The work Ollie does
on every deal.
Reading every interaction. Drafting the deliverables. Executing the next step. In Slack, Microsoft Teams, Salesforce, HubSpot, and now from any AI agent.
Ollie reads every deal interaction.
Every email, every meeting, every CRM update, every Slack message tagged to a deal. Ollie builds a Truth Layer that updates as your team works. No new data entry. No Friday-afternoon CRM cleanup.
Deal Profile
SUMMARY
Mid-stage enterprise opportunity with strong engagement across technical and business stakeholders. Champion has confirmed budget and technical requirements align with our platform capabilities. Next steps: technical validation call scheduled for next week, followed by executive alignment meeting with CRO and CFO.
MEDDPICC
Metrics
Decision Criteria
Paper Process
Champion
Economic Buyer
Decision Process
Identify Pain
Competition
KEY STAKEHOLDERS
Sarah Chen
VP of Sales Operations • Champion
Highly Engaged
Michael Rodriguez
CRO • Economic Buyer
Aligned
#sales-morning
Morning briefing
Sarah, 3 deals need a look today
Aurora Systems health 78 → 64
Champion at Halcyon quiet 7 days
Northwind replied, deal moving
Deal-health alert
Aurora Systems
Health 78 → 64
Champion engagement dropped over the last 5 days. Recovery sequence drafted.
Aurora Systems · Deal Card
Business Case
Draft ready to send
- Quantified $1.4M annual impact
- Maps to Q3 board priority on retention
- Approver: CFO via Champion
Ollie delivers finished work, not suggestions.
Business cases. Mutual action plans. Follow-up emails. Deal-health alerts. Meeting prep briefs. Drafted in your company's voice, grounded in actual deal data, delivered into Slack, Microsoft Teams, or your CRM. Ready to send.
Ollie scores deals against customer response, not rep activity.
Six weighted criteria: customer engagement, deal progression, problem-solution fit, risks and blockers, financial and procurement clarity, and recent interaction momentum. Reps replying to themselves doesn't count as momentum. The customer engaging does.
Deal Health Score
Strong customer engagement and solution fit. Deal progression is moving but slowly. Recent interaction momentum has softened over the last 5 days; champion last replied Tuesday.
Customer Engagement
25% weight
88/100
Deal Progression
20% weight
72/100
Problem-Solution Fit
15% weight
92/100
Risks & Blockers
15% weight
64/100
Financial & Procurement Clarity
15% weight
70/100
Recent Interaction Momentum
10% weight
58/100
Customer reply counts. Rep self-reply does not.
Good morning, Sarah
3 deals need attention today
Acme Corp
Champion meeting at 2pm — prep ready
TechFlow
Health dropped to 62, follow-up drafted
GlobalFin
Business case auto-generated
Hire Ollie for specific recurring work.
Three kinds of work Ollie runs for your team. Triggered (something happened on a deal, Ollie reacts). Monitored (something might happen, Ollie watches and alerts). Reported (something is happening regularly, Ollie summarizes and delivers). Managers subscribe their teams. Reps customize delivery channels and timing.
Ollie forecasts revenue against your own win rates.
Ask Ollie for the quarter's forecast. Get deals split into Closed Won, Commit, Best Case, and Pipeline, each weighted by the win rate Ollie measured from your closed deals. Currency-aware. Team-aware. No rep-entered confidence scores.
forecast-emea
SlackMaria K.
9:14 AM
What's our Q3 forecast for the EMEA team?
Ollie
APP9:14 AM
Q3 EMEA forecast, weighted against your closed-deal win rates:
Closed Won
100%
€420k
Commit
78% win rate
€1.2M
Best Case
42% win rate
€640k
Pipeline
18% win rate
€2.1M
Expected total
€2.0M
Calibrated against 87 closed EMEA deals, last 12 months. ROC AUC: 0.81.
DM with Ollie
SlackJesse L.
10:02 AM
Which of Sara's deals are at risk this quarter?
Ollie
APP10:02 AM
Three of Sara's deals are flagged at risk this quarter:
"Will circle back once procurement signs off. May take 2 weeks." — D. Park, Champion
Ollie works for sales leaders, too.
Ask Ollie for a team overview, a pipeline summary, a win/loss breakdown across thirteen categories, or coaching insights for any rep. Ollie resolves names to teams, surfaces the deals that need attention this week, and cites the interactions behind every claim.
Talk to Ollie about any deal, any time.
Open a chat in Slack, Teams, the web app, or your CRM. Ask anything about any deal, any rep, any time. Ollie pulls from emails, meeting transcripts, CRM updates, and prior chats. Update CRM fields by asking. Generate documents on demand. Get the call prep brief before your 11am.
Reach Ollie from any AI agent.
Ollie is reachable from Claude, ChatGPT, Copilot, and any MCP-compatible client through Model Context Protocol. Your reps work inside their AI agent of choice. Ollie's deal context and execution show up there. Administrators control which tools each agent can call, with a complete audit trail of every read and every write.
AI Agent
AI Agent
AI Agent
Ollie
Any MCP-compatible AI agent. Reps work inside their agent of choice. Ollie shows up there.
See Ollie work on your deals.
Book a 30-minute demo. We will show Ollie reading real deal data from a customer's pipeline, drafting the work product, and delivering it into Slack. You will know in 30 minutes whether this fits.