There’s a myth in sales: that you can’t have both scale and personalisation, well perhaps not a myth but a truth long ago, you can now have both and that is thanks to automation. The joys of advanced technology!Â
So instead of reps being forced to choose between spending hours manually writing long email threads and boring follow-ups or relying on generic automation that strips out any real human touch.
So we’re catching up with Helena, Senior AE at trumpet, who talks through how she saves time with automation, whilst still keeping a personalised experience for each customer.
In a recent video, Helena, one of our brilliant SDRs at trumpet, shared a productivity hack that’s saving reps hours each week while delivering a standout buyer experience.Â
After a first call with a prospect (in this case, Stripe), Helena no longer has to scramble to pull together personalised slides or follow-up notes. Instead, she opens a pre-built trumpet template, which includes:
- Summary pages
- Value-based messaging
- Case study logos
- A ready-made mutual action plan
- And much more
She simply enters the company URL and name, and trumpet automatically pulls in logos, branding, and even background images, creating a fully personalised pod in seconds. What used to take hours in PowerPoint and Google Slides now takes less time than making a cup of tea.
But it doesn’t stop at customisation. Helena can fine-tune the pod with specific messaging, update the mutual action plan with next steps, and see exactly who’s interacting, thanks to real-time analytics that track buyer behaviour and pod activity.
She can even identify new stakeholders as they engage with the Pod, which helps her multithread effectively using the auto-generated org chart, no more guessing who’s in the buying committee.
And with built-in triggers and flows, Helena gets notified when someone views the pod, completes a step, or drops off - allowing her to act fast and keep momentum.
The Result
âś… Hours of admin saved
âś… A seamless, tailored experience for every buyer
âś… A clearer, faster path to closed-won
‍
Trumpet isn’t just a sales enablement tool, it’s how today’s high-performing reps create efficiency, build trust, and scale personalisation across every deal.
If your SDRs are still buried in admin, it's time to modernise your motion.
Let automation handle the repetitive bits, so your team can focus on what really matters: relationships, conversations, and closing deals.
‍
.png)
.png)
.png)
.png)
.png)
.png)
![How to Get Started with Buyer Enablement [With Examples]](https://cdn.prod.website-files.com/65cf4fecbed2754c2236665d/65cf4fecbed2754c22366bdb_65a5af83e742f76e34ce06f3_Customer%2520Onboarding%2520_%2520Everything%2520you%2520need%2520(2).png)