01 / THE PAIN
Qualifyr
The three things eating
your team's week.
your team's week.
Salesforce hygiene
47%
Opps with stale next-step fields
Pipeline reviews built on data nobody trusts.
Post-discovery notes
3 days
Avg delay before call notes are logged
Context lost. Deals slip. Handoffs break.
Prospecting
12+ hrs
Weekly on research and outreach drafts
The work that grows the pipeline gets cut first.
Source: internal sample, B2B sales teams, 1–100 employees
02 / THE GAP
Qualifyr
What should happen
Call ends
Notes logged
Next step set
What actually happens
Call ends
?
Notes logged?
+72h
Next step set
Overdue · still in the rep's head
The gap isn't effort. It's the admin work
between the moments that matter.
between the moments that matter.
Qualifyr closes that gap with automated workflows that run on your CRM and inbox.
03 / THE TRIGGER
Qualifyr
A single command, from anywhere you type.
One command.
Workflows do the rest.
Workflows do the rest.
qualifyr · ~/friday
$ /qualifyr friday-review
Pipeline hygiene, call notes, prospect research —
all running while you're in your next meeting.
all running while you're in your next meeting.
04 / THE WORKFLOWS
Qualifyr
A workflow for every gap.
Three pains in. Three reviewable artifacts out.
PAIN
Salesforce hygiene
QUALIFYR WORKFLOW · 01
runs automatically
Pipeline hygiene + CRM updates
Stale fields detected and drafted for refresh.
PAIN
Post-discovery notes
QUALIFYR WORKFLOW · 02
runs automatically
Call notes + 1:1 prep
Transcripts summarized, next steps drafted, 1:1 prep doc written.
PAIN
Prospecting
QUALIFYR WORKFLOW · 03
runs automatically
Prospect research + outreach drafts
Account research compiled, personalized emails drafted in your voice.
05 / THE OUTPUT
Qualifyr
Artifacts, ready in your tools
SOLVES · SALESFORCE HYGIENE
Acme Corp – Expansion ████
Next Step
Send pricing model + intro Sarah to RevOps
Updated 2 min ago
Last Touch
Discovery call · 32 min · transcript ✓
Updated 2 min ago
Decision Criteria
SOC2, SSO, US data residency
Champion
████████ · VP Ops
SOLVES · POST-DISCOVERY NOTES
Discovery Notes — Acme Corp
Pain
Forecast accuracy. CRO can't trust pipeline coverage numbers in Monday review.
Decision criteria
SOC2 Type II, SSO via Okta, US data residency, < 30-day implementation.
Next step
Send pricing model by Thu; intro Sarah → RevOps lead.
Stakeholders
Champion: VP Ops · Economic buyer: CRO · Blocker: IT director.
SOLVES · PROSPECTING
Marcus Chen
DraftSaw your post about Q3 hiring
9:42
Priya Nair
DraftRe: pricing question — quick context
9:42
James O'Brien
DraftQuick note on your RevOps rebuild
9:42
Tomás Ribeiro
DraftFollowing up — Acme intro
9:42
Linh Tran
DraftWorth a 15-min look?
9:43
Avery Hall
DraftRe: forecast accuracy thread
9:43
Diego Salas
DraftAfter your Series B announcement
9:43
Noor Khalil
DraftQuick context before Thursday
9:43
The work, done.
You review and send.
You review and send.
06 / THE PROMISE
Qualifyr
Saw your post about Q3 hiring
Marcus —
Caught your LinkedIn note about scaling the AE team into Q3. The line about "rebuilding RevOps before you rebuild the funnel" stuck with me — that's the exact order most teams skip.
We help small B2B sales teams install three workflows — pipeline hygiene, call notes, prospect research — so the admin work stops eating their week. Six-hour install, then it's tuned to your voice.
Worth a 15-minute look? Happy to send a short Loom first if that's easier.
— Alex
Send
AI drafts.
You approve.
Nothing leaves without you.
Qualifyr
Installed for your team. Tuned to your voice.
Six hours. Then you're free.
qualifyr.io