Automate ®
Revenue Desk Assistant
A sales operations assistant that turns meeting notes, call transcripts, and proposal requests into next-step tasks, follow-up emails, and deal-health signals.
Date:
Industrie:
Consulting & implementation
Client type:
Founder-led sales team
Mesured results:
12 hours saved per week across sales ops
Timeline:
Live workflow, expanding across pipeline stages
Project focus
The sales team had strong discovery calls but inconsistent follow-up. Important context stayed buried in transcripts, and deal next steps depended too much on manual note-taking.
Automation approach
The assistant reads call transcripts, extracts commitments and objections, drafts personalized follow-up, creates tasks in the CRM, and highlights risks that might slow a deal. The team is now expanding the workflow from discovery calls into proposal and onboarding stages.
I’ll personally review your brief and get back to you within two hours.
CREATIVE DIRECTOR
FRED AMAEL®
START A PROJECT.
WHETHER YOU HAVE A FULL BRIEF OR JUST AN IDEA, WE’RE HERE TO HELP SHAPE IT. NO PITCH DECKS, NO SALES CALLS — JUST A CLEAR NEXT STEP.