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brAIn listens to your customer calls, updates each account's page and drafts the follow-up for your approval.

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Acme Freight

Updated after the renewal call, today

What changed on the last call

  • Dana needs SSO before the EU team joins.
  • Acme Freight starts with a 40-seat pilot, as Sam agreed.

In the way

  • Nobody owns the security review yet.Who's doing this?

Handoff

  • Priya in customer success takes the account on Monday.Every open promise goes with it.

Open promises

  • You owe Dana the SSO rollout timeline.You, due Wednesday
  • Dana owes you the EU seat list for the expansion.Dana, due Friday
Waiting for your approvalEmail Dana: “SSO rollout timeline”

Built for the deals that are hard to keep straight.

  1. The promise nobody chased.

    Dana said she would send the EU seat list, and nobody on your side asked again. brAIn kept it with what customers owe you and raised it before Friday.

  2. The account that left with the rep.

    Everything about Acme Freight lived in one rep's head. The account's page kept every call and promise, so Priya picked it up without starting over.

  3. The date that never reached the CRM.

    The buyer said their budget freezes June 30, and the date stayed on the call. brAIn proposed it for your CRM, and one tap put it in the record.

Watch one call become work.

Acme Freight renewal callToday, 14:00, from brAIn Recorder, 3 people
  1. 03:02Dana

    We need SSO before we expand to the EU team.

  2. 03:40You

    Understood. I'll send you the SSO rollout timeline by Wednesday.

    → CRM update, proposed: Send Dana the SSO rollout timeline, due Wednesday.

  3. 04:15Dana

    I'll share the EU seat list with you by Friday.

    → Promised to you: Dana shares the EU seat list for the expansion.

  4. 06:20Sam

    So we agree on a 40-seat pilot first.

    → Recap email, drafted: “Thanks for today, Dana. You'll have the SSO rollout timeline by Wednesday, and we start with a 40-seat pilot.”

  5. 07:05Dana

    Our security team will want a review call too.

    → Open: Set up the security review call with Acme Freight's security team. Who's doing this?

From this meetingAcme Freight renewal call

  • You promised

    Send Dana at Acme Freight the SSO rollout timeline.

    Due Wed, Renewal call

  • Promised to you

    Dana shares the EU seat list for the expansion.

    Due Fri, Renewal call

  • Open

    Set up the security review call with Acme Freight's security team.

    no date

Ask brAInAbout Acme Freight

What does Acme Freight need before they sign?

Three things, from three calls. Dana needs SSO before the EU team joins, and you promised her the rollout timeline by Wednesday. Their CFO asked for a three-year price lock at the QBR. Sam agreed to start with a 40-seat pilot.

From: Acme Freight renewal call, today; Acme QBR, Oct 14; pipeline review, Oct 21

Want me to draft the email to Dana?

What you owe, what you're owed.

A promise is anything someone on a call says they will send, check or do.

Your side owes

  • Send Dana at Acme Freight the SSO rollout timeline.

    You, due Wednesday, from the renewal call

  • Send Lena at Halcyon the pilot success criteria.

    Sam, due Thursday, from the discovery call

Customers owe you

  • Dana shares the EU seat list for the expansion.

    Dana, due Friday, from the renewal call

  • Lena sends the signed security questionnaire.

    Lena, no date

Each person's page counts the promises kept on both sides: you 4 of 5, Dana 2 of 3.

Your team sells. brAIn keeps the account.

Everyone gets their own brAIn, from the first call to the renewal.

SDR

Handoff to the AE

Jordan's brAIn, after the discovery call with Dana

What Dana said

  • Budget is set for Q3.
  • EU data residency is a must.
  • The CFO signs.

Goes to the AE with the account

  • Dana wants a pilot before the EU team joins.From: discovery call
  • Book the pilot call with Dana and the AE.You, due Monday

Account executive

Follow-up to Dana

Your brAIn, the same day as the pilot call

From the discovery call, with Jordan

Budget is set for Q3. EU data residency is a must. The CFO signs.

Dana wants a pilot before the EU team joins.

Subject: Pilot success criteria

Hi Dana, thanks for today. We start with a 40-seat pilot, with your data kept in the EU. I'll send the success criteria by Wednesday, so your CFO has them before Q3.

Waiting for your approvalEmail Dana: “Pilot success criteria”

Solutions engineer

Acme Freight

Sam's brAIn, before the security review

From the discovery and pilot calls, with Jordan and the AE

EU data residency is a must.

The pilot is 40 seats, with data kept in the EU.

Changed since the last call

  • Dana now needs SSO before the EU team joins.

Security review

  • You own the security review with Dana's IT team.Confirmed on the pilot call

Customer success

Prep for the Acme Freight renewal

Priya's brAIn, from every call since the first

Promises from earlier calls

  • The AE sent Dana the pilot success criteria.Kept, on Wednesday
  • Sam finished the security review.Kept
  • Dana owes you the EU seat list.Open, due Friday

Where it stands

  • The 40-seat pilot runs on SSO, with data kept in the EU.

What to ask

  • When does the EU team join?
  • Does the CFO sign the renewal too?

Nothing goes out without your approval.

  • Nothing reaches another person without you.
  • Every answer names its source.
  • Your company's space is sealed.

How it's enforced

Follow-up to Dana

Drafted after the renewal call

To: Dana, Acme Freight

Subject: SSO rollout timeline

Hi Dana, as promised on today's call, here is the SSO rollout timeline for the EU expansion.

Waiting for your approval

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