Custom Co-pilot Built

Powerfull Sales Co-pilot that do prospect & company research to boost sales call conversions.

2024 Release

Latest Version

Client From

Skool-Comunity

Industry

For Solo-Entrepreneurs

Project Overview

PURPOSE 💭

To help sales reps prepare for calls better by creating handy research tools that collect data on prospects and their company from across the web, which can be used to generate a pre-call report for them to use before taking each call.

VALUE 🤑

When reps know more about the people they are speaking with it makes it much easier to build trust as the prospect feels the company has taken the time to prepare. Better preparation can also reveal effective angles to sell through as well. Ultimately, this should increase the conversion rate of the sales team.

USAGE 🎬

  • 10 mins before a sales call, the sale they open up the agent’s URL on Relevance and check their calendar to see who they are about to talk to
  • They provide the company URL and get back the company research
  • Then they provide the prospects LinkedIn URL and get back the prospect research
  • Then they ask for a pre-call report, and it is generated for them to read
Fuction Building Prompt Engineering API Integration Workflow Orchestration

Core Features

Instant Company Insights

Automatically aggregates company data (industry trends, news, competitors) from public sources in seconds.

Prospect Intelligence Engine

Extracts key details from LinkedIn profiles (role history, interests, pain points) for hyper-personalized outreach.

Smart Brief Generator

Synthesizes research into actionable pre-call strategies, highlighting optimal sales angles and conversation starters.

Project Showcase