webclient studio
by Rian O'Leary
A full-cycle freelance management suite to qualify leads, build proposals, and track your project pipeline locally.
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THE AGENSI STORE
31 skills found
by Rian O'Leary
A full-cycle freelance management suite to qualify leads, build proposals, and track your project pipeline locally.
by shr leo
AI-driven patient retention specialist that generates personalized, high-conversion dental recall strategies.
Turn a messy CRM CSV export into a clean sales pipeline report: weighted forecast by stage, rep performance, and a close-date outlook, with column headers auto-mapped (ARR to Amount, AE to Owner) so inconsistent exports still work. The single-report version; for 12-month forecasting, CRM sync, and PDF, see Pipeline Reporter Pro.
Turn a company URL or name into a B2B lead profile: industry, size, tech stack, likely decision-makers, estimated email patterns, and buying signals like funding or hiring, each with a confidence score so guesses are labeled as guesses. One company at a time; for batch lists and CRM export, see Lead Enricher Pro.
by Roy Yuen
Identify lost leads and sales bottlenecks from CRM exports and discovery notes with a deterministic audit tool.
Turn a CRM export or live HubSpot/Salesforce/Pipedrive sync into an executive-ready pipeline report: a 12-month weighted forecast with three scenarios, win/loss themes pulled from deal notes, data-quality flags, and a board-ready PDF. Can run weekly and email itself to stakeholders.
by Shandra
Builds compliant B2B outbound SDR workflows that identify target accounts, analyze buying signals, draft personalized outreach, handle objections, and prepare qualified meeting handoffs.
Qualify and score a whole lead list with BANT or MEDDIC, automatically. Researches each account for buying signals like funding and leadership changes, scores it with a reason code for every point, and returns a prioritized queue with outreach drafts tied to what it found. CSV in, sales-ready queue out.
Turn an account's contact list into a champion map: classifies each stakeholder as economic buyer, coach, blocker, or user, scores them 0-100, and renders the power structure as an org chart with a next-action angle for each one. So reps stop treating every stakeholder like the same beige rectangle.
Turn CRM exports into sales rep scorecards: 0-100 performance scores across activity, pipeline, conversion, and forecast accuracy, plus evidence-based coaching notes for weekly 1-on-1s. One review-ready report instead of a spreadsheet weekend.
Batch-enrich a lead-list CSV: waterfall lookups across Apollo, Clearbit, Hunter, and ZoomInfo find and verify emails for 3+ decision-makers per account, score each lead 0-100 on ICP fit and buying signals, and export CRM-ready for HubSpot or Salesforce. Built for hundreds of leads, not one at a time.
Turn a raw account CSV into balanced sales territories: assigns accounts by region, industry, workload, and ARR, flags orphaned high-value accounts, and hands managers specific rebalancing moves. Compares region-based vs industry-based models so coverage is even instead of cherry-picked.
Generate personalized multi-step cold email sequences from a lead CSV: a Day 1/3/7 cadence per prospect, A/B subject lines, and a 100-point spam-risk check that rewrites risky copy to protect deliverability. Exports CRM-ready for HubSpot or Salesforce. Built for batches, not one email at a time.
Run a 10,000-iteration Monte Carlo forecast on your pipeline CSV to get P50/P70/P90 revenue confidence intervals, an ASCII distribution histogram, and what-if scenarios for slipped deal dates. Answers 'how likely are we to hit the number?' instead of a flat weighted-pipeline guess.
An AI-powered lead scoring engine that identifies high-intent prospects and generates prioritized sales action plans.
Turn buyer chats, objections, call transcripts, and CRM notes into stronger replies, deal scores, follow-up plans, coaching notes, and CRM-ready next steps.
Turn verified property facts, lead notes, and showing feedback into listing copy, follow-up scripts, CRM notes, lead prioritization, and risk-aware real estate marketing support.
Identify sales funnel drop-offs, calculate lost revenue in EUR, and generate prioritized optimization action plans.
by Joker
B2B/B2C/channel sales engine. BATNA/ZOPA/concession strategies, SPIN selling, objection handling, CRM pipeline management.
Deploy a production-ready AI chat widget that qualifies web leads and syncs them to your CRM via n8n.
Turn prospect notes, quote context, and client objections into quote follow-up scripts, renewal-save messages, CRM notes, and risk-aware broker communication.
Automate Mailtrap marketing contact management, bulk imports, and audience segmentation via API.
Transform CRM and analytics data into prioritized customer journey maps with emotional heatmaps and ROI-driven actions.
End-to-end RevOps and sales enablement expert for CRM optimization, playbooks, and pipeline strategy.