Your AI sales co-worker
Deal basics
Who is this deal with, and what is it worth?
What are you selling?
Pick the product or service line(s) this deal is about — this focuses the AI's research and insight drafting on the right offer.
0 selected — pick more if this deal spans several lines.
Where did this come from?
How the conversation started tells the AI which play to open with.
Reaching out gets insight-led outreach guidance, an interested buyer gets discovery-first support, and a booked meeting gets preparation for that meeting. If none of them fit, pick Other and describe the situation on the next step.
Their role or job title tells the AI who to build a buyer profile for. Their deal-stage role (Economic Buyer, Champion...) is worked out later, on the Deal Plan.
Where is this deal at?
Describe the current situation — what's happened so far, who you've spoken to, what their needs are.
This is the input the AI leans on hardest. Paste in email threads, call notes, meeting summaries — anything that gives context. Don't worry about formatting. If the buyer emailed you, paste that email here — it is recorded as the received email on Interactions and a reply is drafted.
Supporting documents
Proposals, requirements docs, email threads, meeting notes, competitor analysis — anything related to this deal.
Optional — you can add documents to the Vault at any time after the deal is created.
Review & create
Check everything looks right before we create the deal and start the AI analysis.
Assistant is preparing...
The AI is researching the company, analysing your deal context, and building the knowledge base. The assistant will be available once this is complete.
Preparing your deal — this can take a few minutes
Deal Type
This is an outbound, referral-led deal — Sam reached out after a referral from Mike, and the CMO has asked for an initial proposal. That's a warm opening, not a cold one: the buyer is interested enough to ask for something, but hasn't said what problem the proposal must solve. So the opening play is insight-led: bring a point of view on their patient journey before you bring a price. Note the nuance: a proposal request this early is often a way to compare suppliers, not a sign of commitment.
Current Stage
Outreach, moving to Discovery (the predicted stage is right, for now). Evidence: there's a named contact and a request, but no agreed problem, no decision process and no economic buyer. Win probability stays low until the CMO confirms what is really driving "before Q2".
Key Insights
The Q2 deadline is the deal's gating risk (80% confidence, direct from Sam's notes). One quarter for build, migration and sign-off is tight for a health group with more than 40 clinic sites. If the date is fixed by a board commitment, the conversation is about de-risking delivery; if it's aspirational, it's about phasing. Find out which.
The conversion problem is probably a journey problem (60% confidence). HealCraft's main site, booking portal and clinic microsites were built separately, and every hand-off loses patients. Add the new patient app and the plausible problem is fragmentation, not page design. Test this hypothesis in the next conversation — don't assume it.
The "CMO" contact is unverified — HealCraft's leadership page lists a Chief Marketing & Patient Experience Officer. Your contact may be that role or a Director of Digital Marketing reporting into it. This matters: a board-level sponsor can move a Q2 date; a director-level one usually can't.
Recommended Next Actions
Sam: confirm the CMO's name and title, and ask what's behind the Q2 date. Opening question variants: "What's happening on your side that makes Q2 the date?" and "If we got this right, what would be different for patients by the summer?"
Hold the proposal until the problem is agreed. Offer a short diagnostic call instead — 30 minutes to map the current journey — then build the proposal on what you find. This is the single highest-leverage move at this stage.
Test the problem hypotheses with discovery questions in the next conversation (situation → problem → implication):
- "How are the main site, booking portal and clinic pages managed today — centrally or by each team?" (situation)
- "Where do patients drop out between finding you and booking?" (problem)
- "If nothing changes before the app launches, what does that cost in bookings?" (implication)
Ask Sam to add the referral email from Mike and any call notes to the Vault.
Insights
Problems your prospect's organisation faces, the roles affected, and how to talk about each. Click any tile to view the full Situation–Complication–Resolution.
Patients hop between the main site, the booking portal and clinic pages, and every hand-off loses some of them. The conversion problem is a journey problem, not a page problem.
Every channel reports its own numbers, so the board sees activity rather than outcomes, and budget follows whoever has the best slide.
A Q2 launch leaves one quarter for build, migration and sign-off. The risk is less the platform than the governance around it.
Vault
UploadPersona note: the deal's CMO contact is the only named stakeholder. Marketing owns conversion and reporting; Digital and IT will shape any platform decision…
Recent signals: new patient app announced, Head of Digital role advertised, and a board commitment to "one front door" for patients by Q2…
Stakeholder map: CMO (sponsor, unverified), Head of Digital (likely champion), IT Director (technical sign-off), CFO (budget owner)…
HealCraft — Recent Signals & Insight-Led SCRs (Digital Experience Transformation, £250K)
Phase: Outreach — problem-first SCRs, no late-stage de-risking content yet.
Recent Trigger Events (past ~6 months)
1. Patient app launch confirmed for Q2 2027, with a "one front door" commitment
- Date: FY2026 annual results (18 Jun 2026)
- Source: HealCraft annual report and results webcast
- What happened: The board committed to "one front door" for patients by Q2 2027, led by a new patient app. Patient numbers +6%; online bookings now 41% of all appointments; digital named the group's top investment priority.
- Sales implication: High. The app hands patients to the main site, booking portal and 40+ clinic microsites. Every journey that isn't joined up by launch loses bookings the app was meant to win. This is the single best timing hook for the deal — the web estate must be ready before the app, creating a hard deadline.
- Urgency: High — build, migration and sign-off need most of the time left before Q2.
2. New Head of Digital role advertised to own the patient journey
- Date: August 2026 (still open)
- Source: HealCraft careers page and LinkedIn
- What happened: A new role reporting to the Chief Marketing & Patient Experience Officer, accountable for "the end-to-end digital patient journey across web, app and booking".
- Sales implication: Medium–High. A single owner for the journey is being created now — budget and mandate are forming. Engage before the hire lands, or be the partner they inherit.
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at every stage of every opportunity.