Create a new deal in minutes
From company intelligence to your next opportunity.
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