Give every target account a room with its name on the deck.
For outbound and account-based selling, foyai turns an Attio list of target accounts into a personalized room for each one: your outbound template, a copy of your deck with the account's name and logo, and a way to book time. Reps review the rooms and send the links in their own outreach. Each visit is logged on the account in Attio and in the room's analytics, so follow-up starts with the accounts that looked.
Updated
From a list of forty accounts to the ones worth calling first.
An illustrative week. Quillstone sells account-reconciliation software to finance teams, and its sales lead keeps a list of 40 target accounts in Attio.
Sam selects the 40 companies on "Q4 target accounts" and runs Create Foyai Rooms. Each account gets a draft from the outbound template, with its own copy of the intro deck.
He checks the first ten, rewrites the opening line on two of them, publishes them, and adds each room link to the first email of his sequence.
Amara Osei, CFO at Kestrel Payments, opens the room, spends six minutes in the deck and forwards it to her controller. Sam gets a Slack message.
The rooms board in foyai shows Kestrel and Marlowe Freight opened theirs, and the visits are noted on both companies in Attio. Sam calls them first, with the room open.
Kestrel books an intro from the room's calendar. Once the call is recorded, foyai suggests updates to the same room from it, for Sam to accept.
One outbound template gives every account your best first impression.
A good outbound room is short. It tells the prospect why you reached out to them, shows two or three customers like them, and makes the next step easy. Put that in a room template with your deck, then in Room automation set it as the template for records without a deal stage. Target accounts that don't have a deal yet get it when you create their rooms.
Accounts you've never spoken to have no calls to draft from, so their rooms are personalized from Attio: the company's name and logo, the contact, and the rep who owns the account.
Start your follow-up with the accounts that opened their room.
Every visit adds a Foyai room activity note to the company in Attio, with who opened the room and what they looked at. In foyai, the rooms board puts the rooms buyers opened most recently at the top, and each room's analytics show visitors, sections and time per slide in the deck. Reps can also get a Slack message the first time a prospect opens their room.
A forwarded room shows up too. When the room asks for an email, the colleague the prospect forwarded it to appears by name.
