Examples

These walk-throughs show Sales Assistant in action across common scenarios. Details are illustrative; the steps reflect actual behavior.

Example 1: A Stalled Deal Gets a Nudge

Scenario: A SaaS client has been in late-stage negotiation for six weeks. Activity on the deal dropped off a month ago and you have been too busy to follow up.

Step 1: The scan runs. Sales Assistant checks HubSpot and finds the deal has had no recorded activity in 32 days. It qualifies as dormant.

Step 2: The draft is written. Sales Assistant pulls the deal name, stage, primary contact, and the last recorded activity. It writes a short email referencing the specific project and asking a direct question about next steps. The email is 120 words; no marketing language, no filler.

Step 3: Brand Guard reviews it. The draft passes cleanly.

Step 4: The card appears in Slack and on the Sales page. The same draft also lands as a row on the Sales page in the app and in your Work Queue.

Re-engagement: Priya Mehta, Thornfield SaaS

Source: HubSpot deal (32 days dormant)
Subject: Next steps on the brand refresh engagement

Hi Priya, I wanted to follow up on the brand refresh
scope we discussed. We left it with your team reviewing
the timeline...

Why now: No deal activity in over a month; deal is still
open at Proposal stage.

Brand review: Clean

[Open in Gmail]  [Dismiss]

Step 5: You click Open in Gmail. The full draft is there. You add one line about the upcoming quarter and click Send. The card and the Sales row clear together; you never act on the same draft twice.

Example 2: A Warm Contact Goes Quiet

Scenario: A contact at a mid-size e-commerce company had several calls with you earlier in the quarter. They went cold six weeks ago, no deal on record.

Step 1: The scan runs. Sales Assistant checks HubSpot contacts and finds this contact's last recorded note is 61 days old. Their lifecycle stage is "Marketing Qualified Lead." They qualify for re-engagement.

Step 2: The draft is written. Because there is no active deal, the email is anchored to the earlier conversations and keeps the ask light: "Happy to reconnect if the timing is better now."

Step 3: Brand Guard flags a phrase. One sentence uses language close to a broadcast marketing tone. The draft is still written to Gmail Drafts, but the card flags it.

Step 4: The card appears in Slack.

Re-engagement: Jordan Reyes, Overton Commerce

Source: HubSpot contact (61 days since last note)
Subject: Checking back in

Hi Jordan, it's been a while since we last connected.
Wanted to reach out in case the timing is better now...

Why now: Last contact over 60 days ago; no active deal.

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, then send.

Example 3: An Unanswered Email Thread

Scenario: You emailed a prospect three weeks ago after a referral introduction. No reply came.

Step 1: The scan runs. Sales Assistant checks Gmail and finds a thread where you sent the last message 21 days ago with no response. The threshold is 14 days, so it qualifies.

Step 2: The draft is written. Sales Assistant uses the subject line and content of your original email to ground the follow-up. The new email is brief: one reference to the original message, one question, and an easy out.

Step 3: Brand Guard clears it.

Step 4: The card appears in Slack.

Re-engagement: Chris Danvers, Lanefield Group

Source: Gmail thread (21 days, no reply)
Subject: Re: Introduction from Mark

Hi Chris, just wanted to make sure my previous note
didn't get buried. If now isn't the right moment, no
problem at all. Happy to reconnect when timing works.

Why now: Your email has had no reply in three weeks.

Brand review: Clean

[Open in Gmail]  [Dismiss]

Step 5: You click Dismiss. You spoke with Chris at an event and already know they are not moving forward. The card is resolved, no email sent.

Example 4: Requesting a Redraft

Scenario: Sales Assistant surfaced a re-engagement card for a long-dormant client. The draft angle focuses on timing, but you know a different hook would land better.

Step 1: The card arrives. You read the draft and decide the angle is off.

Step 2: You ask for a redraft from Slack.

@Agenteous redraft the email for Whitmore & Co, focus on
the new campaign services we offer rather than the timing

Step 3: Sales Assistant generates a new version. It writes a fresh email that opens with the new capability angle, still grounded in what it knows about the prior relationship. Brand Guard reviews it again.

Step 4: An updated card replaces the original. The new draft appears with the same format, both in Slack and on the Sales page. You open it in Gmail, make a small adjustment, and send.

Example 5: Working the Drafts in the App

Scenario: Your agency runs without Slack, so you clear sales drafts from the app. You also want to check for anything new before a Monday review.

Step 1: You run a scan. On the Sales page you click Run a Scan Now. It checks all three sources and reports how many new drafts it wrote, then pulls them into the list below.

Step 2: You work the list. Three drafts are waiting. Each row shows the recipient, the subject, why it surfaced (the signal and how long the prospect has been quiet), and a clean brand review. One row carries a brand flag with a short note on the phrase to soften.

Step 3: You act on each one. For the first, you click Open in Gmail, read it, and send. For the second, the timing is wrong this week, so from your Work Queue you click Snooze and it leaves the list, ready to return later. For the flagged one, you open it in Gmail, rewrite the flagged sentence, and send.

Step 4: Nothing slips. Every draft you handled clears from the Sales page and the Work Queue at once. The snoozed one comes back on its own when you are ready for it.

Example 6: A Re-Engagement Becomes a Proposal

Scenario: A re-engagement note you sent last week got a warm reply. The client wants to restart a paused project, and the deal is moving again.

Step 1: The conversation reopens. Your re-engagement email did its job. You and the client agree on rough scope over a couple of replies.

Step 2: You move to Proposals. Rather than write the document by hand, you open the Proposals page, pick the now-active deal, and click Draft Proposal.

Step 3: The agent drafts it. It pulls the deal, what is known about the prospect, and your service catalog, then drafts scope, an hours and timeline estimate, and pricing for you to review.

Step 4: You review and send. You adjust a line of scope, confirm the price, and send the proposal to the client. The cold prospect Sales Assistant revived is now a live, priced opportunity.