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Sales Companion · Manager

Built for the manager who wants to coach, not chase.

Companion gives you stall detection, 1:1 prep, and team forecast roll-up automatically — so the time you used to spend assembling the picture, you spend changing the picture.

The pain we're solving

What every manager we've talked to already knows.

  • Friday afternoons chasing reps for forecast updates that should already exist.

  • Walking into 1:1s without knowing which deals to dig into.

  • Underperformance you only notice once it's a quarter underperformance.

  • A roll-up forecast that you know is wrong but can't prove which reps to discount.

  • Coaching that defaults to "how many calls did you make" because that's all you can see.

What Companion does for the manager

The features that move the metric.

01

Stall detection, by deal

Every open deal monitored for stall signals — no activity in 5+ days, next step missing, single-threaded, champion gone quiet. You see the slipping deal on day 5, not day 50.

02

1:1 prep, generated

Walk into every 1:1 with the three deals to inspect, the two skills to coach, and the one behavior to reinforce — already assembled, with call clips and CRM evidence attached.

03

Team forecast with confidence

See your team's number, broken down by rep, by deal, by confidence score. Know which $400K is real, which is wish, and how to talk to the CRO about both.

04

Pipeline review pre-brief

Walk into pipeline review with the exception list already drawn — every deal that needs your attention, ranked. No more 90-minute meetings to surface 9 minutes of real risk.

Day in the life

What the week looks like, with the Companion on.

Your morning brief shows three of your eight AEs need attention. Devon has a $180K deal that hasn't had a stakeholder touch in 9 days. Priya is single-threaded on her two biggest. Marcus had a discovery call yesterday where he skipped the budget question — Companion clipped the moment for you.

By 11 AM you've done three real coaching conversations with evidence. By Friday your forecast is tight because you knew what to discount on Monday. You stopped being a forecast secretary and went back to being a sales manager.

What it moves

Targets we build the Manager Companion to hit.

Deal slip detection: from week 8 to week 1

Forecast accuracy by rep: from ±22% to ±5%

1:1 prep time: from 40 min/rep to 5 min/rep

Targets are directional benchmarks from elite-sales-department patterns. Final numbers depend on your motion, stack, and starting point — and we agree to them in the build engagement.

Discovery call

Show us how your managers actually work today.

30 minutes. We'll tell you whether Sales Companion is the right fit — and what the build looks like if it is.

Sales Companion · An SBH AI product