Deal Intelligence
Your AI coach that knows your playbook, analyzes every deal, and tells you exactly what to do next.
Stop guessing. Get clear guidance for every deal based on YOUR process.
The Deal Management Problem
You have a playbook. But reps still don't know: Is this deal healthy? What should I do next? Am I missing something critical?
Without Deal Intelligence
• Rep guesses if deal is qualified
• Manager asks "did you identify the champion?" in every deal review
• Meetings happen without clear objectives
• Reps miss warning signs until it's too late
• Follow-ups are generic and don't advance deals
• Playbook sits unused in a doc
With Deal Intelligence
• AI scores every deal against YOUR criteria
• System tells rep exactly what's missing
• Every meeting has clear preparation and objectives
• Warning flags surface automatically
• Follow-ups include specific next actions
• Playbook execution happens automatically
Your Playbook Comes to Life
Deal Intelligence connects your playbook to every deal, every meeting, every action.
Before Every Meeting
AI prepares you based on your playbook stage.
Meeting Prep Brief:
- • Current Stage: Discovery
- • What's Missing: Haven't identified champion yet
- • Questions to Ask: [Your discovery questions from playbook]
- • Red Flags to Watch: No budget authority identified
- • Success Criteria: What needs to happen to advance to next stage
After Every Meeting
AI analyzes against your playbook criteria.
Meeting Analysis:
- • Criteria Met: ✓ Pain point confirmed, ✓ Timeline established
- • Criteria Missing: ✗ Champion not identified, ✗ Budget not discussed
- • Deal Score: 65/100 (needs champion and budget conversation)
- • Warning Flags: 🚩 They mentioned "evaluating other options"
- • Auto-Updated CRM: Deal stage, key contacts, pain points logged
Ongoing Deal Analysis
Always-current view of deal health and what to do next.
Deal Health Dashboard:
- • Overall Health: 🟡 Moderate Risk
- • Why Change: 80/100 (strong pain identified)
- • Why Now: 60/100 (timeline exists but not urgent)
- • Why Us: 40/100 (no clear differentiation yet)
- • Priority Action: Schedule demo with champion, emphasize [specific differentiator from your playbook]
Clear Next Steps
No more guessing what to do next.
Action Plan:
- • This Week: Identify and connect with champion (VP Operations mentioned in call)
- • For Next Meeting: Bring ROI calculator, discuss budget range
- • To Advance Stage: Need champion confirmed + budget range + 2+ stakeholders engaged
- • Resources Needed: [Case study from your knowledge base], [Competitive positioning doc]
Powered by Your Playbook
Every analysis, every recommendation is based on YOUR sales process, not generic advice.
🎯 Your Methodology
Using MEDDIC? 3 Whys? Your custom process? Deal Intelligence scores and guides based on YOUR framework.
✓ Your qualification criteria
✓ Your stage definitions
✓ Your success metrics
📚 Your Knowledge
Recommendations reference your case studies, your positioning, your competitive intel.
✓ Your case studies
✓ Your talk tracks
✓ Your objection handlers
⚠️ Your Warning Flags
AI spots the red flags YOU defined as deal-killers in your process.
✓ Your risk indicators
✓ Your qualification gates
✓ Your no-go criteria
❓ Your Questions
Meeting prep includes the discovery questions and talk tracks from your top performers.
✓ Your discovery framework
✓ Your qualification questions
✓ Your closing techniques
See It In Action
Scenario: Deal with Acme Corp over 3 weeks
WEEK 1 - Discovery Call
Before Meeting:
"Discovery stage - focus on pain, budget, decision process. Key questions: [your discovery questions]"
After Meeting:
✓ Pain confirmed (manual reporting = 10hrs/week)
✗ Budget not discussed
✗ Champion not identified
Next Action: Follow up with budget question, identify who owns this problem
WEEK 2 - Technical Demo
Before Meeting:
"Demo stage - show solution to pain. Missing: budget discussion. Bring: ROI calculator, [relevant case study]"
After Meeting:
✓ Budget range confirmed ($50K/year)
✓ Champion identified (VP Ops)
🚩 Mentioned evaluating 2 other vendors
Deal Score: 75/100 (strong, but competitive)
Next Action: Send competitive positioning doc, schedule executive review
WEEK 3 - Executive Review
Before Meeting:
"Closing stage - confirm timeline, address objections. Competitive threat: emphasize [your key differentiator]. Bring: implementation plan"
After Meeting:
✓ All decision makers aligned
✓ Timeline confirmed (start next month)
✓ Competitive concerns addressed
Deal Score: 92/100 (excellent)
Ready to send contract ✨
Why Teams Choose Deal Intelligence
Never Miss Critical Steps
AI catches what's missing before it kills the deal
Faster Deal Velocity
Clear next actions keep deals moving forward
Higher Win Rates
Execute your proven process consistently across all deals
For Sales Managers
Finally, visibility into how well your team executes your process.
Pipeline Health
- • See which deals are at risk and why
- • Identify stuck deals missing key criteria
- • Forecast accuracy based on methodology scores
Team Performance
- • Track methodology adherence by rep
- • See where reps need coaching
- • Identify best practices to share
Stop winging it. Start executing.
Your playbook becomes your AI coach, guiding every deal to close.
Get Deal Intelligence