Signal you can act on before Monday stand-up.
Each Monday brief surfaces the five most leveraged plays across your portfolio with full drafts, stakeholder notes, and next steps—so outreach happens before your stand-up agenda even loads.
Weekly Sales Plays
What it is
A productized service for Account Managers (AMs) that turns CRM intelligence, ABM signals, and classic GTM triggers into prioritized, click‑to‑send outreach “plays” delivered weekly to every AM, plus a manager dashboard for adoption and outcomes.
The problems we solve
- Research drag: AMs burn hours compiling targets, contacts, and context; when busy, no new research happens.
- Missed timing: Signals are all there, but live across CRM, support, product usage, intent, and the open web.
- Low visibility: Managers can’t easily see who’s doing what, what’s working, or where to coach.
What AMs get every Monday
- Top 3 to 5 prioritized plays per AM (why now with supporting context)
- Validated contacts and routing to the correct AM
- Click‑to‑send email drafts (optional LinkedIn prompts)
- BCC logs to your CRM
- Overview dashboard: adoption, sends, replies, meetings, pipeline
CRM Intelligence
- Stalled opps or dormant accounts with good re-entry trigger opportunities
- Expansion signals from product usage or engagement patterns
- Client concentration risk reduction recommendations
- Connect the dots for who knows who
- Lost proposal follow‑ups, contract anniversaries, renewal risk alerts
ABM “Plays”
- Product/SKU and expertise/services nuance accounted for
- Buyer intent spikes and vendor comparison research
- Executive changes, funding, expansions, RFP chatter
- Buyer intent signals blended with research and CRM context
- Content engagement by buying committee members
Data Fabric
We learn your products, services, credibility markers, and sales materials—then blend them with CRM and market signals to recommend the right thing, at the right time, with the optimal framing.
- Credibility markers (case studies, certifications, logos, install base, references)
- Content (website, sales materials, white papers, socials)
Who it’s for
- Mid‑market B2B orgs with 10–100 Account Managers
- Large installed base and a mandate to grow existing accounts
- Typical buyers: CRO, VP Sales, Head of Account Management
How it works
Kickstart (one-week)
- We set success criteria together for the 60 day pilot
- You share 100 to 300 accounts via CSV or we can integrate with your CRM
- We define 3–5 “signal recipes” matched to your motion
- Within 7 days, for 3 to 5 AMs we send a dry‑run.
Deliver & Iterate (Weeks 2–8)
- Monday 8am local: Top 3-5 Plays to each AM
- Click‑to‑send drafts; one‑click CRM logging when connected
- Manager dashboard + midweek calibration and coaching notes
- 60 Day Pilot
60‑Day Pilot Program (fixed fee)
Success criteria (set at kickoff)
- ≥70% AMs send ≥2 plays/week by Week 3
- ≥0.5 qualified meetings/AM/week by Week 6
- Pipeline created ≥ value aligned to your ACV and win rate
Payment terms
- 50% at signing + 50% at Day 30
- 1 extra meeting/AM × win rate × ACV should pay back the pilot several times over.
up to 25 AMs
26–50 AMs
51–100 AMs
Security & privacy
Isolation
Dedicated tenancy/VPC available (one‑day provisioning); no commingling of data.
Access
Read‑only, least‑privilege, audited access; SSO options.
Models & Compliance
Private environment; opt‑out of vendor training on your data; DPAs and data residency aligned to your policies.
FAQ
How is this different from “just using ChatGPT”?
Generic AI won’t rank order your accounts weekly, package click‑to‑send plays tied to your CRM context, or manage the appropriate context over time, let alone provide adoption/manager visibility. We deliver prioritization + usage, not prompts.
Will AMs actually use it?
Adoption is a success criterion. We instrument usage and make it coachable with a manager dashboard. If we miss, you shouldn’t continue. It's more important that we find a "fit." We have no interest in lock-in.
Does this replace AM research?
No. It removes repetitive hunting so AMs spend those hours in conversations and deeper prep for active deals.
What data do you need?
Start with a CSV. CRM (Accounts/Contacts/Activities/Opportunities) improves precision. Product usage, support, or intent data make plays sharper but aren’t required to begin.
How fast to value?
Kickoff to first Monday send typically in 7–10 days. Real plays being actioned on regularly should happen within the first 4 weeks.
What is the success criteria?
Success criteria are set together at kickoff and are based on your AM motion, signals, and constraints. We will work with you to define success criteria that align with your goals.
Example Success Criteria
- Engagement (opens, replies, meetings booked)
- Pipeline created and influenced
- Appointments set / meetings held
- Adoption and consistent AM activity
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