Everything you need to know about setting up and using Sales Hub to generate personalised sales content at scale.
Getting Started · Sales Playbook · Deliverable Types · CRM Integration · Frequently Asked Questions
Getting started with Sales Hub takes less than 5 minutes. Follow these steps to generate your first piece of sales content:
1. Create your organisation — Sign up at app.atomagent.io and create your organisation. Invite team members via email.
2. Build your Sales Playbook — Upload your ICP, value propositions, objection handling frameworks, battle cards, and pricing information. This becomes the foundation AI uses for all content generation.
3. Add your prospects — Paste prospect details, connect your CRM, or manually enter contacts. Sales Hub will enrich each profile with company data and recent activity.
4. Generate content — Select a deliverable type, choose your prospect, and generate. Review, edit, and export your ready-to-send content.
Your Sales Playbook is the heart of Sales Hub. It stores your organisation's sales strategy, messaging, and competitive intelligence. The AI uses this context to generate content that sounds like your best closer, not a generic template.
Playbook Components: Ideal Customer Profile (ICP) — Define your target market, company size, industry, pain points, and buying triggers. Value Propositions — Articulate your key value drivers, differentiators, and outcomes for each persona. Objection Handling — Document common objections and proven responses your team uses. Battle Cards — Competitive positioning, win/loss analysis, and differentiation points against key competitors. Pricing Cheat Sheets — Package details, discount authority, and ROI talking points.
Sales Hub generates 15+ types of sales content organised into four categories. Each deliverable is personalised using your playbook data and prospect intelligence.
Prospecting: Lead Research Reports, Cold Email Sequences, LinkedIn Outreach Messages, Cold Call Scripts, Mail Merge Campaigns. Nurture: Warm Follow-up Emails, Re-engagement Sequences. Meetings: Meeting Agendas, Pre-Call Research Briefs, Post-Meeting Summaries. Proposals: Proposal Drafts, ROI Calculators, Pricing One-Pagers, Battle Cards, Deal Summaries.
Connect your CRM to automatically sync prospect data and enrich profiles. Sales Hub integrates with Azure DevOps and popular CRM platforms. Navigate to Settings → Integrations to connect your accounts. Once connected, prospect data flows automatically into your content generation workflow.
How does Sales Hub personalise content?
Sales Hub combines three layers of context: your sales playbook (strategy, messaging, competitive intel), prospect data (company info, recent news, social activity), and the specific deliverable type requirements. This triple-context approach produces content that feels hand-crafted for each recipient.
What's included in the free plan?
The free plan includes 5 content generations per month, 1 playbook, and access to all 15+ deliverable types. It's perfect for testing Sales Hub with your actual sales workflow before upgrading.
Can I use Sales Hub for multiple clients?
Yes. Create separate playbooks for each client or business unit. Enterprise plans support unlimited playbooks, making Sales Hub ideal for agencies and multi-division organisations.
Is my data secure?
Absolutely. Sales Hub uses enterprise-grade encryption, SOC 2 Type II compliance practices, and never trains AI models on your data. Your playbooks and prospect information remain private and secure.
Our team is here to help you get the most out of Sales Hub. Reach out anytime.
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