Sales ROI Agent

I'll build a boardroom-ready ROI business case for each deal by combining call intelligence, benchmarks, and case studies into one document.

Get Agent

About this agent

Sales teams either skip the ROI story or burn hours chasing numbers that still might not survive a skeptical finance stakeholder. This agent builds a labeled, three-scenario ROI model from call and email intelligence and waits for your approval before anything is final.

What you get

One-page ROI business case per deal, delivered after each meeting or when you mention the agent.

Three-scenario ROI model with payback period, delivered once findings are approved.

Weekly digest of pending approvals and flagged deals, delivered every week.

What this agent does

Captures every call and email signal

After a meeting ends, it extracts pain points, metrics, stakeholders, and objections, then merges them with signals it finds scanning email threads tied to the deal.

Researches benchmarks and finds the right proof

It pulls win and loss patterns for similar deals, matches the strongest case study or peer example, and researches credible external benchmarks for the prospect's industry.

Asks before it assumes

When a real gap would change the story, such as a weak case study match or an unclear champion, it asks up to three targeted questions before building anything.

Builds three honest scenarios

It constructs conservative, realistic, and optimistic ROI models, labeling every number as prospect-stated, benchmark-sourced, or estimated.

Loops you in before anything goes out

It notifies the deal owner with a summary of findings and waits for approval before generating the final document.