By funnel stage

Middle of funnel: accelerate deals

Accounts are in the pipeline. Now keep them fresh, track your champions, and stay ahead of changes. These playbooks keep working accounts moving forward.

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The MOFU problem

Pipeline doesn't stall because reps stop working. It stalls because context goes cold.

The accounts are in the pipeline. The meetings happened. But between touches, everything changes — contacts leave, signals shift, competitors move in. Reps show up to the next call working off stale data.

Research decays between meetings

The account research from three months ago is already outdated. New leadership, funding rounds, tech changes — none of it is in the CRM. Reps walk into QBRs blind.

Champions leave without warning

Your best contact at a working account quietly changes jobs. Nobody notices until the deal stalls. Meanwhile, they're at a new company where you could have had a warm intro.

Deals move slower than the market

Buying committees grow, priorities shift, budgets get reallocated. Without continuous research, reps are reacting to changes instead of anticipating them. Competitors who show up with fresher context win.

Playbooks

3 playbooks for deal acceleration

Keep accounts fresh, track your champions, and protect your customer relationships — all on autopilot.

Scheduled Research

Scheduled

Schedule recurring agent runs on accounts and contacts. Surface new signals and create CRM alerts on your cadence.

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Champion Monitoring

Continuous

Track when pipeline contacts change companies. Agents research the new company and write warm outreach.

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Ex-Customer Recycling

Continuous

Monitor customer contacts for job changes. CS gets departure alerts, Sales gets warm intro opportunities.

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Agents for MOFU

Run any agent standalone

Deals in progress need depth, not breadth. These agents give reps the research and planning tools to work accounts strategically.

Account Research

Re-research a working account on demand before a QBR or deal review

Contact Research

Deep-dive a specific contact before a call — LinkedIn activity, communication style, DISC profile

Contact Finder

Map contacts to persona cards and build stakeholder maps for multi-threading into the buying committee

Account Planning

Build strategic account plans with buying committee analysis and a point of view tailored to the opportunity

Digital Twin

Practice conversations with AI buyer personas before key meetings

Contact Qualification

Validate employment status and persona fit on existing CRM contacts before outreach begins
Practice before the meeting

Rehearse the conversations that move deals forward

Mid-funnel calls are where deals are won or lost. Discovery, multi-threading into new stakeholders, handling budget objections — reps can practice all of it with AI buyer personas calibrated to the actual deal before the real conversation.

Voice Roleplay

Voice Roleplay

Rehearse discovery calls, multi-threading conversations, and objection handling with AI buyer personas matched to your deal's buying committee.
Roleplay Coach

Roleplay Coach

Get scored on discovery depth, stakeholder navigation, and value articulation. Know exactly where your mid-funnel conversations need work before the next meeting.
Who uses it

MOFU by role

Sales Reps

Sales Reps

Use fresh research to prep for meetings. Track when champions move. Run Account Planning to map the buying committee. Practice with Digital Twin before high-stakes calls.

Explore RevOps

RevOps

Configure scheduled research cadence and champion monitoring rules. Ensure agents are surfacing the right signals at the right frequency. Monitor deal velocity and pipeline health.

Explore CRO

CRO

Pipeline health visibility. Track which accounts have fresh research vs stale data. Monitor champion movement across the pipeline. Coaching adoption metrics from Digital Twin sessions.

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How it all connects

Keep accounts alive between touches

TOFU gets accounts into the pipeline. MOFU keeps them there. Scheduled Research catches signals between meetings. Champion Monitoring tracks your contacts when they move. Account Planning gives reps a strategic edge on the accounts that matter most.

Keep your deals moving

Fresh research, fresh signals, fresh conversations.

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