The work Ollie does
on every deal.
Reading every interaction. Drafting the deliverables. Executing the next step. In Slack, Microsoft Teams, Salesforce, HubSpot, and now from any AI agent.
Ollie reads every deal interaction.
Every email, every meeting, every CRM update, every note. Ollie builds a Truth Layer that updates as your team works. No new data entry. No Friday-afternoon CRM cleanup.
Deal Profile
SUMMARY
Mid-stage enterprise opportunity with strong engagement across technical and business stakeholders. Champion has confirmed budget and technical requirements align with our platform capabilities. Next steps: technical validation call scheduled for next week, followed by executive alignment meeting with CRO and CFO.
MEDDPICC
Metrics
Decision Criteria
Paper Process
Champion
Economic Buyer
Decision Process
Identify Pain
Competition
KEY STAKEHOLDERS
Sarah Chen
VP of Sales Operations • Champion
Highly Engaged
Michael Rodriguez
CRO • Economic Buyer
Aligned
Ollie
APPOllie
APP9:02 AM
Follow-up with Riley at Meridian Labs ready to send:
Deal follow-up: Meridian Labs ($48k)
Context
Pilot wrapped April 29. Contract sent April 27 — awaiting CEO sign-off.
Approach
Soft nudge on contract status, no pressure.
Suggested draft
Hey Riley,
Any open questions on the contract from Marcus’s side, or anything we can clear up to get it across the line?
Best,
Jordan
Message Ollie
Ollie delivers finished work, not suggestions.
Business cases. Mutual action plans. Follow-up emails. Deal-health alerts. Meeting prep briefs. Drafted in your company's voice, grounded in actual deal data, delivered into Slack, Microsoft Teams, or your CRM. Ready to send.
Ollie scores deals against customer interactions, not rep activity.
Six weighted criteria: customer engagement, deal progression, problem-solution fit, risks and blockers, financial and procurement clarity, and recent interaction momentum. Reps replying to themselves doesn't count as momentum. The customer engaging does.
Deal Health Score
Strong customer engagement and solution fit. Deal progression is moving but slowly. Recent interaction momentum has softened over the last 5 days; champion last replied Tuesday.
Customer Engagement
25% weight
88/100
Deal Progression
20% weight
72/100
Problem-Solution Fit
15% weight
92/100
Risks & Blockers
15% weight
64/100
Financial & Procurement Clarity
15% weight
70/100
Recent Interaction Momentum
10% weight
58/100
Good morning, Sarah
3 deals need attention today
Acme Corp
Champion meeting at 2pm — prep ready
TechFlow
Health dropped to 62, follow-up drafted
GlobalFin
Business case auto-generated
Ollie runs the daily work that keeps pipeline moving.
Daily action lists with drafted emails. Morning briefings on what to push today. Recovery plans the moment a health score drops. Re-engagement sequences when deals go quiet. Reps subscribe to the work they want; Ollie runs it on schedule and delivers it in Slack, Teams, or email.
Ollie forecasts revenue against your own win rates.
Ask Ollie for the quarter's forecast. Get deals split into Closed Won, Commit, Best Case, and Pipeline, each weighted by the win rate Ollie measured from your closed deals. Currency-aware. Team-aware. No rep-entered confidence scores.
Maria K.
9:14 AM
What's our Q3 forecast for the EMEA team?
Ollie
APP9:14 AM
Q3 EMEA forecast, weighted against your closed-deal win rates:
Closed Won
100%
€420k
Commit
≥80% historical win rate
€1.2M
Best Case
50 to 80% historical win rate
€640k
Pipeline
<50% historical win rate
€2.1M
Expected total
€2.5M
Calibrated from your last 12 months of closed deals.
Jesse L.
10:02 AM
Where should I coach Sara this week?
Ollie
APP10:02 AM
Two of Sara's deals show the same pattern this quarter:
Aurora Systems
64Champion went quiet 9 days into legal review.
"Will circle back once procurement signs off. May take 2 weeks." (D. Park, Champion)
Halcyon Bio
48Economic buyer never attended discovery.
Discovery call: 3 attendees, no CFO or VP Finance. Champion confirmed budget unconfirmed.
Coaching note: Both stall the moment the economic buyer enters the cycle. Coach Sara on engaging the EB earlier, ideally during discovery.
Ollie shows leaders where to coach and where to step in.
Ask Ollie for a team overview, a pipeline summary, a win/loss breakdown, or coaching insights for any rep. Ollie surfaces the deals that need a manager this week, with the patterns behind the wins, the gaps behind the losses, and cited interactions for every claim.
Talk to Ollie about any deal, any time.
Open a chat in Slack, Teams, the web app, or your CRM. Ask anything about any deal, any rep, any time. Ollie pulls from emails, meeting transcripts, CRM updates, and prior chats. Update CRM fields by asking. Generate documents on demand. Get the call prep brief before your 11am.
Reach Ollie from any AI agent.
Ollie is reachable from Claude, Microsoft Copilot, Cursor, ChatGPT, Gemini, and any MCP-compatible client through Model Context Protocol. Reps connect once with their Optivian login and ask their agent of choice about deals, meetings, actions, collateral, and pipeline analytics — scoped to exactly what each user can see in Optivian.
Ready to see Ollie in action?
Book a demo to see Ollie in action on your deals.