AI that empowers

    your
    sales team.

    Leadstreams · SalesMeeting Preparation and Follow-up

    What matters is not only the meeting, but what happens before and after. AI heroes create briefings before every appointment and afterwards handle the summary, follow-up and an up-to-date CRM.

    • A briefing before every meeting
    • Follow-up draft shortly after the call
    • CRM up to date without manual work

    Does this sound familiar?

    Three situations we know from Swiss sales teams.

    01

    Unprepared into the meeting

    Between appointments there is no time to review the customer history and current developments.

    Our answer: A compact briefing is ready before every meeting.

    02

    Follow-ups get delayed

    After the meeting, commitments are left undone and the contact cools off.

    Our answer: Summary and next steps are ready shortly after the call.

    03

    The CRM lags behind

    Activities are not maintained, and the pipeline shows an outdated reality.

    Our answer: AI heroes log meeting results and next steps automatically.

    What you get

    01

    Briefing before every meeting

    History, open points and current signals about the customer on one page.

    02

    Summary after the meeting

    Content, commitments and sentiment, straight from the meeting notes.

    03

    Follow-up drafts

    The promised message is written before you are back at your desk.

    04

    CRM always up to date

    Fields, activities and next steps are maintained without manual work.

    Typical use cases

    First meeting

    Show up with a complete picture of the company and the contact person.

    Proposal follow-up

    Follow up at the right time with the right content.

    Team handover

    New owners take over contacts with the full history.

    How we work

    Step 1

    Introductory call

    We clarify your starting point, goals and constraints. Free of charge and without obligation.

    Step 2

    Workshop

    In the workshop we define what belongs in the briefing and how follow-ups should look. At a fixed price.

    Step 3

    Pilot

    We set up briefings and follow-ups for a first team and measure the impact. At a fixed price.

    Step 4

    Operations

    After the pilot we take over ongoing operations, further development and training of your team as a monthly subscription.

    Frequently asked questions

    How does the AI know what was discussed?+

    From your notes or recordings, provided you want that and the participants have consented.

    Does this replace our CRM?+

    No, AI heroes work inside your existing CRM and keep it current.

    How quickly is the briefing available?+

    Automatically before every meeting; the summary arrives shortly after the call.

    What does it cost?+

    Introductory call free of charge, pilot at a fixed price, ongoing operations billed monthly.

    Every meeting counts.

    Tell us about your sales process. We will show you where preparation and follow-up give time back.