Eliminate 45 minutes of manual CRM admin after every sales meeting. Ingests call transcripts from Fathom, Fireflies, or Gong, updates deal stages and MEDDPICC criteria in your CRM, creates team tasks in Linear/Asana, and drafts a bespoke follow-up email in the rep's inbox in under 5 minutes.
Sales reps hate updating CRMs. Deals stall when follow-up emails take 24 hours to send. This workflow eliminates every bottleneck.
Ingests structured speaker-diarized transcripts from Fathom, Fireflies.ai, Gong, Otter, or native Zoom recordings the second the call finishes.
Parses the exact conversation for Economic Buyer, Decision Criteria, Metrics, Identified Pain, and Champion mentions, populating CRM fields automatically.
Drafts a personalized, concise follow-up email addressing the specific topics agreed on, embedding relevant case studies and scheduling next steps directly in the rep's email drafts.
Updates deal stage progression (e.g., Discovery → Demo Completed), modifies close date based on stated timeline, and updates deal size estimates.
Extracts technical commitments made on the call (e.g., "send custom security docs" or "verify SAML SSO") and creates tickets in Linear or Asana assigned to the SE team.
Posts an executive 3-bullet summary to the leadership Slack channel with sentiment score, deal risk flags, and next milestone.
Choose full-service engineering delivery, platform AI agent subscription, or the self-serve DIY build package.
Everything you need to automate transcript parsing and MEDDPICC CRM syncing yourself.
4 Hours Total across 6 Dedicated Sessions: 15m intake, 15m architecture, 30m live prototype.
Book a 60-minute GTM Architecture Audit ($495) with founder Patrick Diamitani. We map your meeting notetakers, CRM properties, and email drafting prompts. 100% credited to your package.