How many shortcuts should a rep use?

Start with 10 to 20 high-frequency shortcuts, then expand based on real usage patterns.

Can shortcuts support team standards and personal style?

Yes. Shared templates set standards, while personal edits preserve each rep's voice.

Clear naming conventions, category structure, and regular cleanup based on performance.

BETA

Design shortcut triggers that fit your sales workflow so high-value responses are always one command away.

When shortcuts match how reps actually work, adoption goes up and response time drops. Custom triggers are the key to daily usage.

Use trigger names reps remember

Create intuitive shortcut patterns for intros, follow-ups, and common objections. Consistency makes shortcuts easy to adopt across teams.

Adapt by channel and segment

A message for LinkedIn is not the same as an email follow-up. Keep channel-specific variants under clear trigger families.

Reduce context switching

With shortcut-first workflows, reps can reply inside their existing tools instead of jumping between docs and message drafts.

Text Expander for Sales Teams

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