The deal detective

Turn scattered notes from emails and calls into a structured and comprehensive deal summary for every account, instantly.

Prompt template

Please provide a complete deal summary for [COMPANY NAME]. Include:

– Estimated ARR and number of end users
– Core need or use case
– Decision-maker and their title
– Timeline for implementation
– Their tech stack
– Identified risks or competition
– Next steps based on the most recent conversations

Base this analysis on our latest calls and email interactions.

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