Set your own recovery watch
Choose a review date and preserve the previous obstacle. Review, snooze or pause the watch as the relationship changes.
Explore the workflowPlatform / Deal Intelligence
Know the deal before the next conversation.
Bring contacts, meeting context and the next step into one brief. Check the sources and prepare follow-up with Orbit.
HOW IT WORKS
From the conversation to a useful follow-up.
- 01
Open the deal brief
Review linked customer and meeting context. Open the available source when a detail needs checking.
- 02
Know who is involved
Record each stakeholder’s role for this deal so the next teammate can understand the relationship.
- 03
Review the action with Orbit
Prepare a supported task, email draft or record update. Check the target and proposed change before confirming.
- 04
Follow the native result
Return to the task, draft or customer record. Use observed replies, bookings and completed work to understand what happened next.
Start with the deal context.
Before a discovery call, a handoff or a pipeline review, someone has to reconstruct the opportunity.
Read the details
The contact record explains who the customer is. The deal brief brings the available customer and meeting context into the conversation about this particular opportunity.
Use it to check what the customer discussed, who is involved and which question is still open. A brief is most useful when the relevant meeting and customer records are linked. Open a source when a detail matters, and add missing context through the native record rather than treating an incomplete brief as a complete account.
Deal Intelligence is useful for an owner returning to a quiet opportunity, a colleague taking over an account or a manager preparing a review. Each person can start with the available evidence and make a concrete decision about the next conversation.
- Prepare for a call
- Review the last discussion and identify the question you need the customer to answer.
- Understand the buying group
- Keep the decision maker, champion and other stakeholder roles specific to the opportunity.
- Hand over the work
- Give the next owner a brief they can check and a native task or draft they can continue.
Pick up the conversation.
Suppose Cole Type Co. paused a website project until its team could review the booking flow.
Read the details
The owner links the discovery meeting, records the people involved and sets a personal recovery watch for the agreed review date. The obstacle stays visible alongside the reminder.
When the date arrives, the owner checks the brief and opens the meeting source. Orbit can help prepare a supported follow-up task or email draft. The owner reviews the recipient, the proposed wording and any approved sales material before continuing in the native tool. Preparing that draft does not contact the customer.
After the next action, return to the customer record. Review the sent message, reply, booking or completed task to understand what happened. Use that progress to decide whether to continue the follow-up, choose a later review date or pause the watch.
- What you start with
- A deal, linked customer context, the relevant meeting and a reason to return.
- What you review
- The source, stakeholder roles, intended recipient and proposed next action.
- What you keep
- The native task, draft or recorded outcome, with the deal context available for the next review.
Keep a quiet deal in view.
A deal can need a later conversation, a different contact or better timing. Keep that decision with its context.
Use approved material
Find a reviewed sales excerpt or approved website link while preparing a native email draft. Check it before insertion and send.
Explore the workflowCount the action that happened
A prepared draft is not a contacted customer. Recovery outcomes use native send, reply, meeting and task evidence where available.
Explore the workflowBefore you start
Where does the deal brief get its information?
It uses the customer and meeting context linked to the deal and available to you. Source references let you inspect supported details. Missing or unavailable context is not a complete history.
Does it contact a customer automatically?
The deal workflow prepares actions for your review. An email draft needs the normal Email review and send step. A recovery watch brings work back to your attention; it is not a new automatic outbound campaign.
Are stakeholder roles shared across every deal?
Roles are recorded for the selected deal. The same person can have a different role in another opportunity.
What do I need to get started?
Start with a deal and its linked customer records. Connect the relevant meeting or conversation, review the people involved and choose one useful next action. Native tool permissions and any applicable AI or communication usage still apply.