Start with a Template
Pre-built workflows to automate your sales instantly. Choose a template and customize it to fit your needs.
Cold Email Sequence
Automated 5-step email sequence for outbound prospecting with AI personalization.
OutboundEmail
Lead Scoring Model
Pre-configured scoring rules to identify your most promising leads automatically.
QualificationAnalytics
Onboarding Flow
Streamline new client onboarding with automated tasks and welcome messages.
Customer SuccessWorkflow
Meeting Follow-up
AI-generated meeting summaries and action items sent directly to your CRM.
ProductivityMeetings
Quarterly Review
Template for conducting comprehensive quarterly business reviews with clients.
Account ManagementReporting
Deal Acceleration
Workflow triggers to re-engage stalled deals and move them through the pipeline.
SalesAutomation