Your 3,409-company ZoomInfo export, scored: 2,750 unworked companies ranked, Top 50 delivered, plus a 237-company Hyperion watchlist for on-prem migration conversations. Only 5 rows on the full list carried your initials — the rest is open ground.
Your 14-step Sales OS loop — advanced search, management level, accuracy 85–99, departments by technology profile, export to Engage, bulk tag — encoded as a Sage skill. Sage runs the loop; you review and approve.
Strong candidates from your own list: Lincoln National (Hyperion since 2008 + PeopleSoft ERP) · Davidson College (EPM/ERP/HCM Cloud, all 2023) · East Tennessee State (full Oracle Cloud stack, 2022).
SMACT Team workspace (no personal Claude licenses required) · Microsoft 365 connector — optional, whenever you're ready.
Sage has no Zoho access. Qualified leads come back as a paste-ready Zoho block — you apply it yourself. Nothing touches your CRM.
If and when you choose: Sage can look records up to avoid duplicates and add context. Still never writes a single field.
Final phase, only on your say-so: every update is drafted, shown to you, and applied only after your explicit approval.
Every step of the ladder is your call. Sage never sends, posts, or commits — you do.
The real work isn't the 4–5 Zoho updates a week — it's the top-of-funnel loop: sourcing, filtering, and hand-qualifying from a $500/month ZoomInfo list, one company at a time. Sage takes the 14-step loop; you keep the judgment calls and the relationships.
Loading memory…
Sage writes here with its save_memory tool during conversation. Edits you make here take effect on the very next message.
Every reply is generated in real time by Claude via the Anthropic API — no scripts, no canned answers. The model sees Sage's full memory on every turn.
Server-side memory (Cloudflare KV) that survives sessions and devices. Sage saves durable learnings itself with its save_memory tool; you can review and edit everything on the Memory tab.
Sage searches the live web for company news, people moves, and tech-stack signals before qualifying a lead.
Drop a PDF, CSV, TXT, or MD into the Console — a prospect export, a screenshot deck, meeting notes. Sage reads it, qualifies against your 14-step SOP, and returns paste-ready output.
Finds people via public LinkedIn profiles using web search — names, titles, profile links for a target company. Public information only: Sage never logs in, never scrapes behind authentication, and drafts connection notes without ever sending them.
Outreach emails, LinkedIn notes, and paste-ready Zoho blocks — always drafted, never sent. You apply everything yourself.
Calendar and mail context once admin consent is granted. Optional — on your schedule.
Look up records to avoid duplicates. Unlocked only when you say so.
Every update drafted, shown, and applied only on your explicit OK. The final rung.
Ken gives you a short code; it stays on this device and unlocks the live agent.
Sage introduces itself from its own memory — your list, your loop, Friday's agenda.
A ZoomInfo export, a screenshot PDF, anything. Sage qualifies it and hands back a paste-ready Zoho block.
Adds calendar and mail context. Needs one-time admin consent on the SMACT side; skip until you want it.
Live readout from /api/health: