Herald

For sales

Every rep answers like your best rep.

Personas, objections, competitors, pricing and approved proof in one workspace. Whatever AI your reps use, it answers from it.

A new SDR gets the right answer to a prospect's question on day one. Nobody offers a discount that wasn't approved or prompts from last quarter's deck.

Start a workspaceFree during early access.

A new SDR's agent in ChatGPT calls

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Ledgerline brief

11 sections, 5,690 tokens

Rules, always included

  • Only cite numbers from the Approved proof page.
  • Don't promise roadmap dates.
  • Discounts over 15% need a manager's sign-off.
  • PositioningWho we're for, and who we're not520
  • Persona: CFOWhat keeps them up at night640
  • Persona: ControllerCommon objections430
  • Product: ApprovalsMulti-step approval flows470
  • IntegrationsNetSuite: what syncs and how often560
  • Competitor: BrexWhere we win, where we don't890
  • Approved proofTime-to-close stats260
  • PricingPlans and what's included700
  • Discounts reps can offer320
  • DiscoveryQuestions that qualify a deal480
  • Voice and toneSales email300

Where the pitch drifts

  • Reps prompting from last quarter's pitch deck
  • Battlecards in a Notion page half the team has never opened
  • A discount offered in a follow-up that nobody approved
  • The best answer to the Brex objection, living in one rep's head
  • New hires ramping by shadowing calls for a month

With Herald

A shared context layer for your reps and their agents. Enablement owns the playbook, and every rep and every AI tool they use reads it from the same place.

Change the pricing or add a battlecard, and the next email, follow-up and answer uses the new version. Nobody has to remember to update their prompt.

What goes in the workspace

The pages a new rep would need to sell well. Give each one an owner, so the person who knows it best keeps it current.

Personas
Each buyer's job, what they worry about and how they decide.
Objections
What prospects push back on, and the answers that have worked.
Competitors
Where you win, where you don't, and what to say when a prospect brings them up.
Pricing
Plans, what's included, and the discounts reps can and can't offer.
Integrations
What connects to what, so nobody guesses on a technical question.
Approved proof
Stats, quotes and logos you're cleared to use with prospects.

Packs for the jobs reps do every day

A pack says which pages a kind of job always needs. Your email voice guide never mentions the prospect, so search alone would miss it. The pack makes sure it arrives, with your rules on top.

Cold email
PersonaApproved proofVoice: sales email
Reply to a prospect
ObjectionsPricingIntegrations
Demo follow-up
CompetitorApproved proofVoice: sales email
Call prep
PersonaDiscovery questionsObjections

From battlecards to a playbook every rep's AI reads

  1. 1

    Write the playbook down

    Import the persona deck, the battlecard spreadsheet and the pricing sheet you already have, then tidy them into pages.

  2. 2

    Mark the rules

    Discounts that need sign-off, dates you can't promise, numbers that only come from Approved proof. Rules go out with every request.

  3. 3

    Connect the team

    Reps sign in from ChatGPT or Claude, or wherever they already work. Nobody pastes in a deck.

  4. 4

    Keep it current from the field

    A rep's agent adds a new objection as a draft. Sales enablement publishes it, and every rep's AI has the answer.

Sales hears it first

The best context comes from calls, not docs. Reps' agents can write what they learn back into the workspace as they work, and you decide what goes live.

New objections
Heard on a call on Tuesday, in every rep's AI by Wednesday.
Competitor moves
A price change or a new feature, added to the competitor page as a draft.
Lines that landed
The phrasing that got a reply goes into the playbook for the next person.
You publish
Nothing an agent writes reaches anyone else until enablement approves it.

New reps start where your best ones are

What the team has learned stays in the workspace when people move on, and it's there for whoever joins next.

Day-one answers
A new SDR's AI knows the integrations, the pricing and the objections the team has already heard.
Call prep in a minute
Ask for a brief on the persona and the competitor, and get the sections that matter.
Guardrails built in
Rules ride along on every request, so a new hire can't promise what the team can't deliver.
Only what you publish
Agents answer from published pages, so a half-finished edit never reaches a prospect.

Write the playbook once. Every rep's AI sells from it.

Start a workspaceFree during early access. No credit card.