Use cases / Sales
A brief on every demo request, before the call.
Capstan researches each new account, fills the gaps in your CRM and writes a one-page brief for the rep. It never emails a prospect without a yes.
Demo request brief
run #1,288 · on new demo request
Waiting for approvalDone: Read the demo request from HubSpot: Larkfield Logistics, 240 people
hubspot.forms.submission · 0.3 s
Done: Looked up their site, hiring page and the tools they use
web.fetch · 6 pages · 4.1 s
Done: Wrote a one-page brief: likely use, stack to replace, three questions
model · 3,410 tokens · $0.006
Waiting for approval: Send the brief to the account owner
Larkfield runs dispatch from spreadsheets and Zapier; their ops team grew 40% this year. Ask about invoice disputes and weekend coverage.
Asked Tomás Reyes
Jobs sales teams hand to Capstan.
FIG 1 — on new demo request
Demo request brief
- Step: Read the request
- Step: Research the company and its stack
- Step: Write a one-page brief
- Asks first: Send it to the account owner
HubSpotNotionFIG 2 — nightly 02:00
CRM clean-up
- Step: Find deals with no next step
- Step: Read their last emails
- Step: Suggest the next step and date
- Asks first: Update the deals
HubSpotGmailFIG 3 — after every call
Follow-up drafts
- Step: Read the call notes
- Step: Pull the pricing that was discussed
- Step: Draft the follow-up email
- Asks first: Send from the rep's inbox
HubSpotGmail
Results (sample)
“Every demo request comes with a brief now. Reps open the call knowing the stack they'd replace and the question that matters.”
- saved per demo, by reps' own estimate
- 25 min
- more accounts researched before each call
- 3×
- emails sent without a rep's yes
- 0