Watch Tiberiu Socaci explain how Makeitfuture uses AI skills to prioritise leads, prepare for sales calls and keep its CRM in sync with team activity.
Recorded on 10 June 2026, this webinar examines three sales workflows that Makeitfuture uses to reduce research and administration: Score, Prep and Sync. Tiberiu Socaci shows how connected data and reusable AI skills support each step, with people reviewing the decisions that matter.
Score: decide who to contact first
The scoring workflow combines two questions: does an account fit your ideal customer profile, and has the contact shown buying intent? Tiberiu explains how company data from Apollo can enrich a new lead, while activity such as webinar attendance, newsletter clicks, emails and booked calls helps the team judge intent. In the Makeitfuture example, a daily skill reads the relevant HubSpot and Apollo data, applies the team's criteria and helps assign the right person for a call.
The starting point is a clear definition of the customers your team serves. The agent can then apply that definition consistently, rather than treating every lead in a list the same way.
Prep: arrive with a useful briefing
Tiberiu demonstrates a pre-meeting brief that brings together information about the company, the people attending and earlier conversations. He compares a quick public-information search with a connected assistant that can also use internal notes, calendar entries and sales data. The result is a short brief to review before the call, including likely discussion points and questions.
Sync: capture what happened
After a meeting, the team needs decisions, opportunities and next steps recorded where colleagues can find them. The session describes a skill that reads new meeting notes and relevant communication, extracts useful updates and routes them to HubSpot, shared files or the right team channel. Tiberiu also shows how Makeitfuture uses sales context for follow-up and for marketing ideas, with people retaining control over what is saved and shared.
The wider approach
The opening section explains why these workflows depend on connected systems, clear rules and skills that can be improved when a result falls short. Tiberiu discusses an operating model in which a team notices mistakes, updates its process and reviews changes before using them again. The Q&A also covers sales assignment across locations and languages.
