Prospecting, follow-ups, proposals, scheduling meetings: every hour spent selling is an hour that isn't billed.
Here are the tasks the CPX diagnostic measures for your profession, and the AI assistants that take them on.
The tasks that take up your time
Prospecting and business development
Finding new clients, LinkedIn messages, first contacts.
Following up on prospects and proposals
Chasing unanswered proposals, keeping in touch.
Proposals and engagement letters
Writing proposals, quotes and engagement letters.
Scheduling meetings
Finding a slot with a client, confirming, sending reminders.
The assistants that help
LinkedIn Prospecting
Prepares your personalized message sequences and prospect scoring
B2B Email
Prepares segmented campaigns and nurturing sequences
CRM Pipeline
Brings together your prospects, your sales stages and your quotes signed online
Smart Follow-up Agent
Prepares personalized follow-ups so no opportunity slips away
Contract Generation
Produces complete contracts with terms of sale, GDPR, and intellectual property clauses
Booking / Appointments
Automatically manages slots, confirmations, and reminders
The diagnostic for your profession
Consulting firms · Free assessment · 5 minutes
How many hours does your firm spend selling instead of billing?
The diagnostic is free and takes 5 minutes, with no account or credit card. Every calculation assumption is shown.