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Your in-depth guide to every Mixmax product — what it does, how it works, when to recommend it, and how to position it against alternatives. Reps who finish this training don't just describe Mixmax. They sell it as strategic partners who solve real problems.
Build pipeline AND convert it.
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By the end, you'll know every Mixmax product cold
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Navigate like a power user
Every click. Every menu. Every shortcut. You'll know exactly where features live and how to use them live in front of a prospect.
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Map features to problems
Every feature tagged to which of the four problems it solves (Execution, Prioritization, Execution Gap, Fragmentation) and which pillar of the follow-up game it serves (Engagement Signals → Detect, Buying Signals → Decide, Account Momentum → Send).
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Recommend the right solution
When a customer describes a pain, you'll know exactly which feature to recommend, which plan tier they need, and how to demo it.
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The pipeline-building engine
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Engagement Copilot
Primary Job: Build Pipeline
Plan: $49/mo
AI Sequence Builder, multi-channel sequences, Smart Send, Smart Compose, Engagement Scoring, LinkedIn Extension.
📧 Engagement Copilot — Deep Dive
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Scheduling
Primary Job: Pipeline Acceleration
Plan: Free → Teams
Scheduling Links, Share Available Times, Round Robin, Book on Behalf, multi-host meetings.
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Templates
Primary Job: Pipeline at Scale
Plan: All paid
Personal/team templates, folder sharing, inline insertion, variables (Smart/Custom/Salesforce), template performance.
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The cross-channel intelligence layer
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Accounts View
Primary Job: The dedicated account workspace
Plan: Suite
Launching June 17 — the customer-facing account workspace. 360 view of every account, ranked by what changed today. Powered by Mixmax Intelligence.
👁️ Accounts View — Deep Dive (Launching June 17)
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Inbox Copilot
Primary Job: Win the Follow-Up Game
Plan: $29/mo
Inbox Categorization, Smart Compose with deal context, Smart Follow-Ups, Interest Detection, Sidechat, tracking.
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Meeting Copilot
Primary Job: Win the Follow-Up Game
Plan: $29/mo
Smart Prep, AI Notes, Instant Summaries, Action Items, Draft Follow-Ups, CRM Auto-Sync.
🎙️ Meeting Copilot — Deep Dive
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The architecture that powers every surface
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Mixmax Intelligence
Primary Job: The cross-channel intelligence engine that powers every Mixmax surface
Plan: Built into the Suite and Mixmax for Teams
Mixmax Intelligence is the engine. It runs underneath every Copilot — Inbox, Meeting, and Engagement — and powers the Accounts View (June 17) plus future surfaces. Reps don't see it directly; they see the Actions it produces.
🧠 Mixmax Intelligence — The Engine
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