GmailGood to hear from you, Nora
Hi Nora, good to hear from you again. We paused around budget and timing last time. Hope the rollout went well.
Let's pick up where we left off. Here's my calendar so we can find a time.
Book time with Maya
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Swan connects your systems of record into one context engine, then puts agents to work on it: finding signals, researching accounts and drafting outreach you approve.
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Swan Signal
James (CFO) left Novara Labs.
isclosed-lost.AnewCFOcouldreopenit.
Finding previous deal…Found previous deal
Budget blocked the deal..Champion:.
Finding the new CFO…Found new CFO
joinedasCFO2 weeks ago.
Finding a warm connection…Found a warm connection
Previouslyat,a customer.maybeawayin.
AskPriyaforanintroduction.ReconnectwithDana.Overto
swan · now
Novara Labs is warm again
The CFO who killed the ’23 deal is out.
Connect with Marta, the new CFO
Warm re-open with DanaRe-entry brief: everything since 2023
A fresh way in.
- What changed
- James left. Marta Voss joined as CFO two weeks ago. She was VP Finance at Brightline, a customer where Priya is our champion.
- What we remember
- The ’23 deal stalled on budget. Dana was your champion; there’s a relationship to pick back up.
- Suggested next move
- Ask Priya whether she can introduce you to Marta, and reconnect with Dana. Lead with what’s changed, not the old pitch.
The conversation we kept.
“No budget for this right now.”James · CFO
Dana saw the value. Budget was the blocker, not fit. Revisit when priorities change.
N
Novara Labs
Company record
Closed-lost
- Last outcome
- Closed-lost · Nov ’23
- Reason
- Budget
- Champion
- Dana
- Account owner
- David
NotesNov ’23 · Evaluation stalled on budget, not fit. Dana was the internal champion.
James
Former CFO · Novara Labs
Left company
- Last conversation
- Nov ’23
- Decision
- No budget
NotesNov ’23 · Made the call on the ’23 deal. Today · Left Novara Labs (LinkedIn).
Dana
RevOps · Novara Labs
Champion
- Relationship
- Champion · ’23
- Last touch
- Nov ’23 call
NotesNov ’23 · Pushed for the evaluation internally. No contact since.
Marta Voss
CFO · Novara Labs
New in role
- Started
- 2 weeks ago
- Previously
- VP Finance · Brightline
- Source
NotesToday · Joined Novara Labs as CFO. VP Finance at Brightline ’21–’24.
B
Brightline
Company record
Customer
- Customer since
- Mar ’22
- Champion
- Priya Shah
- Plan
- Enterprise
NotesMar ’22 · Signed after a Q1 pilot. Renewed ’23 and ’24.
P
Priya Shah
Head of RevOps · Brightline
Champion
- Relationship
- Champion · since ’22
- At Brightline
- ’20–present
NotesMar ’22 · Ran the pilot and the rollout. Quarterly check-ins since.
David
Account executive · Your team
Account owner
- Owns the account
- Since August
- Source
- HubSpot
NotesAug · Took over Novara Labs from the closed-lost pool.
Demo requested by Alder Works.
Alder Workslooksfamiliar.Letmecheckthelastconversation.
Finding company…Found company
Nora LaneleadsRevOpsatAlder Works.Already in the CRM.
Finding previous evaluation…Found previous evaluation
Thelastevaluationpausedoverbudget and timing.Noraaskedtoreconnectaftertheteam'srollout.Previous evaluation notes.
Finding account owner…Found account owner
Maya Chenrantheearlierevaluation.Keep the same rep,withMaya'sbookinglinkready.
Pickuptheconversation,withthesamerep.OvertoMaya
GmailHelp me find a way into Northwind.
I’llfindawarmwayintoNorthwindandmapthebuyingteam.
Looking for buying signals…Found buying signal
Marcus BellsharedaHubSpot rolloutupdate.Northwindisstandardizingleadroutingacrossitssalesteam.
Finding a warm way in…Found warm connection
Dana ParkworkedwithMarcusatBrimstone.Ask Dana for an introductionandleadwithreducingmanualhandoffs.
Mapping the buying committee…Mapped buying committee
Marcus BellownsRevOps.Elena RuizsponsorsSalesinitiatives.Nora ChenreviewsITaccess.Start with Marcus, then involve Elena and Nora.
Youraccountplanisready.
Northwind account plan
Start with RevOps. Use the HubSpot rollout as the reason to talk.
A timely opening
Marcus shared a HubSpot rollout update. Northwind is standardizing lead routing.
LinkedIn · Marcus Bell
Your way in
Ask Dana Park for an introduction to Marcus. They worked together at Brimstone. Lead with reducing manual handoffs.
Buying committee
Marcus BellRevOps · Start here
Reduce manual handoffs
Ask where lead routing breaks today. Offer a short walkthrough using one of Northwind’s accounts.
Elena RuizVP Sales · Sponsor
Build pipeline coverage
Once Marcus confirms the workflow, bring Elena a focused account play and a measurable pipeline goal.
Nora ChenHead of IT · Reviewer
Control CRM access
Share the permissions guide before a pilot and involve Northwind’s HubSpot administrator.
Next steps
- Get Dana’s introduction to Marcus.
- Validate routing pain with Marcus in a short working session.
- Bring Elena and Nora into a scoped pilot with a clear success measure.
Northstar’s evaluation call ended.
Northstarisreadytomoveforward.Securityreviewisthelastblocker.
Reading the callFound blocker
Jamie Chenneedsthesecurityoverviewanddataprocessingtermsbeforetheirteamcanapprove.
Finding security docsFound security docs
FoundSecurity overview.pdfandData processing terms.pdfintheapprovedcustomerdocumentsfolder.
Checking next stepsConfirmed next step
Dealnote:sendbothdocuments,thenproposeareviewwithJamieonThursdayat2p.m.ET.
Sendthedocs.ProposeThursday’sreview.OvertoAlex
GmailNext steps for Northstar
Hi Jamie — attached are the security overview and data processing terms you asked for.
Would Thursday at 2 p.m. ET work to review any questions with your security team?
Webhook · New signup
Alex Kim signed up at Brightline.
AnewsignupatBrightline.Isthisanewteam?
Identifying the new user…Found Customer Success role
Alex KimisHead of Customer Success at Brightline.Theirsignupemailmatchesthecustomer’scompanydomain.
Checking the existing customer…Confirmed a new team
Brightline’scurrentagreementcoversSales only.CustomerSuccessisanewteam,withnoexistingopportunity.
Opening an expansion opportunity…Created expansion opportunity
CreatedBrightline · Customer Success expansioninHubSpot,assignedtoaccountownerMaya Chen.Stage:Discovery.AddedAlex’ssignupandrole.
OpenedtheopportunityandnotifiedMayainSlack.
swan · now
Expansion at Brightline
@Maya Chen Alex from Customer Success signed up. Brightline’s plan covers Sales only.
I opened an expansion opportunity for you.
Brightline · Customer Success expansion
- Account
- Brightline
- Stage
- Discovery
- Owner
- Maya Chen
Alex Kim signed up from Customer Success. Brightline is already a Sales customer; Customer Success is a new team.
- Contact
- Alex Kim
- Role
- Head of Customer Success
- Current team
- Sales
- New team
- Customer Success
- Source
- Product signup webhook
Turn systems of record into autonomous systems of action.
Keep the stack you already have. Swan sits between the systems you record in and the tools you act with: one context engine that reads your CRM, warehouse and inbox, and works through the channels you already run.
Systems of record
CRM
Warehouse
Inbox & calendar
Conversations
Product usage
Systems of action
Sales engagement
Ads
Email & LinkedIn
Meetings
Automation
Turn your wildest GTM ideas into revenue.
Three layers that work as one: a brain that remembers everything, agents that act on it, and apps your team actually opens.
01 · GTM brain
Memory for every account
A live graph of every deal, contact and conversation, so every answer starts with full context.
02 · Agents
Workers that never sleep
Autonomous processes that research, qualify, draft and route, all inside guardrails you set.
03 · Apps
Where your team says yes
Inbox-style views in Slack and the browser to review, approve and steer agent work.
Every data source. One bill. Zero tabs.
Waterfall across 40+ providers for emails, phones, technographics, intent and funding. Swan picks the best source per field and only charges when it finds something.
- Find email: Apollo, Hunter, Prospeo, Dropcontact, Findymail, LeadMagic, Icypeas, Datagma, Snov.io, ZeroBounce
- Find phone: Lusha, Kaspr, Cognism, ContactOut, RocketReach, ZoomInfo, Wiza
- Find funding: Crunchbase, PitchBook, Dealroom, Harmonic, PredictLeads
- Find tech stack: BuiltWith, Wappalyzer, HG Insights, TheirStack, StackShare
- Find intent: Bombora, G2, 6sense, TrustRadius, Demandbase, Common Room
- Find company data: Clearbit, Crunchbase, PitchBook, Harmonic, Ocean.io, People Data Labs, Owler, Dealroom, Diffbot
- Find job openings: LinkedIn, Indeed, PredictLeads, TheirStack, Coresignal, Glassdoor, Greenhouse, Lever, Wellfound, Adzuna
- Identify website visitors: RB2B, Warmly, Clearbit, LeadMagic
- Enrich person: People Data Labs, Apollo, Coresignal, ContactOut, RocketReach, Lusha, Cognism, ZoomInfo
- Verify email: ZeroBounce, Hunter, Findymail, Icypeas, Snov.io, Dropcontact
- Find web traffic: Similarweb, BuiltWith, Datanyze
- Find lookalike companies: Ocean.io, Harmonic, Diffbot, Owler, 6sense, Demandbase, Clearbit
Proof, not activity metrics.
$1.8M
in pipeline attributed to Swan in four months, with 3× opportunity conversion.
>50%
of pipeline influenced by Swan, with speed to lead down from seven hours to five minutes.
FinoutBrian Hernandez, GTM Engineer10 hrs
of Sales Ops time saved every week, with 60% of recurring GTM requests self-served.
ReflectizDina Shkolnik, Sales Operations
Questions? Answered.
Can't find what you need? Ask Swan below. It's grounded in our docs, or talk to a human.
Talk to the teamWhat is Swan?
Give Swan a goal in plain language. It can research accounts, find and enrich contacts, build email and LinkedIn sequences, and work in your CRM. Set up triggers to keep that work running when a signal arrives.
What swan is ↗Does Swan work with my existing tools?
Swan connects to tools including HubSpot, Salesforce, Slack, and your email and LinkedIn accounts. For tools outside the catalog, you can connect a custom MCP server or have Swan call an API using a securely stored key.
Integrations catalog ↗Do I approve outreach before it goes out?
Yes, by default. You can review, edit, approve, or reject a contact’s sequence in the app or Slack. Approval covers every step for that contact. Swan only skips that review when you explicitly instruct it to send a sequence automatically.
Approvals for outreach ↗Do I need to connect a CRM to get started?
No. Swan keeps its own company and contact records, so you can research, prospect, enrich, and run outreach without a CRM. Connecting one adds the supported sync and activity logging for your team’s existing records.
swan and your CRM ↗Can I try it before connecting my inbox?
Yes. Research, prospecting, enrichment, and sequence drafting all work without a connected inbox. You only need to connect an inbox when you’re ready to send outreach.
Getting started ↗Grounded in the Swan docs. Browse the docs ↗