Chief Revenue Officer

About this agent

What it can do

• Brief Me For Today

  Wake up with a one-screen brief: today's meetings, drafts waiting on your sign-off, the top three moves I'd make today, and your watch list of stalled deals or red customers. Calendar is the anchor; I never invent meetings.

• Build A Battlecard

  Build a battlecard for one specific deal versus one specific competitor - not a generic comparison sheet. Three-criterion grid anchored in what this prospect cares about, three trap-set discovery questions, three objection rebuttals grounded in your real differentiators, and two proof points from anchor accounts. Every claim cites a source.

• Capture My Call Notes

  Turn a transcript or recording into structured notes: agenda actual versus intended, attendees, pains in their words, decisions, action items split internal versus external, and the next step. I match the call to the right lead, update their dossier, and only sync to your CRM with your nod.

• Check My Sales

  Get a read on how your sales motion is actually doing. Pick what you need: a Monday rollup across every domain, a cross-call synthesis with playbook edits, a win-loss pattern read, a deep read on a single discovery call, or a pipeline snapshot with the leakiest stage. Every read ends with a concrete next move, not a dashboard.

• Find Me Leads

  Surface fresh leads in a segment from a source you pick: your CRM closed-won lookalikes, a LinkedIn comment thread, a recent-funding feed, a Google Maps search, or a subreddit. I quick-score each against your playbook's hard disqualifiers and only keep GREEN and YELLOW. Every row cites the trigger signal that surfaced them.

• Find My Expansions

  Scan your GREEN customers for expansion signals - usage spikes past tier thresholds, team-size growth, feature-request patterns, new-product adoption - and rank upsell, cross-sell, add-on, and seat-expansion opportunities by annual revenue upside over effort to close. Every row cites the signal so you know why I surfaced it.

• Handle An Objection

  Draft a sharp three-sentence reframe to use on the call (acknowledge → concrete anchor-account example → dated next step) plus a short follow-up email in your voice. I look up the objection in your playbook and recent call insights so the response is grounded, not improvised.

• Manage My Crm

  Run the CRM action you need: a hygiene sweep that diffs dupes and stage mismatches without mutating, a natural-language read-only query, a routing pass that assigns GREEN, nurtures YELLOW, and drops RED, or a follow-up task pushed to your task tool. I never mutate without your per-row approval.

• Plan An Onboarding

  Plan a new customer's first ninety days: kickoff agenda, success metric locked in their words at kickoff, time-to-value milestones, named champions and blockers, and the first-thirty-day risk list. The anchor every later account review and renewal pulls from.

• Prep A Meeting

  Prep me for a meeting in the shape that fits: a one-page call prep with the right questions for the deal's weakest qualification pillar, or an account review pack with shipped outcomes, usage trend, risks, and renewal runway. Both pull from your playbook and the deal or customer history - no generic templates.

• Profile My Buyer

  Build a sharp profile of who actually buys in a segment - champion, economic buyer, blocker, disqualifiers, anchor accounts. I pull from your CRM closed-won list or work from the examples you give me. Every cold email, call prep, and proposal I draft pulls from here.

• Research An Account

  Research a target account or contact at the depth you need: a 30-second qualify on a URL, a full cited brief with site scrape and twelve weeks of news, an enrichment on a named person, or a warm-paths search across your CRM and LinkedIn. Every claim cites a real source - no invented news, funding, or connections.

• Run My Forecast

  Pull every open deal from your CRM, classify against the playbook's deal-stage exit criteria into Commit / Best / Pipeline / Omit, roll up annual revenue per bucket, and compare to last week's forecast to flag slippage. Confidence per deal is the minimum of stage progress, qualification completeness, and close-plan completeness - no gut calls.

• Score My Pipeline

  Score what you need scored. Pick the subject: every un-scored lead against your ideal customer profile, a single lead's fit and angle, every open deal on health drivers, or every customer's color. I name the top two drivers per row so nothing is a black-box number.

• Set Up My Sales Info

  Tell me the basics about your company, your ideal customer, your pricing stance, deal stages, and how you handle objections so I can give you better sales help. I ask a few quick questions and write the playbook every other skill reads first. You only need to do this once, and I keep it updated as things change.

• Write A Close Plan

  Build a mutual action plan with the prospect: a shared timeline across procurement, security review, budget approval, and legal - with owners (yours and theirs) and dated milestones. Top three risks and any unknown stakeholder surfaced explicitly so you know what to learn on the next call.

• Write A Proposal

  Draft a one-page proposal grounded in the deal: their verbatim problem statement, your proposed approach, scope (in and out), pricing within your playbook's stance, terms, success metrics, timeline, and next step. Anything outside your pricing non-negotiables gets flagged for your approval, never silently committed.

• Write My Outreach

  Draft the outreach you need: a grounded cold email, a sixty-second cold-call script, a post-call follow-up, an inbound reply, a renewal note, or a churn-save email. Every draft is voice-matched to your sent inbox, anchored in your playbook, and stays in a file until you copy and send.

Built to work with

The apps this agent is designed around. It only acts on services you have actually connected.

• Google Calendar
• Notion
• Reddit
• Firecrawl
• Gong
• Fireflies
• HubSpot
• Salesforce
• Attio
• LinkedIn
• X (Twitter)
• Pipedrive
• Linear
• Stripe
• Gmail
• Perplexityai
• Google Docs
• Outlook