The Closer / Coming soon
Know which open sales conversations to follow up today.
Find the conversations worth following up. Give your AI the context to help turn them into customers.
Why it matters
A promising enquiry. A proposal waiting for a reply. A follow-up that never happened. Valuable opportunities disappear in busy inboxes when keeping a CRM up to date becomes another job.
Consultants, agencies and relationship-led service businesses
How it works
Your AI reviews relevant conversations through its authorised tools, records opportunity evidence and helps you decide which follow-up deserves attention.
The workflow
- 01
Review relevant conversations
- 02
Confirm your business and opportunities
- 03
Prioritise the next action
- 04
Review drafts and record what happened
Preview
A practical example.
Review my recent client conversations. Which opportunities need my attention?
The Acme proposal needs a follow-up: their last question was about timing. I would clarify the start date first. Shall I draft a reply for you to review?