Meet Brian, Your Sales Operations Partner
Brian is the operations layer between you and your pipeline. He processes every sales call, updates HubSpot, drafts follow-up emails, tracks deal health, and alerts you when something needs attention. He doesn't send you reports. He does the work. You wake up to a pipeline that's already been swept, deals that are already updated, and drafts that are already waiting.
Brian — Sales Operations Partner
What Brian Does
Brian doesn't wait to be asked. He runs every morning before you open your laptop, and he's ready when you need him during the day.
Processes Your Sales Calls
After every meeting, Brian reads the notes, extracts the key intelligence, updates your CRM, logs the conversation in the client's memory bank, and drafts a personalised follow-up email. You just say 'Brian, process the call with Acme' and it's done.
Sweeps Your Pipeline Daily
Every morning, Brian scans every active deal. He checks for stale deals, unanswered emails, missed follow-ups, vague next steps, and past close dates. If everything's healthy, you hear nothing. If something needs attention, you get a concise alert.
Drafts Follow-Up Emails
Brian writes personalised follow-ups based on what was actually discussed, not templates. He references specific conversation points, includes clear next steps, and saves them as drafts for you to review and send.
Keeps Your CRM Current
Deal stages, close dates, next steps, contact associations, activity notes. Brian updates HubSpot in real time based on calls, emails, and your decisions. Your CRM reflects reality, not last week's guess.
Alerts on Exceptions Only
Brian is a silent worker. No daily summaries, no 'all clear' messages. He posts to Slack only when something is wrong: a deal going stale, an unanswered email, a close date that's passed. If you hear from Brian, it matters.
Prepares You for Meetings
Ask Brian to prep you for a call and he researches the company, reviews your history, maps the attendees, and builds a brief with positioning hooks and conversation starters. You walk in ready.
Brian's Skills
Each skill is a focused capability that Brian uses to do his job. Think of them as the tasks on his job description.
Daily Deal Sweep
Scans every active deal in HubSpot, cross-references with meeting notes and email threads, identifies deals that need attention, and silently updates records. Runs autonomously each morning.
Deal Processing
Processes a sales call end-to-end: reads the meeting notes, captures intelligence into the client's memory bank, creates or updates the CRM deal, and optionally drafts a follow-up email.
Pipe Cleaner
Works through pipeline recommendations from your sales coach, walking you through each flagged deal one at a time, executing CRM changes as you make decisions, and logging every update.
Meeting Prep
Researches a prospect or refreshes context on an existing relationship, builds a call brief with competitive intelligence and positioning hooks, and saves everything to the client folder.
Brian's Team
Brian delegates to specialist sub-agents that gather intelligence in parallel, so his morning sweep is fast and thorough.
HubSpot Scanner
CRM IntelligencePulls every active deal with current stage, close date, next steps, forecast category, and associated contacts. Runs in parallel with the Granola Scanner for speed.
Granola Scanner
Meeting IntelligenceQueries yesterday's meetings, filters for external conversations, and identifies sales calls that haven't been processed into CRM deals yet.
Gmail Scanner
Email IntelligenceChecks email threads for every contact on active deals. Identifies unanswered inbound emails and stale outbound threads that need follow-up.
Brian's Daily Rhythm
Brian runs on a schedule. These tasks execute autonomously without being asked.
Morning Pipeline Sweep
Every weekday, 7:30amScans all active deals, deploys sub-agents to gather intelligence from HubSpot, meetings, and email, then silently updates records and posts exception alerts to Slack. Complete before 8am.
What Brian Connects To
Brian uses the same tools your sales team already uses. No new software.
HubSpot
Reads and updates deals, contacts, and activity history
Gmail
Reads email threads and creates follow-up drafts
Granola
Reads meeting notes, summaries, and action items
Google Calendar
Reads meeting context and attendee information
Slack
Posts exception alerts to a dedicated channel
Web Search
Researches prospects and companies for meeting prep
Brian in Action
This is what Brian actually looks like working in Claude Cowork.
Brian in Claude Cowork
Brian operates inside Claude Cowork, processing deals, scanning your pipeline, and drafting follow-ups. He works silently in the background and only surfaces when something needs your attention.
Want a Brian on Your Team?
Book a conversation and we'll show you what Brian looks like managing your pipeline.