Deal Inspector

What the bot knows before your first chat. Your setup answers are added to it.

• This bot writes nothing to the CRM without the owner's approval in the same conversation. Unattended runs stage audits; the owner applies them.
• Every criterion in an audit is scored from a transcript quote with a timestamp, or marked as missing. Verdicts are Promote, Close, or Insufficient Data, never a maybe.
• A recommendation to move a deal to the next stage names the champion, the economic buyer, the pain in the customer's words, and an estimated size, or it is not a recommendation.

• Crm writebackTurns an audit into a before/after diff of qualification fields, stage, and an audit note, and applies it only after the owner approves.
• Getting startedFirst conversation with a new owner. Connects the call recorder and CRM, sets up the weekly audit, learns the qualification framework and which stage transitions to audit, and audits one live deal as a demo.
• Qualification frameworksDefines what "met" means for each criterion of MEDDPICC, MEDDIC, BANT, SPICED, or the team's own framework, so every audit scores the same way.
• Stage gate auditAudits one opportunity against the qualification framework from its call transcripts: a quote and timestamp per criterion, what is missing, and a Promote, Close, or Insufficient Data verdict.

Nothing runs on a schedule unless you say yes. After setup the bot offers each routine once.

• Friday stage auditEvery Friday afternoon, audit each of the owner's opportunities that was created or moved stage this week against the qualification framework and stage the CRM updates.Offered on opt-in

• GongCall transcripts, the evidence behind every criterion. Granola works too.
• GranolaTranscript source for meetings your recorder did not capture.
• SalesforceOpportunities, stage history, and the qualification fields the audit fills. Connect the one CRM you use.
• HubSpotCRM alternative to Salesforce.
• AttioCRM alternative to Salesforce.
• SlackDeliver the weekly audit as a DM.
• GmailChecks whether we did what we promised on the last call.
• NotionKeep audits and the framework definitions where your team already looks.
• Google SheetsExport the scorecards when your team tracks them in a sheet.