Deals stop going quiet.
Most lost revenue is not a lost argument — it is a follow-up that never happened. Stage-driven automation makes the next action inevitable.
One-Time Setup
$699
Maintenance
$699/mo
- Automated Proposal Generation
- Stage-Triggered Follow-ups
- Deal Stagnation Alerts
What's actually included.
Proposal generation
Branded proposals produced from deal data on stage change, ready for review in minutes.
Stage-triggered sequences
Each stage carries its own follow-up cadence, tasks and owner notifications.
Stagnation detection
Deals with no activity past your threshold are surfaced to the owner and the manager.
Forecast hygiene
Required fields enforced at the stages where forecast accuracy actually matters.
The path from trigger to result.
- 01
New Deal
Created from a qualified lead.
- 02
Stage Rules
Tasks and required fields applied.
- 03
Proposal
Document generated and sent for review.
- 04
Follow-up
Cadence runs until the prospect responds.
- 05
Alert
Stagnation flagged to owner and manager.
Connects to the tools you already run.
Straightforward, itemised pricing.
$699/mo maintenance
- Automated Proposal Generation
- Stage-Triggered Follow-ups
- Deal Stagnation Alerts
Common questions.
It works on HubSpot, Salesforce and GoHighLevel. Other CRMs are assessed case by case.
Yes. We build against your existing document design.
No. Task volume is tuned during rollout, and low-value automations are removed rather than tolerated.
Other services in this category.
Ready to Eliminate Busywork with Autonomous AI?
Schedule a 20-minute architecture discovery call. We'll map your highest-friction workflows, show you live system prototypes, and calculate your exact ROI.