All products
B2B sales · RevOps

Funnel Assistant

The sales agent that does the work.

Funnel Assistant is the AI sales platform that account executives, SDRs, and sales operations teams at B2B SaaS companies use to do the research-and-draft work that consumes 40 – 60% of a sales day. It ingests an account, runs deep research on the company and its decision makers, and produces stage-aware sales materials (call scripts, email copy, LinkedIn messages, custom offers) that sound like the rep spent two hours preparing.

Status · In production with customers
See it work

What goes in, and what you walk away with.

You bring
  • An account or target list
  • Your playbook, in plain words
It produces
  • Deep account research
  • A profile of each contact
You walk away with
  • Ready-to-send email + call script
  • A LinkedIn touch, on message
Who it’s for

For account executives, SDRs, and sales operations leaders at B2B SaaS companies who need their reps spending pipeline-relevant hours, not research hours.

Capabilities

What it does, concretely.

  • Deep account intelligence

    Beyond firmographic enrichment. Funnel Assistant analyzes the company's digital footprint, strategic priorities, public pain points, technology stack, and decision-making patterns, and surfaces the angle most likely to land with the specific buyer.

  • Personality profiling on real contacts

    Communication style, objection patterns, decision-making approach. Per contact. The same account, two different decision makers, two different drafted messages, both grounded in observable behavior, not horoscopes.

  • Stage-aware sales material generation

    Cold, Warm, Awareness, Consideration, Decision, Closing: the drafted call script, email, and LinkedIn message all adapt to the buyer's current funnel stage. The system stops sending discovery questions to a prospect already in proposal review.

  • Configurable playbooks per service line

    Sales teams encode their playbook in plain language inside the app. Subsequent runs respect the playbook. Multi-service organizations switch context without rewriting prompts.

  • Single workspace for the funnel

    Accounts, contacts, generated materials, and conversation history live together. Reps stop tab-switching between five tools to do one outreach.

Section 01

The math behind the product

A B2B sales rep spends 40 – 60% of their working day on research, qualification, and the drafting work that precedes a real conversation. Generic AI assistants reduce that overhead by 15 – 20% on a good day and produce template-flavored output the rest of the time. Funnel Assistant is built end to end around the workflow, so the time savings are measured in hours per day, not minutes per task.

Customers report ~75% reduction in research time, ~50% more outreach volume, and ~40% better response rates. The compounding effect is what the platform pays for: a rep who runs 25 accounts a day with personalized outreach on each one is a different animal than a rep who runs 5.

Section 02

What the day looks like

At 8am, the rep opens the dashboard and sees the 25 accounts queued for the day. By 10am, every one has been researched, profiled, and has a stage-appropriate draft email, a personalized call script, a LinkedIn touch, and a proposed offer, all editable, all referencing something specific about the account.

By 5pm, the rep's pipeline reflects the activity that actually happened, not the activity the CRM was patient enough to log.

All productsNext · SaugusTurn an RFQ into a buyer-ready 3D model in minutes.Open

Curious whether this, or something like it for your business, is worth a conversation?

Book a call