01Prospecting & Selling
Prospecting & Selling
01
Unified Audit
Technical, content, links and GBP in one score — the opener for every pitch. Run a report
02
Website Evaluator
Grade any prospect’s site on speed, structure and conversion in seconds. Grade a site
03
Firm Checker
Pull firm size, practice areas and ownership before the first call. Check a firm
04
Law Firm Audits
Prebuilt vertical audits tuned to how law firms actually get found. Browse audits
05
Client Saturation Map
See where we already own a market and where a new firm would collide. Open the map
06
Deal Rooms
A living workspace per opportunity — scope, proof and pricing in one room. Enter a room
07
Service Menu
Every package and price, structured for the pitch — scope in a minute. Build a scope
08
Branded Asset Generator
Turn the card library into a client-ready one-pager, on brand. Generate an asset
09
Outbound Content Generator
The standard 1-page proposal — just add the prospect and your BDR email. Open the one-pager
10
Outbound Bible
The team’s outbound playbook — roles, rules, and the AI skill that pre-prompts every prospecting query. Open the bible
11
Coming soon
Demo Audit
A fast teardown of a prospect’s current setup, packaged for the call. In build. Coming soon02Tool Stack
Tool Stack
01
HubSpot
The CRM of record — contacts, deals and every touch. Open HubSpot
02
Seamless.ai
Direct dials and verified emails for the prospect list. Find contacts
03
PandaDoc
Send, track and close proposals and contracts. Open PandaDoc
04
Ask Elephant
Call recording and coaching signal from every conversation. Open Ask Elephant03Process & Playbooks
Process & Playbooks
01
Inbound Lead Journey
How an inbound moves from form fill to signed — step by step. Read the play
02
BDR Outbound Process
The outbound motion — list, sequence, handoff. Read the play
03
Referral Partners
How partner referrals get logged, routed and credited. Read the play04Knowledge & Onboarding
Knowledge & Onboarding
01
Rankings FAQ
The answers prospects ask for most, kept current. Open FAQ
02
Onboarding Resources
Everything a new rep needs in week one. Start onboarding
03
Ongoing Training
Recorded sessions and playbooks to keep sharpening. Keep learning
04