Revenue motion
A proposal opened four times, and nobody noticed.
The period between sending a proposal and hearing back is where most deals quietly die — not because the answer was no, but because nobody was watching. This motion watches, and tells a person when something happened that deserves a phone call.
The motion, defined.
Audience
Every opportunity with a proposal sent and no decision
Offer
The proposal already sent
Goal
A decision, either way
Channels, in order
A notification to the owner on repeated opens → An email at seven days of silence → A call at fourteen
Success condition
A decision recorded — won, or lost with a reason
Accountable owner
Sales Manager
Who does what.
Shown exactly as the review screen shows it before the motion launches. You can change any of it except the last list — those are refused to every agent on every plan.
The agent does this, unattended
- Alert the owner when the proposal is opened repeatedly
- Send a light follow-up at seven days of silence
- Ask what else they need in order to decide
- Record any objection raised in the reply
A person does this
- Make the call when the proposal is being read now
- Handle any negotiation
- Decide whether to revise or to close it as lost
Qualified means
- Whether the proposal reached the decision maker
- What is outstanding before they can decide
- When they expect to decide
The agent can never
- Revise a price
- Extend a validity date
- Offer anything to unblock a decision
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]