You built a great playbook.
70% of your reps haven't perfected it yet.
Our AI Agents fix that.
Required process for every rep
Enterprise Sales Playbook
Discovery call ended · your delegate
Enterprise Sales Playbook
All accounts · 8 deals tracked
Enterprise Sales Playbook
MEDDIC
Metrics, Economic Buyer, Decision Criteria, Champion, Paper Process
Business case
ROI model · financial impact · operational benefits quantified
Battlecard
Active competitors identified · objection responses ready
Salesforce update
Stage, close date, deal size, next step — all synced
Mutual Action Plan
Co-signed timeline · milestones · stakeholder sign-off path
MEDDIC
You still don't have an Economic Buyer identified — I found their VP of Finance, Sarah Chen, and I'd ask Marcus to intro you to her.
Business case
I put together the business case for you — it's $2.3M in annual savings and onboarding goes from 6 weeks down to 4 days, all in the doc.
Battlecard
They brought up a competitor on the call so I went ahead and pulled all your objection responses, figured you'd want them ready.
Salesforce update
I already updated the CRM for you — Stage 3, $180K, and the close date are all logged so you don't have to worry about it.
Mutual Action Plan
I drafted the mutual action plan from your Slack thread with VP Eng — they're confirmed, just give it a quick read before you hit send.
MEDDIC
3 of 8 accounts missing Economic Buyer — needs follow-up
Business case
8 of 8 accounts filled · avg $1.8M impact documented
Battlecard
2 of 8 accounts in active competitive deals — no battlecard logged
Salesforce update
All 8 accounts current · no stale stages this week
Mutual Action Plan
4 of 8 accounts have no MAP — late-stage deals at risk
Agent fills this automatically after every call, for every rep.
Good call! I took care of most of it — just need an Economic Buyer name when you get a chance.
Same playbook you designed. Now you can see exactly where the team is falling short.
You built a great playbook.
70% of your reps haven't perfected it yet.
Our AI Agents fix that.
Required process for every rep
Enterprise Sales Playbook
Discovery call ended · your delegate
Enterprise Sales Playbook
All accounts · 8 deals tracked
Enterprise Sales Playbook
MEDDIC
Metrics, Economic Buyer, Decision Criteria, Champion, Paper Process
Business case
ROI model · financial impact · operational benefits quantified
Battlecard
Active competitors identified · objection responses ready
Salesforce update
Stage, close date, deal size, next step — all synced
Mutual Action Plan
Co-signed timeline · milestones · stakeholder sign-off path
MEDDIC
You still don't have an Economic Buyer identified — I found their VP of Finance, Sarah Chen, and I'd ask Marcus to intro you to her.
Business case
I put together the business case for you — it's $2.3M in annual savings and onboarding goes from 6 weeks down to 4 days, all in the doc.
Battlecard
They brought up a competitor on the call so I went ahead and pulled all your objection responses, figured you'd want them ready.
Salesforce update
I already updated the CRM for you — Stage 3, $180K, and the close date are all logged so you don't have to worry about it.
Mutual Action Plan
I drafted the mutual action plan from your Slack thread with VP Eng — they're confirmed, just give it a quick read before you hit send.
MEDDIC
3 of 8 accounts missing Economic Buyer — needs follow-up
Business case
8 of 8 accounts filled · avg $1.8M impact documented
Battlecard
2 of 8 accounts in active competitive deals — no battlecard logged
Salesforce update
All 8 accounts current · no stale stages this week
Mutual Action Plan
4 of 8 accounts have no MAP — late-stage deals at risk
Agent fills this automatically after every call, for every rep.
Good call! I took care of most of it — just need an Economic Buyer name when you get a chance.
Same playbook you designed. Now you can see exactly where the team is falling short.
What we hear from sales leaders
I find out a deal is stuck too late. When I retro it, someone skipped a step in the process 3 weeks ago.
We're trying to have the same output as a 50-person team with just a few people.
Our CRM is always stale. Reps update it when they remember, which makes it out of date and inconsistent.
Every rep runs the process differently. I have no way to know who's actually following the playbook.
How it works
From any call, email, or message
to a filled playbook.
You design the playbook
Define the instructions you want every rep to follow — stages, assets, what good looks like on every deal.
Each rep installs a Delegate
Each rep installs a Delegate to follow the playbook for every account they own. Takes minutes to set up.
Delegates execute after every interaction
Call ends, email arrives, Slack message lands — the Delegate doesn't just update the playbook, it executes across every tool it has access to.
You review what's working and what's not
See every account on track or behind. Spot gaps, update the playbook, and every Delegate follows immediately — no slow retraining.
Who it's for
For teams that need more than a CRM and a notetaker.Get AI coworkers to run your process.
Call recordings miss emails. Your CRM only has what reps typed in. Delegate pulls all your comms channels together into your unified process — so you can drive behavioral change at scale.
For CROs & VP Sales
You see exactly where the playbook is breaking down — across every rep, every deal.
No more waiting for Friday's forecast. You get a live aggregate view: which blocks are consistently failing, which reps are behind, and where the process needs fixing — before deals are lost.
Playbook health · all reps
MEDDIC
3 of 8 reps missing Economic Buyer
Business case
8 of 8 filled · avg $1.8M
Battlecard
2 reps in competitive deals, no card
Salesforce update
All reps synced · no manual entries
Mutual Action Plan
6 of 8 signed
For Account Executives
Your Delegate is your partner on every deal. It handles the work and tells you what's next.
After every call, your Delegate fills the playbook, updates the CRM, and drafts the follow-up. Then it tells you — conversationally — exactly what's missing and what to do before the next call.
Discovery call ended · your delegate
Economic Buyer
Delegate · just now
Good call! Marcus loves it but he can't approve spend. I found Sarah Chen — she's the one. Drafted a note to Marcus asking for the intro, take a look.
Marcus
Draft
Quick question
Hi Marcus, great call today. Quick one — who owns budget decisions on your end? I came across Sarah Chen and want to make sure we're looping in the right person.
Needs approval
For the whole team
Someone who was on every call, read every email, and never forgets.
Every rep, manager, and new hire gets instant answers on any account — no digging through threads, no waiting on people, no context lost in translation.
Security by design
Your AI, your rules.
Enterprise-grade security.
Every action goes through a deterministic approval system. Nothing is ever sent, posted, or changed without your explicit sign-off. Your data is never sold or used to train models.
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