The loop
A briefing before each client meeting, a debrief after — every time
So the workflow lives on the phone: FLO briefs your reps before each client meeting, debriefs them after, and writes everything down
Calls per meeting
calls per
client meeting
calendar sync
concierge line
A briefing before each client meeting, a debrief after — every time
Managers steer each call: notes, methodology, scripts they can lock
Summaries file to the CRM deal; lessons learned feed the next brief
Your own sales reps — never your customers. She phones the rep before each client meeting with a tailored briefing, and again after it for a debrief. In Romanian.
No. She only places the two calls around it — a briefing call before the meeting and a debrief call shortly after it ends. The meeting itself stays yours.
FLO retries automatically. The rep can also recover the debrief anytime with one tap on “Have FLO call me” — or by phoning her directly, day or night.
A Google Workspace or Microsoft 365 calendar, a Pipedrive or HubSpot CRM, and a workspace we set up for you. Your team signs in with their company accounts — no passwords.
The concierge line never closes