Sales & Outbound

Case Study Matcher

Recommends best-fit proof assets for each open deal.

Reps reach for the same two case studies regardless of fit, because finding the right one takes too long. The Case Study Matcher recommends the proof assets that actually match each open deal: same industry, same problem, same objection to overcome.

It matches deal attributes in memory against the proof assets the team has catalogued: case studies, references, and benchmark results. Reps receive per-deal recommendations with the reason for each match, refreshed as the deal evolves.

What it does

  • Recommends best-fit case studies and proof assets for each open deal.
  • Matches on industry, company size, use case, and the objection in play.
  • Explains why each asset fits so the rep can position it credibly.
  • Refreshes recommendations as the deal's stage and stakeholders change.
  • Tracks which assets appear in won deals so future matches favor what works.
  • Flags gaps where no strong proof asset exists for a common deal profile.

How it works

  1. 1Install the agent into your team's memory and catalogue your proof assets.
  2. 2Connect your CRM and document storage integration categories through OAuth.
  3. 3On schedule, and whenever a deal changes, the agent matches deal attributes to the catalogue.
  4. 4Recommendations land with the rep, each with the reason it fits this deal.
  5. 5The rep decides what to share with the prospect; the agent sends nothing itself.

Works with

CRM:SalesforceHubSpotPipedriveZoho CRMCloseWhere accounts, contacts and deals live.
Email (optional):GmailSendGridOutreachSalesloftInstantlySending and reading the messages this agent works with.
Calendar & scheduling (optional):Google CalendarCalendlyCal.comReading availability and booking meetings.
Call & meeting transcripts (optional):Fireflies.aiZoomMicrosoft TeamsOtter.aiGrainWhere recorded conversations come from.

You connect these from the memory's settings after installing — one provider per category is enough.

Runs on top of your team's shared memory — reads approved data only.

Sign up