We do the work. You get the answers.
Every Deal customer gets a named Revenue Engineer. We connect your systems, run the agents and bring you the findings, so your team doesn't have to become data engineers.
Your 30-day revenue evaluation
$1,000 for 30 days. Credited toward your first year if you sign within 14 days of your final readout.
Day 0
Kickoff
We agree on three success criteria with your RevOps lead and sales leader.
Week 1
Connect and backfill
Our team connects your systems, starts recording changes and pulls in the history your CRM already has.
Weeks 2 to 4
Agents live
Forecast Auditor runs before each forecast call, Deal Rescue flags at-risk deals, and your analyst checks in with you. Your CRM stays read-only.
Day 30
Readout
Your engineer walks you through the month's pipeline changes, slipped deals and forecast accuracy, and whether the success criteria were met.
After the evaluation: your revenue flight crew
The same engineer stays with you, and the reports keep coming.
| When | What you get |
|---|---|
| Every week | Forecast audit before your forecast call |
| Every two weeks | 30-minute call with your engineer to review pipeline changes and agent alerts |
| Every month | Pipeline waterfall: what was created, closed, slipped, shrank and lost |
| Every quarter | Board-ready 'what happened' report and a recommendations review with your sales leader |
| Anytime | Ask your revenue history anything from Claude or ChatGPT |
Who does what
We do
- Set up your Deal workspace
- Match people and companies across tools
- Set up and monitor the agents
- Build and present every report
You do
- Join one kickoff call
- Approve access to your systems
- Show up to your reviews
Your data stays yours.
Read-only during your evaluation
We never write to your CRM during the 30-day evaluation. After that, CRM Autopilot is optional, and any change it makes can be undone.
Encrypted
Data is encrypted in transit and at rest.
Yours to export or delete
Your data remains yours and can be exported or deleted from our systems at any time.
Questions
How much time does my team need to spend?
About an hour for kickoff and access approvals, then 30 minutes every two weeks with your engineer.
How long until we see value?
You're live in your first week, with your existing CRM history pulled in, so the record starts deep, not empty. The Forecast Auditor runs before your forecast calls in weeks 2–4, and the day-30 readout reviews pipeline changes, slipped deals, forecast accuracy and whether your success criteria were met.
What if our CRM data is messy?
Most CRM data is. We match people and companies inside Deal without touching your CRM. After the evaluation, you can turn on CRM Autopilot to keep the CRM itself clean.
Can we use Deal without the engineer?
The engineer is included in every plan. You can also query your history directly from Claude or ChatGPT anytime.
What happens after day 30?
You decide: if you sign an ongoing plan within 14 days, your evaluation fee is credited.
See where your pipeline really went.
Apply for a 30-day revenue evaluation. We'll do the heavy lifting.