Sales & pipeline
When 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.
- Starts on the stage change itself, not a nightly sweep
- Welcomes, sets expectations and offers the first date
- Retags the contact so segments stay accurate
- Works on any stage, not just Won
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Today
A won deal, a quiet week, and a customer wondering whether anything is happening.
With this running
A welcome inside a minute of the card moving, with the first appointment already on offer.
Step by step
What actually happens
- Your team
Drags the deal from Negotiation to Won.
- Assistant
Wakes on the stage change, reads the deal and the contact.
- Assistant
Sends the welcome, offers the first available onboarding slot, and swaps the prospect tag for a customer one.
- Assistant
Leaves an internal note so whoever picks this up knows what was promised.
01 / 02
It reacts to the board, wherever the board is dragged
The stage change fires the same way whether the card was moved in the app, by a colleague on their phone, or by another system — because the event comes from the data changing rather than from the screen it changed on. There is no path that bypasses it.
02 / 02
Any stage, not just the happy one
The same trigger handles a deal moving backwards. A card dropping from Negotiation to Qualified can quietly retag the contact and note why, so the segment you broadcast to next month is not full of people who already said no.
How this is put together
The same building blocks every assistant is made of. Nothing here is bespoke to this scenario.
What starts it
Something changing in your CRM — A deal moves to a new pipeline stage
Where it runs
What it can do
- Looked up a deal
- Looked up the contact
- Tagged the contact
- Removed a tag from the contact
- Added a note
- Checked the booking types
- Checked what times are free
- Replied
- Checked who is on the team
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
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.
Learn moreAnswering 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 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.
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