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AI agent for vp of sales

Sales Forecast Call Deal Scrub Agent

Walk into each forecast call with commit deals backed by evidence and questions ready for the weak ones

Quality controlRisk managementSalesManagement
See how it worksGet access
Sales Forecast Call Deal Scrub Agent: what goes in, what the agent does and what you get

What it does

On a forecast call, a rep commits a deal for $200,000 and the VP asks for the next step and the buyer. The room goes quiet. The call turns into guessing. This agent scrubs the deals first. Before the call, it checks each committed deal for next steps, buyer contacts, legal status and the age of the current stage, and compares them with the team's rules for the commit category. It builds a short list of questions for each doubtful deal, sends them to the rep and rechecks after the rep updates the CRM. The VP approves the final call list. Edge case: a deal has been in the same stage for 90 days. The agent asks for a dated reason.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Two days before the forecast call 2 USES A TOOL Pull committed deals with their CRM fields andactivity 3 DOES Check each deal against the commit rules 4 CHECKS THE RESULT Does the deal have a next step, buyer and legalstatus that meet the rules? If not: Build questions for the rep and mark the deal asunsupported. Back to step 3. 5 USES A TOOL Send questions to the reps and wait for updates 6 DOES Reread the CRM after the reps update 7 CHECKS THE RESULT Do the updates answer the questions with dates andnames? If not: Move the deal to best case in the proposal andflag it for the call. Back to step 5. 8 DOES Build the call list with questions and risk notesper deal 9 YOU APPROVE VP approves the call list and any category changes 10 RESULT Forecast call sheet
Read the steps as a list
  1. Two days before the forecast call
  2. Pull committed deals with their CRM fields and activity
  3. Check each deal against the commit rules
  4. Does the deal have a next step, buyer and legal status that meet the rules?If not: Build questions for the rep and mark the deal as unsupported. Back to step 3.
  5. Send questions to the reps and wait for updates
  6. Reread the CRM after the reps update
  7. Do the updates answer the questions with dates and names?If not: Move the deal to best case in the proposal and flag it for the call. Back to step 5.
  8. Build the call list with questions and risk notes per deal
  9. VP approves the call list and any category changesThe agent waits here for your OK.
  10. Forecast call sheet

How it decides

A commit deal needs a dated next step within 14 days, a named buyer, an agreed timeline and legal or procurement status. Missing items push it to a question list.

  • Commit needs a next step dated within 14 days
  • Stage age over 60 days needs a written reason
  • No named buyer means it cannot be commit
  • Legal not started with a close date under 30 days is flagged

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Commit rules
  • Stage age limit (default 60 days)
  • Next step window (default 14 days)
  • Days before the call (default 2)
  • Fields required in the CRM

What keeps you in control

It always asks you first

  • VP approves the call list and any move between forecast categories

Hard limits

  • Never changes forecast categories itself
  • Questions are neutral, not accusatory

It stops when

  • Done: call sheet ready with questions for each weak deal
  • Stop: CRM data is too poor to judge, report the gap to the VP

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe agent checks 26 commit deals worth $3.8M. Seven lack a buyer or a dated next step. It sends questions to the reps. Four reply with names and dates, so they stay. Three do not, and a $200,000 deal has been in the same stage 94 days. It proposes moving them to best case and the VP approves.

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