Use cases · Sales
Follow up on deals that went quiet
Hear which deals stopped moving, and what would move each one.
- Best for
- Sales people with more deals than memory.
- You give it
- Nothing: start the ready Mini "Quiet deals".
- Where it runs
- Mini, Chat
- Needs
- Any plan with the module on.
How it runs.
- The Mini watches for deals with no activity for 14 days.
- It reports what happened last on each and the step most likely to move it.
- Ask the Agent to draft the follow-up.
You get
A report, a proposed call, and a follow-up email draft saved on the deal.
You decide
The proposed call becomes a task when you approve it. Sending asks first, unless you let the Agent send.
Make it a Mini
Tell me which deals have had no activity for 14 days, and what would move each one.
Say the job in your own words when you create a Mini, or start from a ready one. About Minis
More for salesFor sales teams
- MinisSmall agents with one jobWhere this lives
- Turn a website request into a dealEvery request from your site arrives as a contact and a deal, with its owner.On its own
- Send a quote your customer accepts from a linkA quote on your letterhead, accepted from a link, and the deal won.Chat · App
- Revise a quote after the customer asksSay the change, get the new revision.Chat
Give the Agent this job.
Start free, and see the result wait for your yes.