
What you get
- A summary of the company, product, and the ask
- The key numbers pulled out, with anything missing or inconsistent flagged
- A view on the market, the team, and the traction claimed
- A clear take on whether this is worth a second look
- A CRM record found or created for the company, with a short note on the assessment
- The deck and Amy’s write-up filed to your knowledge base
When to use it
- You receive more decks than you can read closely
- You want the same structured assessment applied to every one
- You want gaps and weak spots surfaced before you take a call
How to activate
Forward the deck to Amy with a short note about what you’re looking for.Forward a deck to Amy with this note
Integrations needed
No integration required (forward the deck)
CRM
Knowledge base (Google Drive, Dropbox, Box)
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