Tavi
AccountTalk to Tavi
Profession · Sales

Follow up like you wrote it down — because you did

After a call, dump the promise into Tavi. Set the reminder. Before the next ping, ask what you offered. No CRM login required for the scraps that never make it into the CRM.

For sales reps and founders who sell on calls and WhatsApp

Talk to Tavi on WhatsApp

Where deals get fuzzy

Your CRM is supposed to be the source of truth. Reality: half the context never leaves WhatsApp.

Notes after calls evaporate

Budget, timeline, and “call Friday” were clear for ten minutes. Then the next lead called.

Rate cards are always “the latest?”

You send Q2 pricing by mistake because Q3 PDF is buried in Downloads.

Follow-ups depend on sticky notes

The best leads go quiet because the reminder was mental.

A sales journey on Tavi

Use Tavi as the capture layer that feeds your memory between CRM updates.

  1. Hang up the call

    Immediately message Tavi the lead name, interest, budget, and next step.

  2. Forward the rate card once

    Keep the current PDF in Tavi so you always ask for “Q3 rate card.”

  3. Set the follow-up

    “Remind me Friday 3pm to call Priya.”

  4. Before you dial

    Ask Tavi for Priya’s notes. Walk into the call prepared.

WhatsApp examples

Lead notes, files, and reminders in one chat.

  • Lead notesLead: Priya / annual plan / budget ~2L / call back Friday / prefers What…
  • Rate cardRate_card_Q3.pdf
  • Follow-upRemind me Friday 3pm to call Priya

What improves daily

Fewer awkward “remind me what we discussed?” moments.

Before a callback

Before

You skim the chat and hope you didn’t miss a constraint.

With Tavi

You ask Tavi and open with the exact notes you saved.

Sending pricing

Before

Wrong quarter’s PDF goes out.

With Tavi

You ask for the rate card you intentionally saved.

Pipeline hygiene

Before

Follow-ups slip until the lead cools.

With Tavi

WhatsApp reminders keep hot leads warm.

Try one real thing from your day. Send it to Tavi. Ask for it later.

Talk to Tavi