Prospect Smarter with Gem-E AI Copilot

Start Your Prospecting Session

• Open Outreach, Salesloft, or your dialer like Orum.
• When a prospect picks up or you’re completing a manual task, Gem-E CoPilot surfaces all of their buying signals on both the company and person level. 

Identify Key Signals

• Hiring Insights: See if the prospect’s company is growing, which signals investment into teams you sell to.
• Intent: Check if employees from this company have visited your website.
• Tech Stack: Know if they use Salesforce, HubSpot, or other relevant tools to tailor your pitch.
• Customer Competitors: Identify if they compete with a current customer, helping you build social proof.

& more!

Personalize Calls & Emails

• Use hiring signals: "I noticed your team is hiring in sales and marketing. How are you thinking about scaling pipeline to match this year?"
• Mention intent signals: "I saw that a few people from your team recently visited our site - curious if you’re looking for AI tools to support your increasing pipeline number?"
• Leverage competitor insights: "We work with [Competitor Name], who faced similar challenges. Since bringing on UserGems, their team hasn’t missed their number."

Mention Past Relationships

• If the prospect previously used or evaluated your product at another company, highlight it:
  "I saw you were a part of the evaluation of UserGems at your Past Company. How did your team use UserGems there?"
• If a colleague at their current company is familiar with you, mention them:
  "I noticed [Colleague Name] has used UserGems at Procore. Have you two ever chatted about their experience with us?"

Follow Up on Cold Calls 

• Send a recap email referencing insights from the call:
  "Since your team is growing the sales org, I’d love to show how UserGems helps companies like [Competitor] increase pipeline efficiency."
• Use LinkedIn to continue the conversation

Templates

📧 Email Template:
Subject: [Company’s] pipeline in 2025

Hey [First Name],

Great chatting today! Given that [Company] is growing its sales team and has been actively researching AI Agents for outbound, I wanted to send over a quick breakdown of how we help teams like [Competitor Name] accelerate pipeline growth.

Here’s a quick case study: [Link]

Would love to continue the conversation—does [Day/Time] work for a deeper dive?

Best,
[Your Name]

🔗 LinkedIn Message:
"Hey [First Name], enjoyed our chat! Given your hiring push in sales & marketing, I think UserGems could be a great fit. Sent over a case study—curious to get your thoughts!"

See Gem-E Copilot in Action