Ledgerpine
Built with GrowigamiMonth-end at Pell & Hart
Six warehouses usually means six inboxes of vendor invoices.
Sent by Kwame Asante
Deal follow-up Sales add-on
Each call briefed, each recap drafted.
Sales follow-up automation for B2B SaaS. Sellers get a brief before each call and a drafted recap after it, and quiet deals get a new note.
What sales follow‑up automation does
Before each call the seller gets a one-page brief. After it, the recap and CRM notes are drafted. Quiet deals get a new reason to talk.
Built for
- VP of sales
- Account executive
- Sales ops lead
A good fit when
- Sellers lose hours to prep
- Recaps go out late
- Quiet deals nobody reopens
The problem it solvesLate recaps, empty CRM notes and quiet deals nobody reopens.
What you get each month
-
A brief before every call
On the account and the people on it.
60 sales calls prepped, or 150 on the larger size -
The recap, drafted
For the buyer, plus notes for your CRM.
-
Quiet deals reopened
With a new reason to talk.
How it works
- Former CRO
Draft the first ones
A former CRO writes and proves the first briefs and recaps.
- Agent
Brief and recap
The morning of, and when the call ends.
- Your team
Check and send
The seller who ran the call sends the recap.
- Growigami
Improve the drafts
Weekly, we review what sellers changed.
How we find deals worth reopening
We search your CRM for deals that went quiet or were lost. Then we find a new reason to talk for each.
-
Your CRM -
New hires - Product news
Quiet deals, ranked by reason to reopen
- Pell & Hart Provisions
- Northgate Freezer Co.
- Brannock Foods
- Ostrom Cold Logistics
Your team
- Check and send each recap
- Read the brief and run the call
- Decide which quiet deals to reopen
The agents
- Brief each call
- Draft the recap and CRM notes
- Find deals that went quiet
- Write a new reason to talk
What it connects to
Notes land in your CRM.
Plus your own tools. If it has an API, we can connect it.
Tool names and logos belong to their owners.
Recorded calls
Gong
Fathom
Google Meet
Microsoft Teams
CRM
- HubSpot
Salesforce
Zoho
Email and calendar
Gmail
Outlook
Google Calendar
Calendly
Proposals and signatures
DocuSign
Google Docs
Google Slides
Alerts and notes
Slack
Notion
What clients say
“I'm not tied to one person who might leave in 18 months. I get a whole team with the skillset I need at the moment I need it.”
Arthur ArgyropoulosFounder, CabFare
“You integrated just like a new department. You felt like part of the team, not an outside vendor.”
Soeren MunkeChief of Staff, Matterway“The squeezing the lemon theme really struck gold.”
Anthony HsiaoCEO, Matterway
What Deal follow-up costs
From $1,999 a month
Your first build is on us this month. After that, each new process costs $500 more in its first month, while we build it.
Choose a size
- Up to 60 sales calls a month Smaller size$1,999a month
- Up to 150 sales calls a month Larger size$3,498a month
Questions buyers ask
What is in the brief?
One page on the account and the people on the call. Before a Tuesday demo, the seller gets the buyer’s tools, open roles and latest posts.
Who sends the recap?
The seller. We draft the recap email and the CRM notes, and they send it.
What happens to deals we lost?
We go back to deals that went quiet or were lost, with a new reason to talk.
How much do our sellers need to do?
Read the brief, run the call, then check the recap and send it.
Does it keep our CRM current?
Yes. The notes from every call land in your CRM.
How does AI sales follow-up work here?
The agent drafts the brief before the call and the recap after it, using your CRM and your recorded calls. Your seller checks every draft and sends it, so a person is on every send.
Can it follow up on deals we lost?
Yes. We go back through your CRM for deals that went quiet or were lost. For each one we find a new reason to talk, and your seller decides which to send.
Where do the call notes go?
Into your CRM, on the deal. HubSpot, Salesforce and Zoho all work, so the next seller who opens the deal sees what was said.
Which size should we pick?
The smaller size is up to 60 sales calls a month. The larger size is up to 150 sales calls a month. Pick one on the price builder and see the monthly price before you talk to anyone.
Start with one process.
See which quiet and lost deals are worth a new note.
From $1,999 a month for up to 60 sales calls a month. Your first build is on us this month. Pick the processes you need and see your monthly price before you talk to anyone.