SKETCH · FOR SALES

Sales is human.
Sales ops is not.

You do the nice job — the calls, the relationships, the close. Sketch does the boring job: the CRM stays current, every lead gets caught, every follow-up happens. Around the clock.

$99/MO · NO PER-SEAT · WHATSAPP, SLACK, EMAIL

run an agency? sketch for agencies → · run the company? sketch for founders →

THE PIPELINE · WATCH SKETCH WORK

SCENARIO 01 / 07 · WHATSAPP · 9:04 PM

A voice note at 9 pm becomes a lead by 9:05.

A voice note in a group. A "someone asked about pricing". A form fill nobody saw. Sketch catches it, transcribes it, logs it, and drafts the first reply. You wake up to a call on the calendar, not a missed lead.

DELIVERABLE · THE LEAD, LOGGED. THE FIRST REPLY, DRAFTED

New lead: 🎤 0:42 — "…interested in the retainer, can someone call me tomorrow?"

SCENARIO 02 / 07 · SLACK · AFTER YOUR CALL

The call ends. The CRM and the recap are done.

You walk out of the call. Sketch files it from the transcript: stage, what they asked, the next step. Then it drafts the recap email in your voice. You never end the day with an hour of data entry.

DELIVERABLE · CRM UPDATED. RECAP EMAIL, DRAFTED

just got off the meridian call. log it: stage, what they asked for, next step. then draft the recap email.

SCENARIO 03 / 07 · SLACK · QUIET FOR 5 DAYS

It nudges inside your rules. It escalates outside them.

Routine nudges go out on their own, inside the rules you set. The big deal and the cold silence come back to you with the whole context, and the message it would have sent.

DELIVERABLE · FOUR NUDGES OUT. ONE ESCALATION

nudge every deal that's been quiet 5+ days, inside the rules. anything big, bring to me first with what you'd say.

SCENARIO 04 / 07 · SLACK · BEFORE THE PITCH

The prospect brief, researched, before Thursday.

You have a pitch on Thursday and forty minutes to prepare. Sketch reads their site, their hiring page, their founders' posts, and what they said about agencies before. One page, every line sourced.

DELIVERABLE · THE PROSPECT BRIEF, .PDF, SOURCED

research acme before thursday's pitch. what they sell, who runs growth, recent hires, what they've said about agencies. one page.

SCENARIO 05 / 07 · SLACK · MONDAY, 9:00

Ask your pipeline anything.

No dashboard safari. Ask in chat: what is stuck, what closes this month, which deals went quiet. The answer comes from the conversations and the pipeline at once, with reasons.

DELIVERABLE · THE PIPELINE, IN ONE MESSAGE

what's stuck this week?

SCENARIO 06 / 07 · EVERYWHERE

One lead. Three channels. One record.

The lead WhatsApps you, replies from a work email, joins the Slack channel later. Sketch links all three into one person — so the CRM holds one clean record, not three strangers.

@rahul.k
+91 98••• ••43
rahul@acme.com
Rahul Kapoor · Acme Studio
one lead record · whatsapp · slack · email
stage · proposal

it messages a lead only inside the rules you set.

SCENARIO 07 / 07 · WHATSAPP · FINANCE · 12 DAYS LATE

The invoice gets chased. You get told when it is paid.

Nobody likes chasing money. Sketch does. Politely, on the channel the client uses, inside the rules, with you in copy. It stops when the payment lands, and tells you.

DELIVERABLE · THE INVOICE, PAID

invoice #118 to lumen is 12 days late. chase it politely on whatsapp, keep me in copy. if nothing by friday, tell me.

08:30 · THE PIPELINE, BEFORE STANDUP

The CRM is already current.

Every morning, in #sales. Names here are fictional.

THE REFERENCES

Real pipelines already run through it.

FounderCapmob Finance
"

Our entire sales operation has been streamlined.

Ritesh Gupta · Capmob Finance
AgencyCraft Idea
"

It has changed the way I actually operate my agency.

Shree · Craft Idea
Product company
"

It’s like a Swiss Army knife.

Arjun · Habuild
DAY ONE

One pipeline. One channel. That is the setup.

01Connect the CRM.

Zoho, HubSpot, or Pipedrive.

02Add it to the channel where leads land.

Slack, WhatsApp, or the shared inbox.

03Tell it the rules.

“Reply to new leads within the hour. Nudge silent deals every three days. Never promise a discount.” It follows them.

Time to the first logged lead ·

SKETCH VS. THE WAY SALES OPS WORKS NOW

The CRM gets updated on Friday nights.

Data entry per rep
an hour a day
Cost per month
an ops hire
Pipeline status
mostly current
THE OFFER

The boring half of sales. One salary line.

OFFER OF EMPLOYMENTGETSKETCH.AI
PositionSales ops
Reports toYour sales team — every rep, no per-seat
Hours24/7 — leads text at 9 PM
DutiesLeads caught + logged · CRM kept current · follow-ups run · drips on schedule · field notes to product, weekly
Works withWhatsApp + Slack + Email · your CRM, via 3,000+ integrations
Salary$99/mo · credit-based · no per-seat
ProbationInterview it free, first
Notice periodNone — cancel any time
know more about pricing →
QUESTIONS

The one you already run. Sketch connects through 3,000+ integrations, and updates flow from your conversations into it.

Only inside the rules you set. Routine nudges can run on their own; anything outside the rules comes to you as a draft first.

No. Sketch works inside WhatsApp, Slack, and Email — the places your leads and your team already talk.

Nothing goes out that you have not set up first. A price or a contract is exactly the kind of thing to walk through with us before you switch it on.

A monthly credit allowance that covers the jobs Sketch does. No per-seat pricing — every rep works with it from day one.

MONDAY · 9:00 AM · THE PIPELINE IS ALREADY CLEAN

Give it one pipeline.
Watch a week.