Every Monday
Prospects worth calling
Ten to twenty companies, each with the reason to call now and the person to contact.
Teams or SlackOutlook or GmailSalesforce or HubSpot
Use cases
Prospect lists, proposals, briefs and campaigns, delivered finished.
Pick a function to see every job Hastings takes on for your team.
Business development
Find the companies worth calling, the tenders worth bidding and the openings in every client.
When a prospect is picked
Outreach drafts
A first email and a LinkedIn note for each company, in the buyer’s language.
Outlook or Gmail
For each key client
Client competitive positioning
Where a client stands against its rivals, and what that means for what you sell them.
Teams or SlackSharePoint or Google DriveSalesforce or HubSpot
When a listed client reports
Filings and results read
What changed in the results and filings, with the page it came from and the opening for you.
Outlook or Gmail
Daily
Tender and RFP desk
A go or no-go note on every new tender, and a full draft response for the ones you choose.
Teams or SlackSharePoint or Google Drive
Daily
Relationship watch
Promotions, moves, awards and news for every contact, with a note ready to send.
Outlook or GmailSalesforce or HubSpot
Weekly, plus alerts
Market and competitor watch
A two-page brief on competitors, customers and regulation, with what each item means for you.
Outlook or GmailSharePoint or Google Drive
Monthly
Renewal and rotation radar
Contracts and frameworks ending in the next two years, as opportunities with who decides.
Teams or SlackSalesforce or HubSpot
At proposal stage
Proposal first draft
A full first draft built from your winning proposals and pricing, with every source marked.
Teams or SlackWord or Google Docs
For each target account
Warm path finder
Who in your team can introduce you, and the request for the introduction drafted.
Teams or SlackOutlook or Gmail
Sales
Every salesperson prepared, every deal mapped, and the CRM kept current.
Every working day
Morning briefing
Each person’s day: what changed on their accounts, today’s meetings and what to do first.
Outlook or GmailSharePoint or Google Drive
The day before each meeting
Meeting brief
One page attached to the invite: who is in the room, the history and the agenda.
Outlook or GmailSharePoint or Google Drive
On every competitor move
Battlecards
One card per competitor: where they win, where you win, and what to say.
Teams or SlackSharePoint or Google Drive
On request
Presentation builder
A customer deck built from the account’s figures, in your template.
Teams or SlackPowerPoint or Google Slides
Monthly for each key account
Account whitespace
The product lines each account could be buying, with the case to raise them.
Salesforce or HubSpotSharePoint or Google Drive
For each large opportunity
Deal intelligence
The buying committee, what each person cares about, and the risks in the deal.
Salesforce or HubSpotSharePoint or Google Drive
Every Monday
Monday pipeline review
What moved, what stalled, and a next step for every stalled deal.
Outlook or GmailTeams or Slack
After every meeting
CRM kept current
Stages, amounts, contacts and next steps updated in Salesforce for the owner to confirm.
Teams or SlackSalesforce or HubSpot
Marketing
Content, campaigns and proof in your voice, and the facts kept correct everywhere.
Monthly
AI visibility check
How AI assistants describe you and your competitors, what they get wrong, and the fixes.
Teams or SlackSharePoint or Google Drive
Whenever a fact changes
Sales one-pagers
A one-pager per segment or product, in your template, always current.
Teams or SlackSharePoint or Google Drive
Monthly
Customer newsletter
A newsletter drafted in your voice from the month’s news, wins and events.
Outlook or Gmail
Six weeks before each show
Event and trade show kit
Who to meet, personal invitations, meeting briefs and the follow-ups.
Outlook or Gmail
Weekly
Content in your voice
Three posts and an article draft a week, from what your team shipped, won and said.
Teams or Slack
Monthly
Website kept current
Every page checked against today’s facts, with the fixes drafted.
Teams or SlackSharePoint or Google Drive
When a project closes
Case studies
A case study, a one-pager and a post from every won project.
Teams or SlackSharePoint or Google Drive
For each launch
Campaign builder
The plan and every asset: emails, landing page copy, posts and invitations.
Teams or SlackSharePoint or Google Drive
Quarterly
Market and segment reports
A report your buyers want to read, and an internal version for sales.
SharePoint or Google Drive
Dashboards
Live views of the business on the data you already have.
Refreshed daily
Dashboards on your data
Live dashboards on your Salesforce and Microsoft 365 data: pipeline, wins, meetings and campaigns.
Salesforce or HubSpotMicrosoft 365 or Google Workspace
Works with your tools
The work lands where your team already works.
Email
Outlook · Gmail
Chat
Microsoft Teams · Slack
CRM
Salesforce · HubSpot · Microsoft Dynamics 365 · Zoho CRM · Pipedrive
Documents and files
SharePoint · OneDrive · Google Drive · Word · Google Docs
Presentations
PowerPoint · Google Slides
Meetings
Teams meetings · Zoom · Google Meet
Dashboards
Power BI · Tableau · Looker Studio
Start
Pick two jobs for a 90-day pilot.
We connect your sources, build the knowledge base and run the first two jobs with your team.
The films show an illustrative company. Company, roles and figures are fictional.