PilotProspect-focused sales collateral

Turn every lead into a champion.

Paste a prospect's website. Edithly runs a 360° scan of their business — how they position, who they serve, where it hurts — and builds on-brand collateral that pitches your offer against their exact pain. More replies. More meetings. Deals your buyer sells internally.

1 URL
to scan an account
7
collateral formats
1 click
from list to send
Prospect scan
Coverage
Scan
Company summary

Mid-market 3PL moving temperature-controlled freight across 14 states.

Likely pain point

Carrier quotes are built by hand — spot deals slip while they wait.

Who they serve

Regional grocers and pharma distributors with strict delivery windows.

Competitive position

Sells on reliability, not price — premium vs. regional carriers.

Notable gap

No self-serve quoting or live shipment tracking on site.

Tone & voice

Operational, metrics-led, zero hype.

Collateral for Maya Chen · VP Operations

app.edithly.com/v/halden
Pitch deck
One pager
Email content

Plugs into the stack your team already runs

Apollo
Clay
HubSpot
Zoho CRM
REST API
The problem

Generic outreach gets deleted. Specific outreach gets forwarded.

Buyers can spot a mail-merge in one line. What earns a reply is proof you understand their business — and that research usually costs a rep the time they don't have. Edithly does that work for every account, before a word is written.

Typical sequence stepReply rate: low

Subject: Quick question, {{first_name}}

Hi {{first_name}}, I came across {{company}} and was impressed by your growth. We help companies like yours streamline operations and boost efficiency. Do you have 15 minutes next week for a quick chat?

Could have been sent to anyone. So it gets treated that way.

Written with Edithly Grounded in the scan

Subject: Reliable should also mean fast

Hi Maya — Halden has built its name on reliability, not price. The catch for 3PLs in that spot is usually hand-built carrier quotes: customers who trust you still take spot loads to whoever answers first. I put together a one-page breakdown of how Halden could quote in minutes — easy to forward to your ops lead.

app.edithly.com/v/halden
Their positioning Likely pain point Champion-ready asset
Up to 32%
higher response rates when outreach is genuinely personalized.
140%+
lift in replies from multi-point personalization — the kind a 360° scan makes possible.
7
dimensions of account insight behind every asset — all from one pasted URL.
01The 360° prospect scan

One URL in. The whole account, understood.

Before Edithly writes anything, it builds a GTM brief on the prospect across seven dimensions — then maps your offer to what it finds. The personalization isn't the greeting. It's the argument.

  • Every brief is editable before a single asset is generated.
  • Confidence notes separate what's verified from what's inferred.
  • Add your own angle per prospect — a launch, a priority, a hunch.
01

Company summary

What they do, how they make money, and where they're headed.

e.g. Mid-market 3PL, cold-chain freight, 14 states

02

Who they serve

Their customers and segments — so your pitch speaks to their market.

e.g. Regional grocers and pharma distributors

03

Likely pain points

The problems their model and stage almost certainly create.

e.g. Manual carrier quoting slows spot deals

04

Competitive positioning

How they differentiate — so you reinforce it, never contradict it.

e.g. Competes on reliability, not price

05

Tone & voice

How they talk, so your collateral sounds native to their inbox.

e.g. Operational, metrics-led, no hype

06

Notable gaps

What's missing from their current approach — your opening.

e.g. No self-serve quoting or live tracking

07

Confidence notes

What's verified versus inferred, so reps never overclaim.

e.g. Positioning from site; pains inferred

02Workspaces

Not one pitch for everything. A workspace for every module you sell.

Most teams don't sell a single thing. Spin up a sales workspace for each product, module or niche feature — each with its own playbook, ICP and proof points. Every asset draws on a knowledge graph built for that one offer, so the pitch for your payroll module never sounds like the pitch for your mobile app.

A workspace home in Edithly: ask the assistant or pick a material to generate for a prospect
Edithly workspace switcher with Home, History and Playbook tabs
Your workspacesSample
  • C

    Core platform

    ICP · Mid-market HR teams

    Knowledge graph

    PositioningICP & TAMPain pointsProof pointsCompetitorsBrand
  • P

    Payroll module

    ICP · Finance ops at 50–500 staff

  • M

    Mobile app

    ICP · Frontline-heavy retailers

  • New workspace

Switch workspaces from the header. Each one opens to its own home, history and playbook.

One product, many pitches

Split by product, module, niche feature or client — however your buyers actually buy.

A knowledge graph per workspace

Positioning, ICP, pains and proof are learned for that one offer, so every asset is specific instead of a blended company average.

Its own home, history and playbook

Each workspace keeps its own prospects, generated assets and brand. Nothing bleeds across.

How it works

Set up in an afternoon. Personalize forever.

No design brief, no prompt engineering, no copy-pasting between research tabs. Your narrative is captured once; every prospect after that is one click.

  1. Step 01

    Build a playbook per workspace

    Share your website or a product page. Edithly extracts your logo, colors and fonts, drafts positioning pillars and proof points, and maps the TAM and ideal customer profile for that product.

    Create a sales playbook by pasting your website URL
  2. Step 02

    Point it at any prospect

    Add a prospect row, import a CSV, or connect Apollo and Clay. No list yet? Edithly suggests real ICP-fit companies — each with a source link.

    Prospect table in an Edithly sales workspace with the sales assistant open
  3. Step 03

    Send collateral that sells for you

    Pick a format and hit play. Every asset is on-brand, written for that one account, and ships with a trackable share link you drop into any channel.

    A finished, on-brand visual ready to share with a prospect
03Sales co-pilot

A chatbot tailored to your playbook. Your sales co-pilot.

Ask for what you need the way you'd ask a teammate. The co-pilot works inside the workspace you're in — it already knows the positioning, ICP and proof points — so what comes back is on-message and ready to share.

Ask in plain words

Paste a prospect's site. Ask for what you need.

Generate, research, or find what's already been made. Finished assets land right in the chat with Open and Copy link.

Generate a one-pager for acme.comResearch haldenfreight.com before my callShow me what's already generated
Edithly sales assistant returning a finished one pager in the chat
Quick generate

A quick to-do for any prospect.

Pick a format, add the company and website — a name, LinkedIn or a note if you have them — and generate. No list import, no setup.

Pitch deckInfographicOne pagerElevator pitchLanding pageCold call scriptEmail content
Quick generate form for a landing page: company, website, prospect name, LinkedIn and notes
04From lead to champion

Your lead can't buy alone. Give them what it takes to win the room.

B2B deals are decided by a buying committee your rep will rarely meet. Edithly turns your first contact into an internal advocate — with collateral written for every stakeholder they need to convince, in their company's language.

Your lead
MC

Maya Chen

VP Operations · Halden Freight

Sent email + one-pager linkDay 1
One pager viewed 3×Day 1
Replied · meeting bookedDay 2

Sample account for illustration.

Champion kit

One scan. Four assets built to be forwarded — each shaped for the person receiving it.

  • One pager tracked
  • Infographic tracked
  • Pitch deck tracked
  • Landing page tracked
Buying committee
  • CEO

    The outcome in 60 seconds

    One pager
  • CFO

    The numbers that matter, at a glance

    Infographic
  • VP Operations

    The full story for the evaluation

    Pitch deck
  • Head of IT

    One link the whole team can explore

    Landing page

Written to be forwarded

Short, specific and self-explanatory — collateral that makes sense to someone who never saw your first email.

One story, every stakeholder

The same account insight, reframed for finance, operations, IT and the executive who signs.

See who's leaning in

Every asset has its own share link with view counts and last-opened times, so you know when your champion starts circulating it.

05Analytics

Know who opened it, when, and what they read.

Every asset ships with its own share link. See view counts and when it was last opened, heatmaps of where attention went, and every form lead in one table — so follow-up goes to the accounts that are actually leaning in.

Views & last opened

Sample
AssetViewsLast opened

Halden Freight

Pitch deck

124 min ago

Coastline Analytics

Landing page

311 hr ago

Northbeam Clinics

One pager

7Yesterday

Pinegrove Retail

Infographic

33 days ago

Every asset gets its own share link, so views are counted per prospect.

Heatmaps

Sample
LessMore attention

Form leads

Export CSV
LeadCompanyCame fromSubmitted

Maya Chen

VP Operations

Halden FreightLanding pageToday, 9:41 am

Daniel Okafor

Head of Finance

Halden FreightOne pagerToday, 8:12 am

Priya Raman

RevOps Manager

Coastline AnalyticsLanding pageYesterday

Sample data for illustration.

06Every seat, every stage

Built for the whole revenue team — top of funnel to renewal.

The same account intelligence powers a different job at each stage. Pick a seat to see how Edithly fits into the work they already do.

01

Prospecting

02

First touch

03

Meeting

04

Evaluation

05

Champion

06

Expansion

Earn the reply on the first touch.

  • Research an account in the time it takes to paste a URL.
  • Cold emails and call scripts that open with their problem, not your pitch.
  • A one-pager link that gives busy buyers a reason to reply.

What they use

Email contentCold call scriptOne pagerInfographicElevator pitch
Cold call script · openerSample
Hook
“Maya — Halden sells on reliability, so quick one…”
Pain
“How are carrier quotes getting built as spot volume picks up?”
Bridge
“Teams your size usually lose deals in that gap. Worth 15 minutes?”
The collateral library

Seven formats. Every one written for a single account.

Designed to the standards of people who build GTM assets for a living — on your brand, grounded in the scan, and ready to share the moment it's generated.

What lands in their inbox

On-brand, account-specific, and one link away.

  • Your logo, colors & fonts
  • Unique share link
  • Views & last opened
  • Heatmaps & form leads

Pitch deck

A story arc matched to the prospect's context and pain points.

Infographic

Key benefits and data points, glanceable in email and LinkedIn.

One pager

An executive-ready overview built to be forwarded up the chain.

Elevator pitch

Your value in thirty seconds, in their language.

Landing page

A personalized page for the account, on your brand.

Cold call script

A talk track built around this account's likely pains.

Email content

Outreach copy that opens with their pain, not your pitch.

Try all seven

Try Pilot

07Built for scale

From one account to the entire pipeline.

Run a single prospect to sanity-check an angle, or queue a whole list. Edithly slots into the tools your GTM engineers already run — a sequence step, an enrichment column, or a workflow webhook.

Sales workbook

248 prospects · imported from Apollo

Play all
ProspectRoleMaterialStatusViews

Halden Freight

Maya Chen

VP OperationsPitch deckReady3

Northbeam Clinics

Arjun Mehta

COOLanding pageReady1

Coastline Analytics

Sofia Reyes

Head of RevOpsOne pagerGenerating

Pinegrove Retail

Liam Walsh

Dir. E-commerceEmail contentQueued

Atlas Robotics

Hana Sato

VP SalesInfographicQueued

REST API

POST /v1/generate
# Trigger from any sequence step or workflow
curl -X POST https://api.edithly.com/v1/generate \
  -H "X-API-Key: $EDITHLY_KEY" \
  -d '{
    "prospect_company": "Halden Freight",
    "prospect_name": "Maya Chen",
    "visual_type": "pitch_deck"
  }'

# → drop shareUrl straight into the email
{ "shareUrl": "https://app.edithly.com/v/…" }
Apollo
Clay
HubSpot
Zoho CRM
REST API
  • Apollo sequences

    Add a webhook step; map prospect fields; paste the share link into the email.

  • Clay tables

    An HTTP API enrichment column returns a personalized asset per row.

  • HubSpot workflows

    Save the response to a contact property and use it as a merge tag.

  • Zoho CRM

    A Deluge function stores the link on the lead the moment it's created.

Enterprise-ready

Grounded. Governed. On-brand.

Personalization at scale only works if your team can trust what goes out under your name. Edithly is built so every asset is defensible.

Grounded, never invented

Suggested prospects come from web search with a source link. Unverifiable matches are filtered out automatically.

Confidence you can see

Briefs carry confidence notes and assets carry a confidence score, so reps know what's inferred before they send.

Humans stay in the loop

Every research brief is editable, and per-prospect notes steer the angle before anything is generated.

Brand governance built in

Logo, colors and fonts are extracted from your site once and applied to every asset, by every rep.

A workspace per product

Multi-product teams and agencies keep each offer's positioning, proof and brand fully separate.

Engagement you can act on

View counts, last-opened times, heatmaps and form leads tell you which accounts are circulating your collateral.

Pricing

Start free. Scale when it works.

Pilot pricing is locked in for early teams. Prove the lift on your own pipeline before you commit.

Book a 30-minute walkthrough

Starter

$0

Run the full pipeline on your own list.

  • 50 credits
  • All visual & content types
  • Import / export CSV
  • Edithly domain
  • Apollo & Clay plugin
  • Community support
Try Pilot

Pro

For teams

Let's talk

For revenue teams running this in production.

  • 200 credits
  • All visual & content types
  • Connect Apollo / Clay to import directly
  • Apollo & Clay plugin
  • Your company domain
  • Chat & analytics
  • Priority support
  • Integration onboarding
Talk to us
FAQ

Questions revenue teams ask first.

How is this different from mail-merge personalization?

Mail-merge swaps in a first name and a company. Edithly researches the account first — pain points, positioning, gaps, tone — and writes the collateral around that brief. The personalization is the argument, not the greeting.

Where does the research come from?

From the prospect's public web presence, starting with their website. Suggested prospects are grounded in web search with a source link, unverifiable matches are filtered out, and confidence notes show what's verified versus inferred.

Can reps review and edit what Edithly finds?

Yes. Every research brief is editable, and reps can add notes per prospect to steer the angle before any asset is generated.

Will the collateral match our brand?

When you create a playbook, Edithly extracts your logo, colors and fonts from your website and applies them to every asset. You can adjust them at any time.

Does it work with our existing stack?

Import CSVs or connect Apollo and Clay. Trigger generation from Apollo sequences, Clay tables, HubSpot workflows, Zoho CRM functions, or anything else via REST API — each call returns a share link you can drop into outreach.

We sell multiple products, or we're an agency. Does that work?

That's what workspaces are for. Create one per product, module, niche feature or client. Each has its own playbook, knowledge and brand, so messaging never bleeds from one offer into another.

What do I see after I send something?

Every asset has its own share link. You see how many times it's been viewed and when it was last opened, heatmaps of which sections held attention, and every form submission in a leads table.

Limited pilot spots

Your next lead could be your next champion.

Start with 50 free credits and every collateral format. We'll work directly with your team to plug Edithly into the way you already sell.

Works with your GTM stack

Apollo
Clay
HubSpot
Zoho CRM
REST API

Try Pilot

Paste a prospect's website and get your first collateral in minutes.

  • 50 free credits and every collateral format
  • Prospect research built from their own website
  • Direct line to the team building Edithly
Try Pilot

50 free credits · No credit card required