Town for Sellers | The unusually helpful AI assistant
The unusually helpful AI assistant for Sellers
Townies like Plum proactively draft your follow-ups, brief you before every demo, and keep your CRM clean.
You were hired to close, but the selling hours keep losing to everything around them: the prep before each demo, the follow-ups after, and the CRM fields still waiting when everyone else has logged off. Meanwhile the context that wins deals sits scattered across calls, threads, and records.
Your Townie pulls it into one place, learns how you sell, and handles the before and after of every call the way you would. Nothing reaches a buyer until you have signed off on it, because it is your name on the send.
AI that learns you.
Your Town Wiki is a single place to see everything your Townie has come to understand about you. It’s a living synthesis of your profile, your work habits, and your preferences.
Overview
Pages
Marcus Bell
Recent updates
- Moved the Veltrix evaluation into Goals after Farid Haddad asked for the pilot pricing in writing.
- Noticed he holds his mornings for prospecting and does his call prep the night before, and wrote both into How he works.
- Retired a note on a deal that closed lost in the spring, and flagged that Rory Garrett has gone quiet since the proposal went over.
Overview
Marcus Bell is the founding account executive at Stonemere, an early-stage B2B software company selling to operations teams at mid-market firms. He was the first sales hire, brought on by Elif Demir, the founder, and he runs the whole pipeline himself: twenty-two open deals, every one laid out in Projects.
There is no sales team behind him. He is the prospector, the closer, and the CRM admin in one job, and the biggest deal on his board this quarter is Veltrix, where Yuki Tanaka is championing the evaluation.
The context on every deal used to live in three places: the call recordings, the email threads, and the CRM. This page holds it together, so the next step is a glance instead of a reconstruction job.
How he works
Marcus holds his mornings for prospecting, because that is the first block a busy week eats. Demos run back to back through the afternoon, and prep for tomorrow happens the night before.
Every call ends with the record updated: the stage, the next step, and what the buyer actually said. He reviews each entry before it lands, because the deals in Projects are only as real as their next steps.
He writes to buyers short and specific, wrapping his pitch around their context rather than a canned angle, and nothing goes to a prospect without his review.
Goals
- Close Veltrix this quarter, with the pilot pricing agreed and procurement started before the month ends. That one deal anchors the number.
- Get past a single thread at Veltrix: Yuki Tanaka is sold, so the next conversation belongs with Farid Haddad, who signs.
- Keep the pipeline honest, so stale deals get chased or closed out instead of quietly skewing the forecast.
Projects
Veltrix is in evaluation with Yuki Tanaka. The security review is cleared, the pilot pricing is on the table, and procurement is the open question.
The Kestrel proposal is with Rory Garrett, eleven days without a reply, and a fresh nudge is drafted and waiting.
Twenty further open deals are tracked here, along with the outbound list and the follow-ups owed after every demo.
Synthesizing professional identity…
Plum is finding your coworkers.
Your Townie stays on top of your inbox.
Understand what’s important
Inbox 6 new
- Live deals
- Yuki Tanaka
- Security review passed
- Rory Garrett
- Re: Proposal timing
- Yuki Tanaka
- New leads
- Hana Vogel
- Can we get a demo?
- Hana Vogel
- Internal
- Elif Demir
- Discount approved
- Elif Demir
Pipeline Pulse: This week in outbound, 3h; Quota Weekly; Benchmarks for AEs, 9h.
Plum is sorting your inbox.
Prospect replies rise. The rest gets filed. A reply on a live deal lands on top, a new lead is set apart, internal threads keep to themselves, and the digests are parked where they can never bury a buyer.
Don’t drop the ball
Open follow-ups
- 3 still open · oldest 11 days
- RG: Chase the Kestrel proposal
- Send Yuki the security docs
- HV: Follow up on the Ashgrove demo
- Answer the pilot pricing ask
- Loop in Farid, who signs
Plum is checking for deals gone quiet.
Winnable deals go quiet. Yours get woken up. Your Townie checks what you already sent, then surfaces what is still hanging: the proposal with no answer, the champion who went dark. A fresh nudge is drafted, never a re-send.
Your Townie knows how to respond the right way.
Decide what needs a response
Inbox: you@stonemere.example
- Farid Haddad: Questions on the pilot terms
- Lena Moreau: Intro: ops lead evaluating tools
- SaaS Signal: This week in sales tech
- Owen Slater: Can we move our call to Thursday?
- Rev Roundup: Q3 win rate benchmarks
Plum is deciding what needs you.
See which reply moves a deal before you open it. Every message comes with a verdict: the pricing question needs you today, the new lead is logged to your pipeline, the newsletter can wait. Buyers only ever hear from you.
Draft in my voice
Re: Veltrix pricing:
Hi Yuki, Full pricing for the ops team is attached, with the pilot discount we discussed applied through end of quarter.
If it helps the review, I can walk Farid through the numbers before Friday. Whatever is easiest on your side.
Either way, I'll check in Thursday so you have everything before the deadline. Talk soon, Marcus
Approve & send
Plum is drafting your follow-up.
The follow-up sounds like you, never like a bot. Your Townie reads the thread and the call notes, then drafts the reply in your voice, grounded in what the buyer actually said. You approve every word before it sends. Your name, your quota.
Your Townie does the planning so you don’t have to.
Find a time that works
Veltrix demo slot: Week of 9 Mar
4 attendees, 2 time zones, Mornings held
- Mon 9
- Tue 10
- Wed 11
- Thu 12
- Fri 13
Plum is finding a demo slot.
A time that clears the whole buying committee. Your Townie lines their calendars up against yours, works around the time zones, and keeps your prospecting mornings intact. The demo lands on the first slot that clears.
Coordinate responses
Veltrix demo call: Thu, 3 invited
- Thu 12
- 10am
- 11am
- 12pm
Plum is tracking the replies.
Replies collected, the call confirmed, no chasing. The invite you okayed goes out, each yes is tracked as it lands, and once the whole committee is in, everyone has the confirmed slot without another thread from you.
Revise events
Demo needs a new time: Week of 9 Mar
1 conflict, 3 attendees
Three slots the buyers can make:
- Wed 2 PM
- Thu 10 AM
- Fri 1 PM
Plum is rescheduling the demo.
A pushed demo doesn’t push the deal. When a prospect reschedules or two calls collide, your Townie flags it and comes back with times that still work, before the deal loses a week to the calendar.
Your Townie helps you manage your meetings.
Show up prepared
Veltrix pricing call: Tomorrow 1:00 PM · 4 attendees Call prep
- Call notes
- CRM history
- Mail history
- Company news
Where the deal stands:
- Security passed, pricing is the gate.
Who's in the room:
- Farid signs; Yuki is your champion.
The angle to open with:
- Rollout speed, not the license cost.
Plum is prepping your next call.
Show up knowing their business cold. Before each call, the prep doc is waiting: who is in the room, what was said last time, what has changed at their company, and the angle worth opening with.
Capture what was said
Veltrix demo call: 38 min
- Transcript
- Notes
- Demo call summary
Where they stand:
- Ops is sold; rollout is the question.
What's still open:
- Procurement timing and pilot pricing.
Buying signals:
- Finance asked to start paperwork.
Plum is writing up the call.
Stay in the conversation, not in your notes. Every call is recorded and written up as searchable notes, so what the buyer said on the first disco is still there, word for word, when the deal closes months later.
Drive the follow-through
Veltrix demo call: Earlier today · 3 attendees
- Send the pricing recap
- Log the rollout plan
- Draft the note for Farid
Deal record
Plum is updating your deal records.
The evening CRM catch-up stops existing. Next steps come off the call with owners and dates, the deal record is updated, and you review each entry before it lands. Monday’s pipeline review starts clean.
More routines made for you.
- Morning brief
- CRM updates
- Reply drafts
- Stalled deals
- Call prep
- Pipeline flags
- Account news
- Proposal chase
- Follow-ups
- Market intel
Moreroutines made for you.
Your Townie knows your pipeline, your buyers, and every call you have been on, so the work that crowds out selling gets handled: the prep, the follow-ups, the end-of-day CRM pass. And anything a buyer sees still waits for your okay.
After every demo, draft the follow-up and log the next steps to my CRM.