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The closing playbookKeep a clean pipeline
Deals update from emails, calls and meetings. Stalled deals flagged with the reason.
Review deals with evidence
The Data Agent explains which deals are at risk. Deal reviews start from the same facts.
Quote the same day
Quotes built from approved price lists. Approvals routed in minutes, not days.
Forecast with confidence
Forecasts built from deal stages and rep calls. Changes explained week over week.
What’s included
What the Prospecting Agent can do
Buying signals
Spots website visits, product usage and replies that suggest an account is ready.
Account briefs
Summarizes each company and the people worth contacting.
Draft outreach
Writes first emails and follow-ups for a rep to review.
Next-step suggestions
Suggests the next step for every account in a sequence.
Meeting prep
Prepares a one-page brief before each first call.
Activity logging
Logs every touch on the account, so the record stays complete.
How it works
From signal to first meeting, with people deciding
The agent does the digging; your reps keep the relationship.
Research that’s already done
Each account comes with a short brief: what the company does, who to talk to and why now.
- Buying signals from your site and product
- Who to talk to, and why now
- A short brief for every account
Drafts your reps can make their own
First emails and call notes are drafted in your team’s style. Reps edit, approve and send.
- Drafts in your team’s style
- Reps edit before anything is sent
- Replies tracked for every sequence
Agents that give your reps their time back
Learn more
Prospecting Agent
Researches accounts showing intent and drafts outreach for review.
