Follow up on every deal

What it does

Make sure every deal moves. Today's calls with what to say, a recap and next steps after every call, the CRM kept current, quiet deals caught, a weekly pipeline review that tells the truth about the forecast.

Works with your apps

• HubSpotDeals, contacts, activity and notes.One of these
• SalesforceOpportunities, contacts, tasks and events.One of these
• PipedriveDeals, persons, activities and notes.One of these
• AttioDeals, people, companies and notes.One of these
• GmailThreads with each deal's contacts, and drafts.Optional
• OutlookThreads, meetings and drafts.Optional
• Google CalendarMeetings with customers, and time for calls.Optional
• FirefliesCall transcripts for the recap.Optional
• GongCall recordings and what was agreed.Optional
• ZoomTranscripts of calls the owner joined.Optional
• Google MeetTranscripts of calls the owner joined.Optional
• DocuSignWhether a sent proposal has been signed.Optional

Routines it runs for you

Set up with you in a quick chat, so each one fits you. Switch on the ones you want.

• Morning call listEvery weekday at 8 AM
• After each customer callWhen a calendar meeting with outside attendees ends, or a new call recording arrives
• Friday pipeline reviewEvery Friday at 2 PM

Skills it brings

• Post-call pack
• Pipeline review
• Who should I call today?
• Keep my CRM up to date
• Brief me before a sales call
• Answer every new lead fast
• Write my proposal or quote
• Win back quiet customers
• Make it sound human
• Turn meetings into action items

More for sales

• 🧭Find new customersFinds prospects who look like your best customers, each with a real reason to reach out, and drafts outreach in your voice to send.
• 🎯Coach my sales callsScores each sales call with real quotes, hands you one habit to work on and drills your toughest objections. Private to you.
• 👥Sales DepartmentProspecting, deals and call coaching run as one team under a sales lead, with a Monday pipeline brief and outreach for you to send.
• ✨Brief me before a sales callWalk into every call ready: a one-page brief on who's in the room, what was promised and what to ask, from just a company name.
• ✨Who should I call today?Ranks the five people most worth calling today, with talking points from your emails and the deal. A spreadsheet works too.
• ✨Build my client review deckBuilds a quarterly review deck for each client from your CRM, calls and results, every figure sourced and ready to present.