← Our Work
Market Intelligence 15hrs

12-15 Hours Saved Per Rep Per Week. Every Meeting, Prepped Automatically.

A multi-agentic system that scans calendars, generates pre-meeting briefs, analyses call transcripts, and produces weekly coaching and performance reports.

The Problem

Why this exists.

Manual prep wastes selling time
Reps review CRM, dig through emails and rewatch recordings separately before every call. This takes hours they should spend selling.
Managers coach blind
Without a structured view of how calls actually went, coaching is based on gut feel rather than transcript intelligence.
Insights buried in recordings
Key objections, product feedback and buying signals exist in call recordings but nobody has time to extract them systematically.
Weekly reporting eats the week
Reps spend significant time compiling activity summaries that could be generated automatically.
How It Works

The system, step by step.

1
Scan calendars
Identify all sales-related meetings across the team
2
Generate brief
Account summary, past notes and agenda compiled per meeting
3
Send to rep
Brief delivered 24 hours before the meeting
4
Pull transcript
Post-call transcript retrieved from Clari or Fathom
5
Extract insights
Objections, pain points and action items identified
6
Update CRM
Meeting summary and next steps logged automatically
7
Coaching report
Weekly insights and activity report generated for leadership
Tools & Integrations

Built on the stack you already use.

Orchestration

n8n

Calendar & Scheduling

Google Calendar

Call Intelligence

ClariFathom

CRM

HubSpot

AI Models

OpenAI

Communication

GmailSlack
Who Benefits

Built for teams like yours.

Business Functions

  • Sales
  • Sales Management
  • Revenue Operations
  • GTM Leadership

Industries

B2B SaaSFinancial ServicesProfessional ServicesTechnology
Results

What this system delivers.

12-15hrs
Saved per rep per week
100%
CRM accuracy, zero manual entry
24hrs
Brief delivered before each meeting
0
Missed coaching insights

Reps walk into every meeting prepared without spending a minute on preparation. Managers coach with full transcript intelligence rather than guesswork. CRM stays accurate without a single manual update.

Want 12-15 hours back per rep every week?

Book a Discovery Sprint. We map your sales workflow, identify the prep and reporting tasks that can be automated, and design the agent. Fixed fee.

Book a Discovery Sprint ← See all builds