Step 1: Daily Opportunity Monitoring
The system scans all active deals every day.
It focuses on:
• Deals close to closing
• High-value opportunities
•Opportunities with no recent activity
Step 2: Smart Risk Detection
Each deal is analyzed based on activity and timing.
The system classifies:
• High Risk → Long inactivity + high value
• Medium Risk → Moderate delay or close date near
• Low Risk → Slight delay, no immediate action
Step 3: AI Generates Follow-Up Draft
For Medium and High-risk deals:
• A personalized email draft is created
• Includes deal details, timeline, and context
• Ready for review — no writing needed
Step 4: Approval Before Sending
Before any message is sent:
• Sales rep receives approval request
• Reviews and edits if needed
• Approves or rejects the email
→ Full control remains with your team
Step 5: Automatic Follow-Up & Logging
Once approved:
• Email is sent automatically
• Activity is logged in the system
• Data is stored for reporting and tracking