A prospective client reaches out about a possible mandate and you have a business-development call coming up. Forward their email to Amy and it enriches the company, surfaces its hiring and leadership signals, and pulls together a briefing, so you walk into the pitch knowing their org better than they expect.
Forward the inbound email to Amy with this note
What you get back
- The company enriched with size, growth, funding, and hiring signals
- The sender’s role and any prior relationship from your CRM
- Three talking points and the searches they’re likely to need
Required integrations
Add “and draft a follow-up email I can send after the call” so your recap and proposed next steps are ready the moment you hang up.
