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MAINFRAME FOR SALES & CLIENT TEAMS

Prepare the next conversation. Keep the next step visible.

Research an enquiry, prepare the account context and draft the follow-up. Work from your customer records so each conversation starts with the right background.

Find your first workflow
ILLUSTRATIVE OUTPUTNew enquiry: Harbour Logistics

Prospect research · Source-backed briefing

Fit
Requested service matches the service outline.
Unknown
Budget and decision date are not confirmed.
Prepared
Company brief and introduction draft.
Fictional example · Results depend on your sources and setup.

More room for the work that needs you.

Preparation, follow-up and record keeping take time between customer conversations. Details spread across the CRM, email and call notes. Give those tasks a consistent starting point, with missing information visible and drafts ready to review.

ONE WORKING DAY. CONNECTED JOBS.

Start with one job.
Build a useful rhythm.

These are illustrative workflows with fictional sample data. Each is configured for your sources, access and expected result.

When an enquiry is found · Configured checks

A new lead arrives. The preparation begins.

Configure Mainframe to detect new CRM leads, enrich available details, research the company, score the fit and prepare proposal and email drafts for review.

See inputs, output and setup

Discuss this workflow

ILLUSTRATIVE OUTPUTNew enquiry: Harbour Logistics

Prospect research · Source-backed briefing

Fit
Requested service matches the service outline.
Unknown
Budget and decision date are not confirmed.
Prepared
Company brief and introduction draft.
Fictional example · Results depend on your sources and setup.

Before the next conversation · When needed

Walk into your next meeting prepared.

Ask Mainframe to prepare a client briefing from meeting notes and accessible CRM records, including open commitments and questions for your next conversation.

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Discuss this workflow

ILLUSTRATIVE OUTPUTClient meeting brief

Alder Interiors · Website project · Thursday, 11:00

What changed
The client wants the website launch split into two phases. The booking journey is the first priority.
Decision for this call
Agree which pages and booking steps belong in phase one; keep the brand refresh outside this scope.
Questions to take in
Who signs off the booking flow? When can the team provide the service descriptions?
Fictional example · Results depend on your sources and setup.

During the weekly review · On a schedule

Finish Friday with next week’s follow-ups prepared.

A scheduled Mainframe routine reviews client notes and open CRM tasks, summarises the week and prepares follow-up drafts for your review.

See inputs, output and setup

Discuss this workflow

ILLUSTRATIVE OUTPUTNext week’s client follow-ups

Client delivery · Friday review

  1. Alder Interiors

    Confirm phase-one scope with Maya. Follow-up draft prepared for Monday.

  2. Harbour Logistics

    Request the missing service descriptions from Leo before Tuesday’s content review.

  3. Marlow Advisory

    Discovery notes ready for the account owner. No client follow-up needed this week.

Fictional example · Results depend on your sources and setup.

YOUR BUSINESS CONTEXT

Use what your team already knows.

Your service outline and fit criteria explain which enquiries matter. Accessible CRM records and meeting notes provide account history. Research should cite its sources and distinguish confirmed facts from information that still needs checking.

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THE NEXT RUN

Keep the latest picture in view.

On the next review, check the latest records for new replies and unresolved commitments. A completed follow-up should not keep appearing as new work. Source freshness and agreed matching rules are part of the setup.

A clear first step.

What should we set up first?

Choose one supported CRM account and a bounded lead-preparation job. Agree the matching and fit criteria, then test the company brief and drafts. Scheduled checks can support repeat runs; event triggers depend on the connected service.

Will it send outreach or change our CRM automatically?

The examples here prepare research and drafts. Sending messages or changing CRM records is a separate configured action with its own supported access. Connecting an account does not imply every possible action is enabled.

How do we get started?

Choose a workflow above and tell us about your sources and the result you need. Access begins with an enquiry, not an instant account. Compare platform plans or explore help setting up your first workflow.

Explore another perspective.

Owners & operations leaders

Know what needs you. Keep the rest moving.

Start the day with the meetings, messages and commitments that deserve your attention. Give recurring checks a home, so each review builds on the last.

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Consultants & agencies

Keep client work moving between meetings.

Prepare the briefing, shape the proposal and review outstanding commitments. Keep the context and the next piece of work together for each client.

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