Deals

The Deals screen follows each conversation after it starts: the meeting, the call, the follow-ups, the proposal, and won or lost. It shows what waits on you first, then the board by stage, companies that look like your wins, and the connections that move deals without typing. It appears once deals are switched on for the venture.

Most revenue is lost after the first reply: a no-show nobody rescheduled, a call with no next step, a proposal nobody chased. None of those are hard. They are just easy to forget when you are also building the product.

So the team watches for each of them. Pact, the deals agent, writes a brief before every call, asks how it went fifteen minutes after, reads your notes, and drafts every follow-up in your voice. It never sends to a deal contact on its own: every draft waits for you, and a draft on a deal that began with a cold email goes through the same checks as any other email.

Certain evidence moves a deal by itself and tells you: a payment from the contact's own email, a booking, a buyer cancelling. Anything less certain, such as a reply that sounds like a yes, only proposes the move and waits for you.

1. 01Start on Needs you: confirm or turn down each proposed move, answer "How did it go?" in one tap, and review the drafts waiting.
2. 02Open Pipeline to see every open deal by stage. Drag a card to move it, or use its Move menu. Winning asks for the value; losing asks for the reason.
3. 03Press L anywhere on these screens to log a call: pick the deal and paste your notes.
4. 04With usage limits on, each set of notes counts against your plan's call notes and briefs for the period. A pause says why, when it resets, and offers the plans.
5. 05Open More like your wins to see what your wins share, with the counts, and companies like them with their reasons. Approving adds them to the companies you watch; nobody is contacted.
6. 06Open Connections to link your calendar, booking links, your own Stripe (read only), your CRM and company search.
7. 07With engager signals on, Create deal on People, Warmest starts a deal at Talking from somebody who engaged with your posts, the engagement as its first touch (see Warmest people).
8. 08With the revenue forecast on, Needs you and Pipeline open with the expected revenue for the next 30, 60 and 90 days, and the deals it leaves out for want of a value or a close date (see Revenue forecast).

• A deal
• Your AI GTM team
• Writing rules
• Website analytics setup