Role · Sales Rep

Work your pipeline. Not your inbox.

Sales reps get a daily sales start-up, their leads sorted by stage, a follow-up rhythm they can't miss, and every script or checklist they need mid-call.

Book a sales-rep demoSee all roles
A rep's day, structured

The ritual reps actually follow.

Every morning: open My Day, tick through the Daily Sales Start-Up, work overdue, work today, log activity. Every deal you touch nudges the pipeline forward.

  • My Day, rankedOverdue, today, upcoming — a queue built for the phone.
  • Discovery + budget scriptsSales resources attached to the stage you're in.
  • Objection handling & pricing toolsAnswers in hand before the call gets awkward.
  • Estimates & proposalsSend from the lead. Track opens. Close the loop.
  • AI AssistantDraft a follow-up. Summarize a history. Suggest a next step.
My Day SALES REP · MARCUS
Open
21
Proposals
4
Overdue
3
Sold WTD
$42k
Daily Sales Start-Up 0/8 · 0% done
Review all open opportunities and follow-up dates
Identify the top 3 priorities for today
Check for any overdue follow-ups (7+ days no contact)
Confirm all scheduled calls, site walks, meetings
Review any outstanding proposals awaiting decision
Prepare for any discovery calls scheduled today
Update the pipeline after any calls or site visits
Log all activity, notes, and next steps in the system

Related in Product

My Day
The daily rep dashboard.
Read more →
Sales module
Pipeline, leads, follow-ups.
Read more →
All features
The full capability list.
Read more →
All roles
See how the team fits together.
Read more →
Book a demo

Give your reps a queue they can actually work.

Book a demo — we'll load your open deals and walk through a rep's day.