Salesforce reported that reps juggle 10 different tools daily and spend more than half their time on non-selling activities. Your Chief of Staff handles the research, logging, and follow-up so you can focus on conversations that close deals.
You don't get paid to update Salesforce. You get paid to close deals. Your Chief handles the pipeline hygiene and prep work.
"I'm calling Acme Corp tomorrow, prep me." Your Chief pulls recent news, job changes at the company from LinkedIn Sales Navigator, your CRM history, and last conversation notes. Walk into every call knowing their world better than the competition does.
"Log my call with Jennifer at DataFlow: next steps are POC scoping, follow up Friday." Your Chief updates your Salesforce or HubSpot deal, moves the stage, creates the follow-up task, and drafts your meeting summary. Stop losing deals to CRM neglect.
Start every day knowing exactly where your deals stand. Which ones need action today? Who has gone quiet? What's at risk of slipping this quarter? One morning message, full pipeline picture.
"Draft a follow-up to the Riverside demo, they asked about SSO and enterprise pricing." Your Chief drafts personalized, specific follow-up emails based on your call notes. Send more, write less, close faster.
"What do I need to know about competing against Competitor X with a mid-market logistics company?" Your Chief researches the competitive landscape, pulls relevant battle card information, and preps your positioning. Win more competitive deals.
"Prep me for the weekly pipeline review with my manager." Your Chief summarizes your deals by stage, highlights what's moved since last week, and flags what needs explanation. Show up to every forecast meeting fully prepared.
From sign-up to a working chief of staff. No IT ticket, no technical setup.
Pick your plan. We immediately start building your dedicated, private server.
One hour on Zoom. We connect your CRM (Salesforce or HubSpot), LinkedIn Sales Navigator, Gong or Chorus, and email. You just share your screen.
Within 48 hours, your Chief is live. Brief it on a call between meetings, ask for account research before a big demo, or get a pipeline summary before your forecast call.
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One-time setup to build your Chief. Monthly subscription to keep it running and learning your pipeline.
Month-to-month. No long-term contracts. Cancel anytime.
Those tools live inside your CRM and automate CRM-specific tasks. Your Chief works across your entire workflow: research from the web and LinkedIn, call notes from Gong, email drafts, morning briefings. It's the connective tissue between all your sales tools, not just another feature inside one of them.
Your Chief runs on a dedicated private server with encrypted storage. It connects to your tools using the same OAuth integrations your company already approves. Nothing is shared with other users. For enterprise teams with specific security requirements, email us to discuss your setup.
Salesforce and HubSpot are fully supported. We also work with Outreach, Salesloft, and Gong. Tell us your sales tech stack at onboarding and we'll confirm what we can connect.
Yes. Your Chief can research target accounts, identify decision makers on LinkedIn, draft personalized outreach sequences, and track your prospecting pipeline. Most reps find their outbound quality improves when they stop writing generic emails.
Your Chief is designed for individual contributors, but we're building team solutions. If you're a sales manager who wants to use it for team forecasting and pipeline reviews, email us. We'd love to hear your use case.
During onboarding, your Chief connects to your CRM and reviews your existing deal history, account notes, and active pipeline. Within two weeks, it knows your top accounts better than most new reps would after a month of ramp time.
Your quota doesn't care how much time you spent on admin. Your Chief of Staff is live within 48 hours.
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