← All routines

Sales (16)

Pipeline, prospects, customer health and proposals

Pipeline (4)

Sync companies from CRM to NotionBill R.

Run my new business pipelineGenia J.

Add new deals to my pipelineShantanu S.

Brief on stalled CRM dealsMarkus S.

Prospecting (4)

Send new site leads to salesAmir G.

Log a prospect before archivingBill R.

Mock up a prospect's weekly briefAmir G.

Build a demo with invented dataAmir G.

Customers (3)

Flag accounts that are slippingAmir G.

Catch and route customer requestsAmir G.

Unpack a client's planning modelBill R.

Proposals and deals (3)

Review a contract for red flagsAmir G.

Write a scope from a scoping callBill R.

Draft contracts from my templateShantanu S.

Other (2)

Draft everyday sales writingAmir G.

Forecast net revenue retentionShantanu S.