Take the non-selling work off your reps.
“What is pulling my reps off selling every single day?”
Pulls the non-selling drag, scoring, enrichment, history, first-draft prep, off the rep plate so their time goes to actual selling. Not automation for its own sake.
What this skill does
Takes the non-selling drag off the rep's plate so their time goes to actual selling. The drag is the execution between the steps: scoring, enrichment, pulling history, drafting the prep. On most teams reps grind that by hand and sell in whatever time is left. This move flips it: the drag runs before the rep starts, so they open the account ready to sell.
Inputs
One workflow, stacked with the right tech and signals (the output of Stack the Tech). No connectors required to plan it.
How it works
- 11. List the non-selling drag. Every repeatable execution task that is not selling: score the account, enrich it, pull the last touches, draft the brief. Be specific: "pull the last three touches and summarize" is drag, "run the sales conversation" is not.
- Ask one question per task: does a rep have to do this to sell, or does it just have to be done before they sell? If it only has to be done, it is drag, and it should not cost a rep an hour.
- Take the drag off the rep. The stacked workflow runs it, scoring, enrichment, history, first-draft prep, before the rep opens the account. Start with one, prove it, then the next.
- Flag the not-yet. Where a task is not safe to run unattended, like auto-sending to a top account, say so and route it through a human check first.
- Protect the selling time you freed. If the freed hours get eaten by new busywork, you cut the wrong thing. The measure is hours back to selling, not tasks automated.
Stack the right tools and signals for the workflow.
What tools and signals does this workflow need?
Keep reps making the calls that matter.
Where do reps stay in control?