Catch deals going quiet before you lose them
Every Monday, the deals losing momentum are already listed, each one with the reason behind it.
Deals rarely die loudly. They go quiet, and the reason is sitting in the CRM, the email threads and the call notes. Going through every open deal means reading all three, which takes a manager most of a morning, every week, before anyone has spoken to a client.
Plugs into
These are examples. Every use case is built around the tools you already run, whatever they are, and you keep using them exactly as before.
Then it runs on its own
- 1
Goes through every open deal in your CRM
- 2
Measures how long since the last real contact
- 3
Reads the tone of recent emails and call transcripts
- 4
Ranks each deal and explains the reason
Delivered where you already work
Every Monday at 07:00, before anyone opens the CRM, in whichever channel your team already uses. We set the timing around how you work, not the other way round.
What you get back
- The deals going quiet, ranked by what they are worth
- A reason for each one, taken from the actual exchanges
- A suggested next step per deal
What it actually looks like
The real output, using sample data. Every line traces back to the source it came from.
Waiting for you on Monday morning
We build it with your team
Every workshop is built around the use cases you pick. This one is usually covered in the Accelerator, on your own tools and your own data.
- We work on your real pipeline, in whatever form it lives in today
- Your team decides what counts as at risk for your business
- You leave with a review that keeps running every week
Want it extended, maintained and connected to more of your systems afterwards? Let's discuss →
Want this running in your team?
30 minutes. Tell us what your team spends its week on and we'll tell you which of these would save the most time.