10 field notes. A useful place to begin.
Sales / A PRACTICAL START
Before you choose
Collide CRM.
The next conversation deserves a little more context.
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Less chasing context. More building relationships. Give your customer conversations, sales priorities, and next steps a clearer home. A useful evaluation starts by connecting that intention to your actual work.
01Keep the relationship in view
A contact is more than a name in a list. Your team needs to understand the conversation so far, the people involved, and the next useful step. Evaluate your CRM around that shared context.
02Give your pipeline a clearer rhythm
Map the stages between first interest and a decision. Discuss how your team records progress, assigns responsibility, and spots opportunities that need attention.
03Make follow-up a team habit
Start with one real sales handoff. Look at what information the next person needs and how the process avoids repeated questions or missed conversations.
Take this question with youCan the next person understand the relationship without asking for the whole story again?
Explore the product ↗Growth / A PRACTICAL START
Before you choose
AI Website Audit.
A better website starts with a clearer question.
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Find the friction hiding in your website. Turn a long list of concerns into a clearer brief for your next improvement. A useful evaluation starts by connecting that intention to your actual work.
01Start with the website you have
An audit gives your team a starting point for investigation. Look at the pages supporting your most important visitor journeys and the questions they should answer.
02Connect SEO and the visitor experience
Technical SEO, performance, and content all shape how a website is understood and used. Review findings in the context of the action you want visitors to take.
03Turn observations into priorities
Confirm the issue, identify the affected pages, and agree who owns the next step. Treat audit recommendations as inputs to a practical improvement plan.
Take this question with youDoes the review give your team a clearer, evidence-led improvement brief?
Explore the product ↗Growth / A PRACTICAL START
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Blogmates.
Give your knowledge a more useful first draft.
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Give good ideas a better first draft. Shape search-focused articles around real reader questions, your expertise, and a recognisable voice. A useful evaluation starts by connecting that intention to your actual work.
01Start with the question behind the search
Give each article a clear reader and a clear purpose. Build the brief around what someone needs to understand, rather than repeating keywords without useful context.
02Bring your knowledge into the draft
Examples, experience, and product understanding give your content a reason to exist. Use AI assistance within an editorial process that makes space for those contributions.
03Keep the final judgement with your team
Review claims, sources, structure, and tone before publishing. Discuss the available research, drafting, optimisation, and publishing workflow during your evaluation.
Take this question with youDoes the brief give the article a purpose beyond including the right phrase?
Explore the product ↗Creative / A PRACTICAL START
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Video Generation.
Some ideas are better when they move.
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Give the idea some motion. Explore a video workflow for campaign concepts, product stories, and the moments worth showing. A useful evaluation starts by connecting that intention to your actual work.
01Build a brief before you build a video
Define the message, the audience, and the action you want someone to take. A focused brief makes it easier to judge whether the output does its job.
02Explore the direction, then refine it
Bring examples of pacing, composition, and tone. Discuss the available input methods, editing options, and supported output formats before planning production.
03Prepare for the channel
A product story, an ad concept, and a short social clip have different demands. Evaluate the workflow using a representative brief for the channel you actually use.
Take this question with youDoes the resulting direction make the idea easier to discuss and refine?
Explore the product ↗Sales / A PRACTICAL START
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Email Automation.
The next message should have a reason to arrive.
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Keep the conversation moving. Explore more deliberate email journeys for the messages your customers actually need next. A useful evaluation starts by connecting that intention to your actual work.
01Design the journey before the sequence
Map what starts the conversation and what should happen next. Clear timing and a useful message matter more than sending for the sake of activity.
02Bring relevance to recurring communication
Separate different audiences and needs in your brief. Discuss how the available workflow handles triggers, message preparation, and review.
03Evaluate the whole sending setup
Ask about supported providers, sending requirements, preferences, and measurement. Confirm the controls your team needs before connecting a live audience.
Take this question with youIs the proposed journey timely and relevant to the person receiving it?
Explore the product ↗Creative / A PRACTICAL START
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Image Generation.
See where a good visual brief can take you.
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See the idea before you settle on it. Explore visual directions for campaign concepts, content, and a brand with something to say. A useful evaluation starts by connecting that intention to your actual work.
01Give the visual a clear job
Start with the message and where the image will appear. Define the composition, mood, audience, and practical space the design needs to leave for copy.
02Explore more than one direction
Bring references that explain what you like about a visual, from lighting to materials to colour. Discuss how the product supports iteration around that brief.
03Review before a visual goes live
Check accuracy, brand fit, artefacts, and the suitability of the final asset. Confirm output specifications and applicable usage terms before using it in a campaign.
Take this question with youDo the explored directions make the creative conversation more specific?
Explore the product ↗Growth / A PRACTICAL START
Before you choose
SMM Handler.
A social presence with something to say.
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Give your social presence a little more intention. Bring the calendar, the message, and the next conversation into focus. A useful evaluation starts by connecting that intention to your actual work.
01Plan around a message worth sharing
Build your calendar around themes your audience cares about. Connect the content to a real product, idea, or conversation rather than filling empty dates.
02Make the handoffs easier to follow
Map how an idea becomes a draft, a visual, an approval, and a finished post. Evaluate the product against the people who participate in that process.
03Match the workflow to your channels
Bring the platforms and formats you use to the demo. Discuss supported publishing, planning, review, and reporting capabilities for your specific setup.
Take this question with youDoes each planned post have a clear purpose and a relevant audience?
Explore the product ↗Operations / A PRACTICAL START
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AI Data Quality.
Give the information behind your work some attention.
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Better decisions need better information. Bring attention to the duplicate, incomplete, and inconsistent records behind your daily work. A useful evaluation starts by connecting that intention to your actual work.
01Define what a useful record looks like
Agree which fields your team actually needs and how that information supports a decision. Quality should be assessed against the work the data has to do.
02Investigate the problems that repeat
Duplicates, inconsistent formats, and missing details can travel across workflows. Start with a representative sample and identify the issues that matter most.
03Evaluate changes before wider use
Discuss validation, matching, standardisation, enrichment, and reporting. Confirm review expectations and how any updates would be applied in your environment.
Take this question with youCan the team describe quality in practical terms instead of counting filled-in fields?
Explore the product ↗Operations / A PRACTICAL START
Before you choose
Automation.
Make the handoff a little less hands-on.
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Make the handoff less hands-on. Explore the recurring steps, scattered updates, and repeat tasks that deserve a better way through. A useful evaluation starts by connecting that intention to your actual work.
01Map the process before connecting it
Identify what starts the work, the information each step needs, and who is responsible for the outcome. A shared process map makes the evaluation concrete.
02Keep judgement where it belongs
Some steps follow rules. Others need a person to review or decide. Include approval needs and exceptional cases in the workflow you bring to the demo.
03Choose a useful first workflow
Start with a bounded, recurring process. Agree what a successful run looks like and how your team would handle interruptions or incomplete information.
Take this question with youIs the process clear enough to describe one successful run from beginning to end?
Explore the product ↗Support / A PRACTICAL START
Before you choose
Collide Chat.
A useful answer is a good place to start.
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Make a good question easier to answer. Explore a conversational experience shaped around the people asking and the information they need. A useful evaluation starts by connecting that intention to your actual work.
01Start with the questions that matter
Bring examples of common enquiries and the kinds of answers people need. Decide what the experience should help someone understand or do.
02Define the boundaries of the conversation
Identify the topics, sources, and situations the workflow should cover. Discuss how unsupported questions and requests for human help would be handled.
03Evaluate the experience with real scenarios
Test representative questions and review the quality of the response. Confirm supported deployment options, information sources, and conversation controls before rollout.
Take this question with youDoes the proposed conversation help the person, rather than simply produce a fluent response?
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