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The 2-Minute Blueprint

A real-life look at how one EVA + AI workflow
keeps deals moving forward - without dropped
balls or missed moments.

What Happens Without Support

The Challenge

Momentum drops when tasks slip through the cracks:

❌ Warm intros get forgotten

❌ Action items never get done

❌ Deals stall before they close

It’s not because you don’t care — it’s because your brain is full and
your systems aren’t built for follow-through.

How One EVA Keeps the Pipeline Moving

Here’s a real example from one of our EVAs supporting a founder leading sales:

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Step 1: Capture Meeting Notes with Fellow AI

✔ Fellow AI transcribes meetings in real time

✔ Action items and notes are automatically generated

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Step 2: Auto-Sync to HubSpot + monday.com

✔ Meeting notes and tasks are sent to the lead’s record in HubSpot

✔ Action items populate the monday.com lead tracking board instantly

✔ The board syncs back to HubSpot — full visibility, no double entry

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Step 3: Assign and Track Follow-Ups

 ✔ The EVA ensures every task has a clear owner and deadline

✔ No ambiguous next steps — just accountability

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Step 4: Notify and Nudge

✔ Slack notifications are sent to pipeline channels when deadlines approach

✔ The EVA monitors progress and nudges owners to keep things on track

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Step 5: Follow Through, Every Time

✔ The EVA makes sure nothing falls off the radar

✔ Follow-ups get done

✔ Proposals go out

✔ Deals close

Less Worry, More Wins

 No more dropped intros
 Follow-through rate dramatically increases
10+ hours/week saved and repurposed toward closing

Want an EVA like this on your team?

✔  We design the systems.

✔  We bring the support.

✔  You keep your momentum.

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