Workflows and guides
Workflows. One question each.
Start here
The flagship first. Ten minutes, read-only.
This week’s deals, and the move each one needs
Read-only CRM. Every open deal, and the one move it needs this week.
Your team’s gap
Top reps against the rest, where it costs most, one thing to do.
One rep’s 1:1, prepped
The moment to work on, two deals to discuss, the question to ask.
Nothing to connect
Read these before anyone signs anything.
A CRM export
A CSV is enough for these.
Read-only CRM or a CSV
Five to ten minutes each. Nothing written back.
How much of the gap is coachable
The gap, split into what’s learnable, accounts and luck (sample).
What’s working this quarter
The three moves behind this quarter’s wins, ranked.
Quiet deals worth one more try
Quiet deals the best reviver would still work, and what she sends.
Who’s best at what, one skill
Every rep’s win rate at one moment. Sample: Mia 81%, team 34%.
Your best rep, on one card
One top rep’s strengths, moment by moment, with the deals behind each.
By email
In your inbox, on the day it matters.
Then, on request
Every tool above is one slice of this.
Check it yourself. One small step at a time, each a piece of what a read-only review shows.
The ladder
✓This week’s deals · 10 min
✓Story bank · 20 min
✓A readout on request, then a test of lift
What we never do
×Write to your CRM
×Show a rep a play nobody approved
×Ask for a card
FAQs
Are the tools really free?×
Guides are free to read. Workflow cards open an email access request; they do not start an account, tool run or payment.
This week’s deals,and the move each needs.
Read-only CRM, about 10 minutes. Nothing written back.