The pipeline runs in 2 tracks, both wired to your CRM at each end, and Eva runs all of it. Everything the account track finds is on the record before the contact track starts, and the play is the last step of the second one.
Acme posted 3 RevOps roles this month while running 6 regional entities on Salesforce. That usually means the ops team is absorbing the integration work manually.
Worth a short call on how teams your size cut that to a workflow?
Dana, saw Acme is scaling RevOps across the 6 regional entities. We help teams keep that Salesforce data clean without adding headcount. Happy to share what similar mid-market teams do.
Opener: “Dana, I'll be quick. You're hiring 3 RevOps people while running 6 entities on Salesforce. Most teams at that point are stitching data by hand.”
If pushback: “What's the current process for keeping the regional records in sync?”
Copy for emailSend via email
DW
Dana Whitfield
IBP: Yes
VP Revenue Operations
atAcme Corp85%
Strategize with EvaLaunch agentLaunch workflow
What reps open
Your rep opens a draft, not a blank page
The record carries the plays already written for that person: a cold email, a LinkedIn message and a cold-call track. Each opens to its subject line and full draft. Copy for email and Send via email sit under it, and Send fills your own mail client with the subject and body.
Qualification agents3
Uses SalesforceYes. Salesforce is referenced across the careers page and 40+ open Salesforce-admin roles.
24 July, 2026 14:32Source and reasoning
Multi-entity organizationYes. 6 regional subsidiaries are listed in the latest 10-K filing.
24 July, 2026 14:32Source and reasoning
Actively hiring RevOpsYes. 3 RevOps / Sales Ops roles were posted in the last 30 days.
24 July, 2026 14:32Source and reasoning
Agent research3
Owns the revenue stackYes. Job description and the org chart place revenue systems spend under her.
24 July, 2026 14:32Source and reasoning
Consolidation mandateYes. Named owner of the 6-instance Salesforce consolidation in the CTO's Q2 letter.
24 July, 2026 14:32Source and reasoning
Recently active on data qualityYes. A LinkedIn post on CRM hygiene from 12 Jul drew 240 reactions.
24 July, 2026 14:32Source and reasoning
What it knows
It starts from the research your agents already did
The play is written from what the Account Research and Contact Research agents already put on the record: the business model, the qualification and enrichment criteria, the pain points and the objections. It writes last, so everything the other agents found is already there.
No answerOutbound • 1 min 12 sDana WhitfieldSSara Vance•22 July, 2026 15:40
Platform walkthrough
Held45 minMarcus Hale, Dana WhitfieldSSara Vance•18 July, 2026 11:00
Note
Budget confirmed for Q1, procurement opens in September
Dana WhitfieldSSara Vance•15 July, 2026
1-4 of 4 records
1
CRM counts too
It also reads what your team already logged
CRM activities sit on the record beside the agent runs: the emails, calls, meetings and notes your team logged, each carrying the outcome the CRM recorded. When a play asks for that context the agent writes from it, so a play that should ignore history still can.
A persona card has no human name and no photo: its headline is the expertise. The play is written against the card that matches the contact, so the same signal reads differently to a RevOps lead and to a VP of Sales.
2Research that carries its evidence24 July, 2026 09:12
3Outreach written per person23 July, 2026 18:40
Add point
Publish value proposition?Your agents will start working from the new version immediately. Here’s what goes live and what it reaches.
What goes liveChangedOutreach written per person+2 unchanged
Will sync with the new value proposition
2ecosystemsWill sync
7verticalsWill sync
32persona cardsWill sync
~6 min with AI · 1.61 credits · saves ~129.8h of manual work
CancelYes, Publish
What it argues
Your value proposition is what every play argues
Upload it once and every play argues from it. Publish a change and the next play run is given it, though each play's instructions keep the version they were written from until you regenerate them.
Play Agents templates
SearchClear filters
1 selectedCreate new (admins)Create selected
Name
Created by
Replatforming Opportunity, cold emailIn use
Ssara.vance@evergrowth.io
Play content
Subject line
[Write a subject line from the finding, 4 to 6 words, no company name.]
Step 1
Instructions
[Anchor strictly and only on CRM consolidation program, the specific agent this campaign filter is built on, and the specific signal it returned. Surface the finding, not the agent name. Strictly do not write this part of the instructions in the answer.]
[greetings + first name],
It seems [continue the sentence with a fact found in the agent's output that is independently useful to the prospect. Make sure it is not generic and creates information asymmetry. Do not use em dashes. Answer in 10 to 14 words.]
Most teams we speak with after [connect it to a business pain or opportunity, using actual names, shortened dates or locations. Answer in 14 to 18 words.]
Thanks,
Replatforming Opportunity, LinkedIn
Ppriya.shah@evergrowth.io
Recently Funded, cold emailIn use
Llea.bernard@evergrowth.io
Win-Back, cold call brief
Mmarc.dubois@evergrowth.io
Name
Persona Type
Expertise
Tags
Status
Created by
Replatforming Opportunity, cold email
Decision Maker
Revenue Operations
Email
Ongoing
Ssara.vance@evergrowth.io
Replatforming Opportunity, LinkedIn
Influencer
Sales Enablement
LinkedIn
Ongoing
Ssara.vance@evergrowth.io
Recently Funded, cold call brief
Decision Maker
Revenue Operations
Call
Draft
Ttom.keller@evergrowth.io
Win-Back, cold email
Champion
Sales Operations
Email
To Review
Ppriya.shah@evergrowth.io
Starting a play
Start from a template, then write the instructions yourself
A play template is named for its segment, the same root its account plan uses. Use template, tick the ones you want and create them. Each becomes your own play carrying the template's subject line and every sequence step, with an Instructions brief you rewrite yourself.
Name
Persona Type
Expertise
Tags
Status
Created by
RevOps hiring signal, cold email
Decision Maker
Revenue Operations
Email
Ongoing
Ssara.vance@evergrowth.io
Replatforming Opportunity, cold email
Decision Maker
Revenue Operations
Email
Ongoing
Ssara.vance@evergrowth.io
Replatforming Opportunity, LinkedIn
Influencer
Sales Enablement
LinkedIn
Ongoing
Ssara.vance@evergrowth.io
Recently Funded, cold call brief
Decision Maker
Revenue Operations
Call
Draft
Ttom.keller@evergrowth.io
Win-Back, cold email
Champion
Sales Operations
Email
To Review
Ppriya.shah@evergrowth.io
Eva Beta
Ready when you are
Write a cold email play for RevOps leaders at accounts that just posted RevOps roles, and tighten the follow-up on the one we already have.
Thought process- The hiring signal is already an account research agent, so…
4 steps· 1.5 credits
Written as a 2 step sequence on Email, aimed at the Revenue Operations persona and conditioned on the hiring signal, so it only runs where that agent found something. I also rewrote step 2 of Win-Back, cold email so it carries its own reason to reply. Both are rows: generating copy on real contacts is a separate launch, 1 credit per play per contact.
Plays written
Created1 play, 2 steps
ChannelEmail, with a subject line
PersonaRevenue Operations
ConditionHiring signal found
Updated1 existing play
Message Eva…
Or ask Eva
Describe the play you want and Eva writes it
Ask in plain English and she writes the row: the channel, the sequence steps, the persona it aims at and the condition that decides where it runs. She rewrites existing ones too. Creating a play writes a row and nothing else, so nothing is generated and nothing is charged until you launch it.
DW
Dana Whitfield
IBP: Yes
VP Revenue Operations
atAcme Corp85%
Strategize with EvaLaunch agentLaunch workflow
Generate plays for contacts
Enter name or tags to filter agentsSelect allDeselect all
Cold email, hiring signalemail
LinkedIn connection notesocial
Cold call opening trackphone
·1 contact selected
CancelStart
Qualification agentQualifies or disqualifies contacts using your persona card.
Research agentFinds custom contact data points and signals, then scores positive signal coverage.
Generate playsCreates personalized outreach from research and your play templates.
Email/Phone finderFinds a verified email address or phone number for selected contacts.
When to use
Use to draft cold emails, call scripts, LinkedIn messages, follow-ups, or meeting-prep notes for selected contacts.
Running it
Start it from the record your rep is already on
No separate tool and no export. The play agent sits in the same launch menu as qualification, research and the waterfall, and nothing is pre-checked on a first run, so a rep who only wants a call track gets a call track.
OverviewObjects5UsersActivity
AccountsOn · 8 of 32 mappedContactsOn · 14 of 62 mappedLeadsOff · 0 of 94 mappedActivitiesOn · Read onlyOpportunitiesOff · Read only
Evergrowth
Accounts
To Salesforce2 conditions
From SalesforceNo filter
Salesforce
CRM
Map 2 fields · Accounts
Evergrowth field
Uses Salesforce
Reasoning or value found for this qualification criterion.
DirectionEvergrowth → Salesforce
Salesforce field
Auto-maps to EG - Uses Salesforce
Pick a field manually
Evergrowth field
CRM consolidation program
Specific data point discovered during enrichment.
DirectionEvergrowth → Salesforce
Salesforce fieldCRM program notes
Suggested Salesforce field type: Rich Text
Use suggestion: EG - CRM consolidation program
Remove mapping
CancelSave
Where it lands
The copy writes itself back onto your CRM record
Each play gets its own field: the message, the subject line and 1 field per sequence step. Your admin maps each field once and we can create the property for you, then it syncs without anyone clicking. The CRM is the only tool we write to: everywhere else is an export or a copy.
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
⌕ Search Northstar
N
Home
DMs
Activity
Later
More
Northstar
Threads
Drafts & sent
⌄ Channels
# account-planning
# sales
# general
⌄ Direct messages
Eva
SV Sara V.
+ Add teammates
Eva
SV
Sara V.10:42
What do we know about Acme Corp, and where should we focus?
✅ 1
EvaAPP10:42
2 steps
The workspace research points to a RevOps-led consolidation project.
Acme Corp · account context
AccountAcme Corp
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Acme Corp
🪙 This answer used 1 credit (2 tool calls)
⌕ Search (Ctrl+Alt+E)
T
Activity
Chat
Calendar
Calls
Apps
Chat
Unread Channels Chats
Favourites
Eva from Evergrowth
SV Sara V.
Teams and channels
⌄ Revenue team
# Account planning
# General
Eva from EvergrowthChat
10:42
What do we know about Acme Corp, and where should we focus?
Eva from Evergrowth10:42
🛠 2 tool calls · 1 credit
The workspace research points to a RevOps-led consolidation project.
This answer used 1 credit (2 tool calls)
Acme Corp · account context
AccountAcme Corp
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Open in Evergrowth
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
ChatGPT5Account executive
What do we know about Acme Corp, and where should we focus?
Evergrowth
EvabyEvergrowthNorthstar
Eva's work· 2 steps
The workspace research points to a RevOps-led consolidation project.
Acme Corp · account context
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Acme CorpAccount recordOpen
Answered by Eva in EvergrowthOpen Evergrowth
Ask anything
CopilotAutoSDR
Help me prepare for a conversation with Dana Whitfield at Acme Corp.
Question to askWhere is reconciliation slowing the team?
Answered by Eva in EvergrowthOpen Evergrowth
The answer is being provided in the Evergrowth panel.
Message Evergrowth
Find RevOps contacts workflowRevOps
Run our saved “Find RevOps contacts” workflow on Acme, Northwind and Contoso.
Evergrowthask_eva
EvabyEvergrowthNorthstar
Eva's work· 2 steps
Review this run
WorkflowFind RevOps contacts
SettingsUp to 2 contacts/account · low effort
Contact detailsEmail on · phone off
Estimated execution: 6 credits, plus credits for each new verified email. Conversation usage is separate.
Shall I run it?
Answered by Eva in EvergrowthOpen Evergrowth
Eva is asking you to confirm the run in the Evergrowth panel.
Reply
Opus 5.5 Medium
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
IGEN writes a different message for each persona
Their words, from their own story. Each message names the trigger and what that persona cares about, and draws on marketing's own content, so it stays on brand.
“So I think what's changed at IGEN, in a sentence or two, would be growth faster, with specific targeted messaging to the right person at the right time.”
A user, a director and a CFO each get a different one
On brand
Reps' messages draw on that content, so they stay on brand
3 triggers
Triggers tell reps who to call, and why now
Ramp-up
New reps start with the research done
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.