By funnel stage

Bottom of funnel: close with confidence

The deal is on the line. These playbooks and agents give reps the prep, the practice, and the fresh context they need to close.

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The BOFU problem

Deals don't die because of the product. They die because of the prep.

Reps walk into the most important calls of the quarter with stale research, no strategic plan, and zero practice. The questions they can't answer, the objections they don't see coming, the stakeholders they haven't mapped — that's where deals go to die.

Stale research before key meetings

The account was researched three months ago. Since then, leadership changed, a competitor moved in, and the budget cycle shifted. Reps walk in blind to what matters now.

Objections they didn't see coming

The champion brings in procurement, the CFO asks about ROI, the technical lead raises integration concerns. Reps who haven't practiced these conversations fumble them live.

Single-threaded deals collapse

Your champion leaves, gets reassigned, or loses influence. If you haven't found and engaged other contacts at the account, the deal collapses with one email.

Playbooks

Keep accounts fresh before the close

Re-research accounts before key meetings so reps walk in with current context, not stale data.

Scheduled Research

Scheduled

Re-research accounts before key meetings. Surface the latest signals so reps walk in with current context, not stale data.

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Agents for BOFU

Run any agent standalone

Closing is about preparation. These agents give reps the research, the strategy, the contacts, and the practice to walk into every meeting ready.

Account Planning

Strategic account plans with multi-threading strategy and point-of-view for late-stage deals

Digital Twin

Practice the actual conversation with an AI buyer persona calibrated to the deal

Contact Finder

Find additional contacts at the account to multi-thread the deal. Don't rely on a single champion.
Practice before the call

Rehearse the hard conversations

The best closers don't wing it. They practice objection handling, discovery, and negotiation with AI buyer personas — then get scored against the playbook before the real call.

Voice Roleplay

Voice Roleplay

Rehearse the call live with voice. Get real-time coaching on objection handling, negotiation, and closing techniques.
Roleplay Coach

Roleplay Coach

Get scored against your playbook after practice sessions. Know exactly where to improve before the real call.
Who uses it

BOFU by role

Sales Reps

Sales Reps

Prep for key meetings with fresh research. Practice with Digital Twin and Voice Roleplay. Get scored by Roleplay Coach. Walk into the room having already rehearsed the hard questions.

Explore RevOps

RevOps

Configure coaching criteria and playbook scoring in the Agent Training Center. Ensure reps are being evaluated against the right talk tracks, objection handling, and discovery frameworks.

Explore CRO

CRO

Win rate visibility by rep and by deal stage. Coaching adoption — which reps are practicing, which aren't. Pipeline inspection powered by fresh research instead of self-reported CRM data.

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How it all connects

Preparation is the closer's edge

The best reps don't wing it. Scheduled Research gives them fresh signals before the meeting. Account Planning maps the buying committee and builds the strategy. Contact Finder ensures the deal isn't single-threaded. Digital Twin lets them rehearse the conversation with an AI version of the actual buyer persona. By the time they're in the room, they've already practiced the hard questions.

Close with context

Fresh research. Strategic prep. Practiced conversations.

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