Sales · Pipeline hygiene from chat

CRM pipeline

Pull the deals you name. Flag stale and missing fields. Propose updates. Never write the CRM until you approve.

The board is fiction by Thursday. Someone has to clean stages, next steps, and close dates.

First message

Talk first. The first message is a real task — not a template to configure.

CRM pipeline

Audit this pipeline view. Flag stale deals and missing next steps. Do not edit CRM.

Message CRM pipeline

Connect them when the Bot hits a wall. Nothing goes live until you say so.

Salesforce or HubSpot?

Either. Or both. The Bot works in the thread and stops before writes.

Also hire

Hire for the work. Each Bot is a person in the sidebar.

Hire a closer who does not send mail

Draft follow-ups from the account list. Do not send. Ask before anything leaves the thread.

Find and enrich. You own outreach.

Build a sourced shortlist from the ICP you name. Enrich what you can. Never cold-email without you.

Score inbound. Route with evidence.

Score inbound against your rubric. Draft the route note. Do not change CRM stage until you say so.

Context before the call

One brief per meeting: people, last touches, open risks. No calendar moves. No outbound pings.

Hire the first one

Name, optional job, how it should work. Open the thread. The first message is a real task.