No deal goes cold by accident.

A daily sweep finds stalled deals and drafts the next touch. Follow-up runs on pipeline state, not rep memory.

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Follow-up runs on memory.

After the second touch, follow-up depends on a rep remembering, on a busy Tuesday, that a deal from three weeks ago went quiet. Deals rarely die from a no. They die from silence.

Reminders and tasks pile up and get snoozed. A drafted email waiting in the inbox is a different thing entirely.

How it works.

Step 01

A daily sweep of the pipeline

Every weekday the system checks open deals for idle time, missing next steps, and stage changes without follow-through.

Step 02

It drafts the touch

Using the call notes and deal context already in your CRM, it writes the follow-up in your tone, referencing what was actually discussed.

Step 03

The rep approves and sends

The draft waits in the inbox. One review, one click. Nothing ever sends itself.

What lands in your stack.

  • A weekday sweep of every open deal
  • A drafted follow-up for each stalled deal
  • CRM note and task per draft, no duplicates
  • Send stays with the rep, always

Works with your CRM and email. Stage rules and idle thresholds are set to your sales process.

Questions people ask.

Won't this spam my prospects?
No. It drafts, never sends, and it drafts once per quiet period per deal, not daily. A deal with a future meeting or an open task is left alone.
How does it know what to write?
From your CRM: the discovery notes, the last conversation, the deal stage. If context is thin it flags the deal for the rep instead of inventing something.
Which deals does it pick up?
Rules we agree during the build: how many idle days per stage, which stages qualify, and what counts as activity. You can tighten or loosen them anytime.

See it running live.

A free 30-minute call. We'll show you the system on a real pipeline and map where it fits in yours.

Book a free discovery call