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THE AGENSI STORE
5 skills found
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.
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.
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.
End-to-end RevOps and sales enablement expert for CRM optimization, playbooks, and pipeline strategy.
Find and fix every legacy Salesforce API version before the Summer '27/'28 retirements break your integrations — scan, phased plan, CIO-ready report. Audits, reports, and upgrades legacy Salesforce API versions to prevent integration failures and 410 GONE errors.