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Basepoint // Greenleaf
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Negotiation
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Joshua to send documentation on…
Drew Houston
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Head of IT
GreenleafGreenleaf
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$100M - $250M

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Recap last call
Meetings
Today, Feb 4
Basepoint x Stripe
10:00 - 11:00 AM
Ashley & Martin
10:20 - 10:40 AM
Greenleaf // Basepoint
2:30 - 3:00 PM
Details

Demo call with Greenleaf team to help them get the most out of their PRO trial.

https://meet.google.com/psn-zfzb-yaw

Participants8
Dylan ParkerCEO of Basepoint
Annie ZhangProduct Manager at Greenleaf

Real information, not AI invention.

Every answer is sourced from your actual
CRM records and customer knowledge.

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MailchimpAwaiting reply on pricing offer
Pablo Hernandez
Pablo HernandezNo response for 2 weeks
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Drew Houston
Drew Houston
Update Role
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Head of IT
Greenleaf
Greenleaf
Funding raised
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$100M - $250M
Update Next step
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Daily brief

Prepare for your day with a daily briefing of your meetings.

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Product feedback

Extract product feedback
from a call recording.

Attio

Objection handling

Prepare targeted responses to anticipated objections in your next call.

Attio

Run account research

Run deep web research on a company to capture key information.

Attio

Follow-up email

Draft a follow-up email to keep the conversation rolling after a meeting.

Attio

Deal brief

Create a comprehensive deal briefing.

Attio

Meeting prep

Get the full context on your next meeting so you can show up prepared.

Attio

Shipped feature outreach

Find customers who requested a specific feature and draft individualize email to them.

Attio

Daily brief

Prepare for your day with a daily briefing of your meetings.

Attio

Product feedback

Extract product feedback
from a call recording.

Attio

Objection handling

Prepare targeted responses to anticipated objections in your next call.

Attio

Run account research

Run deep web research on a company to capture key information.

Attio

Follow-up email

Draft a follow-up email to keep the conversation rolling after a meeting.

Attio

Deal brief

Create a comprehensive deal briefing.

Attio

Meeting prep

Get the full context on your next meeting so you can show up prepared.

Attio

Shipped feature outreach

Find customers who requested a specific feature and draft individualize email to them.

Attio

QBR Prep

Create an account brief for your next quarterly business review call.

Attio

Recap call

Get a structured recap of a recorded meeting.

Attio

Sales coach

Get coaching on your sales skills.

Attio

Update deal

Automatically update a deal record based on a recorded call.

Attio

Suggest next steps

Create actionable follow-up tasks from a meeting.

Attio

Onboarding prep

Create a concise brief to prep for a customer onboarding call.

Attio

Product engagement

Summarize product engagement and usage trends for a workspace.

Attio

QBR Prep

Create an account brief for your next quarterly business review call.

Attio

Recap call

Get a structured recap of a recorded meeting.

Attio

Sales coach

Get coaching on your sales skills.

Attio

Update deal

Automatically update a deal record based on a recorded call.

Attio

Suggest next steps

Create actionable follow-up tasks from a meeting.

Attio

Onboarding prep

Create a concise brief to prep for a customer onboarding call.

Attio

Product engagement

Summarize product engagement and usage trends for a workspace.

Attio

“Before every meeting, Ask Attio centralizes, summarizes, and surfaces everything I need to know to give a great first impression or close the deal.”

Ian Ahuja

Head of Sales & Partnerships · Lightdash

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