Account Planning

The brief you wrote.
On accounts that earned one.

It turns what qualification and research found into 1 brief, written to the instructions your team set.

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It runs third, on everything the first 2 agents found

The pipeline runs in 2 tracks, both wired to your CRM at each end, and Eva runs all of it. Account planning is the only agent that declares its own dependencies: pick the planner and the product puts qualification and account research back in for you.

Eva, the Evergrowth AI colleagueEvaLaunches them, and writes them
On the account
Your CRM Website Finder Account Qualification Account Research Account Planning Contact Finder
Then on each contact
Contact Qualification Contact Research Email/Phone Finder Play Copywriting Your CRM
What reps open

Your rep opens 1 page before the call

The account's Overview holds the plans table, 1 row per plan you have defined, and opening a row gives the whole brief. No digging through tabs and no reading 5 research answers back into a story: that work is already done.

What you ask

You decide what every brief has to answer

A plan is a name and a brief in your words, and that is the whole agent. There is no effort tier and no speed setting to tune, so the words are what steers it. It costs 1 credit per plan generated, and 1 run generates every plan you have defined.

When it runs

Nothing is planned until the account earns it

This is the only agent that declares its own dependencies, so picking the planner adds qualification and account research back into the workflow for you. It plans from what they found and researches nothing itself. An account that never qualified, or came back with no answered research, is skipped.

Who it names

The people in the brief are the ones who qualified

It reads the contacts this account already has, and only the ones contact qualification passed. Each arrives with its persona, its seniority, its job title and what the agents read off its LinkedIn, so the plan names people your team has a reason to call.

What it knows

It knows what your team already did with them

Your CRM history goes in with everything else, so the brief can say this is untouched and safe to approach cold, or name the opportunity already open. The product tells the agent apart from a genuinely cold account and one it could not check, and it never guesses between them.

Or ask Eva

Describe the brief you want and Eva writes it

Tell her what a good pre-call brief looks like for the way you sell and she writes the plan definition. She proposes and you confirm, because it goes into your company configuration. It lands as a draft, so nothing generates until you have read it.

Eva, anywhere

Your team works with Eva anywhere, not only in Evergrowth

It is the same Eva as in the workspace, with each rep's own permissions, and her answers link back to the workspace.

  • Slack
  • Microsoft Teams
  • ChatGPT
  • Claude
  • Microsoft 365 Copilot

In Slack and Microsoft Teams

In Slack, a rep sends her a direct message or mentions her in a channel. In Teams, she answers in direct messages. Eva in Slack and Teams

In ChatGPT, Claude and Copilot

The Evergrowth connector brings Eva in through MCP. Before she launches anything, she shows the cost and asks. Eva in ChatGPT, Claude and Copilot

What your security team will ask

  • Never used to train models

    Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.

  • Your workspace is isolated

    Each workspace is logically isolated, so your data is never accessible to another customer.

  • You control retention

    If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.

The detail, the sub-processors and the DPA are on Security and trust.

Your material stays yours

Under the MSA, everything you upload and everything the agents produce from it is yours.

SOC 2Audited
ISO 27001Certified
GDPRCompliant

Plan the accounts you already qualified

We write 1 plan definition to a brief you describe, run it on a slice of the accounts that already passed, and you read what your reps would walk in with.

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