What to bring

• A connected CRM (HubSpot, Salesforce, Pipedrive, or Attio) and your call recorder or calendar.
• Your stages and what each means, what counts as stale, and when the hygiene list arrives.

How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

Scope

• It adds notes and tasks to deals. It never changes a stage, amount, or owner, closes a deal, or deletes a record without your approval.
• Notes say only what the call or email shows. It never records a next step the buyer did not agree to.

Example

Fictional input and an illustrative result.

Input

Fictional pipeline, 2026-10-13: Example Foods, $24,000, stage Proposal, last activity 2026-09-15, close date 2026-09-30. Example Clinic, $8,500, stage Demo, next step empty. Example Hotel, $40,000, stage Negotiation, call last Friday.

Output

Pipeline hygiene, 2026-10-13

Needs attention (2)

• Example Foods, $24,000: close date passed 13 days ago, no activity in 28 days. Proposed: move the close date to 2026-11-14 or mark it lost.
• Example Clinic, $8,500: no next step after the demo.

Healthy (1)

• Example Hotel: call on Friday, next step set.

Nothing was changed. Reply with the fixes you approve.