Coach, forecast, and unblock your reps faster

Structure · Cold / Discovery / Demo Scripts

Write a Cold Call Opener for Agency Outbound

Generate a permission-based cold call opener that earns the first 30 seconds with a marketing director.

Structure · Cold / Discovery / Demo Scripts

Build a Discovery Question Bank for an SEO Agency

Generate a layered discovery question bank an SEO seller can use across first calls to surface budget, urgency, and decision process.

Structure · Cold / Discovery / Demo Scripts

Create a Paid Media Discovery Call Script

Produce a full 30-minute discovery call script tailored to a paid media agency selling to ecomm or B2B prospects.

Structure · Cold / Discovery / Demo Scripts

Write a Portfolio / Case-Study Walkthrough Demo Script

Turn a case study into a tight, narrative-driven demo script that mirrors the prospect's situation back to them.

Structure · Cold / Discovery / Demo Scripts

Build a Cold Call Objection-Handling Decision Tree

Generate a branching decision tree of word-for-word responses to the top 8 cold call objections your reps actually hear.

Structure · Cold / Discovery / Demo Scripts

Build a First-Discovery-Call Agenda Email

Write a pre-call agenda email that reduces no-shows and primes the prospect to come prepared.

Structure · Cold / Discovery / Demo Scripts

Write a Trigger-Event-Based Cold Call Script

Turn a specific trigger event (funding, hire, ad change, site relaunch) into a cold call script that earns the conversation.

Structure · Cold / Discovery / Demo Scripts

Create a Multi-Channel First-Touch Outreach Script

Write a coordinated Day-1 outreach sequence — email + LinkedIn + call — where each touch reinforces the others.

Structure · Comp Plans & Role-Play Scenarios

Design a Base + Commission Plan for Agency AEs

Generate a base + commission comp plan for agency AEs with OTE math, accelerators, and retention hooks.

Structure · Comp Plans & Role-Play Scenarios

Build an SDR Compensation Plan

Build an SDR comp plan tied to qualified meetings and pipeline created, not vanity activity.

Structure · Comp Plans & Role-Play Scenarios

Create a Role-Play Scenario for Price Objections

Claude role-plays a prospect pushing hard on price so reps can practice anchoring on value.

Structure · Comp Plans & Role-Play Scenarios

Write a Cold Call Role-Play Script

Claude plays a busy prospect who picks up a cold call so reps can practice opening lines and the first 30 seconds.

Structure · Comp Plans & Role-Play Scenarios

Build a Discovery Call Role-Play Prompt

Claude plays a prospect on a 30-min discovery so reps can practice asking layered questions and uncovering real pain.

Structure · Comp Plans & Role-Play Scenarios

Design a Referral Incentive Comp Structure

Design a referral comp structure that pays internal team members and external partners for closed-won introductions.

Structure · Comp Plans & Role-Play Scenarios

Create a SPIFF / Sales Contest Plan

Design a time-boxed SPIFF or sales contest that drives a specific behavior without warping the comp plan.

Structure · Comp Plans & Role-Play Scenarios

Write a Renewal / Expansion Comp Plan

Build a comp plan for the role(s) that own retainer renewals and account expansion, balancing retention and growth.

Structure · Comp Plans & Role-Play Scenarios

Build a Manager-Led Role-Play Coaching Session

Generate a structured 60-min role-play coaching session a manager can run with a rep, including scenarios, rubric, and follow-up plan.

Structure · Comp Plans & Role-Play Scenarios

Create a "Hard No" Objection Role-Play Scenario

Claude plays a prospect delivering a hard 'no' so reps can practice graceful exits, real diagnosis, and reopening doors.

Structure · ICP & Niche Definition

Define an Ideal Client Profile for a Digital Marketing Agency

Build a complete ICP document for your agency based on services, best clients, and unit economics.

Structure · ICP & Niche Definition

Score an Inbound Lead Against Your Agency ICP

Turn a raw inbound form fill into a 0-100 fit score with a clear next action.

Structure · ICP & Niche Definition

Audit Your Current Client Roster to Find Your Real ICP

Pattern-match your actual book of business to discover the ICP you're already winning with.

Structure · ICP & Niche Definition

Build a Disqualification ("Who We're Not For") List

Codify the bad-fit patterns that have cost your agency money so reps stop chasing them.

Structure · ICP & Niche Definition

Map Firmographic + Technographic Filters for Outbound Lists

Translate your ICP into a precise filter set you can paste into Apollo, Clay, ZoomInfo, or LinkedIn Sales Nav.

Structure · ICP & Niche Definition

Build a Buyer Persona Doc for an Agency Offer

Create a one-page buyer persona keyed to a specific agency offer — what they care about, fear, and need to hear.

Structure · ICP & Niche Definition

Identify Expansion ICPs from Existing Best-Fit Clients

Find the adjacent ICPs your best clients unlock — same buyer, neighboring industry, or upstream/downstream of their value chain.

Structure · ICP & Niche Definition

Translate a Niche Statement Into Outbound Targeting Criteria

Turn a one-sentence niche statement into a concrete account/contact targeting brief your outbound team can execute against today.

Structure · Offer / Positioning / Messaging

Write an Agency Positioning Statement

Generate a tight, defensible positioning statement that anchors every piece of agency sales and marketing copy.

Structure · Offer / Positioning / Messaging

Generate a "Why Us vs Other Agencies" Differentiator List

Produce a ranked, evidence-backed list of differentiators reps can drop into proposals and discovery rebuttals.

Structure · Offer / Positioning / Messaging

Reframe an Agency Service as a Business Outcome

Convert a deliverable-heavy service description into outcome-first language a CFO would actually approve.

Structure · Offer / Positioning / Messaging

Build a Value Proposition Matrix per ICP Segment

Map distinct value props, pains, and proof points to each ICP segment so sales and marketing stop one-size-fits-all messaging.

Structure · Offer / Positioning / Messaging

Rewrite an Agency Homepage Hero in 30 Seconds

Generate three on-brand homepage hero variants (H1, subhead, primary CTA) that pass the 5-second clarity test.

Structure · Offer / Positioning / Messaging

Generate Three Offer Angles for the Same Service Line

Spin one core service into three distinct positioned offers (productized, premium retainer, fixed-outcome) for different buyer triggers.

Structure · Offer / Positioning / Messaging

Build a Proof-Point Library (Stats, Cases, Awards)

Turn scattered client wins, stats, awards, and quotes into a tagged, searchable proof-point library reps can drop into proposals and emails.

Structure · Offer / Positioning / Messaging

Audit Agency Messaging for Buyer-Language Fit

Compare your website and sales copy to the actual words buyers use in calls and emails, then flag every mismatch.

Structure · Offer / Positioning / Messaging

Write a One-Line "What Do You Do?" Pitch

Generate a memorable one-line pitch your whole team can use at events, in DMs, and on LinkedIn intros without sounding scripted.

Structure · Playbooks & SOPs

Write a Discovery Call Playbook for an Agency

Turn a blank doc into a repeatable, agency-specific discovery call playbook your reps actually follow.

Structure · Playbooks & SOPs

Build a Demo / Portfolio Walkthrough Playbook

Build a repeatable playbook for walking prospects through your agency's case studies and live work without losing the room.

Structure · Playbooks & SOPs

Create a Proposal-Stage Playbook

Define exactly how proposals get built, sent, and followed up on so deals don't stall after the pitch.

Structure · Playbooks & SOPs

Write an SOP for Sending Sales Follow-Up Emails

Codify the rule for when and how reps send follow-up emails so deals don't die from inconsistent touches.

Structure · Playbooks & SOPs

Build an Inbound-Lead Response Playbook (Speed-to-Lead)

Build a minute-by-minute playbook for how inbound leads get touched, qualified, and booked before they go cold.

Structure · Playbooks & SOPs

Create a Referral-Handling SOP

Write the rule for how referrals get acknowledged, qualified, attributed, and thanked so your best lead source stays warm.

Structure · Playbooks & SOPs

Write an SOP for Lost-Deal Closeout and Cleanup

Define the exact steps reps must take when a deal is lost so reasons get captured, nurture starts, and the pipeline stays clean.

Structure · Playbooks & SOPs

Build a No-Show Recovery Playbook

Give reps a clear playbook for recovering no-shows fast, without sounding desperate or burning the lead.

Structure · Playbooks & SOPs

Create a Pre-Call Account Research SOP

Define exactly what reps must research before every sales call so prospects feel known and reps stop winging it.

Structure · Playbooks & SOPs

Write a Weekly CRM Hygiene SOP

Codify a 30-minute weekly CRM cleanup ritual so your pipeline reports are actually trustworthy.

Structure · Pricing & Packaging

Build Three-Tier Pricing for a Paid Media Retainer

Generate a Good/Better/Best paid media retainer pricing structure with clear scope, deliverables, and margin targets.

Structure · Pricing & Packaging

Price a One-Off Website Build Project

Calculate a defensible fixed price for a one-off website build with scope, hours, margin, and risk buffer baked in.

Structure · Pricing & Packaging

Productize an SEO Offer as a Fixed Package

Turn a custom SEO service into a productized fixed-scope, fixed-price package reps can sell off the shelf.

Structure · Pricing & Packaging

Build a Creative Services Rate Card

Generate a clear, defensible rate card for creative services (design, video, copy) that reps can quote from.

Structure · Pricing & Packaging

Write a Discounting Policy for an Agency

Draft a one-page discounting policy that tells reps when, how much, and with what approval they can discount.

Structure · Pricing & Packaging

Compare Annual vs Monthly Pricing for Retainers

Model annual vs monthly retainer pricing side-by-side with cash flow, churn, and margin trade-offs spelled out.

Structure · Pricing & Packaging

Write a Price-Increase Letter for Existing Clients

Draft a tailored price-increase email that names the increase, justifies it, gives the client a path forward, and protects the relationship.

Structure · Pricing & Packaging

Build an Add-On / Upsell Services Menu

Create a menu of fixed-price add-ons reps and account managers can offer to existing clients to expand revenue.

Structure · Proposals & SOWs

Write a Digital Agency Proposal Template

Generate a complete, reusable proposal template tailored to your agency's services and ideal client profile.

Structure · Proposals & SOWs

Build a Statement of Work for an SEO Retainer

Draft a complete Statement of Work for an ongoing SEO retainer with scope, deliverables, KPIs, and exit terms.

Structure · Proposals & SOWs

Create a Paid Media Proposal Outline

Produce a tight, channel-specific paid media proposal outline that maps spend, channels, and projected CAC.

Structure · Proposals & SOWs

Write a Web Design Project SOW

Draft a fixed-scope web design SOW with phases, deliverables, revision limits, and milestone payments.

Structure · Proposals & SOWs

Build a Creative Services Proposal

Build a creative services proposal that justifies your craft and pricing without sounding precious about it.

Structure · Proposals & SOWs

Write the Executive Summary Section of an Agency Proposal

Write the executive summary that makes a busy buyer agree before they read the rest of the proposal.

Structure · Proposals & SOWs

Build a Projected-Outcomes / ROI Section

Write a projected-outcomes section that shows a credible ROI range with stated assumptions, not magic numbers.

Structure · Proposals & SOWs

Write a Deliverables and Scope Section for a Retainer

Spell out exactly what's in and out of scope for a monthly retainer so neither side ends up resentful.

Structure · Proposals & SOWs

Write a Pricing and Payment Terms Section

Write a pricing and payment terms section that protects cash flow without scaring off the buyer.

Structure · Proposals & SOWs

Build a Scope-Creep Prevention Clause

Write a scope-creep prevention clause that turns 'just one more thing' requests into billable change orders.

Structure · Rep Onboarding & Ramp

Write a 30-60-90 Day Ramp Plan for a New Agency Rep

Generate a milestone-based 30-60-90 day ramp plan that gets a new agency rep to first closed deal with measurable weekly KPIs.

Structure · Rep Onboarding & Ramp

Build a Week-One Onboarding Checklist

Produce a day-by-day week-one checklist that gets a new agency rep accounts provisioned, contexted, and shadowing within 5 working days.

Structure · Rep Onboarding & Ramp

Create a Service-Line Training Outline (SEO/Paid/Web/Creative)

Outline a multi-week service-line training (SEO, paid, web, creative) that turns a green rep into someone who can credibly discovery a buyer.

Structure · Rep Onboarding & Ramp

Write a Competitor Knowledge Brief for New Reps

Generate a structured competitor brief that arms new reps with positioning, traps, and trap-door questions per top rival.

Structure · Rep Onboarding & Ramp

Build a Role-Play Scenario Library for Ramping Reps

Generate a tagged library of agency-specific role-play scenarios across discovery, objections, pricing, and renewal — so ramping reps practice realistic reps not abstract ones.

Structure · Rep Onboarding & Ramp

Create a Shadow-Call Observation Template

Generate a structured shadow-call observation template so ramping reps capture the right reps (not just take messy notes) while listening to senior calls.

Structure · Rep Onboarding & Ramp

Write a Sales Certification Checklist

Produce a rigorous sales certification checklist with named criteria and pass thresholds so a rep is either certified or not — no vibes.

Structure · Rep Onboarding & Ramp

Build a Sales-Tool / Tech-Stack Onboarding Guide

Produce a tool-by-tool onboarding guide so a new rep can actually use the CRM, dialer, and prospecting stack — not just have logins.

Structure · Rep Onboarding & Ramp

Create a First-Deal Coaching Plan

Generate a co-pilot coaching plan for a new rep's first real deal — stage-by-stage interventions that protect the deal without stealing the rep's reps.

Structure · Rep Onboarding & Ramp

Build a Knowledge-Base Reading List for New Hires

Curate a tiered knowledge-base reading list — internal docs, external playbooks, customer stories — that gets a new rep contexted without firehosing them.

Structure · Sales Process & Stage Design

Map an End-to-End Agency Sales Process

Generate a complete, stage-by-stage sales process tailored to your agency's services, deal size, and sales cycle.

Structure · Sales Process & Stage Design

Define Exit Criteria for Every Pipeline Stage

Turn fuzzy pipeline stages into provable, CRM-enforceable exit criteria so deals stop ghost-advancing.

Structure · Sales Process & Stage Design

Build a Sales-Stage Cheat Sheet for Reps

Generate a one-page reference reps can keep open during calls that tells them exactly what to do, ask, and capture in each stage.

Structure · Sales Process & Stage Design

Design a Discovery-to-Proposal Handoff Process

Build a watertight handoff process so nothing learned in discovery gets lost on the way to a proposal.

Structure · Sales Process & Stage Design

Write Per-Stage Disqualification Criteria

Define what kills a deal at every stage so reps stop dragging dead pipeline through the forecast.

Structure · Sales Process & Stage Design

Build a Stage-by-Stage Sales Activity Checklist

Generate a checklist of the exact activities a rep must complete in each pipeline stage to keep deals moving.

Structure · Sales Process & Stage Design

Set SLAs for Each Step of the Sales Cycle

Set response and handoff SLAs across every step of the sales cycle so deals stop dying from internal latency.

Structure · Sales Process & Stage Design

Define MQL → SQL Handoff Criteria

Define exactly when a marketing-qualified lead becomes a sales-qualified lead so the handoff stops being a fight.

Structure · Sales Process & Stage Design

Design a Multi-Stakeholder Sales Process for Mid-Market Agencies

Design a sales process built for deals with 4+ stakeholders, procurement, and a 60-120 day cycle.

Structure · Sales Process & Stage Design

Build a Weekly Deal Review Template

Create a structured weekly deal review template that surfaces risk, drives next actions, and keeps reviews under 45 minutes.

Structure · Sequence / Cadence Design

Build a 14-Day Cold Outbound Sequence

Design a 14-day, multi-touch cold email cadence tailored to your agency's ICP and offer.

Structure · Sequence / Cadence Design

Design a Post-Discovery Follow-Up Cadence

Map a 10-day follow-up cadence that keeps post-discovery momentum alive and moves the deal to proposal.

Structure · Sequence / Cadence Design

Create a Proposal-Sent Nurture Sequence

Build a 12-day proposal-sent nurture cadence that pressure-tests objections without feeling pushy.

Structure · Sequence / Cadence Design

Build a Re-engagement Cadence for Stalled Deals

Wake up stalled mid-funnel agency deals with a 21-day pattern-interrupt cadence.

Structure · Sequence / Cadence Design

Design a Multi-Channel Outbound Cadence (Email + LinkedIn + Call)

Architect a 17-day email + LinkedIn + call cadence with clear channel sequencing rules and SDR-friendly task design.

Structure · Sequence / Cadence Design

Create a Referral-Ask Cadence for Happy Clients

Systematize a 30-day referral-ask cadence triggered by client wins, milestones, or high NPS scores.

Structure · Sequence / Cadence Design

Build a Webinar / Event Follow-Up Cadence

Design a 10-day post-event cadence that segments attendees vs no-shows and books qualified discovery calls.

Structure · Sequence / Cadence Design

Design an Inbound Lead Nurture Sequence

Design a 21-day inbound nurture sequence that segments by lead source and routes high-fit leads to sales fast.

Structure · Sequence / Cadence Design

Create a "Ghosted Prospect" Re-engagement Cadence

Win back ghosted top-of-funnel prospects with a 28-day, low-pressure re-engagement cadence triggered quarterly.

Structure · Sequence / Cadence Design

Build a Renewal / Annual Review Cadence

Build a 90-day pre-renewal cadence that surfaces expansion opportunities and locks in agency retainer renewals.

Tracking · Activity Logging & Note Templates

Write a Discovery Call Notes Template

Generates a paste-ready discovery call notes template that forces reps to capture pain, budget, decision-maker, and next step in under 2 minutes.

Tracking · Activity Logging & Note Templates

Build a Demo / Walkthrough Notes Template

Creates a CRM-ready demo notes template that captures reactions, objections, and the exact 'aha' moment so the next call lands.

Tracking · Activity Logging & Note Templates

Create a Proposal Review Call Notes Template

Builds a CRM template for the proposal-review call so you log scope reactions, pricing pushback, and the exact close path.

Tracking · Activity Logging & Note Templates

Write a Cold Call Activity Log Template

Generates a fast 30-second cold call log template so reps actually log dials without breaking flow — and managers get real activity data.

Tracking · Activity Logging & Note Templates

Build a Voicemail / Touch Logging Template

Builds a one-line touch log template that captures voicemails, LinkedIn DMs, and emails so reps actually count their multi-channel work.

Tracking · Activity Logging & Note Templates

Create a 'Champion Identified' Note Template

Creates a CRM note template reps fill in the moment they identify an internal champion — so the deal stops depending on one rep's memory.

Tracking · Activity Logging & Note Templates

Write a Decision-Maker Profile Note Template

Writes a one-screen decision-maker profile template so every rep working the deal knows who the DM is, what they care about, and how to talk to them.