Sales Assistant
Sales Assistant is the diligent follow-up your distribution team never has time for. It watches your HubSpot pipeline and your Gmail for advisor relationships, late-stage deals, and LP coverage threads that have gone quiet, then writes a short, specific re-engagement email for each one. The draft lands in your Gmail Drafts folder. You review it, adjust if you want, and click Send when you are ready.
Nothing leaves your firm without you. Sales Assistant scans, drafts, and queues; the send decision stays with the wholesaler, BD lead, or IR contact who owns the relationship.
What It Does
Sales Assistant looks at three sources for signs of stalled momentum. In HubSpot, it tracks late-funnel deals (wholesale pipelines, FIG, institutional) that have seen no recorded activity past a configurable silence window, and engaged contacts whose last note or update has grown stale. It also reads your Gmail threads for conversations where you sent the last message and never got a reply.
When it finds a prospect worth reviving, it writes a short note in your voice, grounded in what is actually on the record: one opening, one specific reference to the prior touch (a deal stage, a meeting, the last email you sent), and one forward-looking question or option. The tone is correspondence, not broadcast. Each draft gives the recipient an easy out so re-engagement reads as an invitation, not a guilt trip.
The draft passes through Brand Guard, lands in your Gmail Drafts folder, and surfaces in Slack as an approval card. Cards arrive a few at a time so the channel stays manageable.
Key Capabilities
| Capability | What It Gives You |
|---|---|
| Dormancy scanning | Surfaces deals, advisor contacts, and email threads that have gone quiet, based on configurable silence thresholds per source and per pipeline |
| Re-engagement drafts | Writes a short, prospect-specific email anchored in the actual deal, the actual contact history, and the actual last touch |
| Gmail Drafts delivery | Places the finished draft in your Gmail Drafts folder so you can read, edit, and send from the email account that owns the relationship |
| Slack approval cards | Posts a card with the draft preview, the dormancy signal that triggered it, and the Brand Guard verdict |
| Brand review on every draft | Each draft passes through Brand Guard before reaching you; anything that reads as broadcast or off-voice surfaces on the card |
The Approval Rule
Sales Assistant is fully autonomous through the draft step. It runs the scanners, decides which prospects are dormant, writes the email, runs it through Brand Guard, and puts the finished version in your Gmail Drafts folder. None of that reaches an advisor or an LP. The approval card in Slack is your decision point.
Sending is always yours. The card shows the contact and firm, the source that flagged the silence, how long the prospect has been quiet, the draft subject and opening lines, the one-sentence rationale, and the Brand Guard verdict. Your options are Open in Gmail to read the full draft and send from your account, or Dismiss to skip this prospect. If Brand Guard flagged a concern, the card notes it so you can edit before sending. If Brand Guard rejected the draft outright, no draft is written and the card explains why.
Who It's For
- Wholesalers and external sales: keep advisor relationships warm without auditing HubSpot activity by hand every week.
- National accounts and IR: notice when an institutional LP coverage thread or a gatekeeper conversation has stalled, and reopen it with one click.
- Distribution leads: see late-stage deals across your pipelines that are sliding from quiet into cold, and re-engage before they close lost.
- Inside sales and BD: catch unanswered intro threads while the original context is still recoverable.
Related
- Commands: how to ask for a scan, request a draft for a specific advisor or firm, or redraft a queued email from Slack.
- Notifications: what the approval card contains and what each Brand Guard verdict means.
- Schedule: when Sales Assistant runs on its own.
- Examples: walk-throughs of a stalled wholesale deal, a quiet advisor contact, and an unanswered LP intro thread.
- Troubleshooting: common questions and what to check when something looks off.