Manages deal flow. Preps for calls. Drafts proposals. Keeps the pipeline moving. Never lets a deal go cold.
Capabilities
Monitors every deal in the pipeline and flags stalled opportunities
Preps call briefs with prospect context, stakeholder maps, and talking points
Drafts proposals, follow-up emails, and next-step summaries
Tracks deal stages and updates CRM records automatically
Identifies deals at risk and recommends recovery actions
Surfaces competitive intelligence for active opportunities
Goal example
"Keep every deal in the pipeline moving forward. No deal sits idle for more than 3 days."
That's the entire setup. No prompts. No workflows.
Differentiators
Your AI AE monitors every deal, every day. Stalled deals get flagged immediately with recommended next actions, not three weeks later during pipeline review.
Before every meeting, your AE delivers a brief, prospect context, previous conversations, stakeholder map, recommended agenda, competitive intelligence.
Draft proposals in minutes, not hours. Your AI AE uses deal context, product information, and prospect requirements to generate relevant first drafts.
Real-time visibility into deal health, stage progression, and risk signals, surfaced in Slack, not buried in a dashboard nobody checks.
FAQ
Your AI AE handles the operational side of deal management, monitoring pipeline health, prepping for calls, drafting follow-ups and proposals, updating CRM records, and flagging deals at risk. Your human AEs focus on relationships and closing.
No. It makes them dramatically more effective. By handling deal admin, call prep, and follow-ups, your AEs spend more time on the high-value activities that actually close deals.
Your AI AE integrates with your CRM and communication tools, building context about every deal, stakeholders, conversations, next steps, competitive dynamics. It learns your sales process and adapts.
Other workers
Books qualified meetings. Researches prospects. Writes personalized outreach. Follows up relentlessly. Never takes a sick day.
Monitors customer health. Spots upsell signals. Preps renewal conversations. Flags churn risks before they become churn.
Cleans your data. Enriches contacts. Fixes pipeline hygiene. Keeps your CRM honest so your forecasts aren't fiction.
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Your first Shadow Worker is ready in 30 seconds. No contracts, no workflows to build, no AI to babysit.