Get us to 20 meetings by December.
01 · PLAN MODE
You’re on pace for 14. Sending capacity is short.
Wren reads your real funnel, names the bottleneck and prices a plan, step by step. Every step shows its cost before you agree to it.
→Accept, Always accept or Decline on every step
→“What if I say no?” shows how the date moves
→Purchases always ask for your two-step code
→Weekly check-ins: on track, behind or ahead
Which deals are past their close date?
02 · ASK WREN
Four, of which three have no next step.
Wren reads the records themselves. Every answer links back to the deal, reply or call it came from.
→@-mention any record to ask about it
→Reports in a sentence, drawn as trend lines
→“Brief me” before any meeting
→Wren sees what you see. Admins choose what it reads
WEEKLY REPLY RATE · 8 WEEKS
4.1%+0.9 pts
Each point links to the replies it counts.Brief · Brightline at 11:00
WHAT CHANGEDPriya opened pricing twice since your last call. A VP Finance joined in August.WHAT THEY WANTMicrosoft 365 mailboxes and a HubSpot push.RISKClose date passed on 30 Sep. No next step.ASKWho signs above Priya, and by when?Brief me before the Brightline call.
03 · CALLS AND THE WORK SESSION
Here’s the brief. I’ll stay on the call.
Cues while you talk, notes while you listen, and every follow-on change lined up for one approval at the end.
→Talk ratio, live prompts and your own objection answers
→Notes written beside yours
→Wrap-up: stage, next step, callback, note and email
→LinkedIn notes drafted. You send them
What came in overnight?
04 · INBOX AND HARBOUR
Five replies routed and one needs you.
Wren routes every reply and asks when it isn’t sure. Harbour answers website visitors from your Company Brain.
→Interested, not now, out of office, unsubscribe
→Unclear replies come to you with a one-click choice
→Harbour answers from your own knowledge
→Drafts leave a clear blank where a fact is unknown