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Eva, the Evergrowth AI colleague

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Eva
Cody A.
James I.
EvaActive
Today
Adam R.Today at 12:31 PM
I have a meeting with Dana from Acme Corp. Help me prep
Eva from EvergrowthAGENTToday at 12:32 PM
Let me pull up what we have on Acme Corp and find Dana.
15 steps you never had to take
•Search Accounts
•Search Contacts · 0.5 credits
•Data Analysis
•Data Analysis (2)
•Search Accounts (2) · 0.5 credits
•Data Analysis (3)
•Get Contact CRM · 0.5 credits
•Get Account CRM · 0.5 credits
•Data Analysis (4)
•Data Analysis (5)
•Data Analysis (6)
•Data Analysis (7)
•Data Analysis (8)
•Get Account Research · 0.5 credits
•Get Persona Cards · 0.5 credits
Found them. Let me pull the full account and contact details plus CRM history.
Here is your full brief on Dana and Acme Corp.
What you would have missed
CRM
Open deal
EUR 42,000
Close date
3 months overdue
Last touch
12 May
Who you're meetingWorkspace
Dana Whitfield, VP Revenue Operations at Acme Corp. She is the commercial decision maker, the right person, and she has been engaged before. She is on LinkedIn.
The elephant in the room: this deal has been quiet since MayCRM
There is an open deal sitting at EUR 42,000, stage "Qualified to Buy", with a close date of 11 June, over three months overdue. Last touch was an outbound call on 12 May by Cody A. Nothing since. The deal was updated 9 September in HubSpot, so someone is keeping it alive on paper, but there has been zero engagement in four months.
Before you do anything else in this meeting, you need to understand what happened. Did Dana go cold? Did internal priorities shift? Was there a budget freeze? Did a competitor come in? Do not rehash the pitch until you know.
What has been covered alreadyActivity
The relationship started 1 April with Cody's cold call, a good one. Dana said "that is a good pitch" and was genuinely curious. She laid out Acme's situation clearly: two product lines, one for mid market and one for enterprise, around 2,000 customers, and they sell into everything from small teams to multinationals across Europe. She mentioned a 70% demo conversion rate, which tells you they close well once someone is in a demo, and they know it.
From there: first meeting 14 April, demo 29 April, you sent a follow up email 30 April, check in meeting 5 May, then a completed call 8 May and a call on 12 May. Then silence.
The 1 April call summary and transcript are on the record, in Dana's own words.
What their own market is telling usResearch
20 signals ran against them. The 6 that came back are the ones worth using:
•Named-account motion: they sell to large enterprise logos, so the buying group is a committee, not a person
•Multi region selling: 3 regions with local sales leadership, which is why one message does not travel
•PE backed since 2019: efficiency and pipeline quality will be the language that lands
•Exhibiting again in October: they exhibited in June too, so there is a live reason to talk
•Runs HubSpot: you already integrate, so there is nothing to migrate
The other 14 came back empty. No new sales leadership, no funding round, no methodology rollout, no restructure. Nothing there to hang an opener on, which is worth knowing before you improvise one.
How to talk to themResearch
Qualified as a Decision Maker in Commercial Leadership, checked a month ago, against an account qualified on your ICP verticals.
Suggested tone of voice: direct, concise, data driven and consultative. Speak as a peer operator, not as a vendor. Confident but not pushy, with clear structure and room for them to challenge your assumptions.
Their actual challenge (use this to anchor the conversation)Activity
The problem Cody framed, and Dana validated, is real and layered:
•Multi persona complexity: Acme sells to finance, operations and heads of revenue, different buyers, different messaging per account
•Multi country nuance: nine countries, with a separate mid market product on top. Local context matters in how they prospect and message
•Prospect discoverability: not all their targets are on LinkedIn, operations managers at mid size firms are often only findable via websites and directories. Dana flagged this explicitly
•Scale ambition: they want to go from SMBs to multinationals, which means they need a motion that works across very different deal sizes and account complexities
Your opening line, written
What to walk in with
•Open by acknowledging the gap directly. Do not pretend May did not happen. Something like: "We had good momentum in April and May, help me understand what shifted." Then listen.
•If the deal is still alive, reground it in their specific problems, not a generic demo recap. The nine country complexity and the non LinkedIn prospecting challenge are the sharpest angles.
•Their CRM is HubSpot, you already integrate. That is a practical "why this is easy to start" point if you get to it.
•Dana values being understood. The cold call worked because Cody had done his homework. Walk in having re read what you know about them.
What you need to leave with
A clear answer on: is this still a live opportunity, and if yes, what does next look like, a trial, a technical review, a proposal revision? If it is dead, find out why, because that intel is worth more than the deal.
The account and contact are both here:
One click back to the record
Acme Corp, ICP Yes, Mid market SaaSOpen Acme Corp
Dana Whitfield, VP Revenue OperationsOpen Dana Whitfield
One thing worth noting: the account strength score is low (researched 17 August), and no research results are showing against it. There may be more context locked in the account plan. Want me to pull that too, or would you rather I help you draft a re-engagement opener for the meeting itself?
This answer used 3 credits (6 tool calls)
Pull the account planDraft a re-engagement openerRun fresh research on Acme Corp
BIUS∞≡•“</>
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Ask in your language. She answers in it.

Set a play's language line, and your outreach goes out in your prospect's.

Try itIn Integrations, press Add to Slack or Add to Teams.

Job 1 of 6Building pipeline

Your next list takes 1 message

Ask Eva for pipeline. She builds the list and runs it once you confirm.

Each widget counts a saved view and runs an agent on what it finds.

Eva planning a list, saving the view, building a widget and launching a workflow
Try itClick Chat with Eva on any page and ask for pipeline in one segment.
Try itOn Home, press Add new under Your universe.
+9 more in this job
  • Eva builds and launches workflows
  • New companies, found and imported
  • Filter accounts by buying signals
  • Show Eva a screenshot
  • Ask Eva about the thing on your screen
  • Every Eva step visible, with undo
  • Pick up where you left off with Eva
  • Launch agents from a profile you capture
  • Capture beyond LinkedIn

Job 2 of 6Before every conversation

You start every conversation with the full story

Calls, emails, meetings and deals from your CRM, right on the record.

Say yes and Eva finds the missing attendee, then researches the room.

The Acme Corp record showing CRM activities, opportunities and sync logs from the connected CRM
Try itOpen an account, choose Activity, then CRM activities.Needs a connected CRM
Try itSay yes to the run Eva proposes, then press Open to watch it.
+7 more in this job
  • Answers that know your dealsNeeds a connected CRM
  • Plays and account plans on request
  • Plays that reference past conversationsNeeds a connected CRM
  • Qualification that sees deal historyNeeds a connected CRM
  • Filter by what happened in the CRMNeeds a connected CRM
  • Turn meeting attendees into contacts
  • Everything about an account on one page

Job 3 of 6Automations

Automations that start and stop themselves

Describe the pipeline you want, and Eva wires the steps in order.

Set a target, like 250 ICP yes accounts, and the run stops there.

Run a workflow daily, weekly, monthly, or the moment a record matches.

Every step of a run, with what it found, skipped and reused.

Eva building a newbiz pipeline on the workflow canvas: qualification, research, a condition and contact finder
Try itOpen Workflows, press Chat with Eva and describe the pipeline you want.
Try itIn a workflow, open Goals and switch on Stop when goal is reached.
Try itOpen Workflows, choose Workflow Scheduler and press Add new.
Try itOpen the Task feed, click a run's report icon and choose Run overview.
+2 more in this job
  • Start a workflow from a template
  • Results open the moment a run ends

Job 4 of 6Credits

Keep every credit under your control

See spend by agent, week by week, and where your balance is heading.

Set weekly or monthly credit caps for chosen people, or everyone, in one go.

Every launch shows the credits it expects to use, split by type of work.

Out of credits, a run pauses, keeps its work and resumes where it stopped.

The credit usage report with spend by agent, week by week, and the credit balance
Try itClick Credits in the header, then View credit usage.
Try itIn Settings, open Users management and press Bulk update credit limits.
Try itLaunch any agent and read Estimated next to Start.
Try itIn the Task feed, press the resume icon on the paused run.
+5 more in this job
  • Credits per run, step and record
  • A credit balance that is never a day late
  • Pay only for what is found
  • See Eva's cost step by step
  • See where pipeline stalls

Job 5 of 6Data quality

Duplicates cleaned up, in Evergrowth and your CRM

Filter the duplicate queue, then auto-merge only the groups that match.

Treat example.com, example.de and example.co.uk as one company, then resync.

When Contact Finder finds an email you already have, you approve or dismiss it.

Sync health, objects, runs and errors for your CRM, on one page.

The Auto-merge dialog, set to merge only the duplicate groups that match your filters
Try itOn Accounts, press Manage duplicates, filter the queue, then Auto-merge.
Try itIn Settings, open Duplicate handling, then press Resync duplicates.Turn it on in settings
Try itOn Contacts, press Manage pending, then Approve or Dismiss.
Try itOpen Integrations and choose your CRM.Needs a connected CRM
+11 more in this job
  • Imports that stop creating duplicates
  • Lists cleaned up by asking
  • Duplicates stop coming back after a sync
  • No more CRM contacts without a company
  • Fixed values in CRM fields
  • Map any CSV to your fields
  • See where every email and phone came from
  • Fix an email or phone yourself
  • Keep what you have, or search fresh
  • Find contacts by persona
  • Fresher LinkedIn data

Job 6 of 6Rollout

Ready for every rep, on day 1

Group people into teams and set what each one can view and edit.

Rules give qualified records an owner, round robin included, synced to your CRM.

Teams in Users management, each with its own permissions and members
Try itIn Settings, open Users management and press Create team.
Try itIn Settings, open Ownership rules and press Add rule.
+3 more in this job
  • Eva stays inside your permissions
  • Sign in with Google
  • Manage everyone from one list

And every day

Your everyday work got faster too

  • A cleaner look everywhere
  • Pages that load faster
  • Tables that fit how you work
  • Filters that read like a sentence
  • Edit right where you read
  • Empty cells offer the agent to fill them
  • Know the mix before you launch
  • Faces and logos on every list
  • Shortcuts to what you use most
  • A simpler Agent Training Center

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