Platform

The work around every opportunity, connected.

Why this lead now, what proves it, what the next touch is, and the exact words.

Where it fits

Between your leads and your conversations.

RevBraid takes leads from wherever you find them and turns each one into the next right step on the channels you already use.

Your leads
Lead data partners
Sales Navigator and LinkedIn
Your own network and referrals
RevBraid
Research and the reason to reach out
The next message, in your voice
Call preparation and live script
Nurture for quiet leads
Reports for sellers and managers
Your channels
Your email
LinkedIn
Phone and text
The meeting
Who uses it
Account executives and senior sellersBusiness development and partnership leadsFounders and executives who still sellSales leaders who coach a team

Manufacturing / Logistics / Healthcare / Financial services / Professional services / Construction / Energy / Industrial equipment

The product

One lead, worked from the book to the call.

1 of 4
  • 1 of 4Your book, ranked, with the reason for each lead.Pipeline sorts every account by its next move, then by the fit score from our lead data partner, and shows why this lead is worth a touch now, with the source.
  • 2 of 4What is due today, with the message ready.Today lists every touch that is due, a touch being one email, LinkedIn note or call. The next one opens with the message written in your voice and checked, and it opens in your own Outlook.
  • 3 of 4The whole track, one touch at a time.Each lead follows a sequence set up for your company, for example nine touches over fifteen business days. Only the touch that is due is written. The rest stay a one-line plan, and your edits stay yours.
  • 4 of 4The call, with the words and the evidence in front of you.Call Studio shows the script in call order, in large type, with the evidence beside it. U.S. numbers are checked before the call is due, and you log the outcome when you hang up.
Illustrative data, invented companies

One account. Two people, two reasons.

Company, contacts, fit, evidence, research, sequence and timeline on one screen. Up to two people at one company, each on a different signal. A reply from one holds the other.

KC
Kestrel Cold Chain
Food logistics, score 82
Dana WhitfieldActive
On the new VP and the second distribution center
Lee ParkActive
On the fleet expansion, first touch in 3 days
Illustrative data, invented company
Anchor signalGood
New VP of Operations in July, second distribution center announced
Press release, Sep 18
Delivered signalOutdated
Won a regional safety award
Press release, fourteen months ago
Researched againFresh signal found
Fleet expansion announced for the first quarter
Company blog, Sep 29

Why this account, and why now.

Signals arrive with a source and a date, ranked, with one anchor. Weak or old news is researched again before writing. Sellers rate each signal, and a lead with nothing usable is held for a new one.

Messages written one at a time. Checked before you see them.

The next message only, when it is due, from the facts and the last touch, in the seller's own voice. Facts are shared across the team. Voice is personal.

Every message passes
  • Names, numbers, dates in the facts
  • The news sentence read twice
  • A question that fits the news
  • One ask, one easy out
In the seller's voice

Built from the seller's approved lines and own writing. Two sellers on the same lead get the same facts and different words.

Unsure of a message? *

It carries an asterisk and the reason, with three choices.

Tighten with AIEditLooks fine

The next touch, without automating judgment.

A configured track across email, LinkedIn, phone and text. The touch that is due is written. The rest are a one-line plan. When work piles up, one action spreads it over the coming days.

Day 3EmailSent
Day 6CallSpoke with them, note logged
Day 8EmailPrepared, due today
Day 10LinkedInPlan: a short note
Day 12CommentPlan: on their own post
Day 13CallPlan: the final attempt
Illustrative. Your company's tracks are its own.

Walk into the call reading forward.

Call Studio for cold and follow-up calls. Voicemail written to be said aloud. U.S. numbers checked first. A voicemail is picked up in the next email, and a logged reply shapes the answer.

Voicemail, Marcus Reyes, Brightwater ClinicsCall Marcus

Marcus, this is Sam at Northpoint. I saw Brightwater opened three new clinics this year and is consolidating suppliers. You can reach me at this number, or reply to my email. If it is not a fit, just say so.

Log the outcomeLeft a voicemailSpoke with themNo answer
Illustrative data, invented company

Email, LinkedIn, phone and text. One thread.

EmailOpens in Outlook with the message in place.
LinkedInConnect, note, and a comment on their own post.
PhoneCold and follow-up calls, voicemail you can say aloud.
TextIn place of a written step, sent from your phone.

U.S. numbers are checked before the call is due.

Call Studio, Marcus Reyes, Brightwater Clinics02:14
Call Marcus

Hi Marcus, this is Sam with Northpoint. I saw Brightwater opened three new clinics this year and is consolidating suppliers. How is the day to day keeping up with all of that?

Spoke with themNo answerLeft a voicemail
Illustrative data, invented company

Your day in your pocket. It talks you through it.

Press play and RevBraid reads you the day, a lead or the week. Listen on the way in.

9:41
Today
Good morning, Sam.
"One thing is time sensitive. Cedar Ridge closes RFP questions at five. Then three touches, starting with Kestrel."
Your day, read aloud
Cedar Ridge Manufacturing
Expires today, email 3
Kestrel Cold Chain
LinkedIn note ready
Brightwater Clinics
Call at 2 pm, script ready
Listen to your day
Read aloud in a calm human voice
9:41
Kestrel Cold Chain
Dana Whitfield
Email, day 8

Dana, thanks for the time on Thursday. You mentioned the decisions for the new site wait for the November budget review.

Would a short note on how a similar opening was planned help before that review?

From the reply you logged, Sep 24
Open in OutlookEdit
Send from anywhere
One tap to your mail app
9:41
Call Studio02:14
Call Marcus

Hi Marcus, this is Sam with Northpoint. I saw Brightwater opened three new clinics this year. How is the day to day keeping up with all of that?

No answerLeft a voicemailSpoke with them
Call from the road
Large type, outcome logged
Illustrative data, invented companies

Open the day. See why it matters.

TodayPipelineNurtureCalendarReports
Good morning, Sam. One thing is time sensitive.
Thursday, October 1
Expires today
Cedar Ridge Manufacturing
RFP questions close at 5 pm
Copy email
LinkedIn
Kestrel Cold Chain
Note on the second distribution center
Copy LinkedIn note
Text
Tidewater Marine Supply
In place of email 3, checked mobile
Copy message
Email
Quill Financial *
Check this one before you send it
The second sentence repeats the news. Tighten it before you send?
Looks fine
Illustrative data, invented companies
  1. 08:10
    Today
    What is due, in which channel, with the message ready.
  2. 08:25
    The lead
    Evidence and message on one screen. Your edits stay.
  3. 08:40
    The send door
    You send. The next touch is prepared in the background.
  4. 14:00
    Call Studio
    The script in call order. The outcome logged when you hang up.

Reports that read like a sentence.

One headline, four results, what needs attention. Every number traces to a recorded action.

RevBraidfor your sales team
WEEKLY REPORT
The week of September 28
What the team sent, how the book moved, and what changed on your screens.
48
new leads
176
leads worked
312
touches sent
6
responses
THE WEEK IN NUMBERS
312 touches on 176 leads, in five days
Every touch is one a seller sent personally. Wednesday was the busiest day.
Touches by day and channel● LinkedIn● Email● Phone
58
Mon
74
Tue
96
Wed
52
Thu
32
Fri
Channel mix
312
LinkedIn 100 Email 162 Phone 50
New leads received
48
FIVE WEEKS
The most touches in five weeks
Each week against the four before it.
● Touches sent● Leads worked
Book by status
Email sent 184Moved to Nurture 88In conversation 36Ready to start 92
The weekly report, designed to be read

The team's week as a short, illustrated PDF, made in the app for any finished week. Each seller gets their own.

Illustrative data, invented figures
Your weekFor the salesperson
You worked 31 leads this week, and two conversations moved forward.
64
touches sent
5
replies
2
meetings
0
late touches
Needs attention: 2 replies waiting on you.
MonTueWedThuFri
Morning snapshot, 07:45For the manager
The team sent 112 touches yesterday. Three leads are behind schedule.
186
leads worked
9
replied
4
positive replies
2
meetings booked
Needs attention: 3 leads behind schedule.
Email72
LinkedIn58
Phone41

Also: weekly digest, activity, calendar, nurture and results by person. Most can be read aloud, and the weekly digest and the campaign report export to Word. Illustrative data.

One product, set up for each company

Each company runs on its own sales method, sequences, lead criteria and branding, held in configuration, not in code. A new company is set up in weeks, and nothing about one company changes another.

Built for a team with no sales operations

The Academy teaches the method and every screen. Each screen carries its own help, updated with the product. A support request is filed from inside the product, and most close the same day.

All of it works in the product today.

Leads
Your own network. Add a name and company. The company is researched.
Intake that checks first. Anything unusual stops for a person.
Two contacts, two reasons. Never two sequences on one signal.
Signals the seller rates. Good, weak or outdated.
Work
Phone and text checks.
A fresh plan for late work. One action, spread over the coming days.
Spoken briefings. The day, a lead or a report, read aloud.
The weekly report. A short illustrated PDF of any finished week.
Client decks. Per lead, from your own slide library.
Team
Distribution and handover. Proposed from rules, reviewed, applied.
Academy and help. Narrated courses and help that knows your screen.
Cost visibility. AI spend per person, against a monthly cap.
Multi-company by design. Each company with its own branding, playbooks and voice.

What RevBraid is not.

Not a CRM

It produces the next action and the words.

Not a lead source

It works the leads you bring.

Not a volume tool

A weak lead is held, not blasted.

See it on a real lead in your own market.

Request a demo How it works