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Connected systems, shared sales context and practical training

Give AI the context to help. Give your team the confidence to use it.

HubSpot and Salesforce now ship AI connectors and sales skills of their own, and your sellers may already use ChatGPT or Claude on the side. Switching the tools on is the easy part. What makes them useful is the rest: records worth reading, your company’s sales knowledge in one approved place, clear rules on what AI may change, and a team that knows how to check the output. We set that up, then train your team using their actual work.

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GTM brainExample
Customer profiles
Current
Positioning
Current
Objections
Current
Playbooks
Due
  • Each source has a named owner
  • CRM access scoped by role
  • Playbook update due, owner notified

See how AI gets the right context and access.

Watch the 2:13 walkthrough: approved sales context, clear permissions, and repeatable work your whole team can trust.

AI readiness · 2:13Book a discovery call

Connected sales systems

Switch on what you already have.

HubSpot’s Claude connector is free on every HubSpot plan, and its sales plugin adds call prep, daily briefs and call logging. Salesforce is rolling out the same inside Claude. We set these up first, check them against your real records, and connect meeting notes and approved documents where the built-in tools stop.

We agree on what AI can read, what it can change and where a person needs to approve the result. The starting point is your existing stack and the work you want it to support.

Your GTM brain

Your company’s sales knowledge, organized for AI to use.

01

Who you sell to and why they buy

Ideal customer profiles, buying situations, positioning, products and approved messaging.

02

What supports the conversation

Case studies, proof points, common objections and competitive context, linked to their approved sources.

03

How your team sells

Discovery guidance, qualification criteria, sales playbooks, templates and examples of good work.

04

What the team can promise

Pricing guidance and commercial approval rules, with responsibility for reviewing and updating them.

A maintained source of truth

Keep shared knowledge current and access appropriate.

We identify the source of truth for each area, resolve conflicting material and assign responsibility for keeping it current. Shared company knowledge stays separate from account-specific information and restricted records.

Reusable tools and skills

Turn good practice into work your whole team can repeat.

The built-in skills are written for every company, so they ask generic questions of your pipeline. Your best research brief, discovery preparation or account plan should be repeatable across the team, in your format and against your qualification criteria.

We configure shared instructions, templates and tool connections around those tasks. Each defines the information to use, the steps to follow, the expected output and what the seller needs to check. The result is a practical starting point your team can reuse and improve.

Seller training and adoption

Train sellers on the work they actually do.

Training uses your accounts, your sales process and the tools your team will use afterwards. Sellers learn how to request useful work, check sources, spot missing context and correct an output.

Managers learn how to review quality and identify where the setup needs improvement. A named internal owner gets the documentation and guidance needed to maintain the foundation.

Ongoing ownership

Keep it useful as the business changes.

Products change. Messaging evolves. Tools gain new capabilities. Permissions and connections need reviewing. Ongoing support keeps the GTM brain, reusable skills and connected systems aligned with how your team sells.

Working with Sonan

A clear starting point.

We begin with a free discovery call to understand the problem and decide whether Sonan is a fit. Where a review is useful, the $500 review produces a written assessment and recommended scope. The fix is scoped to what you need and implemented over a few weeks, starting at $5,000, with the scope and price agreed in writing before work begins. Ongoing ownership is available from $2,000 per month, quoted in writing for your setup.

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