See which deals are in trouble before your pipeline review
Multi-threading depth, engagement velocity, champion stability, and stage tenure — combined into a single risk score per deal. Spot trouble at a glance instead of discovering it too late in a 1:1.
Create a skill called "Deal Risk Scorer". For every open deal above [minimum value], calculate a risk score 1-10 based on: multi-threading depth (how many contacts engaged), engagement velocity (increasing/decreasing activity), champion status (still engaged? still at the company?), stage tenure (how long in current stage vs. average), competitive presence (competitors mentioned), and next-step adherence (are scheduled next steps being completed?). Flag deals scoring 7+ with specific risk reasons and recommended interventions. Track risk score trends over time. Alert me immediately if a champion at any deal > $50K changes jobs. Weekly team risk heatmap for pipeline review.
The skill analyzes every open deal across multiple risk dimensions and produces a
composite score. High-risk deals get flagged with specific reasons and recommended
actions. You see the full risk picture before your pipeline review, not during it.
Catch deals stuck in the wrong stage before your forecast breaks
Deal stages lie because reps don't update them. This skill analyzes email activity, meeting patterns, and conversation signals to flag deals whose behavior doesn't match their reported stage.
Every pushed close date, tracked and visible
Close dates in your CRM are fiction. This skill tracks every change, counts pushes per deal, and exposes the patterns — which reps push most, which deal types slip, and which "committed" deals are actually at risk.
Local-first AI assistant that automates small daily tasks safely on your device
A personal, local-first AI assistant that automates small daily tasks—organizing files, setting reminders, and monitoring system events—without touching sensitive data or taking risky actions without your approval.
Make invisible labor visible and ownable
Convert the invisible cognitive labor of being the "default parent" into a shared, ownable task system with clear accountability. One owner per domain — sees it, plans it, does it, confirms it.