 14)

What to bring

The SSO answer: yes, Okta and Google on Pro.
A sample Excel import with their column names.
A pilot at the Indianapolis hub: 120 trucks, 30 days.

Watch out

Ledgerly is in the deal. Their Pro went to $49 this week and caps exports at 10,000 rows.

SalesMeeting prepResearches the people and the company before each outside meeting, and writes a one-page brief.Use this Dae Watch it work →

SalesSales follow-upsFinds deals that went quiet and drafts a follow-up in your voice. You send the ones you like.Use this Dae Watch it work →

EverydayCatch me up on a threadReads a long thread and the Slack talk around it, and tells you what was agreed and what is still open.Use this Dae Watch it work →