Examples
These walk-throughs show Sales Assistant in action across the scenarios distribution and IR teams meet most often. Details are illustrative; the steps reflect actual behavior.
Example 1: A Late-Stage Wholesale Deal Stalls
Scenario: A wholesaler at a wirehouse has been moving a fund allocation conversation forward with a top-50 advisor for two months. The deal is sitting at proposal stage. Activity dropped off about a month ago and you have been heads down on event prep.
Step 1: The Scan Runs. Sales Assistant checks the wholesale pipeline in HubSpot and finds the deal has no recorded activity in 33 days. The threshold for that pipeline is 30 days, so it qualifies as dormant.
Step 2: The Draft Is Written. Sales Assistant pulls the deal name, current stage, primary contact, and the last logged note. It writes a short email that names the specific allocation conversation and asks a direct question about next steps. The email is 110 words; no broadcast language, no filler.
Step 3: Brand Guard Reviews It. The draft passes cleanly.
Step 4: The Card Appears in Slack.
Re-engagement: advisor at a wirehouse, mid-Atlantic
Source: HubSpot deal (33 days dormant, wholesale pipeline)
Subject: Next step on the income strategy allocation
Hi, I wanted to follow up on the income strategy
allocation we walked through last month. We left it
with your team reviewing the model fit against the
existing sleeve...
Why now: No deal activity in over a month; deal still
open at Proposal.
Brand review: Clean
[Open in Gmail] [Dismiss]
Step 5: You Click Open in Gmail. The full draft is there. You add one line about an upcoming due-diligence call window, then click Send.
Example 2: A Long-Tail Advisor Goes Quiet
Scenario: A long-tail advisor in California had a couple of intro calls with you earlier in the quarter and asked for the fact sheet. They went quiet six weeks ago. No deal is on record yet.
Step 1: The Scan Runs. Sales Assistant checks HubSpot contacts and finds this advisor's last recorded note is 62 days old. Their lifecycle stage is engaged. They qualify for re-engagement.
Step 2: The Draft Is Written. Because there is no active deal, the email is anchored in the earlier conversations and keeps the ask light: a single question about whether timing has shifted, with an explicit easy out.
Step 3: Brand Guard Flags a Phrase. One sentence reads as broadcast voice rather than 1:1 correspondence. The draft is still written to Gmail Drafts, and the card flags the verdict.
Step 4: The Card Appears in Slack.
Re-engagement: long-tail advisor in California
Source: HubSpot contact (62 days since last note)
Subject: Picking back up on the income sleeve question
Hi, it's been a few weeks since our last call on the
income sleeve fit. Wanted to check whether the timing
is better now or whether priorities shifted...
Why now: No contact activity in over two months; no
deal on record yet.
Brand review: Flagged. One sentence reads as broadcast;
consider softening before sending.
[Open in Gmail] [Dismiss]
Step 5: You Click Open in Gmail. You rewrite the flagged sentence, tighten the opening, and send.
Example 3: An Unanswered LP Intro Thread
Scenario: You sent an intro note to an institutional LP three weeks ago after a referral from another GP. The reply never came.
Step 1: The Scan Runs. Sales Assistant checks Gmail and finds a thread where you sent the last message 22 days ago with no reply. The threshold is 14 days, so it qualifies.
Step 2: The Draft Is Written. Sales Assistant uses the subject line and the content of your original note to ground the follow-up. The new email is brief: one reference to the prior message, one specific forward-looking option (a 20-minute window, a one-page summary), and an easy out.
Step 3: Brand Guard Clears It.
Step 4: The Card Appears in Slack.
Re-engagement: institutional LP, Northeast
Source: Gmail thread (22 days, no reply)
Subject: Re: Introduction from a colleague
Hi, just wanted to make sure my earlier note didn't get
buried. If now isn't the right window for a closer look
at the fund, no problem at all; happy to reconnect when
the timing works better.
Why now: Your prior email has had no reply in three weeks.
Brand review: Clean
[Open in Gmail] [Dismiss]
Step 5: You Click Dismiss. You ran into the LP's investment team at a conference last week and the diligence track is already restarting through a different channel. The card is resolved, no email sent.
Example 4: Requesting a Redraft
Scenario: Sales Assistant surfaced a card for an advisor at a regional broker-dealer where the original draft leads with the fund's three-year track record. You want the new fund launch to be the hook instead.
Step 1: The Card Arrives. You read the draft and decide the angle is off for this advisor.
Step 2: You Ask for a Redraft From Slack.
@Alpheous redraft the email for [the broker-dealer name],
focus on the new fund launch rather than the track record
Step 3: Sales Assistant Generates a New Version. It writes a fresh email anchored in the new fund launch, still grounded in what is recorded about the prior relationship. Brand Guard reviews it again.
Step 4: An Updated Card Replaces the Original. The new draft appears in the same card format. You open it in Gmail, make a small adjustment to the closing line, and send.