The follow-up that waits for a quiet afternoon
"I'll send it once things calm down."
Why it slipsThe second touch on a quote has no deadline and no owner, so it loses to whatever is on fire today.
Sales Jr · what our sales support does
Your reps sell. Their Jr handles the rest.
Every rep gets their own Jr for the work around the sale: the prep before a call, the notes and follow-up after it, the details worth remembering. Managers get real data from calls and the CRM, not from what reps remember to type in. The result: your reps spend far more of the week selling and with clients.
Live running for clients todayGoing live built, goes live with our first callsrolling out being built now
Today
Four things that fall through on a busy week
None of this is a skill problem. It's what happens when the same people have to sell, quote, deliver and remember everything in between.
Notes that live in someone's head
"It's all in my head. I'll put it in the CRM later."
Why it slipsLater rarely comes. When the rep is out, or leaves, the history of the deal goes with them.
The detail they mentioned once
"She told me about the plant expansion. I forgot to ask how it went."
Why it slipsThe small things that build a relationship are said in passing and written down nowhere.
Prep in the parking lot
"I'll look them up on the way over."
Why it slipsResearch takes time nobody has between calls, so the first ten minutes go to questions the website already answered.
For each rep
What Sales Jr does for your reps
One assistant per rep, working from that rep's own deals and calls. Every item carries its status.
BEFORE THE CALL
A brief worth reading
- One-page pre-call brief Going liveThe company, what they asked, what they said in chat or email, and the questions worth asking. Every line sourced.
- The remember box Going liveMentioned a trip to see family in October. New buyer started in August.
AFTER THE CALL
The admin, done
- Notes and CRM updates nobody types rolling outFrom the recorded call, with a disclosure: a summary, the stage moved, and promises turned into tasks.
- Follow-up draft, one tap rolling outPicks up what was actually said. The rep approves, edits or skips it. Nothing sends on its own.
REMEMBERS
The personal details, at the right time
- What a prospect mentioned rolling outThe trip, the plant expansion, the new buyer. Kept from the conversation and brought back before the next call.
- Remember to ask rolling outA short list for the day: "Ask how the move to the new building went."
NEXT STEPS
A nudge on every one
- Stalled quotes and next steps due LiveQuotes with no reply, next steps due today and hot leads nobody called, flagged to the rep who owns them.
- Quote follow-up and opened alerts LiveWhen the quote goes out through the system, timed follow-up starts and the rep hears when it's opened.
- Nudges inside each rep's own Jr rolling outThe same reminders, gathered into one daily list for each rep.
COACHING
From the rep's own calls
- One skill to work on rolling outPicked from the rep's own recorded calls, with the moment that shows it.
- Praise for what works rolling outWhat they did well this week, named, so they keep doing it.
THEIR OWN LEADS
What they find goes in too
- Rep-sourced leads rolling outMet someone at an event or through a referral? The rep adds them from their phone in seconds, and the same follow-up starts, credited to that rep.
For managers
Real data, not self-reporting
The manager view is built from recorded calls and the CRM, not from what reps remember to log on a Friday. You see what actually happened, and you coach from it. rolling out
FOLLOW-UP
Who's following up
Every open quote and next step, by rep, with what was done and what wasn't.
PIPELINE
Where deals stall
The stage where deals sit longest, and the ones that stopped moving this week.
CALLS
Which objections come up
What buyers push back on, pulled from the calls themselves, so the playbook answers it next time.
PER REP
Strengths to praise, skills to coach
For each rep: what to praise, the one skill to coach, and the call moment that shows it.
WEEKLY
A manager report
One page per rep each week, with a short agenda for the one-on-one. The rep gets the same page.
FAIR
No hidden file
Everything the manager sees, the rep can see. No ranking, and no conclusions until there are enough calls to judge.
The outcome
More of the week selling and with clients.
Reps spend only about 30% of their time actually selling (Salesforce State of Sales, 5,500 sales pros, 2024). When the prep, the notes and the reminders are handled, more of the week goes to conversations, and more of the pipeline gets closed.
Sales Jr
- Researches before the call
- Writes the notes and updates the CRM
- Drafts the follow-up
- Keeps the reminders and the details
- Learns how each rep works
Your reps
- Have the conversations
- Use their judgment
- Build the relationship
- Approve what goes out
- Close
Your data stays yours
What it keeps, and what it never does
The machine is rented. Your name, your customers and their history stay yours.
- Your customer records, conversations and call history are yours. Export them anytime.
- Your reps' records and coaching stay with your company. Nothing crosses between clients, and your data is not used to train AI models.
- The remember box keeps only what a prospect volunteers in a conversation, never sensitive topics like health, religion, politics or money.
- Any contact's details can be deleted on request, and capture can be switched off for any contact.
- Calls are recorded only with a disclosure. No recording means no call notes; the brief and reminders still work.
- Everything the manager sees, the rep can see. No hidden file, no ranking.
The gap
The distance between your reps' week today and that one is worth measuring.
A 30-minute pipeline review sizes it on your numbers: open quotes, follow-up after calls, meetings that didn't happen. If there's nothing worth fixing, we'll say so and end early.