What is PerksMate and how does it work?

PerksMate is an AI-powered lead generation platform. You describe your ideal customer in plain language — no complex forms — and our AI instantly generates ideal customer profiles with target roles, industries, company size, and buying signals. From there you get outreach playbooks with copy-ready templates for LinkedIn, email, and social, plus verified contact data for real prospects. The full flow takes minutes: Describe → Discover → Engage → Connect.

Who is PerksMate built for?

PerksMate serves three audiences. Agencies — marketing, creative, and dev shops that need a steady pipeline of new clients. Companies — SaaS, e-commerce, and B2B businesses looking for decision-makers like CTOs, VPs, and directors. Solo consultants and freelancers — designers, developers, strategists, and coaches who want qualified project leads without cold-calling. You choose your audience type when you start.

What kind of leads and data will I get?

For every search you get: ideal customer profiles with fit scores, target roles, and industries; multi-channel engagement strategies with templates for LinkedIn outreach, cold email, and social media; and verified contact data including names, email addresses, job titles, companies, and social profile links. All contact data is sourced from public records and verified before it reaches you.

Is PerksMate free to try?

Yes. You can try PerksMate with our free chat — enter your name and email, pick a prompt, and get one set of AI-generated ideal customer profiles at no cost. No credit card is required. To unlock engagement strategies, outreach templates, verified contacts, and unlimited searches, sign up for a full account from the dashboard.

How is my data kept secure?

PerksMate uses industry-standard encryption and secure authentication powered by Supabase. Your inputs are only used to generate leads and strategies — we never share or sell your data. Contact information we surface comes from publicly available and verified sources. You can manage your account, sessions, and data from your secure dashboard at any time.

How is PerksMate different from other lead generation tools?

Most tools require you to fill out long forms, pick from rigid filters, or import CSV lists. PerksMate lets you describe what you need in plain language — like talking to a colleague — and AI does the rest. You get profiling, strategy, and contacts in one flow instead of juggling three different platforms. Plus, every outreach template is tailored to the specific profiles AI found for you, not generic copy.

Can I use PerksMate for different types of campaigns?

Absolutely. Switch between audience types (Agency, Company, Consultant) any time to run different campaigns. Each audience type comes with its own suggestions, profile templates, and outreach strategies. You can run a client-acquisition campaign for your agency, a B2B sales campaign for your SaaS product, and a freelance lead search — all from the same dashboard.

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Sales Enablement 6 minOctober 8, 2024

Build an AI Sales Coach for Your Team

Use conversation intelligence, CRM notes, and PerksMate agent data to build an internal AI coach that suggests next steps and scripts for reps.

ai sales coaching enablement playbooks

Human sales coaching is powerful but hard to scale. An AI sales coach augments managers by analysing data, recommending messaging, and flagging risks automatically.

Data Sources for Coaching

CRM: Deal stage, next step, decision makers
Agent runs: Which PerksMate agents a rep triggered and the outcomes
Call transcripts: Recordings from Zoom or Dialpad
Email replies: Logged in the events table

Questions Your Coach Should Answer

Embed an internal chat UI (Next.js + Supabase auth) where reps can ask:

"What's the best template for this industry?"
"Which deals are stuck and why?"
"Give me a call opener for {{company}}"

Workflow Example

Rep runs Describe → Discover to generate new leads.
AI coach reviews the generated ICP and suggests which engagement agent to run.
After calls, the coach summarises transcripts and surfaces coachable moments.

Security + Guardrails

Keep the AI inside your VPC. Use Supabase RLS to restrict access to deals per team. Log every prompt/response for compliance.

Frequently Asked Questions

Do I need a huge dataset to build an AI coach?+

Start with CRM notes + PerksMate agent logs. Even a few hundred conversations can create useful recommendations when combined with LLMs.

How do managers stay in the loop?+

Send a weekly digest summarising the AI coach's recommendations and the deals it flagged so humans can confirm or override.

Try PerksMate free

Describe your ideal customer and get AI-generated profiles, strategies, and verified leads in minutes.

Get Started

Lead Generation

PerksMate

Build an AI Sales Coach for Your Team

Data Sources for Coaching

Questions Your Coach Should Answer

Workflow Example

Security + Guardrails

Frequently Asked Questions

Try PerksMate free

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