I'm Marcos, and I'll lead this department. I'll show you how we research accounts, prepare outreach and keep the pipeline active without you losing control.
OnlineA living pipeline, persistent follow-up, clean closes.
Click the bubble at the bottom right to open the panel and take a tour of the department. I will explain each section in context.
Sales Director
Marcos
I will explain what each member does, how they coordinate and what to expect when you hire this team. At your own pace, with no rush.
9
Messages
6
People managed
6
Tasks in the demo
Demo
How this department works
An overview of the workflow, tools used and delivery cadence.
VTA / IN ACTIONIllustrative example
01
The opportunity.
01Your brief
02The work
03Your review
How your department works
From context to delivery: an illustrative sequence of the department’s work.
Problems it solves
What changes when this team gets to work.
01
Leads going cold
Follow-up is continuous, persistent and recorded in each account’s memory.
02
Proposals taking days
The team prepares proposals in hours, using up-to-date customer information.
03
Disorganized pipeline
Each account has a living dossier with context, status and next steps.
The team collaborating in a work session. The director coordinates; members execute.
Capabilities
What this team can do
A selection of typical capabilities. The exact scope is tailored to your business during onboarding.
Account and decision-maker research
Multichannel outreach in your brand voice
Persistent, sequenced follow-up
Personalized proposals ready to send
Proposed CRM updates
Pipeline and forecast reports
Example mission
A real request and the department’s response
You
We need to reactivate 40 pipeline accounts that have been idle for two months.
Sales
I reviewed the accounts and found 12 with recent signs of interest. I propose three different sequences: reactivation, product recap and an adapted success story.
Internal tasks
Audit the current pipeline
Classify the 40 accounts by signal
Prepare 3 reactivation sequences
Identify duplicates and opportunities
Schedule staggered follow-ups
Update CRM status
Result
What the team delivers when a mission is complete.
Each cycle ends with tangible deliverables: a launched campaign, closed deals, published content. Not PDFs nobody opens.
Lead qualification
Ongoing
Response time
< 4 h
Follow-ups per account
Unlimited
VTA / DELIVERYIllustrative example
01
The work, brought together.
DEPARTIFY / VTA — DELIVERY 001Follow-ups preparedPrepared by your team. The decision is yours.AnalysisContactsProposalsNEXT STEPYour approval ↗
01Your brief
02The work
03Your review
From work to your approval
The team’s work becomes a reviewed deliverable, ready for your approval.
Permissions
You decide the level of autonomy
These are this department’s default permissions. You can adjust them at any time from the dashboard.
Can do it
Works independently
3
Research the market and competitors
Prepare content drafts
Analyze metrics and reports
Needs approval
Asks you first
3
Publish on social media
Send emails or newsletters
Modify the CRM
Can never do it
Blocked
3
Make payments or transfers
Sign contracts on your behalf
Delete customer data
Set the level for each department. Changes take effect immediately.
Workflow
How this department is activated
01
You select your department
You choose the team your company needs based on goals and volume.
≈ 2 min
02
We create your private instance
An independent environment is prepared for your organization, with its own resources.
≈ 3 min
03
Your team learns your business
Guided onboarding covers your brand, goals, tools and permissions.
≈ 30 min
04
The first mission begins
The department proposes, executes and measures under your rules from day one.
Ongoing
Price
One price, no hidden extras
This department can be included in any of our plans. In Starter it operates with its own team; in Business it coordinates with others.