Sales calls turned into usable personas

Sales calls transcribed and analysed, then persona data extracted from Notion into a ready-to-use tracking file.

IZA Business Academy

Context

A business training academy records its sales calls, but nobody has time to replay them to understand prospects.

Triggers

Sales calls

Notes in Notion

AI agent

You approve

Marketing uses it

They tune their messaging using prospects' real words.

Actions

Persona file

Records updated

An agent analyses the tender documents, finds your best past answers and drafts the technical proposal. Your team reviews, adjusts and signs.

÷2time to prepare a bid

An agent reads new notices, compares them with your criteria (trade, area, value, references) and sends you a digest with a reasoned go / no-go.

5 minto review the day's notices

After each coordination meeting, an agent writes the minutes, extracts actions per resident and prepares handovers. Staff review in one click.

-1 hof admin per coordinator per day

We'll look at your case in 30 minutes and tell you what an agent could take on.