Compare two versions of a contract (or one redline with insert and delete markup) clause by clause. Lists every change sorted by risk topic (liability, indemnity, termination, renewal, IP, data, payment) with the numbers that moved, then explains each in plain English with a suggested response. Not legal advice.
Prepare the weekly deal review: one page per deal with MEDDICC gaps, the real next step, risks, and the questions a manager should ask. Works from an opportunity export (HubSpot, Salesforce, or any CSV) plus notes, and ranks deals by what needs attention.
Check a deal against your own approval policy file and get the list of who must approve and why: discount ladders, payment terms, billing frequency, term length, free months, non-standard terms, and deal size. Also shows how much room is left before the next approval.
Turn a deal into a clean order form or purchase order, in markdown and printable HTML. Computes line totals, discounts, contract value, and a billing schedule, and lists what finance needs before signature. Works offline from a JSON file or a short text form.
Price a quote from your price book CSV and the products a customer picked. Handles flat, volume, and graduated tier pricing plus line and deal discounts, checks per-product discount limits, and writes a customer-ready quote and a deal file for the order form.
Audit the fields in any CRM export (HubSpot, Salesforce, or other CSV). Reports fill rates, placeholder junk like n/a and unknown, top values, and flags empty, sparse, constant, default-heavy, and likely duplicate fields, plus fill rates by owner or team. Ends with a cleanup plan: what to hide, merge, make required, or fix.
Write the Friday GTM wrap: one page across marketing, sales, and customer success with the numbers against plan, wins, misses, risks, and what happens next week. Works from whatever you have: CRM exports, a metrics sheet, last week's wrap, and team notes.
Design, test, and apply lead routing rules outside your CRM. Write ordered rules in a JSON file (existing-account match, partner, segment, region, junk filters), prove them with rule tests, then route a leads CSV with weighted round robin, out-of-office skips, and a fallback queue. Works with HubSpot, Salesforce, or any CSV.
Check open deals in a CRM export (HubSpot, Salesforce, or any CSV) for past close dates, deals stuck in a stage, no recent activity, missing required fields (also by stage), zero amounts, and close dates too far out. Writes a hygiene score and a fix list per rep you can send out.
Roll an opportunity export from HubSpot, Salesforce, or any CRM into closed won, commit, best case, and pipeline by rep and team for the quarter, then compare with last week: what moved, which deals slipped or were pulled in, upgrades, downgrades, new, won, lost, and dropped deals.
Research one target account and write a one-page brief a rep can use in five minutes: what the company does, what changed recently, likely priorities, the buying group by role, fit with your offer, and three tailored openers. Every claim is sourced and dated, and guesses are labeled as guesses.
Define the buying signals that matter for your product (hiring, funding, leadership changes, tech changes, product usage, website intent, champion job changes) and turn each into a play: who to contact, the angle, the channel, how fast, and what it is worth. Produces a signals and plays playbook plus a machine-readable signals file any tool can use.
