Pipeline Stewardship
Watches every deal. Flags stage timing, missing next-steps, and stalled accounts. Surfaces the deals leaking, not the ones already lost.
Catches stalls within 48hrDiscuss
AgentiQFor Sales & Revenue
AI agents for the deals you can’t afford to drop.
Follow-ups falling through the cracks. Stalled deals that age silently. Notes that never make it from call to CRM. Custom agents that keep your pipeline honest and every deal moving.
0
deals dropped
+22%
close rate
<24hr
response time
Pipeline · this week
$1.84M weighted · 12 active
Discovery
5
$420k
Demo
4
$680k
Proposal
2
$540k
Closing
1
$200k
Stalled · needs attention
Northwind Co.5 days
Acme Group3 days
Quantum Ltd.2 days
3 reminder drafts queued
This week
3 deals advanced
Discovery → Demo
14 follow-ups sent
Auto-drafted, you approved
8 calls logged
Notes synced to CRM
Where deals leak.
Follow-ups dropped
A prospect emails Wednesday. Nobody responds Thursday. By Monday they’ve found a vendor who replied within four hours.
Pipeline stale
A deal sat in “proposal” for 14 days. Nobody noticed. Now it’s effectively dead and your forecast was wrong all month.
Notes never make it to CRM
Reps take great call notes. In a notebook. CRM is half-empty. Pipeline reviews are a guessing game because the system doesn’t know what your reps know.
Win/loss never analyzed
You closed eight deals last quarter and lost six. You don’t actually know why. The pattern that’d let you fix it is locked in your reps’ heads.
Agents we build for revenue
Three agents. Every deal stays alive.
Follow-up Drafter
Drafts personalized follow-ups based on the call, the deal stage, and your style. You read, edit, send. Hours of reps’ time, back.
5+ hrs/week per repDiscuss
Win/Loss Synthesis
Reads every closed deal’s history. Surfaces the patterns — what stage you stall in, what objection wins, what makes deals move. Strategy you can actually use.
Quarterly insight reportsDiscuss
In the wild
A 30-rep B2B sales team. +22% close rate in one quarter.
SaaS · 30 reps
Their VP of Sales had a clear problem: pipeline review every Monday was a guessing game. Reps had the context. CRM didn’t. Forecasts were off by 15-20% every quarter.
We built three agents: pipeline stewardship, follow-up drafter, win/loss synthesis. Stages stayed current. Follow-ups went out same day. Stalled deals surfaced 48 hours in, not 4 weeks in.
One quarter later: forecast accuracy hit 95%, close rate moved from 18% to 22%, and reps spent five more hours a week selling instead of CRM’ing.
Outcomes
+22%
close rate · one quarter
95%
forecast accuracy
+5 hrs
selling time / rep / week
Working across functions?
See how we help other teams.
See your pipeline running on autopilot.
Book a 15-minute call. We’ll ask about your pipeline, your reps, your CRM, and walk you through what an agent would handle.