Know who to call, and why
One of the things the team assistant does. See the full product →
The payoff
Your team opens every morning on the highest-value calls instead of scrolling a list and guessing.
Whitford reads the signals your CRM already holds but never surfaces, like how long a lead has sat unanswered, which follow-ups have passed their date, and which good contacts have gone quiet. It weighs them into a single ranked shortlist and shows the reason beside each name, so you can trust the order rather than second-guess it. Pick any name and it drafts the outreach on the spot, ready for you to review and send.
In practice
Who should I call today?
Staff
Six worth a call. Top of the list is Dana Lowe, a new enquiry from two days ago with no reply yet, then Sam Reyes, whose follow-up you flagged is four days overdue, then three contacts who have gone quiet for over a month. Want me to draft a note to the top three?
Whitford
Who did I forget to follow up?
Staff
Four follow-ups have slipped past their date. The most overdue is with Marcus Tan at nine days, who asked for a quote last time. I can draft a short nudge to each if you like.
Whitford
Want this working on your own knowledge?