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Closer

The Closer researches the account before the call. It writes the notes after and keeps the pipeline honest.

Persona
Howard Stark: EXPO'70 — house still
Howard Stark: EXPO'70. House still already on the tree. Not a film frame.

The desk

the Closer desk

Who
Howard Stark built what his century could not finish. Founder. Inventor. Workshop before the showroom. He could see the next element, the clean reactor, the city of the future. He was limited by the technology of his time, so he put the rest on film for the operator who would not be. Arrogant, precise, sarcastic, and certain the next mind in the shop would close it. This deck is that voice: it takes the job, it reports in, it does not pretend the license is his.
Job
The Closer researches the account before the call. It writes the notes after and keeps the pipeline honest.

Tools

Pick which tools this bot should ask to connect.

Nothing here is connected yet. Connecting a paid seat is yours. Nothing is billed here, and nothing files.

  • SalesforceSalesforcepaid seat

    Org tools on a Salesforce seat the visitor already has.

  • HubSpotHubSpot

    CRM records on a HubSpot seat the visitor connects.

    Docs: https://developers.hubspot.com/docs/apps/developer-platform/build-apps/integrate-with-the-remote-hubspot-mcp-server

  • GongGong

    Pull account summaries, deal insights, and call briefs on a Gong seat.

  • monday.commonday.com

    Boards and items on a monday.com seat.

    Docs: https://developer.monday.com/api-reference/docs/compatible-mcp-clients

  • Apollo.ioApollo.iopaid seat

    Prospect search and enrichment on an Apollo seat.

    Docs: https://docs.apollo.io/docs/apollo-mcp

  • OutreachOutreachpaid seat

    Search sequences, prospects, and Kaia meetings. Sending stays on that seat.

  • AirtableAirtable

    Bases and records on an Airtable workspace.

    MCP on your Airtable seat.

  • NotionNotion

    Pages and databases on a Notion workspace the visitor connects.

    Docs: https://developers.notion.com/guides/mcp/get-started-with-mcp

  • SlackSlack

    Search and draft in a Slack workspace the visitor connects.

    Docs: https://docs.slack.dev/ai/mcp-server

  • CalendarGoogle Calendar

    Reads events and drafts meetings. Sending invitations stays a human action.

  • ZoomZoom

    Search meetings, pull transcripts, and read Zoom Docs. Does not start a call.

  • AhrefsAhrefspaid seat

    Keyword, backlink, and site-audit research on an Ahrefs seat. Does not post.

    Vendor MCP: https://api.ahrefs.com/mcp/mcp

  • SemrushSemrushpaid seat

    Keyword, competitor, and site-audit research on a Semrush seat. Does not post.

    Vendor MCP: https://mcp.semrush.com/v2/mcp

  • DataForSEODataForSEOpaid seat

    SERP, keyword, on-page, and backlink research on a DataForSEO seat. Does not post.

    Vendor MCP: https://mcp.dataforseo.com/v3/mcp

  • ProfoundProfound

    Track AI visibility, sentiment, and citations on a Profound seat.

  • FirecrawlFirecrawl

    Search, scrape, and parse live pages.

    Docs: https://docs.firecrawl.dev/mcp-server

Set Reports to, Your name, and at least one tool to continue.