AI enablement for your reps
I install per-rep workflows that draft follow-ups from Fathom transcripts and prepare them for approval between calls. I train each rep on their own accounts and compare time spent before and after the install.
For your team: Your reps review the follow-up while the conversation is still fresh.
What you get
- Per-rep workflow install
- Workshop using your team's calls
- Time audit and operating playbook
How I run the work
I watch how each rep prepares a follow-up and records the next step. I confirm which tools can support that flow before installing it.
I practice the review with the rep, including how to catch a wrong fact or an unsupported promise. I check the time saved against the starting audit.
What I need to start
- Rep list and existing tools
- Recent recordings or transcripts
- CRM stages and required fields
I review the gaps with you before proposing the scope and a start date.
Get a free gap audit