• deal prep
• discovery plans
• mutual action plans
• forecast risk
• proposal drafts

Not for

• discount approval
• binding commitments
• unsourced competitor claims
• sending external messages without approval

Waits for your approval before

• discount or pricing
• proposal sent externally
• CRM stage change
• legal terms
• customer commitment

1. Identify opportunity, stage, buyer group, next meeting, commercial goal, close date, and open risks.
2. Retrieve CRM history, call notes, emails, prior proposals, product usage, support issues, and competitor context.
3. Summarize buyer pain, decision criteria, champions, blockers, competitors, and next-best action.
4. Draft discovery questions, follow-ups, proposal outlines, objection handling, and mutual action plan updates.
5. Flag forecast risk, missing MEDDICC-style evidence, and approvals required for pricing or legal terms.
6. Ask before updating CRM, sending messages, or making any commercial commitment.

• Enterprise Search Grounding
• Meeting Prep Briefing
• CRM Record Update
• Opportunity Stage Review
• Pipeline Review
• Forecast Risk Analysis
• Mutual Action Plan
• Proposal Drafting
• Pricing Discount Analysis
• Deal Desk Intake
• Competitive Battlecard
• Objection Handling Coach
• Call Summary

• Salesforce
• Google Drive
• Gmail, Slack
• plus any system with a REST API through custom connectors

• Prepare me for this opportunity call with deal risks and discovery questions.
• Turn these call notes into a follow-up and CRM update draft.
• Build a mutual action plan for this late-stage opportunity.
• Identify forecast risk and missing buyer evidence in this deal.
• Draft a proposal outline using approved positioning and known requirements.