A small team's playbook
What we built, the eight problems it solves, what the dashboards look like in real use, and a day-by-day walkthrough of the week. No demo voiceover — just the actual screens reps see.
Free for 2 seats. No card required. 5-seat minimum on paid tiers.
The eight problems we solve
Each one is a specific pain — not "your CRM is hard to use" but "your reps lose an hour every night fighting the CRM instead of prospecting." Here's how each gets solved.
Reps spend evenings updating the CRM instead of selling.
Tap the mic. Speak one sentence about the call. The AI parses it into a stage move, a logged activity, a follow-up task, and an updated deal-health score — in a single save.
Unified AI update modal · voice-first
The forecast is a guess until Friday afternoon.
Every update from every engine writes to the same source of truth. The forecast page reflects this morning's reality. No parallel reporting, no chasing reps for inputs.
Performance OS · live forecast
Stalled deals stay stalled — until they're lost.
Open deals quiet for 14+ days surface on the dashboard, in the daily digest, and on the deal page itself. One click drafts an AI re-engagement message tuned to that deal's pain hypothesis.
Stalled-deal nudges + AI re-engage
We only know one person on the deal. When they leave, the deal dies.
Multi-stakeholder mapping with explicit roles (champion, economic buyer, technical evaluator). The leadership view tracks stakeholder hygiene per rep so managers coach on the right behavior.
Stakeholder map · champion-risk alerts
Proposals take a full afternoon to draft and another to send.
Generate Proposal pulls deal data, contact context, meeting notes, and pain hypothesis. Claude drafts the whole document in seconds. You edit in place; the prospect signs in the browser.
Proposal Engine · AI-drafted + e-sig
Scheduling ping-pong eats every Tuesday.
Self-serve booking pages with intake questions. As prospects answer, Pipeline pre-builds the meeting agenda from their inputs. Both sides walk in prepped.
Booking Engine · auto-agenda
Cold email goes straight to spam.
Tell Claude about your offer + ICP. It drafts subject lines, opening email, follow-ups, and ICP filter terms. Positive replies auto-create deals in your pipeline with the pain pre-filled.
Campaign Engine · reply-to-deal
The manager either micromanages or flies blind.
The AI Sales Coach surfaces 2-4 specific moves per rep per week, anchored to actual deals. The leadership view shows per-rep forecast + stakeholder hygiene. Coaching is data-driven, not theatrical.
AI Sales Coach · leadership rollup
A week in real use
One rep on a small team, one ordinary week. Eight moments where the system does the chore so the rep can do the selling.
Monday · 8:32 AM
Morning brief lands in your inbox.
The AI Sales Coach generated your weekly brief overnight. Two focus moves this week — both with deal links. You scan it on your phone over coffee before opening the laptop.
Monday · 9:15 AM
Discovery call ends. You log it in 5 seconds.
Press U on the deal page. Mic on. "Met with Sarah, their CFO. Budget approved, they want pricing by Friday, set a call with Tom in IT for Wednesday." Save. Stage advances, activity logs, task created for Tom, health rebumped to Strong.
Monday · 1:00 PM
Prospect replies to your cold email.
Positive reply from a Globex VP. The Campaign Engine auto-creates a deal in your pipeline with the pain hypothesis pre-filled from the AI assessment. You see the notification bell light up — one tap into the new deal.
Tuesday · 11:00 AM
Booking lands while you're in another meeting.
A prospect books a discovery call from your booking page. Their intake answers flow into a pre-built agenda. A deal lands in your pipeline tagged source=booking. The host email you get when you check your phone already mentions both.
Wednesday · 3:00 PM
A deal you forgot about surfaces as "stalled."
The dashboard flags Northwind — 18 days quiet. You click "Re-engage with AI" on the deal page. Claude drafts a short message referencing the original pain hypothesis. You edit two words, paste into Gmail, send.
Thursday · 4:30 PM
Proposal request comes in.
Champion asks for pricing. You hit "Generate Proposal" on the deal page. Claude pulls deal data, contact history, meeting notes, drafts 5 sections in 8 seconds. You edit one number and one paragraph, send a share link.
Friday · 9:45 AM
The prospect spends 4 minutes on your proposal.
A notification: "Acme is lingering on your proposal." Time-on-pricing alert crossed the 3-minute threshold. You call them; they answer; you walk it through together.
Friday · 5:00 PM
Manager opens the leadership view.
No status meeting needed. Every rep's pipeline, forecast, stakeholder coverage, and quarterly trajectory is current. The CFO sees the same number the rep does. The week ends with one source of truth.
The screens reps actually use
No video, no voiceover. Below are the screens a rep sees on their phone and laptop every day. Hover or tap any mockup for context on what's happening.
Time-of-day greeting, AI focus list (5 highest-leverage moves, ranked by goal impact), today's meetings + tasks, and a win ribbon if you closed anything in the last 24 hours. The first tab reps open after coffee.
Good morning, Sarah
Here's your day at a glance.
Won in the last 24 hours
AI focus list
Today · 2 meetings
Tasks today · 5
The classic CRM landing page reimagined. Pinned deals, the AI Sales Coach brief, the daily scorecard, and the priority feed — every rep sees their own.
Pinned deals
Acme · Q3
Acme Co.
$80K
Globex
Acme Co.
$42K
Initech
Acme Co.
$25K
AI Sales Coach · week of May 12
You're 84% of pace on pipeline added but only 38% on revenue closed. Two of your three best lift opportunities are quiet — the Acme champion responded yesterday; pricing on Globex was opened three times this week.
Call Acme champion today
Closes 22% of monthly target
Walk Globex through pricing
Restarts an $80K conversation
Week · Pipeline added
$42K
Today · Deals advanced
8
Today · Calls made
12 / 20
Different from a recap — this is prescriptive. Reads goal pace + pipeline state + recent activity, then tells you where to spend the next five days. Each focus move is anchored to a real deal.
AI Sales Coach · Week of May 12
You're at 68% of weekly pipeline added with two strong open conversations. Focus the next three days on Globex and Hooli — both have proposal-stage signal but missing economic buyer.
Focus moves · ranked by goal impact
Re-engage Globex — champion active, pricing opened 3×
Closes 18% of monthly target
Get Hooli CFO on the next call
Restarts a $120K conversation
Send Acme thank-you + reference ask
Compounds: referrals add 9× lead conversion
Drafts Monday morning. Refresh anytime — costs ~$0.01 per run.
Drag cards between stages. Each card carries the AI health score, mapped stakeholder count, and a one-tap next-step preview.
Acme · Q3 Renewal
$80K
Initech
$25K
Globex · annual
$42K
Hooli · Expansion
$120K
Every health score "shows its work." The Why this score panel lists the concrete signals — multi-thread coverage, recent activity, pain hypothesis captured — that ladder up to the number.
AI deal health
Strong82/100
Acme is tracking ahead of cadence. CFO engaged on last two threads, pricing review on the calendar, technical sign-off cleared this week.
Next step
Send commercial terms by Friday. Reference last week's ROI doc.
Why this score
Overdue, Today, Tomorrow, This week, Later — instead of one flat list. Sticky bucket headers, bulk select to complete or snooze, voice-input quick-log on every deal.
Follow up with Acme champion
2d overdue
Send Globex pricing PDF
1d overdue
Discovery call with Hooli
10:30 AM
Call Tom @ IT (Initech)
2:00 PM
Send mutual action plan
EOD
Northwind kickoff
9:00 AM
Your logo, your accent color, your domain (proposals.acme.com on the Suite plan). The OE ribbon disappears. Total-investment block adopts your brand color. Typed-name e-sig with full audit trail.
Acme Sales
Proposal
Prepared by Sarah Chen for Hooli's Q3 territory expansion.
Total investment
$128,000
Sign with your full legal name to accept.
SignPublic scheduling link with intake questions. Every booked meeting auto-generates an agenda from the prospect's answers — both sides walk in prepped.
Book a meeting with
Sarah Chen
30 min · video
Quick discovery call. I'll come prepared if you fill in the questions on the right.
Pick a time · Tue, May 14
Intake · drives the agenda
What's the #1 problem you're trying to solve?
A positive reply auto-extracts a pain hypothesis, creates a Pipeline deal, sends your booking link, and pings you in Slack. Zero rep clicks. The engines actually talking to each other.
“We're looking at renewal options for Q3 — happy to jump on a 20-min call. Wednesday after 2 PM works.”
— Dani Kim, VP Eng @ Globex
Pain hypothesis extracted
"Q3 renewal pressure, 20-min slot offered"
Deal created in Pipeline
Globex · Q3 Renewal · stage Discovery
Booking link sent
Wed PM slots offered via /book/sarah-20min
Sarah pinged in Slack
#sales-replies channel · open deal link
One reply. Four downstream actions. Zero rep clicks.
Your weekly 1:1 prep, pre-written. AI reads 30 days of the rep's pipeline + activity, then groups talking points into celebrate / coach / ask / watch — with a suggested open-ended question for each.
1:1 prep — Sarah Chen
AI brief covering the last 30 days · just for you
Headline
Sarah's pace is steady — 3 wins, no losses, $284K open. Globex is the deal to dig into; champion is hot but the economic buyer hasn't engaged on any thread.
Won Acme — 32 days
Champion-driven, 4 stakeholders mapped early
Globex thin on stakeholders
Only 1 contact, no economic buyer
Hooli timing
Original close was March — what changed?
Initech gone quiet
14d no update, AI flagged at-risk
The CFO/CEO view. Each rep's closed, commit, best, worst, plus a stakeholder-hygiene percentage so managers coach the right behavior, not just the number.
| Rep | Closed | Commit | Best | Hygiene |
|---|---|---|---|---|
| Sarah Chen | $45K | $78K | $42K | 82% |
| Marcus Webb | $24K | $56K | $28K | 64% |
| Priya Anand | $12K | $34K | $22K | 38% |
Hygiene = share of $10K+ open deals with both 2+ stakeholders AND a mapped economic buyer.
Map champion, economic buyer, technical evaluator. The AI advisor uses this map; the kanban surfaces deals with thin coverage; the digest nudges you on the ones that matter.
Stakeholders on Acme · Q3 Renewal
Sarah Klein
PrimaryEconomic buyerCFO
Tom Park
Technical evaluatorVP Engineering
Lila Reyes
ChampionDirector RevOps
Marcus Webb
InfluencerIT Security
Four engines · one source of truth
Most CRMs sell you the pipeline and let you bolt on the rest. We built all four to share data from day one — so a campaign reply becomes a deal, a deal becomes a proposal, and a proposal opens become a notification, automatically.
Pipeline Engine
Replaces HubSpot Sales Hub
Acme · Q3 Renewal
$80K
Initech
$25K
Globex · annual
$42K
Hooli · Expansion
$120K
Click any tab above or wait — the showcase rotates on its own.
How the engines compose
No parallel reporting. No chasing reps. Every engine talks to every other engine — when you move a deal, when a booking lands, when a prospect signs a proposal, when a campaign reply comes in. The forecast updates itself.
Campaign Engine → Pipeline Engine
Positive reply auto-creates a deal with the pain hypothesis pre-filled.
Booking Engine → Pipeline Engine
Booking confirmation auto-creates a deal with intake answers as the pain hypothesis.
Meeting Engine → Pipeline Engine
Recall.ai summary updates the deal. Action items become tasks. Sentiment becomes a health signal.
Pipeline Engine → Proposal Engine
Generate Proposal pulls deal data, contacts, meeting notes — Claude drafts in seconds.
Proposal Engine → Pipeline Engine
Time-on-pricing alerts you when a prospect lingers. 1m / 3m / 5m crossings notify the deal owner.
Pipeline Engine → Campaign Engine
Stalled deals trigger an AI re-engagement draft tuned to that deal's specific pain.
Get started
Sign up · seed sample data with one click · open the AI update modal · type one sentence about a deal. You'll feel why this is different in your first session.
Free Pipeline Engine forever for 2 seats. Paid tiers from $49/seat.