We're here to help sales teams get qualified leads with the context they need to deliver relevant outreach—strengthening your pipeline and saving valuable time. Cloverleaf helps you do this by surfacing the exact moment when a decision-maker shares a
How to Leverage Campaigns
Create Territory-Based Campaigns
Set up campaigns by sales rep, region, or topic to track intent signals aligned to each person’s patch.
- Learn more about building campaigns here
- Tip: Subscribe yourself to each rep’s campaign via Signals so you can monitor keyword activity and flag high-priority leads.
How to Leverage Bookmarks
Create Bookmark Folders for Each Rep or Region
Use Bookmarks to organize and store key moments from meetings.
- Save meeting clips directly from the Meeting Page or Search Results page.
- Create folders by territory, client, or vertical for easy reference.
- Tag teammates in the organization to notify them of new leads.
How to Utilize the Cloverleaf AI Share Functionality
Share Sales Insights with Free Users
Enable free users to take action by sharing clips and sales moments directly.
Steps:
- Use Sales Insights to identify qualified opportunities.
- Click the Share button on any transcript snippet.
- Choose how you’d like to share: via link, email, or internal comms tool.
What’s Included in the Shared Clip:
- AI-generated summary (if Sales Insight was used)
- Direct link to the specific transcript/video moment
- Government agency and channel name
- Meeting name and date
- Full transcript snippet
Want to Customize the Information Before Sharing?
Enhance the Value of the Shared Insight:
- Sales Insight: Copy key quotes, speaker names, opportunity timelines, and funding mentions.
- Contact Info: Use the Contact section on the Meeting Page to include government staff phone numbers or emails.
- Additional Notes: Add context or tactical next steps directly in the shared message or your CRM.
Recommended Sales Workflow
Many sales teams succeed by creating a simple, repeatable cadence between paid and free users.
- Paid user identifies an opportunity using Campaigns, Insights, or Search.
- Paid user shares a meeting moment with a free user using Share or Bookmarks.
- Free user receives context via email and builds personalized outreach.
- Sales rep reaches out early, positioning themselves ahead of any RFP or competitor.
- Win more deals by showing up early and informed.
Use this process to support both account expansion and new territory development.
If you need help setting this up for your team, reach out to support@cloverleaf.ai. We’re here to help.