Platform / Automation
Every prospect, every asset, one workbook.
Company, contact, role, location, visual type, and notes — tracked in one place, with a play button next to every row.
50 free credits · No credit card
One row per prospect
Everything you need to generate and track collateral, in a single view.
Notes for specific angles
Add a note per row when a prospect needs something more specific than the default.
Built per client or product
Keep a separate workbook for every sales kit you run.
What's inside
What every row holds
- Company
- Contact
- Role
- Location
- Visual type
- Notes for a specific angle
- A play button to generate
- A workbook per client or product
- Row
- Halden Freight · Maya Chen · VP Operations
- Type
- Pitch deck
- Note
- Lead with quote speed, not price
How it works
One URL in. Your collateral out.
- Step 01
Paste their website
Add a prospect's company and URL — or import a list from CSV, Apollo or Clay.
- Step 02
Edithly researches the account
Their positioning, pains, buying signals and fit, mapped against your playbook.
- Step 03
Get your collateral
Written for that one account and on your brand, ready the moment it's generated.
FAQ
Questions reps ask first
What is the sales workbook?
The table where your prospects live in Edithly. Each row is one prospect, with company, contact, role, location, the visual type you want and an optional note. A play button on every row researches that account and generates the collateral, so the list and the output stay in one place.
Why keep separate workbooks?
Different products, clients or segments need different playbooks: other positioning, other proof points, sometimes another brand. Keeping a workbook per client or product means each sales kit stays consistent, which is especially useful for agencies and teams selling more than one offer.
What do notes change?
A note steers the angle for one prospect. If you already know the account cares about speed rather than price, or you met them at an event, add it to the row and Edithly takes it into account when it researches and writes. Leave the note empty and Edithly picks the angle from the research and your playbook, so notes are there for the accounts where you know something the website doesn't say.
How do prospects get into the workbook?
Add them one at a time, upload a CSV, or connect Apollo, Clay, HubSpot or Zoho CRM. Columns are matched automatically and you see a sample before anything is imported. CSV export is available on every plan when you want the list back out.
Can I generate the whole workbook at once?
Yes. Run a single row to check the output, then generate the rest in bulk. Every asset comes out on your brand with its own share link, and reps review it before anything is sent. Starter is free with 50 credits, Ninja is $70 a month for 300 credits, and Pro is custom pricing for teams that need integration onboarding and a dedicated account manager.
Limited pilot spots
Try it on your next prospect
50 free credits, full access to every visual and content type, and direct support from the team building this.
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