My skills
Inbox cleanup Every hour, sorts your new unread mail and offers to archive it, archive or label the sender's future mail, or unsubscribe. Mail that needs you goes to Email follow-up.
Send email Archive email Reads each email addressed to you and stages what it means: a reply in your voice when one is owed, tasks, notes, new contacts, lead status, deal changes, and meetings.
Each morning, one page of what needs you today: who is waiting on you, your meetings, your deals, and the cards ready for your OK.
Before each meeting with a client in your CRM, a short brief on who they are, their open deals, your latest notes and emails, and three things to raise.
Create or update contact Add email to contact After a sales call, drafts everything you owe as one group: the contact, a note, your promises as tasks with calendar reminders, the follow-up email, and an invite to any next meeting.
Set CRM field Create or update CRM task Finds your open deals that have gone quiet, have no next step, or are past their close date, names what each is missing, and stages the one action that moves it.
Send email Each morning, finds the companies you have not contacted in a while and drafts a check-in for each, with a note on where things left off and their number to call.
Send for signature When a client asks for a proposal or agrees to terms, builds the proposal from their own words and sends it for signature once you approve.
Send email Each morning, finds proposals and contracts that have gone unanswered or unsigned and drafts one polite follow-up for each.
Handoff 
Create invoice When a deal closes won or its agreement is signed, stages the handoff to your team, the client's welcome or kickoff invite, and, where connected, the invoice and a Slack post.
Pipeline review · Sheets
