Every action Revo runs for Sales Reps

Draft the follow-up after a discovery call

Recap the call, restate the prospect's priorities, attach the right collateral, and propose the next step. minutes after the call ends.

Send the follow-up after a warm intro

Revo drafts the warm-intro follow-up with mutual context, the right next step, and a thank-you to the introducer.

Answer a pricing or scope question on a proposal

Revo opens the proposal, reads the question, and drafts a clear reply that ties scope to price.

Respond to a prospect reply on cold outreach

Revo reads the prospect reply, pulls outreach context, and drafts the right next-step response. specific, fast, no template smell.

Send the discovery recap and next steps to the prospect

Revo drafts the discovery recap with what you heard, next steps, and proposed timeline. CRM updated, prospect hears back same-day.

Respond to a 'wrong person' bounce reply

When a prospect says 'wrong person', Revo identifies the right contact at the company and drafts a redirected outreach.

Respond to procurement, legal, or security questions

Revo classifies the procurement/legal/security ask, pulls the right artifact, and drafts the reply with internal routing if needed.

Send the demo recap to the prospect

After the demo, Revo drafts the recap with what landed, what's next, and any follow-up artifacts. CRM updated, prospect hears back same-day.

Schedule a discovery call with a prospect

Revo proposes three slots, sends the calendar invite with the right agenda, and confirms when picked.

Respond to a prospect follow-up question

Revo pulls product docs, prior calls, and CRM context to answer prospect questions with the right level of detail.

Schedule a product demo with a prospect

Revo proposes three slots, sends the calendar invite with demo agenda, and confirms when picked.

Handle an objection or 'not interested' reply

Revo classifies the objection, pulls past objection-handling that worked, and drafts the right reply or polite close.

Respond to a customer asking about an upsell or expansion

Reply to an existing customer asking about more seats, a higher plan, or a new module. Revo pulls account data, current plan, usage, and pricing terms.

Prep for the discovery call with a prospect

Twenty four hours out, Revo pulls company research, prior outreach, and ICP context into a discovery brief.

Prep and customise the product demo

Twenty four hours out, Revo pulls discovery notes and customer use case into a customised demo plan and tailored deck.

Send the contract for e-signature after verbal agreement

Revo prepares the contract from the proposal, fires DocuSign, and tracks signature events back to the CRM.

Prep weekly pipeline review with manager

Pull every open opportunity from the CRM, summarize stage, next step, risk, and last touch, and ship a tight memo to your sales manager before the 1:1.

Request a sales engineer for pre-sales technical support

Loop in a sales engineer with the right context. Revo writes the brief, picks the right SE, and proposes a meeting time inside one Slack ping.

Respond to a marketing team request about a deal or account

Marketing wants intel on an account, a logo permission, a quote for a case study, or campaign feedback. Revo gathers the answer and replies fast.

Escalate a stuck or at-risk deal to the sales manager

When a deal is stalling, a competitor enters, or pricing needs approval, Revo writes the escalation memo and pings your manager with one structured ask.

Welcome and hand off to CS after signature

When DocuSign confirms signature, Revo drafts the customer welcome, posts a clean handoff to CS, and updates the CRM.