Case Study

Vertex tripled AE meetings with Conductor skills

Their revenue leadership team captured the best meeting prep workflow and rolled it out globally with governance.

Assets Vertex shared internally

Use them as-is or swap in your own metrics.

Slides that walk through the global multi-threading workflow.

Share with IT to show how Conductor controls data flow.

Model the 3.8× meetings lift against your ACVs.

3.8×

Meetings per rep

After automating research + personalization

6 weeks → 3 weeks

Ramp time

New AEs productive in half the time

Regions covered

NA, EMEA, APAC using the same skills

Challenge

AEs spent hours prepping multi-threaded meetings. Messaging varied wildly, and RevOps couldn’t keep CRM notes consistent.

Solution

Recorded top-performer research workflows, captured the exact page views for coaching, and used skills to auto-draft recaps + tasks.

Impact

AEs reclaimed 10+ hours per week, leadership got consistent opportunity data, and pipeline coverage finally beat 3× target.

Meeting prep brief with LinkedIn + product telemetry

Org chart builder with stakeholder-specific messaging

Call recap + action item sync to Salesforce + Slack

Competitive intel tracker that pings on pricing changes

Executive update generator for QBRs and forecast calls

We’ll walk through the actual skills, dashboards, and reporting that made leadership sign off in one week.