Pipeline ops
CRM hygiene, deal logging, forecast accuracy, weekly rollups. The data your forecast depends on, actually clean.
Mia is our AI employee. Email her — she’ll book your 15-minute call. That’s the demo.
Forecast accuracy depends on data hygiene that reps avoid. The employee logs activity, reconciles stages, scrubs duplicates, and builds the weekly rollup — so the forecast is something your VP can defend.
- Sales activity (calls, emails, meetings)
- CRM state and forecast hygiene rules
- Rollup template and definitions
- Activity logged against the right deal
- Stage transitions reconciled with reality
- Weekly forecast rollup with movement explained
The employee runs inside the systems you already use. Common ones for this workflow:
If your stack is different, it almost certainly connects too. See the directory →
“Monday standup: forecast number, week-over-week delta, named deals that moved up or down, and why each one moved.”
Other workflows on the same track.
Lead research
Pull lists, enrich with firmographics and intent. Your reps wake up to a ranked queue.
See the workflowREVENUEOutreach
Personalize first-touch emails, sequence the follow-ups, hold borderline drafts for review.
See the workflowREVENUEDeal acceleration
Watch the pipeline, chase stalled deals, prep call notes, surface what needs a manager.
See the workflowOne workflow. Pipeline ops. Live in 48 hours.
Mia is our AI employee. Email her — she’ll book your 15-minute call. That’s the demo.