Tech startups
Support inbox rep
Answers customer questions in Intercom from your help docs, and passes bugs and billing to the right people.
Epic
For tech startups and software companies
Outbound prospecting rep
Finds target accounts in Apollo that fit your ideal customer and drafts personal emails for your OK.
- Apollo
- HubSpot
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery Monday at 8:00
- 1Find accounts in Apollo that fit your ideal customerApollo
- 2Pick the buyers there by the job titles you setApollo
- 3Read each buyer's LinkedIn and their company newsLinkedIn
- 4Draft a personal first email and 2 follow-ups
- 5Ask you first before any email goes outHe asks you first
- 6Add the ones you approve to your Apollo sequenceApollo
- 7Log replies in HubSpot and text you who wants to talkHubSpot
- What you getA weekly list of target accounts with personal emails drafted, and nothing sent until you approve it.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for tech startups and software companies
Tech startups
Bug report triager
Turns bug reports in Zendesk into Linear issues with steps to reproduce, and tells the customer it is logged.
Tech startups
Failed payment chaser
Follows up on failed Stripe payments and plans set to cancel with a short note in your voice.
Tech startups
Weekly metrics reporter
Builds your Monday numbers from Stripe and HubSpot, writes them up in Notion and posts them in Slack.