Account planning, on autopilot.
A subscription tool for B2B sales teams. AI bots enrich your enterprise accounts, monitor news in real time, and generate dated close plans — so reps spend their hours selling, not researching.
Why account planning is broken today
Most reps spend 5-10 hours per enterprise account on pre-call research, account briefs, and one-pager creation. That work happens once, gets stale immediately, and gets re-done every time the deal advances. Multiply by 30 active accounts per rep and the math gets bleak.
Meanwhile, leadership changes, funding rounds, and competitive moves at your target accounts happen faster than your team can track. Reps miss trigger events worth tens of thousands in pipeline because nobody is watching.
And when the deal does start moving, the rep's "close plan" is a half-finished spreadsheet that nobody — rep, manager, or buyer — actually trusts.
Three bots, working in your background
You add accounts, set close dates, and sell. The bots handle the rest.
Bot 01
Account Enrichment Bot
Add a company, get a brief.
When you add an enterprise account, our bot spawns to pull from annual reports, 10-K filings, company websites, and leadership pages. You get a structured account brief in minutes — corporate structure, financials, named buyers, recent strategic moves. No more pre-call research tab graveyards.
Bot 02
News & Signals Monitor
Trigger events, delivered.
A background scan that watches each of your accounts in real time. Press releases, SEC filings, exec changes, funding rounds, layoffs, expansion announcements — surfaced in a feed and prioritized by relevance to your sale. You see what matters when it happens, not 30 days later in a board update.
Bot 03
Close Plan Generator
Target date in, milestone plan out.
Set a target close date. Get a dated execution plan — discovery, multi-thread, ROI build, security review, procurement, signature. Configurable per deal type. Tracks whether you are on track, ahead, or slipping. Becomes the mutual action plan you share with the buyer.
Plus a dashboard built for sales heads
Roll up every rep's book of business into one view. See pipeline coverage, signal volume, close-plan progress, and stage-gate adherence at a glance — without a single CRM report. Drill into any account in two clicks. Spot the deals that are slipping before your forecast call, not after.
Who it's for
- B2B sales teams selling to mid-market and enterprise accounts
- Reps carrying 20-50 named accounts with deal cycles of 60+ days
- Sales orgs with a VP of Sales or Head of Sales who needs portfolio visibility
- Companies tired of paying for ZoomInfo + Gong + Demandbase + Mutiny separately
Join the waitlist
Be first in line for early access. Get product updates, design previews, and an invite to the closed beta when it's ready.
We'll email you product updates and the beta invite. No spam, unsubscribe anytime.
Common questions
When will it be available?
We're aiming to onboard the first design partners by end of 2026. Waitlist members get the closed-beta invite before public launch.
How will pricing work?
Per-seat subscription, billed annually. Pricing will be announced at launch; design partners get founding-member rates for life.
Will it integrate with my CRM?
Yes — HubSpot and Salesforce on day one. Native two-way sync of account, opportunity, and contact data.