Every deal knows what happens next
Arrows writes a gameplan for every deal from your playbook and everything said on it. When the buyer emails or a call ends, the plan changes, and the work for the next step is already done.
Gameplan
- Discovery call with RachelDoneMon
- Discovery follow-upReady for youToday
- Send the SSO guide to AlReady for youToday
- Security walkthroughPlannedThu
- Scope the four-location rolloutPlannedNov 12
- Proposal to Rachel and financePlannedNov 14
What Arrows is reading
Gong · Discovery call, 38 min“If this works for the Denver site, we’d want all four locations live before Q1.”
Gmail · Rachel Kim, VP Operations“Can Al from IT join Thursday? He’ll ask about SSO.”
HubSpot · HubSpot dealAl Diaz added to the deal as IT lead.
Your CRM knows what happened. Nobody knows what’s next.
The next step lives in a rep’s head, a sticky note or a field nobody updates. So deals go quiet without anyone deciding they should, and your leaders find out on Friday.
Send discovery follow-upTodayFollow up (from Sep 30)Nudge Dana on the order formTodayNo next stepRevive with the Summit case studyTomorrowSend deck?Send the answered questionnaireWedNo next stepCheck in after their board meetingNov 18Circle backLoop in their CFO with the business caseThuNo next stepGet ahead of their competitor’s demoTodayTBDMulti-thread to their ops leadFriNo next step2 of 88 of 8
deals with a clear next step
6 of 80 unplanned
deals quiet for more than a week
08
next steps with the work already done
One playbook. A different plan for every deal.
Your playbook says how your best reps win. Arrows reads it against each deal, and writes the steps this buyer needs. A one-week sale gets three steps. A six-month enterprise deal gets the security review and the CFO.
Your playbook
- After discovery, send a recap with the next step and two times to meet.
- If only one person from the buyer has joined, find the economic buyer.
- When security comes up, send the SOC 2 report and answer the questionnaire.
- Before pricing, get the CFO into the conversation.
- If a deal goes quiet for 5 days, nudge the champion with a relevant story.
One-week sale
- Send discovery recapReady for youToday
- Start the trialPlannedTue
- Order formPlannedFri
Mid-market
- Send discovery recapReady for youToday
- Find their economic buyerPlannedWed
- Nudge Sam with a case studyPlannedMon
- ProposalPlannedNov 28
Enterprise
- Find the CFO through PriyaReady for youToday
- Send SOC 2 and the questionnairePlannedThu
- CFO business case reviewPlannedDec 2
- Procurement and legalPlannedJan
Deals don’t follow a script. The gameplan keeps up.
A buyer mentions a date in passing. A competitor books a demo. A thread goes cold. Arrows catches it, changes the plan and gets the work ready, before anyone has to ask.
Granola · Call with Harbor & Co
“Let’s reconnect after our board meeting on the 18th.”
Gameplan updated
Nobody wrote it down. Arrows heard it, moved the check-in to the 19th and drafted the note that goes out that morning.
Gameplan
- Discovery callDoneOct 30
- Check in with PriyaDismissedNov 6
- Check in after the board meetingReady for youMovedNov 19
- Board recap one-pager for PriyaAgent workingNewNov 19
Every step shows up with the work already done
A gameplan that only lists tasks is one more thing to do. Arrows does the work behind each step: the follow-up in your voice, the CRM update, the script for the call. Your rep reviews it and sends.
Gameplan
Created your email draft
Hi Rachel, Thanks for walking me through the Denver site today. You said the goal is all four locations live before Q1, so I sketched what that looks like week by week (attached). Al is welcome Thursday. I added our SSO guide so he can skim it first. Does 10am or 2pm Thursday work for the walkthrough? Jordan
Created your CRM update
| Property | New value |
|---|---|
| Deal stage | Evaluation |
| Close date | Nov 21 |
| Next step | Security walkthrough Thu with Al |
| Amount | $84,000 (4 locations) |
Created your Loom script
1. Welcome back. Quick recap of where we left off. 2. The two things your team asked for: scheduling and approvals. 3. Show the approvals flow you saw last time, now with your data. 4. Next step: a 20 minute check-in Wednesday. Link below.
Created your call script
Goal: know who else signs before Friday. Ask: Three people from your side were on the last call. What did each of them think? Ask: Who will want to see the numbers before you sign? Offer: A one-page business case you can forward to finance.
Stop asking reps what’s going on with a deal
Open the pipeline and every deal already answers: what happens next, when, and whether the work is ready. Pipeline review turns into strategy instead of status.
- NorthstarOwner JL
Thu · work ready
- BrightwellOwner SR
Today · draft ready
- Harbor & CoOwner JL
Nov 19 · scheduled
- Lumen LabsOwner AK
Wed · ready
- CobaltOwner SR
Thu · agent working
- MeridianOwner AK
Wed · ready
- GranaryOwner JL
Tomorrow · 2 people found
- WestlineOwner SR
Fri · draft ready
- PebbleOwner AK
Fri · ready
9open deals, each with a next step and an owner
When a rep leaves, the plan stays
When a deal changes hands, the new rep opens it to its history, its next step and the work for it. Nothing has to be rebuilt from someone’s memory.
- NorthstarSecurity walkthrough ThursdayReady for you
- BrightwellNudge Dana with a case studyReady for you
- Harbor & CoCheck in after the board meetingReady for you
- CobaltBusiness case for the CFOReady for you
- MeridianComparison before their demoReady for you
- WestlineMulti-thread to their ops leadReady for you
“Arrows knows what I need to do to close this deal. Because Arrows parses out the exact next steps from our activities in HubSpot and updates our sales room with one click.”Read customer story →
Harris Kenny
Founder, OutboundSync
A gameplan on every deal, starting this week
- 1
Connect your CRM, email and notetaker
Arrows reads every open deal: calls, threads, contacts and stages.
- 2
Your Agent Architect writes the playbook with you
From how your best reps already work, written down or not.
- 3
Every deal gets its gameplan
Your reps open the workspace to steps that are already moving.
Questions teams ask
Where does the gameplan come from?
Your playbook and the deal itself. Arrows reads your CRM, calls and email for each deal and writes the steps that fit where it is now.
Does a rep have to ask Arrows to update it?
No. The plan changes as calls end, emails come in and the CRM changes. Reps can still tell Arrows anything it should know.
Does anything go to the buyer without my rep?
You choose. Internal work like CRM updates can run on its own. Anything a buyer would see can wait for a rep to approve it.
Does it replace our CRM?
No. Your CRM stays the record of what happened. The gameplan is what happens next, and Arrows writes approved updates back to the CRM.
Explore the rest of Arrows
Notion
Clay
PandaDocGive every deal a gameplan
Your Agent Architect writes the playbook with you and puts a gameplan on every open deal.
Book an agent kickoffWhat happens on your agent kickoff:
We learn how your team works its deals today- We build your playbook from how your team already sells
- We connect your CRM, email, calendar and call recorder
- Agents start working your open deals, often on the same call
Security at Arrows
Customer 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
