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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