Arrows keeps one page on every deal: where it stands, who’s involved, what they said, the risks and the path to close. It updates after every call, email and CRM change, so reps, leaders and whoever picks up the deal next all read the same thing.
Discovery follow-up1 item readyTodaySend the SSO guide to Al1 item readyTodayActivity1h
Security walkthrough booked for Thursday1h
Rachel Kim: Can Al from IT join Thursday?2h
Discovery call with Rachel KimMonDeal vitals
$84K
ACV
4 sites
Denver goes first
Nov 21
Target close
Next up
No call booked yet.
Security walkthrough
Rachel brings Al Diaz from IT. 45 min. Bring the SSO guide and the data flow.
People
Rachel Kim VP Operations
Champion
Tom Avery CFO
Economic buyer
Al Diaz IT lead
Technical review
Things to watch
Tom hasn’t met us
He signs, and the proposal goes out Nov 14.
SSO could stall IT
Al will ask on Thursday. Send the guide before the call.
Nov 21 is tight
Their security review takes about three weeks.
The real state of a deal lives in a rep’s head, a recording nobody rewatches and a CRM note from three weeks ago. Reps rebuild it the night before pipeline review. Leaders spend the review asking for it.
In the CRM
Northstar
Accurate, technically. It just doesn’t say what’s going on.
On the deal overview
Next up
Security walkthrough
Rachel brings Al Diaz from IT. 45 min. Bring the SSO guide and the data flow.
Their CFO hasn’t heard from us
Rachel says Tom signs anything over $50K. Get him the rollout math before the proposal.
Things to watch
Tom hasn’t met us
He signs, and the proposal goes out Nov 14.
SSO could stall IT
Al will ask on Thursday. Send the guide before the call.
Nov 21 is tight
Their security review takes about three weeks.
Same deal. Now you know what to ask about.
Arrows writes the overview as a short internal document, built from your calls, emails and CRM. Buyers never see it. Your team reads it instead of asking around.
Deal vitals
$84K
ACV
Budget set for Q1
4 sites
Denver goes first
Discovery call
Nov 21
Target close
HubSpot
2 options
Us, or finish their in-house build
Discovery call
Next up
Security walkthrough
Rachel brings Al Diaz from IT. 45 min. Bring the SSO guide and the data flow.
Their CFO hasn’t heard from us
Rachel says Tom signs anything over $50K. Get him the rollout math before the proposal.
Why they’d buy
Denver runs on the phone
Two coordinators spend most of the day scheduling by hand.
All four sites before Q1
Rachel set the date on the discovery call.
The in-house build stalled
IT has no one free to finish it.
People
Rachel Kim VP Operations
Champion
Booked the walkthrough. Asked for pricing for all four sites.
Tom Avery CFO
Economic buyer
Signs over $50K. Hasn’t met us.
Al Diaz IT lead
Technical review
Joins Thursday. Will ask about SSO.
Qualification
2 Watch1 GoodThings to watch
Tom hasn’t met us
He signs, and the proposal goes out Nov 14.
SSO could stall IT
Al will ask on Thursday. Send the guide before the call.
Nov 21 is tight
Their security review takes about three weeks.
In her words
“If this works for the Denver site, we’d want all four locations live before Q1.”
The timeline Tom will ask about.
Path to close
Security walkthrough with Al
Thursday. SSO and the data flow.
Rollout math to Tom
Before anyone asks him to sign.
Proposal to Rachel and finance
Nov 14.
Security review, then the MSA
About three weeks of paper.
Nobody has to ask for an update. When something new lands on a deal, Arrows reads it and rewrites the part of the overview it changes. Reps can still tell Arrows anything it should know.
Gong · Discovery call, 38 min
“If this works for the Denver site, we’d want all four locations live before Q1.”
Why they’d buy
Denver runs on the phone
All four sites before Q1
Rachel set the date on the discovery call.
Updated the deal overview
Gmail · Rachel Kim, VP Operations
“Can Al from IT join Thursday? He’ll ask about SSO.”
People
Rachel Kim VP Operations
Champion
Al Diaz IT lead
Joins Thursday. Will ask about SSO.
Updated the deal overview
HubSpot · HubSpot deal
Close date moved from Oct 31 to Nov 21.
Deal vitals
$84K
ACV
Nov 21
Target close
Updated the deal overview
No more digging through the CRM, your inbox and last week’s recording ten minutes before a call. The overview already has it, in the order you need it.
Next up says who’s joining and what to bring. People says who still hasn’t heard from you.
Read one page instead of forty emails and two call recordings.
Click Edit on a section and tell Arrows what to change. It rewrites that section and keeps it that way.
Things to watch
Tom hasn’t met us
He signs, and the proposal goes out Nov 14.
SSO could stall IT
Al will ask on Thursday. Send the guide before the call.
Nov 21 is tight
Their security review takes about three weeks.
Path to close
Security walkthrough with Al
Thursday. SSO and the data flow.
Rollout math to Tom
Before anyone asks him to sign.
Proposal to Rachel and finance
Nov 14.
Security review, then the MSA
About three weeks of paper.
Tom met us at the Denver site visit. He’s keen. Take that off the list.
You shouldn’t need the rep in the room to know where a deal stands. Every deal carries its own overview, so the 1:1 starts at the hard question instead of the recap.
Open the deal and get the same page the rep reads, written from calls, emails and the CRM. Not from memory.
Qualification is filled in from what buyers actually said. The parts nobody has confirmed are flagged.
Skip the recap. Start with the risk at the top of Things to watch and decide what happens next.
Qualification
2 Watch1 GoodThings to watch
Tom hasn’t met us
He signs, and the proposal goes out Nov 14.
SSO could stall IT
Al will ask on Thursday. Send the guide before the call.
Nov 21 is tight
Their security review takes about three weeks.
When the story of a deal lives in one person’s head, it leaves with them. The overview stays with the deal, so the next person starts where the last one stopped.
Why they bought, who matters and what comes next are already written down when the deal closes.
Whoever covers reads one page per deal instead of a month of threads.
Every open deal arrives with its story, so the first week goes to selling, not reconstructing.
“My close rate jumped 10% between Q2 and Q3. I don’t doomscroll through my CRM to patch holes in my deals because Arrows already found them. It has been a game changer!”
Mitchell Kennedy
Account Executive, Filed
The overview is one of the agent actions in your playbook. Your Agent Architect sets its sections with you once, so every deal on the team reads the same way. Each rep can add preferences on top.
Deal overview
Maintain the rep’s internal brief on a deal (never shown to the prospect).
Instructions
After every call, email or CRM change, update the overview. Separate what’s known from what isn’t, and flag gaps in qualification. Keep these sections, in this order:
Your preferences
While a deal is still at Meeting scheduled, keep it short: what they’re likely evaluating and the basics on the company. Hold the full overview until after the first call.
Your team. The Arrows deal overview is an internal page for reps, leaders and anyone else working the deal. Buyers never see it. What a buyer sees goes in the sales room.
Arrows updates the overview when something new lands on the deal: a call recording, an email, a meeting or a CRM change. Nobody has to ask for it.
Yes. The sections come from the deal overview action in your playbook, so your team decides the structure. To fix one section on one deal, click Edit and tell Arrows what to change.
No. Your CRM stays the system of record. The overview is the readable story of the deal, built from the CRM and everything around it.
The overview covers the whole deal and stays current. A pre-call brief is prepared for one meeting: who’s joining, what changed and what to ask.
Your Agent Architect sets up the overview with you and has Arrows write one for every open deal.
Book an agent kickoffWhat happens on your agent kickoff:
We learn how your team works its deals todayWe build your playbook from how your team already sellsWe connect your CRM, email, calendar and call recorderAgents start working your open deals, often on the same callCustomer trust and security are critical to everything we do at Arrows. Learn how we adhere to industry-leading standards in data protection and security compliance.
Learn about security →
AICPASOC 2
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