Chief of Staffpreparing 8 morning briefs Hunterscanning install base Coachscoring 12 open deals Sentinelmonitoring 47 deals Analystforecast refreshed 6 min ago
The Product

Five teammates.
Working your data, every day.

Not a chatbot. Not a cold-email bot. A working AI sales team — connected to your CRM, ERP, install base, and every sales dataset you hold — plus live market intelligence — customized to your products and process, and operated for you so your people just sell.

Teammate 01

The Chief of Staff

Every rep starts the day with a personalized brief — built overnight from your CRM, your full ERP order history, and your service records. The work arrives ranked, with the reason attached.

  • Per-rep 7 AM morning brief: close, follow up, expiring quotes, open issues
  • Weekly leadership scorecard digest, every Sunday
  • Meeting prep on demand: account history, open items, talking points
Morning Brief — Rep: D. Carter
Acme Industrial — $84K renewal, decision this weekCLOSE
Quote #2204 expires Friday — 6 days silentEXPIRING
Meridian Corp — open service case, soften before renewal callCARE
Hunter — This Week's Finds
Crestline Corp — dormant 14 mo, $310K lifetimeWIN-BACK
Northfield Mfg — reorders down 38% / 2 quartersCHURN RISK
Delta Systems — warranty expires in 45 daysRENEWAL
17 accounts on legacy platform — upgrade candidatesUPSELL
Teammate 02

The Hunter

Cold outreach to strangers is dying. The Hunter works the richest territory you have — your own install base — and finds the revenue hiding in it.

  • Dormant accounts that used to buy, ranked by lifetime value
  • Declining reorder and consumables trends — the earliest churn signal
  • Expiring warranties and service contracts with no renewal motion
  • Upgrade and cross-sell candidates from purchase-pattern analysis
Teammate 03

The Coach

Every deal in your pipeline, scored against a proven qualification framework — with specific, written coaching on what's missing and how to get it. No favorites. No fatigue. No deal left unexamined.

  • Deal-by-deal qualification scoring across eight elements
  • Gap coaching: no champion identified, no decision criteria, no paper process — and the questions that fix each
  • Pipeline health rollup: every deal ranked by qualification strength
  • Win/loss pattern analysis across your closed deals
Deal Score — Acme Industrial ($84K)
Champion identified & engagedSTRONG
Economic buyer — not yet metGAP
Decision criteria documentedPARTIAL
Coaching: ask Sarah to broker intro to CFO before the 21stNEXT
Sentinel — Action Queue (3 pending approval)
Reassign stale deal "Westport $46K" — 31 days untouchedAPPROVE?
Draft check-in email — quote expiring, rep on PTOAPPROVE?
Flag forecast: 2 commit deals slipped past close dateREVIEW
Teammate 04

The Sentinel

The quarter doesn't fail at the end. It fails quietly, in week four, when a deal stalls and nobody notices. The Sentinel notices.

  • Autonomous pipeline scans: at-risk, stale, and overdue deals
  • Every flag arrives with a recommended action, not just an alert
  • Built-in approval queue — a human clicks before anything executes
  • This is the autonomy dial in action: Assist, Approve, or Autopilot, your call
Teammate 05

The Analyst

Ask anything about any customer and get the whole picture in seconds — then trust the forecast, because it's built from the same data, not from optimism.

  • Customer 360 on demand: CRM + lifetime order history + service health + live news
  • Commit vs. best-case forecasting, by stage and by rep
  • Forecast accuracy tracking against actuals
  • Exports for the board deck — one click
Customer 360 — Meridian Corp
Lifetime revenue$1.24M over 11 years
Open pipeline$96K (2 deals)
Service health1 OPEN CASE
SignalREORDERS STEADY
Governed Autonomy

The Autonomy Dial

The question every CEO asks about AI: "what if it does something we didn't intend?" Our answer: it does exactly as much as you allow — and you can see everything it does.

AssistApproveAutopilot

Assist

The team drafts and recommends. Your people act. The safest starting point — most customers begin here.

Approve

The team acts after a one-click human sign-off from the built-in approval queue. Speed with a human gate.

Autopilot

Fully autonomous on the workflows you choose. Every action logged and auditable. Earned, never assumed.

Set per workflow, not all-or-nothing. Built to public-company governance standards — because it was built inside one. Security & Governance →

Fits Your Stack

Built on the systems you already run.

CRM (Salesforce and others), ERP order history, email and calendar, service desk — connected read-safe, with write actions gated by your autonomy settings. Fully customizable: your products, your sales methodology, your terminology, your branding.

Connect

CRM + ERP + email connected in weeks 1–3.

Deploy

All five teammates live in Assist mode by week 8.

Tune

Your methodology, your autonomy settings, by week 12.

Operate

We run, monitor, and improve it. You sell.

Meet your team in person.

Fifteen minutes, your questions, straight answers — from the operator who runs this platform at a public company every day.

Book a 15-Minute Call