Founders
Know how sales is going without living in a CRM.
You want two answers: how are we doing, and what is slowing us down. Both should take one question and arrive as sentences — not as a dashboard you have to interpret, and certainly not as a pipeline report you have to chase somebody to update.
“I do not want to open a CRM. I want to know whether this month is fine and what is stuck.”
Two questions, answered in sentences
€74,000 of new pipeline, €31,400 won, €26,800 already paid. Four qualified prospects waiting more than three days for a proposal. That is the whole report.
Won and paid are separate numbers
A deal signed and unpaid is not revenue, and conflating them is how a good month becomes a cash-flow surprise.
The brief arrives before you ask
Five sentences every morning about what changed and what needs a decision. Including which account nobody should contact today, which is the line an ordinary tool cannot produce.
You are not the bottleneck by default
Approvals name a role rather than a person, so a discount request does not wait for you to land.
Start here
The motions this team runs first.
Each one arrives with a goal, a qualification bar, an agent with bounded authority and a named owner.
Inbound lead follow-up
Every enquiry gets a reply within minutes, including at the weekend.
A qualified meeting, or a clear disqualificationCustomer expansion
Offer the second service, but only when the first one is going well.
A conversation about the second serviceContract renewal
Open the renewal conversation early, when it is still about scope.
A renewal agreed before the final monthThe platform
The three parts this team reaches for first.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
Agents identify themselves on every call · Nothing commits without you · [email protected]