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Sales Companion · AE

Built for the AE who wants to sell, not type.

Companion captures every meeting, drafts every follow-up, updates every CRM field, and prepares every account — so the hours you used to lose to admin go back to the hours you spend in front of buyers.

The pain we're solving

What every ae we've talked to already knows.

  • 5–10 hours a week on CRM updates that should be automatic.

  • Follow-up emails written from scratch when 90% of them should be templated to context.

  • Walking into a discovery call cold because account research takes too long to do right.

  • Next steps that read "follow up" because writing real ones takes time you don't have.

  • Deals lost late because you were single-threaded and didn't realize.

What Companion does for the ae

The features that move the metric.

01

Meeting auto-capture

Every call transcribed, summarized, and pushed to CRM with structured fields — pain, stakeholder, next step, objection. You walk out of the call done with the admin.

02

Follow-up drafting, in your voice

Context-aware follow-ups drafted within minutes of the call ending. Trained on your tone, your prior deals, your brand. You edit and send instead of staring at a blank email.

03

Account research on demand

One-page account brief — recent news, exec changes, tech stack, peer activity, talking points — refreshed weekly per active account. No more pre-call panic Googling.

04

Multi-thread mapping

Companion tracks who you've actually touched at the account. Flags when you're single-threaded on a $200K deal before it's too late to fix.

05

Next-step quality enforcement

"Follow up next week" gets rejected. You leave every call with a real next step, with a real date, owned by a real person.

Day in the life

What the week looks like, with the Companion on.

9:00: discovery call with a new prospect. By 9:32 the call has ended; by 9:34 the structured notes are in CRM, the follow-up email is drafted, and the next-step task is scheduled. You spend 9:35 to 9:40 making the email sound like you.

By 5 PM you've had four meetings instead of three because you didn't lose 90 minutes to admin between each one. You leave the office at 5:30 instead of 7:30. Your CRM is clean. Your manager hasn't pinged you all week. Your quota is at 118%.

What it moves

Targets we build the AE Companion to hit.

Selling time recovered: 5–10 hours/week per rep

Follow-up speed: from 28 hours to <2

Win rate (multi-threaded deals): +12 points

Targets are directional benchmarks from elite-sales-department patterns. Final numbers depend on your motion, stack, and starting point — and we agree to them in the build engagement.

Discovery call

Show us how your aes actually work today.

30 minutes. We'll tell you whether Sales Companion is the right fit — and what the build looks like if it is.

Sales Companion · An SBH AI product