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Pocus AI Account Plan Generator — Custom sales strategies for your target accounts in seconds
Generate robust account plans in seconds. Pocus uses 10ks, websites, news, podcasts, and more to create a strategic account plan just for you. It even incorporates your value props to suggest how to pitch the account. Like chatGPT, built just for sellers.
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Hi all! Meredith from the Pocus team here.
The customer interviews we had when making this product were so illuminating. We heard over and over that reps wanted to be strategic but they didn't have the bandwidth. When you have hundreds of prospects in your book of business, there's just no time to do it all.
That's why I'm so excited to see this product live for anyone to use!
Now reps can stop wasting time on tedious research and spend it on what they do best: building relationships. Early testers said the AI account plan generator would save them over an hour per account when prospecting. That's hours back each day to be more strategic and consultative instead of jumping from tab to tab, researching!
Hope y'all love the AI account plan generator as much as we loved making it! Be sure to share your feedback in the comments - I can't wait to hear what you think. :)
@meredith_mcmanus1 This looks great, and I totally feel that customer problem you're solving for. Can't wait to give this a go!
@abi_odedeyi Thank you, Abi! Please share any feedback you have as you explore the product. And good luck on your launch - we'll be rooting for you!
She's a responsible lady with so much responsibility, a lady who doesn't give up despite the hardship, a lady who is always true to her words, a lady who's honesty is worth appreciating for she's indeed a good lady. Not only did she make things easier and better she also makes sure that her investors are happy. Thanks again for everything you did for me I really do appreciate
Telegram Username: @Mariarenee820
Congratulations on the launch of Pocus @sandy_mangat1, Would love to find out how you identified this specific problem and what has been the motivation behind working on this startup idea?
@bilalasif, thank you!!! We saw firsthand how much time sales teams were wasting on non-revenue-generating tasks like account planning, research, and call prep. When you're constantly context-switching and working across several tabs - the "toggle tax" is huge for productivity and, ultimately, revenue.
We're motivated by solving this problem for sellers so they can focus on what they do best - selling!
It's impressive that the tool can connect to LinkedIn Sales Nav, scrape the target's website and Google for public info like 10k. It must've been a lot of work to get those tools integrated. I can see how much effort this tool can save by automating it. I assume the AI behind the scene keeps updating every day on new info?
Congrats on the launch @sandy_mangat1 and team!
@tonyhanded nailed it Tony! Yes the Pocus AI model is constantly updating with new info. For our paid users, each customer gets a custom version of that model that is kept updated so account plans never go stale.
💡 Bright idea
Congrats to the Pocus team on the launch!
Reducing a lengthy, multi-step process into a tool that delivers insights in seconds is a significant achievement. It's clear this will have a meaningful impact on sales teams, allowing them to focus on what truly matters, building relationships and delivering value.
It would be great to see more customization options tailored to different industries or sales strategies. This could make the tool even more versatile for users with specific needs.
Best of luck!!!
@shadmannazim Thank you so much for this feedback Shadman! We've had a couple of requests for sales strategy customization and I totally see the value. Sharing this with our engineering team so we can tackle it next.
@meredith_mcmanus1
Absolutely love the energy! Awesome work, Pocus AI Account Plan Generator team! You’re really knocking it out of the park! ❤️🔥
@shadmannazim Great idea!! I'm glad you're getting value out of it already – excited to make this work even better in the near term! 💜
Such a great tool for startup founders! With such a small team, research has been a crutch of ours. This tool has allowed us be strategic and personal with our outreach – even with very little bandwidth. Thanks @sandy_mangat1, @meredith_mcmanus1 and the Pocus team! Congrats on the launch!
@meredith_mcmanus1 @dfanton love that it’s helpful to founders! Running a company usually means you have little to no time for prep.
Very cool! Mobile web UI needs a drop of work (doubling of of fields and weird keyboard overlap) but otherwise love the product and idea!
@justin_rockmore great feedback Justin! This is definitely not optimized for mobile right now. cc: @jrnxf
Wow awesome! Watched the demo video, and I'm so amazed by:
1) The apt naming
2) The design (only two inputs, lots of cool animations, consistent color theme)
3) How far AI has come
Quick question: what happens if the company you work for or want to research is a private company w/ little public information?
Great job team, and congrats on the awesome launch!
@the_han_kim great question Han! The AI does its best to find helpful info but if you’re on our paid plan you can also ingest your own data to aggregate insights.
This looks really cool. I like how you’ve kept it so simple, but it’s still customizable. I’m excited to try this out.
@justin_gallagher Thanks so much for giving it a try! We really wanted to make it as easy-to-use as possible so reps don't have to spend time or mental energy - just a few clicks and voila! Here's all the info you need to be successful.
@justin_gallagher Thank you so much! We worked really hard to make it frictionless – let us know how you like it!
Congrats to the Pocus team! 🎉 The AI Account Plan Generator is a brilliant solution for freeing up time and helping reps focus on what matters most-building strong customer relationships. Can’t wait to see the impact
@vietpham Thanks so much, Jonathan! Really stoked to hear you see so much value in our product. :) We're just getting started!!
Can't wait to give this a try and share with others. This is a game changer for an already smooth and powerful product. Congrats team!
@paul_irvinggtm Thank you Paul!!! I bet a few of the SDR leaders in the GTMFund community would love to get their hands on this.
@paul_irvinggtm Paul thank you so much for your support!! Excited to see what the rest of GTMFund thinks!
love it. My CSMs are always thinking about ways to quickly researcg and gain perspective on a strategy to approach an account. This allows us to do that at scale
@jjthenwood You nailed it, John! Everyone on GTM, from CS to Sales to Marketing, wins when we're more strategic. Excited to see more use cases unlocked for everyone!
This is pretty impressive!
Even though Segwise (the company i work for) didn't show up, Pocus did a good job of finding information about it!
Curious to know how you do that?
Also, for the company i want to research - i couldn't find one of them. That could have a custom field as well similar to the previous (company i work for) flow. The only way the custom input field option shows up is if there are no matches, but if there are matches and your choice of research company isnt visible - there's no way to add it.
@ana_rottaro thank you for your support Ana! Great to have customers like you guiding our roadmap. Your feedback over the years has been invaluable!
Congrats the launch! Making a good account plan easy to make is such a great idea. All the best AEs do this.
@dave_rigotti1 Thanks for your support, Dave! We heard over and over from sellers that they want to do this research for every account... they just don't have time! And newer reps often have to figure out a research strategy from scratch. We know this tool can help everyone, from experienced AE to brand-new SDR, get hours back in their day to focus on building relationships with customers and prospects.
@dave_rigotti1 Thank you so much for your kind words and support! We’re thrilled to hear that you see value in making account planning easier. It’s feedback like yours that keeps us motivated to build tools that help AEs succeed. Excited to see what you’ll achieve with it!
Wow! @alexa_grabell, @isaac_pohl_zaretsky, and the whole Pocus team are overwhelmed with this response, thank you to everyone who has tried the tool today and shared it with your coworkers!!!
I wanted to share that this free tool is just the tip of the iceberg, and if you’re curious, to get even more insights and bring your AI account plans everywhere.
Check out this demo: https://www.loom.com/share/0ea09...
The paid version includes integration with YOUR data sources like CRM, access to our Chrome extension, and calendar integration.
Congrats on an awesome launch! My outbound team beta-tested this this to help speed up outbound research, I was really impressed by the level of detail it provides and how it actually understands your value props, not just generic messaging.
@natalie_marcotullio2 Thank you so much for your support, Natalie! We loved working with the Navattic team to test and improve our early versions. We can't wait to keep partnering on the future iterations of the tool. Your feedback has been so valuable thus far!
This will be so helpful on days where I'm back to back and don't have time to prep for calls. Especially key as so much of our business is relationship-driven. Excited to dig-in.
@omidedwin 100% I have to confess I didn't always prep for calls because of the back-to-back calendar. This makes it so much easier. The paid version actually has calendar integration, which has been a lifesaver!!!
Huge launch from the Pocus team! Account plans are demanding, and take time. This is going to help sales/ success teams become so efficient!
@aaron_geller2 Thanks for your support, Aaron! I'm so excited by the wins that our early users and design partners were seeing. Hours saved and breaking into accounts faster than ever!
Super stoked that this live in the world! Have used this to prep for conversations and found it so helpful! Excited for others to no longer have to use dozens of chrome tabs just to create detailed account plans
@jaredmk We have truly entered the future!! Really excited to hear we're cutting down on your tab chaos. Can't wait to hear more feedback!
Pocus AI Account Plan Generator