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RPE Digital Sales Assistant

Meet Your
Digital Sales Assistant

You didn’t get into sales to do administrative work.

Your Digital Sales Assistant helps high-ticket outside sales professionals manage the work between appointments — including calendar management, reminders, email retrieval, follow-up tasks, daily priorities, and other administrative work — so they can spend more time selling.

Ours is named Samantha.
What will you name yours?

ASK. DELEGATE. FOLLOW UP. STAY ORGANIZED. SPEND MORE TIME SELLING.
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S
Samantha · Digital Sales Assistant
8:02 AM · Daily Briefing
Good morning. You have three appointments today. Your first is at 9:30.
Two prospects replied overnight, and you have one follow-up you promised to make today.
Would you like me to start with your first appointment?
Meet Ours

We Named Our Digital Sales Assistant Samantha

Every salesperson works differently — and your assistant should feel like your assistant.

We named ours Samantha, or Sam for short.

When you get your own RPE Digital Sales Assistant, you choose the name.

Your Day With Samantha

Imagine Having Your Digital Sales Assistant Riding With You

You’re driving from one appointment to the next. Instead of pulling over, opening multiple apps, searching through email, checking your calendar, or trying to remember what you promised a prospect — just ask your assistant.

HERE’S HOW I USE SAMANTHA:

“Samantha, what’s my next appointment?”
“Samantha, remind me Friday to follow up with Johnson.”
“Samantha, find the email Robert sent about his proposal.”
“Samantha, put lunch with Mike on my calendar Tuesday.”
“Samantha, what appointments do I have tomorrow?”
“Samantha, remind me what I said I’d do after my meeting with Johnson.”
YOUR ASSISTANT DOESN’T HAVE TO BE NAMED SAMANTHA.
YOU NAME YOURS.
After The Sales Call

Don’t Sit In The Parking Lot Doing Admin Work

You finished the appointment. Give your assistant the details while they’re still fresh and get back on the road.

SALESPERSON
“Samantha, I just met with Bill Johnson. He’s interested in the premium package but needs to talk it over with his wife. I quoted $14,500. Remind me to follow up Thursday.”
SAMANTHA
“Got it. I’ll remind you Thursday to follow up with Bill Johnson about the $14,500 premium-package proposal.”
YOU TALK.
YOUR ASSISTANT HELPS YOU REMEMBER WHAT HAPPENS NEXT.
Next Step

Samantha Helps You Follow Through

SALESPERSON
“Draft a follow-up email to Bill Johnson summarizing today’s conversation, but don’t send it.”
SAMANTHA
“I’ve drafted the follow-up. Before it’s final, I need you to confirm two things.”
Did you already send him the premium-package pricing sheet?
Should I mention the installation timeline?
Your assistant can identify missing information before completing a task instead of guessing. You stay in control.
Voice

Talk To Your Digital Sales Assistant Like You’d Talk To A Human Assistant

When you’re in the field, typing isn’t always convenient. Call your assistant and ask what you need to know.

No digging through apps.
No trying to remember everything.
Just ask.

Call Samantha
S
Samantha
Digital Sales Assistant · 00:14
SALESPERSON
“Samantha, what do I have after the Johnson appointment?”
SAMANTHA
“You have a 2:00 appointment, followed by a 4:30 appointment. You also asked me to remind you to call Robert before the end of the day.”
Business Intelligence

Ask Your Assistant About Your Sales Day

“Who do I need to follow up with?”
“Which prospects replied today?”
“What appointments do I have tomorrow?”
“What follow-ups are overdue?”
“What did Johnson say in his last email?”
“What commitments did I make this week?”

If your CRM is connected, your assistant can also answer:

“Which proposals haven’t moved?”
“How many open opportunities do I have?”
“Which deals need attention?”

Pipeline Watch

163
150Target Identified
4Snapshot Sent
3Call Attempted
2Active Follow-Up
SAMANTHA’S OBSERVATION

Most opportunities are still near the top of the pipeline. There may be a follow-up bottleneck worth reviewing.

Confirmed facts and Digital observations should be clearly distinguished.

Morning Briefing

Start The Day Knowing Where You’re Going — And Who Needs Your Attention

Every morning, your assistant reviews what changed overnight and tells you exactly where to focus first — before you open a single app.

See How This Could Work For Your Sales Day
S
Samantha · Morning Briefing
Today
GOOD MORNING.

Here’s your sales day.

3 appointments scheduled
First appointment at 9:30 AM
2 prospects replied overnight
1 promised follow-up due today
1 proposal needs attention
Would you like me to brief you on your first appointment?
Stay On Top Of It All

Your Next Appointment Isn’t The Only Thing You Have To Remember

Calendar
“Samantha, what time is my next appointment?”
Reminders
“Samantha, remind me Thursday morning to call Mrs. Williams.”
Email
“Samantha, find the last email Johnson sent me.”
Follow-Up
“Samantha, who did I say I needed to follow up with today?”
Scheduling
“Samantha, put lunch with Mike on my calendar Tuesday at noon.”
Daily Planning
“Samantha, what do I need to get done before my 2:00 appointment?”
Make It Yours

Your Assistant. Your Name.
Your Workday.

We named ours Samantha.

You might name yours Sarah, Michael, Jennifer, Alex — or anything else you choose.

Your Digital Sales Assistant should feel like your assistant, not another piece of software.

RPE Digital SALES ASSISTANT
What would you like to name your assistant?
SAMANTHA IS OURS.
WHAT WILL YOU NAME YOURS?
What’s Next

Your Digital Sales Assistant Is Getting Even More Capable

Text Messaging

Coming Soon
“Samantha, text my 2:00 appointment and tell them I’m running 10 minutes late.”

SMS functionality depends on connecting the appropriate phone/Twilio integration.

CRM Assistance

Coming Soon · Integration Dependent
“Samantha, update Johnson in my CRM. $14,500 proposal. Follow up Thursday.”

CRM capabilities depend on which CRM you use and the integrations available for it.

Capabilities vary depending on the systems connected and permissions provided.

Positioning

You Should Be Selling — Not Doing Busywork

Every hour a salesperson spends searching email, checking calendars, setting reminders, organizing notes, and handling repetitive administrative work is time they aren’t selling.

Your Digital Sales Assistant is designed to work beside the salesperson — helping manage the administrative work that happens before, between, and after sales appointments.

YOUR ASSISTANT DOESN’T REPLACE THE SALESPERSON.
YOUR ASSISTANT SUPPORTS THE SALESPERSON.

The salesperson builds relationships, understands the customer, presents solutions, handles objections, and closes the sale. Your assistant helps keep the salesperson organized and moving.

Meet Your New Digital Sales Assistant

If You Had Your Own Assistant, What Would You Name Them?

See how an RPE Digital Sales Assistant could fit into your sales day — and start imagining what you would delegate.

OURS IS NAMED SAMANTHA.
YOURS IS UP TO YOU.
RPE SYSTEMS — Digital EMPLOYEES THAT SUPPORT HUMAN TEAMS