Workflow 03 / Sales companion
A bespoke browser companion for B2B salespeople. It helps you review the professional profile and company context you choose, organise source-linked research, note possible business issues as labelled inferences, and draft a call opener or first email for you to edit.
Available to scope and build for your team. Drafts are for your review; nothing is sent on your behalf.
Your sources. Your call structure. Your judgement on every draft.
Nothing is sent automatically.
Account research
Labelled inferences
Drafts for human review
01 / What it helps with
The companion works in your browser alongside the pages you are already reading. It keeps the sources visible and the guesses labelled, so you can review and correct it.
Open a company website or a public professional profile and the companion helps you pull out the business facts that matter for a first call: what the company sells, what has changed, and what the role is responsible for.
Account researchEvery note keeps a link to where it came from. Observations sit in one column and possible business issues in another, marked as inferences, so the difference is never lost when you are on the phone.
Observation and inference, separatedFrom the notes, it drafts a cold-call script in your agreed structure and a short first email. You edit, you decide, you send. The companion sends nothing.
Drafts, never dispatch02 / Fictional example
An invented company and an unnamed role. Nothing here is real research, and the structure is the point: one observation, one labelled guess, a six-part opener and a short email.
Subject: Slow stock across three depots
Hello,
Out of the blue, so I will keep this short. I work with B2B distributors on sales and stock reporting. Your website lists consumables and equipment across three depots, which made me wonder about two things: whether recent stock arrivals get flagged as slow before they have had time to sell, and whether a regular customer’s orders dropping off is noticed before the quarter end. I do not know whether either applies to you.
If either is on the agenda, I would be glad to share what a checked weekly review looks like in a 15-minute call, using sample data. If it is a future topic, a one-line reply is welcome too.
Kind regards
Drafted for editing. The salesperson decides what to keep, what to change and whether to send at all.
A Sales Sidekick build would use your sources, your call structure and your wording, agreed before anything is built.
03 / How a build is agreed
Each build is scoped with the sales team. The browser workflow, the sources it may read and the access it has are agreed before anything is built, and written down.
Every build starts the same way: Mumin understands the work with your team, agrees the right workflow and its success checks, builds and tests with the people who will use it, then hands over with support as agreed. How projects work.
Read about preparing a first conversationAgree which pages and business records the companion may use: only those your team chooses and is authorised to use, such as company websites, the public profiles a salesperson opens and your own CRM notes. No unsolicited private-data collection and no bulk profile scraping.
Your opener, your update, your close. The six-part structure shown above is a starting point; the wording is yours.
Configure the companion, then test it on a handful of real preparation sessions with the team, including the cases where it should say “not enough to go on”.
Hand over with written notes, agree who owns updates to wording and sources, and agree what support looks like if the team wants it.
Practical reading
One article on preparing a first sales conversation, and two on the reporting questions the fictional example above points at.
Business evidence before biography, observations separated from hypotheses, and the six-part call structure with an invented sample.
Why a blanket 90-day rule misses normal order cycles, and how to compare each account with its own usual interval.
Equivalent film codes, reconciled totals and the checks that make a combined stock view trustworthy.
A few practical questions
You open a company website or a public profile as you normally would. The companion helps you note the business facts that matter, records possible issues as labelled guesses, and drafts an opener and a short email in your agreed structure for you to edit.
Only pages and business records your team chooses and is authorised to use, such as company websites, the public profiles a salesperson opens and your own CRM notes. It is independent of LinkedIn and works within the terms of the sites you use. It does not scrape profiles in bulk or collect private data.
You do. Every script and email is a draft for a person to edit, send or discard. The companion sends nothing and makes no calls.
No. Sales Sidekick is a bespoke build available to scope for a sales team, with no public download. The browser workflow, sources and access are agreed for each build.
Handover includes written notes on the wording and sources. If you want ongoing support for updates, we agree what it covers before the project ends.
They are separate. Internal AI assistants and website assistants are built for B2B suppliers and distributors. Sales Sidekick is for B2B sales professionals in any sector. The fictional example above uses an invented distributor only to show how they connect.
A 15-minute conversation
Tell us how your team prepares for a first call today, and we will talk through what a Sales Sidekick built around your sources and call structure could look like.
Email about a Sales SidekickOpens your email app. We’ll agree a time by email. No preparation needed.
