Sales & pipeline
The deals nobody followed up
Found every Monday, chased with your approval
Nobody decides to abandon a deal. It just stops being the most urgent thing, fourteen times in a row, and then it is too late to message without it being strange.
- Finds what has gone quiet, by your definition of quiet
- Writes a follow-up that refers to the actual conversation
- You approve each one — or approve the batch
- Notes what it sent, so the next chase is not identical
We reply in under an hourOr message us on WhatsApp
Today
A pipeline where a third of the value has not been touched in three weeks, and nobody can face starting.
With this running
A Monday-morning queue of ready-to-send follow-ups, each one specific to that deal, that takes ten minutes to approve.
It asked, it waited, and it said so meanwhile
Silence is never read as approval, in either direction
Step by step
What actually happens
- Assistant
Wakes on a schedule — nobody asked it to — and plans out the steps it intends to take.
- Assistant
Reads the pipeline, finds nine deals untouched for fourteen days, and reads the last exchange on each.
- Assistant
Drafts nine different messages, each referring to what was actually discussed, and stops.
- Your team
Approves seven, edits one, rejects one — from a phone, over coffee.
- Assistant
Sends the approved ones, notes each on the deal, and updates what it saw.
01 / 02
It reads the conversation before it writes
A follow-up that says “just checking in” is worse than none, because it tells the customer nobody remembers them. This reads the last exchange on the deal first, so the message refers to the thing that was actually being discussed — the quote, the date they said they would decide, the question they left unanswered.
02 / 02
Nothing leaves without you
Outbound sales messages are the clearest case for an approval gate: the cost of one bad message is your name, and the cost of waiting an hour is nothing. So the sending action is gated. The assistant does all the work, then stops with everything ready and waits. If nobody answers, the requests expire — they are never sent on a silence.
- Each message reviewable on its own, with the deal in front of you
- Edit before approving, and it sends what you wrote
- Reject one without stopping the rest
- An unanswered request expires rather than proceeding
How this is put together
The same building blocks every assistant is made of. Nothing here is bespoke to this scenario.
What starts it
A schedule — Every Monday at 09:00, in your timezone
Where it runs
What it can do
- Checked the time
- Checked the pipelines
- Looked through the deals
- Looked up a deal
- Looked up the contact
- Read the notes on the contact
- Planned out the steps
- Replied— needs your approval
- Added a note
- Updated the deal
What it uses
Every action above is a real capability, and every run keeps a record of which ones it used. How the engine holds this together →
More like this
Other things it does
Answering a new lead in ninety seconds
Because the one who replies first usually wins
Speed to lead is the least glamorous and most reliable finding in sales research. It is also almost impossible to hit consistently with people, because people are in meetings.
Learn moreWhen a deal is won, the handover starts itself
The welcome, the note and the next step, on the drag
The gap between winning and onboarding is where new customers form their opinion, and it is almost always the least designed part of the process because the person who won them has moved to the next deal.
Learn moreThe pipeline review nobody has time for
A written summary, on your desk, every Monday
Every sales manager intends to review the pipeline weekly. What actually happens is a glance at the board in the meeting, which surfaces the deals that are visible rather than the ones that are stuck.
Learn moreWhere this runs
The channels this scenario works on, and the industry module it belongs to.
Would this work for how you actually operate?
Tell us the scenario you have in mind. If it needs a building block we do not have, we would rather say so than sell you a demo.
We reply in under an hourOr message us on WhatsApp