The memory and judgement of the firm.
Kelp files every meeting, email and note in the right account, updates its record and suggests your next step.
Meeting with MeridianaToday · 42 min
LR
Email from IriarteToday · 9:14
Voice note from MartaToday · 0:38Today · voice noteDeciding on the 12thToday · emailIriarte leaves at month endToday · meetingBudget approved: €480,0009 days ago · emailProposal v02 sent2 weeks ago · meetingScope review1 month ago · emailProposal v01 sent6 weeks ago · emailFirst contactMeeting · todayNo data€480,000Email · todayIriarte, since 2023until month endVoice note · todayNo dateThe 12th
HubSpot · 2023Retail
Get the contract signed before the 12th: the budget is approved and Iriarte leaves at month end.
How does Kelp learn your firm's judgement?
Kelp connects your people, your methods, what makes you win and your accounts. So it answers the way your firm decides.
Elena Sanz
Ana Ruiz
Carla Vidal
AndrésA retail opportunity has come in. How do we approach it?
How we won Meridiana: an express diagnostic and a sponsor in finance from day one.
MartaHow does a sales transformation start?
With the express diagnostic, the method Elena created in 2019.
JorgeThe proposal carries a 12% discount. Can it go out like this?
Only with Elena's signature: a discount over 10% needs a partner's approval.
How does the firm's memory stay up to date?
Nothing to drag or fill in.
Kelp turns what is said in meetings, emails and voice notes into finished work. Nobody has to type anything.
Meridiana · next steps42:10ElenaJorgeJorge I'll send you the budget on Friday.
TaskMESendbudget
JorgeFridayFri 3 OctKelp
0:07
“The margin is 12, not 20.”
Proposal · MeridianaWhat it does not know, it asks.
Kelp gets the facts nobody has written down anywhere, with no meetings or forms.
Proposal · Atalaya
Jorge MoraIn a meeting until 12:00Available
Jorge MoraWho signs at Atalaya?
Núñez, from procurement.
When someone leaves, what they know stays.
With Kelp, clients do not notice the handover and the newcomer works from day one.
Iriarte, the CFO, decidesNúñez, from procurement, signs
Renews in JuneMarta GilLast dayAndrés PardoFirst dayWelcome, Andrés. Start with Meridiana: they decide on the 12th.
It watches the market for you.
You learn what is happening outside without reading the whole press. Kelp alerts you only to what affects you.
LinkedIn7:58Franchise fair in ValenciaLinkedIn8:41Human resources conference in BilbaoKelp9:05Client since 2021Meridiana caseWonShall I prepare the proposal?
Yes, prepare itProposalYour firm already knows how to win.
Demo on a real account, with your emails and meetings.
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