Sales workflows,
powered by AI.

A buyer asks for a quote while yesterday's call still needs a follow-up. A deal looks ready to close, but nobody has met the person who approves it. Start with the work between a promising conversation and a signed agreement.

Browse every work area
Another proposal to write?Bring the buyer's request, agreed scope and approved prices into a draft you can check.Who else needs to say yes?Map the people involved in the deal and the decisions still waiting for an owner.What did you promise on that call?Recover the next steps on both sides before sending another follow-up.Which deals need your attention?See stalled opportunities, missing next steps and gaps in account coverage.

Built for the AI you already use.

  • ChatGPT
  • Claude
  • Copilot
  • Gemini

Explore the work behind the next decision.

Start with a job you recognize. Open it to see what gets prepared, the questions that remain and where a person decides.

Illustrative workflows, adapted to your own procedures and standards. Each needs to be scoped to your operation. Scheduling and system connections are possible setups, scoped separately. People retain the decisions shown.

Target accounts and signals

Choose where sellers spend their time, using account fit and evidence of a current need.

The team is deciding which accounts to pursue next.A ranked account list with fit, engagement, missing evidence and a suggested next step.

Put the right accounts at the top

Bring these each run
Account export, target-customer criteria, activity history and exclusion rules.
The person decides
Your sales lead chooses the priority accounts and assigns pursuit owners.
Keep the exceptions visible
Missing company facts or contact history remain unknown; activity alone does not establish buying intent.
Work it connects
Prospecting, account owners and sales planning.

Possible setup. From an approved export. On request.

An event, partner or prospecting list is handed to sales.A reconciled list of relevant contacts, exclusions and uncertain matches, with a reason for each.

Check a list before sellers use it

Bring these each run
Lead export, target roles, company criteria and your colleague, competitor and suppression lists.
The person decides
Your prospecting lead resolves uncertain matches and approves who may be contacted.
Keep the exceptions visible
Blank fields, changed employers and ambiguous titles stay visible; excluded contacts are accounted for.
Work it connects
Sales development and account assignment.

Possible setup. From an approved export. When an agreed event happens.

A separately scoped connection checks approved public sources on an agreed schedule.A dated shortlist of relevant requests, hiring changes or vendor-switching signals, linked to their evidence.

Find a timely reason to start a conversation

Bring these each run
Approved public-source access, named accounts or search terms, fit criteria and a review window.
The person decides
Your seller checks the signal and chooses whether to contact the prospect.
Keep the exceptions visible
Old posts, uncertain identities and secondhand claims are flagged; a signal is not a confirmed purchase plan.
Work it connects
Prospecting and account research.

Possible setup. Through a scoped connection. On a schedule, with review.

Inquiries and first contact

Help a seller decide whether a conversation fits and what to say next. Acquisition campaign operations belong with Advertising and lead generation.

A new inquiry is passed to a seller.A qualification brief separating confirmed need, authority, budget and timing from questions to ask.

Turn an inquiry into qualification questions

Bring these each run
Inquiry export, contact record, stated needs, service definitions and qualification criteria.
The person decides
Your seller chooses whether to pursue, ask for more context or decline.
Keep the exceptions visible
Company size and job title are clues, not proof of budget or authority.
Work it connects
Sales development and the receiving account owner.

Possible setup. From an approved export. When an agreed event happens.

A seller has selected a prospect and a specific reason to contact them.A short first-message draft with a sourced point of relevance and one clear next step.

Draft an opening that has a reason

Bring these each run
Prospect research, prior contact notes, approved offer facts and the seller's writing examples.
The person decides
Your seller verifies the facts, recipient and wording before sending.
Keep the exceptions visible
Unverified personal details, unavailable proof and prior requests to stop contact are surfaced.
Work it connects
Prospecting and the seller's own correspondence.

Possible setup. From approved files. On request.

A prospect replies to an existing sales conversation.A reading of the reply, a suggested next action and a response draft where useful.

Find the next move in a buyer's reply

Bring these each run
Reply thread, prior offer, opportunity notes and contact preferences.
The person decides
Your seller chooses the response, respects stop requests and decides whether to arrange a meeting.
Keep the exceptions visible
Ambiguous interest, complaints and requests outside the seller's authority are flagged.
Work it connects
The seller and the next deal owner.

Possible setup. From approved files. When an agreed event happens.

Meetings and coaching

Prepare the conversation and learn from what the buyer actually said.

A seller asks for preparation before a buyer meeting.A concise brief with known needs, open questions, relevant history and an intended next step.

Walk into the call with the right questions

Bring these each run
Meeting notes, inquiry, account research, prior correspondence and approved product facts.
The person decides
Your seller chooses the questions and the goal for the call.
Keep the exceptions visible
Unknown budget, missing decision makers and unsupported competitor claims stay marked.
Work it connects
The meeting owner and any joining specialist.

Possible setup. From approved files. On request.

A seller needs to understand who can advance or block an opportunity.A stakeholder map with evidenced roles, recent contact and gaps in the decision process.

Find the people missing from the deal

Bring these each run
Contact list, attendee records, deal notes, correspondence and buyer statements.
The person decides
Your account executive confirms roles and chooses whom to involve next.
Keep the exceptions visible
Seniority does not prove authority; friendly comments do not establish a champion.
Work it connects
Account executives, sales specialists and executive sponsors.

Possible setup. From approved files. On request.

A manager selects a recorded sales conversation for coaching.A scorecard grounded in speaker-attributed passages, with coaching points kept separate from deal facts.

Coach from the call, not its summary

Bring these each run
Transcript, call purpose, agreed coaching rubric and opportunity context.
The person decides
Your sales manager checks the evidence and chooses the behavior to practice.
Keep the exceptions visible
Poor transcription, missing segments and uncertain speakers limit the assessment.
Work it connects
Sales managers and the seller being coached.

Possible setup. From approved files. On request.

Follow-up and commitments

Keep buyer decisions, open questions and promises attached to the conversation that produced them.

A sales call ends and its notes or transcript are available.A recap draft, open questions, agreed next steps and proposed deal notes.

Turn the call into a useful follow-up

Bring these each run
Call record, participant list, opportunity context and any approved attachments.
The person decides
Your seller confirms the commitments and sends the follow-up.
Keep the exceptions visible
Suggestions are not agreements; missing dates and unclear owners remain questions.
Work it connects
The seller, buyer participants and deal collaborators.

Possible setup. From approved files. When an agreed event happens.

Before the next deal discussion, a seller requests a review through a separately scoped conversation connection.A ledger of recent commitments on both sides, with source conversations and open or uncertain status.

Check what each side still owes

Bring these each run
Authorized conversation access, account identity, selected engagements and recorded follow-through.
The person decides
Your account executive verifies what is outstanding and chooses which promises to chase or renegotiate.
Keep the exceptions visible
Limited conversation coverage is stated; absent evidence of completion does not prove a broken promise.
Work it connects
The deal owner and people responsible for promised materials.

Possible setup. Through a scoped connection. On request.

A buyer raises a concern about price, timing, fit or another supplier.A response draft with the underlying question, approved supporting evidence and points to clarify.

Prepare an answer to a specific objection

Bring these each run
Buyer wording, deal context, approved proof and relevant past deal notes.
The person decides
Your seller chooses the answer and seeks approval for any concession.
Keep the exceptions visible
Unsupported comparisons and proposed commitments outside the offer are flagged.
Work it connects
Account executives and the specialists needed to answer the concern.

Possible setup. From approved files. When an agreed event happens.

Proposals and bids

Put scope, pricing and evidence in front of the person who can commit the business.

A buyer requests a written proposal after discovery.A draft with deliverables, exclusions, fee lines, dependencies and unresolved questions.

Turn discovery notes into a proposal

Bring these each run
Discovery notes, buyer request, approved pricing, delivery assumptions and proposal template.
The person decides
Your sales owner approves scope and price with delivery before sending.
Keep the exceptions visible
Missing rates, unconfirmed capacity and unsupported outcome claims remain explicit gaps.
Work it connects
Sales, delivery and commercial approvers.

Possible setup. From approved files. On request.

A buyer asks for a price or commercial concession.A comparison of the current offer and proposed terms, with approval needs and negotiable alternatives.

Show the tradeoffs in a requested discount

Bring these each run
Quote, approved pricing rules, requested concession, deal context and cost assumptions.
The person decides
Your authorized commercial approver decides the concession and what to request in return.
Keep the exceptions visible
Unknown margins, unusual payment terms and promises outside policy need specialist input.
Work it connects
Account executives, deal approvers and finance.

Possible setup. From approved files. When an agreed event happens.

An RFP or structured questionnaire arrives.A requirement-by-requirement response outline with supporting material, gaps, owners and deadlines.

See whether the bid can be supported

Bring these each run
Buyer questionnaire, submission rules, approved credentials and product or service evidence.
The person decides
Your bid lead decides whether to bid; evidence owners approve their answers.
Keep the exceptions visible
Mandatory requirements without proof stay gaps; no certification or capability is inferred.
Work it connects
Sales, proposal contributors and technical reviewers.

Possible setup. From approved files. When an agreed event happens.

Deal decisions and learning

Make the next commitment and the reason for a lost deal visible.

A buyer and seller need to agree how the decision will happen.A draft plan of buyer decisions, internal approvals, dependencies, owners and proposed dates.

Put the path to signature on one page

Bring these each run
Deal notes, buyer process, open review items, proposal and target decision date.
The person decides
Your account executive agrees the plan with the buyer and confirms each internal owner.
Keep the exceptions visible
A target date is not a buyer commitment; unresolved legal or technical reviews stay open.
Work it connects
The deal team, buyer and approval owners.

Possible setup. From approved files. On request.

A seller or manager requests a closer look at an opportunity.A review of confirmed facts, assumptions, blockers and specific next questions.

Separate a promising deal from an evidenced one

Bring these each run
Opportunity record, recent buyer correspondence, call notes and stage criteria.
The person decides
Your sales manager decides the next action and any stage or forecast change.
Keep the exceptions visible
Seller optimism, stale activity and incomplete buyer confirmation are identified.
Work it connects
Account executives and sales management.

Possible setup. From approved files. On request.

A separately scoped review runs when the agreed batch of closed-deal exports is ready.A comparison of buyer explanations and seller-entered reasons, with patterns and questions to investigate.

Find why buyers chose another path

Bring these each run
Closed-deal export, approved buyer interview notes, decision dates and segment definitions.
The person decides
Your sales lead chooses changes to qualification or coaching and routes wider findings to the relevant team.
Keep the exceptions visible
Small samples, missing buyer interviews and selective recollection limit conclusions.
Work it connects
Sales coaching, with findings for marketing and product owners.

Possible setup. From an approved export. On a schedule, with review.

Pipeline and coverage

Prepare the sales team's operating decisions; CRM configuration stays with the systems team.

A separately scoped weekly review receives the agreed pipeline export.A stage-by-stage pack of stalled deals, overdue dates, missing next steps and decisions for the meeting.

Prepare the pipeline meeting

Bring these each run
Pipeline export, activity dates, stage definitions and historical closed opportunities.
The person decides
Your sales manager chooses deal priorities and approves forecast changes.
Keep the exceptions visible
Missing stage history and stale exports are stated; pipeline value is not booked revenue.
Work it connects
Account owners and sales leadership.

Possible setup. From an approved export. On a schedule, with review.

The sales team requests a check before using its pipeline numbers.A correction list for missing fields, stale dates and stage claims without supporting evidence.

Find the deal records that need correction

Bring these each run
Opportunity export, required fields, stage criteria and linked deal records.
The person decides
Your opportunity owners confirm and apply each correction.
Keep the exceptions visible
Conflicting records and suggested dates remain unresolved until an owner verifies them.
Work it connects
Sellers, sales managers and revenue operations.

Possible setup. From an approved export. On request.

A sales leader reviews how accounts are divided across the team.A coverage map showing unworked accounts, concentrated opportunities and assignment options.

Find accounts nobody has time to work

Bring these each run
Account and opportunity exports, rep assignments, segment rules and available capacity.
The person decides
Your sales leader decides whether to change ownership or focus.
Keep the exceptions visible
Account counts alone do not measure workload; incomplete activity history is flagged.
Work it connects
Sales leadership and affected account owners.

Possible setup. From an approved export. On request.

From “I prompt it”
to “it is ready to review.”

Start with a simple version of one job. Make the preparation more automatic as the inputs, rules and review process become reliable.

On request

Bring the files or exports. Run the preparation when you need it, and review what comes back.

First, agree the useful output.

On a schedule

Prepare the review at an agreed interval, with a clear owner for exceptions and missing inputs.

Next, establish access and a review queue.

When something happens

An agreed event starts the preparation. Duplicate records, failures and retries have somewhere to go.

Then, test the trigger and recovery.

The person still approves the payment, releases the work or sends the message. Scheduling and integrations are scoped to the job.

Already have a prompt
that gets you most of the way?

That is a useful starting point. Bring the prompt, an example result and the part you still have to chase or fix.

We can start by examining what you have: its inputs, the exceptions it misses and what would make it reliable enough to hand off.

Describe what you have built
How we build and review the work

The handoff shouldn’t depend on who’s in.

Your team knows which details matter, which customers need a different start and what sales tends to leave out. We capture those distinctions from existing procedures or real examples, then build them into a workflow anyone handling the job can use.

Built with the people who own the customer experience.

Your operations, sales and customer-success leads agree the handoff and what a complete result looks like. We test against that standard, then have your team run real work in its own account.

Carry the deal beyond the CRM.

The CRM holds the opportunity. The order, onboarding and billing live elsewhere. Your workflow brings those pieces together from files and exports, following your way of doing the whole job.

Work that crosses systems

Worked examples in detail

Customer handoff · Deal 1184

Onboarding
Kickoff invite and eleven-step checklist prepared on the company template.
Setup
Workspace, two admin seats and the integration named in the order.
Billing
Annual, invoiced in advance, net 30. Prepared from the signed order.
Still needed
Go-live date and billing contact. Two questions prepared for the account executive.

What your team brings to each run

The closed-won CRM export and signed order for a new customer.

The rules already built in

Use the company’s onboarding template. Take billing terms from the signed order. Name the missing details and who needs to supply them.

Customer success reviews the handoff, enters the setup and sends the messages. The next person starts with the work prepared.

From accepted proposal to engagement

Prepare the engagement letter, client setup and billing details from the accepted scope and fee, using your practice’s templates.

Professional services

The person decides. Your account, customer-success or practice lead checks the preparation, approves terms and commitments, enters setup changes and sends messages.

Renewals with the reasons attached

Combine product usage, support tickets and CRM notes into an account-risk list. Put the evidence beside each account so your lead can plan the conversation.

Software technology

The person decides. Your account, customer-success or practice lead checks the preparation, approves terms and commitments, enters setup changes and sends messages.

The client review pack

Bring portfolio reports, CRM open items and recent correspondence into an agenda and one-page summary for the adviser.

Financial firms

The person decides. Your account, customer-success or practice lead checks the preparation, approves terms and commitments, enters setup changes and sends messages.

Proposals built from the scoping call

Use the opportunity record, partner’s notes and past proposals to draft in your format. Apply your staffing and fee rules, and list what the notes leave unanswered.

The person decides. Your account, customer-success or practice lead checks the preparation, approves terms and commitments, enters setup changes and sends messages.

What is your
version of this?

One job is enough to start.

Describe what comes in, what you do now and what you wish would be ready without another prompt.

Prepare a discussion outline. Your answers stay in this browser tab. You can edit and copy the outline to bring to a conversation. Nothing is sent or saved.

Go straight to a fit call

One recurring job.
Or a connected department.

Start with one workflowFind a focused starting point in work you already do.Map your department against thisExplore connected workflows, ownership and implementation.

Existing sprints, scope and pricing are on Get started. Establishing a function? Explore building a new capability.

What happens after your next closed deal?

Bring the handoff that takes the most chasing. We’ll identify the useful first workflow and the quickest way to get your team running it.

Book a 30-minute fit call.