Rocketly Blog
Pre-meeting account briefings with AI
Twenty minutes before the call, nobody reads six months of notes. What a briefing must contain, which data feeds it, and where it quietly misleads you.
Inbox triage: summarizing and prioritizing email with AI
What AI genuinely does in an inbox and what it does not: classification, extraction, summaries and drafts, wired to rules that lift the one message that matters.
AI-assisted fraud: deepfakes and forged instructions
A cloned voice, a fabricated video call and a hijacked email thread all end in the same place: a forged payment instruction. Defend with verification, not detection.
A business continuity plan for a small company
An outage, a data loss and a missing key person all pose the same question: how does the work go on? Consequence scenarios, recovery targets and a one-page plan.
Notification fatigue: retuning your CRM alerts
Two signals that matter, buried under sixty that do not: how to re-cut CRM alerts by channel, threshold, owner and role so that noise turns back into action.
The annual sales planning ritual: setting the year up right
An annual sales plan is not a spreadsheet but a multi-week ritual: the backward calendar, the assumptions, capacity and ramp, territory splits, coverage and revision rules.
Sales continuity during holidays and time off
One rep's week off can erase two months of pipeline work. Build a handover file, a coverage model and automation rules that keep deals moving without them.
Customer profitability analysis: who actually makes you money
The account at the top of your revenue list is rarely at the top of your profit list. Build a view that counts discounts, cost to serve and payment delay.
Variance analysis: the reason behind plan versus actual
Revenue under plan tells you nothing on its own. Split the gap into volume, price and mix, separate timing from permanence, and attach an owner to each cause.
Internal benchmarking: comparing against your own data
Stop measuring yourself against industry averages you cannot verify. Pick a reference point inside your own data, slice it properly, and act on the gap you find.
A metric dictionary: making everyone read the same number
Why one screen yields two numbers, and how to stop it: numerator, denominator, time window and filters, plus a two-week build for a working metric dictionary.
Working well with your accountant: a monthly rhythm
Move the accountant relationship off guesswork: one document door, an internal close date, a monthly reconciliation note and four indicators that measure it.
Inventory valuation: FIFO and weighted average cost
Three different costs for the same item? Where FIFO and weighted average cost diverge, what each one hides, and why neither should ever drive your price list.
Choosing a payment gateway and payment methods
A bank virtual POS or a payment institution, and which methods to open? A working guide to payment infrastructure, from authorization through payout to reconciliation.
Tax penalties, voluntary disclosure and settlement
Who spotted the error first decides which door stays open: a plain correction, voluntary disclosure, an invitation to explain, settlement, or the penalty discount.
Withholding tax on commercial rent and how to record it
Office rent is not a single-line expense: who owes the withholding, where net and gross diverge, what actually counts as rent, and how the monthly record should look.
Cancelling and correcting an invoice: which route when
A wrong invoice cannot simply be deleted. Cancellation, objection, a correcting document or a return invoice — here is how to pick the right route and clean up after it.
Automating document collection from customers
Signing authority, tax registration, bank details — why does customer paperwork take weeks? Turn the request into a flow that reminds, verifies and files itself.
Form abandonment: recovering visitors who almost converted
A visitor who opened your form and left without submitting does not have to stay an anonymous line. Measure where you lose them, capture identity, return at the right moment.
How to write customer survey questions that measure something
When a survey average drifts up and nothing changes, the wording is usually at fault. Scales, order, leading phrasing and timing, taken apart one mechanism at a time.
Defining a service level agreement in customer contracts
A four-hour response promise means nothing if the contract never says when the clock starts. How to write SLA clauses you can measure and defend.
How to write a meeting recap email
A thank-you note changes nothing. A recap that separates decisions from assumptions and open questions is what actually moves a deal forward.
How to write email subject lines and preheaders
The inbox envelope has three fields, not one: sender, subject, preheader. How to write them together, what your template breaks, and how to test on a small list.
Managing customer expectations: promising and delivering
What the customer heard and what you think you promised are rarely the same thing. Where expectations form, where commitments belong, and when to flag a slip.