AI for account executives

Coco handles the work between calls. Drafts your post-meeting follow-up while your call notes are still fresh. Updates the CRM with the new deal stage and next-step. Preps your next meeting from the deal context. Surfaces stalled deals before they slip. Every external action gates on your approval at the start. The math: 60 minutes of between-call admin becomes 10 minutes of review. About 8 credits per pre-meeting brief, 3-5 credits per follow-up draft. The pipeline velocity that the admin tax was quietly costing you comes back, and the forecasting stops breaking because the CRM is finally up to date when your manager asks.

Try Coco for free → · 1,000 credits free · no card · ~2-min setup

The AE admin tax

Between every customer-facing call, there's a stack of work that has to happen for the deal to move forward. The call notes have to land somewhere structured. The CRM stage needs to advance. The next-step task needs to queue. The follow-up email needs to draft. The prep for the next call needs to start.

Most AEs spend 45-75 minutes of admin between every external-facing hour. Across an eight-call day, that's 6-10 hours of admin on top of the eight hours of selling. The compounding doesn't fit in a workday, so something gets dropped:

The post-meeting follow-up drafts on Saturday morning instead of Friday afternoon. By then, the prospect's already cooled.
The CRM stage update happens during the next pipeline review, two weeks late. The forecasting blows up.
The deal-risk indicators (silent past threshold, missing decision-maker, stalled at a specific stage) live in your head instead of in the system. When the head gets busy, the deals slip.
The pre-call prep for the 9 AM tomorrow shrinks to "read the last email thread" instead of "actually understand where this deal is."

The fix isn't to work harder. It's to take the admin off the AE's plate so the AE can do the work the role exists for.

Six workflows for an AE

Specific work, with credit anchors so the cost stays predictable.

Pre-meeting briefs. The morning of a discovery or follow-up call, Coco's brief lands in your inbox: who's on the call, recent activity in the account, the deal stage, what the prospect cares about (inferred from prior conversation and public signals), the question you should ask if the conversation stalls, the risk to flag. About 8 credits per brief. Prep sales meetings →.

Post-meeting follow-up drafts. Five minutes after the call ends, Coco drafts the follow-up email from the call notes and the deal context. It references what you actually discussed, surfaces the next-step you agreed to, and queues in your Gmail Drafts. You review, edit one line if needed, approve. About 3-5 credits per follow-up draft. Automate follow-ups →.

Stalled-deal recovery. Coco watches your pipeline. Any deal silent past your threshold (default 7 days at the qualified stage, 14 days at the proposal stage) surfaces with a drafted re-engagement message, the inferred reason for the silence, and a proposed next move. About 5-7 credits per stalled-deal sweep. Reactivate stale deals →.

CRM hygiene per deal. After each meeting, Coco proposes the activity log entry, the stage change, and the next-step task. After each touch on a deal, Coco proposes the field updates that should follow (decision-maker added, technical evaluator added, competitive context noted). About 1-2 credits per record updated. Clean CRM data →.

Multi-thread management. Big deals have multiple threads: exec sponsor, technical evaluator, procurement, deal champion. Coco watches all of them, surfaces threads going quiet, drafts the nudges, flags when a key stakeholder hasn't been touched in over X days. About 3-5 credits per multi-thread follow-up draft.

Account research for warm intros and new prospects. Hand Coco an account; get back a brief with recent activity, public commentary, hiring signals, the trigger event you can reference, and the warm path (mutual connections, prior touches in the CRM you may not have seen). About 5-12 credits per researched account. Research accounts →.

Every external action gates on your approval at the start. Reading and drafting are free of approval; writing to your CRM, sending follow-ups, posting to Slack. All gated. Once you've approved enough runs of a workflow that you're comfortable with the output, you can pattern-approve it and let Coco run it on the schedule you set.

Coco in your day

Wednesday, the day after a heavy call block.

8:15 AM. Coffee. Open laptop. Coco's pre-meeting brief for your 9 AM discovery call is already in your inbox. Three minutes of reading — who, what triggered, what to ask, what to flag — replaces 25 minutes of context-pulling.

9:00 AM. Discovery call. Goes well.

9:55 AM. Five minutes after the call ends, Coco's drafted the follow-up email from your call notes. It references the specific pain point the prospect named, restates the next step, and queues in your Gmail Drafts. You read it, edit one paragraph to sharpen the value prop, approve. CRM stage update proposes alongside: discovery → qualified, decision-maker added. You approve. Total: 7 minutes of admin replacing what was 40 minutes.

11:00 AM. Second call of the day. Same pattern: brief → call → drafts → approve.

1:30 PM. Slack notification. Coco surfaced three stalled deals from your pipeline — one silent 11 days at qualified, one silent 16 days at proposal, one silent 9 days at technical-review. Drafted re-engagement messages on each. You review, approve two, send the third back for a different angle.

4:00 PM. End-of-day review. CRM is up to date. Follow-ups are queued. Tomorrow's pre-meeting briefs are scheduled to land at 8 AM. You spent maybe 45 minutes total on admin today instead of 4 hours.

Coco vs. sales engagement platform AI

If you use Outreach or Salesloft, you've seen their AI surfaces — Voyager AI, Rhythm AI, suggested replies, sequence intelligence. These live inside the sales engagement platform and run on the data inside it. They're useful for the in-platform work.

Coco is a different layer. The work Coco runs lives outside the sales engagement platform — meeting prep that spans your CRM, calendar, prior email threads, and public signals; post-meeting follow-up that respects context from a call that didn't happen inside the platform; stalled-deal sweeps that look across the full pipeline regardless of sequence membership. Coco coordinates with the platform AI rather than competing with it. See the Outreach integration → or the Salesloft integration → for how the cross-tool work runs.

Try Coco for free → · 1,000 credits free · no card · ~2-min setup

What Coco doesn't replace

Honest section.

The conversation. Discovery, qualification, demo, negotiation, close. Coco preps you for them. It doesn't have them.
Deal judgment. Whether to push, pause, walk, escalate. Whether the buying signals are real or theater. Whether the technical evaluator is sandbagging. Human work.
The relationship. Champion-building, executive sponsorship, the after-hours text from a prospect who's deciding between you and a competitor. Stays with you.
Negotiation. Coco can prep you with comp data and historical patterns; the negotiation itself is human.
Forecasting calls. Coco's data is cleaner so the forecasting is better, but the forecast itself — the read on whether this deal is real or aspirational — is yours.

Frequently asked questions

Will Coco draft for my exact voice?

Voice training on the Founder tier and above. Coco reads your sent email history and infers cadence, vocabulary, sign-off style, opening patterns. After a few rounds of edits and approvals, the first drafts read like yours. On Hobby tier, drafts use a default professional cadence; you'll do more editing.

Does Coco update CRM stages on its own?

Only with approval, at first. After every meeting, Coco proposes the stage change and the field updates; you approve them in one batch. Once you've approved enough of a specific pattern (for example, "advance to qualified after a successful discovery call with the decision-maker present"), you can pattern-approve the workflow so the stage updates run autonomously. The audit trail logs every change either way.

Can Coco prep me for a discovery call?

Yes — pre-meeting briefs are one of the core workflows. The brief covers who's on the call, recent activity in the account, what triggered the meeting, what the prospect cares about (from public signals and prior conversation), the question to ask if the conversation stalls, and the risk to flag. About 8 credits per brief. Most AEs schedule the brief to land in their inbox 30-60 minutes before each call.

What if my deal has unique context?

Coco reads what you connect — CRM, email threads, call recordings (if you have Gong, Chorus, or another transcription tool connected), Slack channels, Notion docs. Bring the context; Coco uses it. The more context Coco has, the sharper the brief and the follow-up draft.

Does Coco work alongside Gong, Chorus, etc.?

Yes — if connected, Coco reads call transcripts as context for the pre-meeting brief and the post-meeting follow-up draft. The integration is read-only by default; Coco doesn't write back to the call recording tool.

Get started

Pick the deal that's slipping. The one where the follow-up didn't ship Tuesday, or the one stuck at proposal for three weeks. Hand Coco the account context, approve the first run, see whether the drafted follow-up or stalled-deal recovery moves the deal.

Try Coco for free → · 1,000 credits free · no card · ~2-min setup

Or book a walkthrough → if you'd rather see it in action first.