A morning review of deals that went quiet

Deals went quiet without anyone noticing, and landing page leads reached the CRM as duplicates. We connected the CRM and the sales inbox to an AI assistant that reviews quiet deals every morning and checks new leads for duplicates before they reach the CRM.

Technology companySales

Where they started

Quiet deals were easy to miss, duplicate leads from landing pages reached the CRM and old or lost deals were rarely looked at again.

What we built

We gave an AI assistant access to the CRM and the sales inbox, and added a duplicate check between the landing pages and the CRM.

  • A morning review of deals that went quiet, with the last email for context.
  • Landing page leads checked for duplicates before they reach the CRM.
  • Old and lost deals sorted into lists worth a second look.

How it runs today

The review runs each morning and every action is logged, and the sales lead makes every call on which deals to chase, close or hand over.

Inside the workflow

Select any part of the map to see what it reads, what it writes and who approves the result.

Pipeline assistant

It reviews the pipeline every morning, flags deals that went quiet with the context to act on them and keeps new leads clean.

Runs onEvery morning
Approved byThe sales lead, on every deal
LogEvery review and change
Moving lines show which way information flows

How the workflow runs

1

The review starts

Every morning the assistant opens the pipeline.

2

Quiet deals are found

Each quiet deal comes with its last email for context.

3

The lead is briefed

The sales lead gets one email with the review of quiet deals, each with its last email for context.

4

A person decides

The sales lead decides whether to chase, close or hand over each deal, and the log records it.

More case studies

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Turning call notes into CRM deal reviews

Every discovery call becomes a structured deal review, backed by what the buyer said and written to the CRM.

Client approvals that happen in the inbox

Each draft reaches the client’s inbox with the full content and buttons to approve or reject it, alongside a shared content calendar.

Bring us the pipeline you stopped trusting

Start with a working session where we watch it with your team, and the workflow map that follows ends in a fixed quote.

Book a working session