FundzKnowledge Base
Playbook · Sales

Fundz for sales reps, AEs and sales leaders

AI made execution free. Knowing first is the whole game now.

Every morning Fundz shows you the companies in your territory that just got a reason to buy: they raised money, hired a new leader, won a contract, opened an office or started hiring. You see who to reach and why it matters now, and you can send the first email from your own inbox in a minute. This page is the routine that turns that into meetings.

What Fundz does for a seller

  • Tells you who is buying before everyone else calls. Money, a new leader, a new contract or a new office each open a buying window. Fundz counts them inside your own territory every week.
  • Picks today's accounts for you. Your Daily Companies ranks the newest companies by what just happened and how well each fits the customers you sell to.
  • Gets you to the right person. Every company page lists the people there, and SmartSend writes and sends the first email from your inbox, with follow-ups.
  • Keeps your pipeline in one place. Today and My targets hold every reply, follow-up and next step, and sync with HubSpot.

Set up once (10 minutes)

Do this once. It takes about ten minutes, and it is what turns every number on your dashboard from the whole country into your own market.

  1. Tell Fundz who you sell to. Open your targeting and fill in Target Criteria (industries, company size, locations) and Your Business Profile (a sentence or two on what you do and who for). Every morning Fundz scores the newest companies against these and fills Your Daily Companies on your dashboard. How Daily Leads work
  2. Make your plays count your territory. While your cards still count the whole market, a Make these numbers yours box appears under Your plays this week on your dashboard. It asks where you work, which industries and what company sizes, starting from the targeting you already gave. Save it and every card that can be narrowed shows In your saved filters, with your own count beside the whole-market number. It only fills lists you have not set up yet, so it never overwrites a filter you built.
  3. Connect your inbox so SmartSend can send from your own Gmail or Outlook, and connect HubSpot or Salesforce if you use one. SmartSend
Not sure what to type? Use the Ask or tell Fundz anything box on your dashboard and say it in your own words, for example "companies in Texas with 50 to 500 employees that just raised". Talk to Fundz

Your daily routine (15 minutes)

About 15 minutes, top to bottom of your dashboard. The page is laid out in the order you work it.

Minute 1
Read your Daily Intelligence Brief
On the Pro and Strategic plans, a short, plain-words summary of what happened overnight at companies you care about. Each item carries a suggested next step and, where Fundz has the right person, a SmartSend button and Add to targets. Daily Briefing
Minutes 2 to 8
Work Your Daily Companies
The companies picked for you today, ranked by what just happened at each one and how well it fits your targeting. Each row says why it is here. Pick the two or three you would most like to sell to, open the company, and either SmartSend the right person or press Add to targets to work it over the next few weeks.
Minutes 8 to 15
Clear Today
One list of the companies you are already working: who replied, which follow-ups are due and what just happened at your targets. Deal with each row right there. Press Handled once you have answered a reply. How Today works

Your plays this week

These six cards sit under Your plays this week on the Sales dashboard. Each one is a buying moment: what triggered it, who to reach, why now, and what to do next. Where you have a saved filter, the number is yours, not the whole market.

Just raised money
Your plays this week · last 7 days
TriggerA company closed a funding round.
WhoThe leader who owns your category: VP Sales, CTO, Head of Marketing or Head of People, depending on what you sell. At smaller companies, the founder.
Why nowFresh budget. New rounds are spent on hiring, tools and partners over the next few months, and the vendor list gets written early.
Next stepOpen the card, pick the rounds that fit your customer, SmartSend the owner of your category with a line about what they will need to build next. Open Fundings
New senior leaders
Your plays this week · last 14 days
TriggerA company appointed a new senior executive.
WhoThe new leader, if they own your category. Otherwise the person who now reports to them.
Why nowNew executives rebuild their teams and review vendors in their first 90 days.
Next stepCongratulate them, then offer one specific thing that helps with their first-quarter plan. Open Executives
A decision-maker is about to change
Your plays this week · last 30 days
TriggerA senior leader left a public company and nobody has been named to replace them.
WhoThe person covering the seat now, and later the replacement.
Why nowThe seat is open. Whoever fills it will review vendors in the first 90 days, so an incumbent is at risk and a door is opening.
Next stepReach the person covering the seat now, and press Add to targets so the company's news shows up in Today while the search runs. Open the full list
Raised money and hiring now
Your plays this week · funded in the last 12 months
TriggerA company raised money in the last 12 months and is posting jobs today.
WhoThe head of the team that is hiring, since that team will need your product.
Why nowMoney in the bank plus open roles means the budget is being spent right now.
Next stepLook at which roles are open. They tell you which team is growing and what problem to lead with. Open Raised & Hiring
Opening or expanding an office
Your plays this week · last 30 days
TriggerA company filed for new office space or a build-out.
WhoOperations, facilities, IT or the leader of the new site.
Why nowA new office means a local team to hire and a round of purchasing.
Next stepLead with the new location in your first line. Open Office Expansions
Just won a big contract
Your plays this week · last 7 days
TriggerA company won a large contract.
WhoThe executive responsible for delivering it.
Why nowDelivering a new contract takes people, systems and partners, usually fast.
Next stepOffer help with delivery, not a generic demo. Open Agreements

Your weekly routine

Monday
Scan Your plays this week
Each card counts one kind of moment in your market this week and opens the exact list behind its number. Work the cards with the biggest counts in your saved filters first. The role tabs above the cards (Sales, Recruiting, Advisory, Investing, Founder, Raising) let you peek at another role's plays; the one marked you is yours.
Monday
Look ahead with What happens next
Below your plays, Likely to raise next and Likely to be acquired list companies from your saved filter that look set to do it soon. Reach them before the news. Predictive Intelligence
Wednesday
Find buying intent in job posts
Open Hiring Intel to see companies whose open roles signal they are about to buy what you sell, for example a first RevOps hire or a new security team. Hiring Intel
Friday
Review My targets
Move each company to its stage (To contact, Contacted, Replied, Meeting, Won, Lost) and set its next step. Tick Email me when there's news at my targets once and Fundz emails you when something happens at one of them. My targets · Target news email

Reach the right person

  1. Open the company. Every company name on your dashboard opens its page: what just happened, funding history, hiring, momentum and the people. Company profiles
  2. Find the buyer. Search the company's people for free, then press Reveal email only on the person worth reaching. A reveal uses one contact credit.
  3. SmartSend. Fundz drafts a short email that mentions the event, you edit it, and it goes from your own inbox. Follow-ups stop when they reply on Outlook, and wait for your OK on Gmail. SmartSend
  4. Or warm it up first. Engage matches the signals at your target companies to your own LinkedIn connections, so you can start with someone you already know.

What to say

Short, specific and about them. Lead with the event, connect it to one problem you solve, ask one easy question. SmartSend writes a first draft like this for you.

Hi Dana, congrats on the new round. After a raise most teams start hiring reps quickly, and getting them ramped is where the time goes. We help teams like yours get new reps to first deal faster. Worth a 15-minute look next week?
Hi Sam, congrats on the new role. Most new CROs spend the first quarter deciding what to keep and what to replace. If pipeline coverage is on your list, I can show you what similar teams changed in their first 90 days. Open to a quick call?

Troubleshooting

The numbers look like the whole country

You have not saved a territory yet. Use Make these numbers yours under Your plays this week, or set your targeting. A card marked Whole market is a signal that cannot be narrowed to a territory, so it always counts everything.

A card says zero in my saved filters

Nothing new happened inside your filter in that window. The card also shows the whole-market count, so you can widen the filter or open the full list.

A page in this playbook is missing from my menu

Your sidebar shows the pages for your role. Click All tools at the bottom of the sidebar to see everything. The same button then reads as your role's view (for example Recruiter view), which takes you back.

My daily list is empty

Your targeting needs industries, company size, locations and a business profile before leads can be scored. Finish or widen your targeting and leads arrive the next morning.

Ready to run this playbook? Fundz sets up tuned to how you work.Start with this playbook →