Deal Lifecycle Triggers Templates

Templates that fire automatically when deals change stage — build eval plans, onboarding sites, and loss retrospectives without lifting a finger.

Mutual Evaluation Plan Generator

When a deal enters POC stage, analyze call recordings and build a structured mutual evaluation plan with milestones and success criteria.

When a deal hits Stage 3, pull call transcripts, generate a mutual evaluation plan, and post it to the deal's Slack channel.

When a deal closes, pull all context from calls and the opportunity record and generate a branded onboarding site with timeline and deliverables.

When a deal is lost, analyze all calls, identify where it went wrong, and generate a loss review summary for the team retro.