Every consultant has at least one CRM where the pipeline is full and not trustworthy. Deal records exist. Stages are set. Values are entered. But the buyer problem field is blank. The evidence link is broken. The next action is “follow up.” The owner left two quarters ago.
The cost of a half-filled record isn’t obvious in the moment. It shows up later. Every pipeline review starts with “wait, let me check with the account owner.” Every coaching session debates whether the deal is real. Every quarterly forecast is more guesswork than data.
We watched founding users start to do this within the first week of using Assist. “Add a deal for Acme, £40k, stage 2.” Assist would create the record. The record would be 30% complete. The next week’s pipeline review would have to fill in the rest.
So we changed how Assist handles deal creation.
Deal and opportunity requests now open as a visual workpiece on the canvas. Every required field surfaces before anything saves to your pipeline:
- The buyer problem, in the buyer’s own language (Assist will ask for a quote from a meeting if it can find one)
- The economic value at stake, with the calculation visible
- The stage, with the explicit criteria for advancing to the next one
- The deal owner and the next action, with a specific date
- Supporting evidence: meeting transcripts, email threads, deal-specific files
If a field is missing, Assist asks for it. It does not invent. The Save button is the last step in the workpiece, not the first.
What changes for you. Your pipeline stays clean by default. A deal entered through Assist is a deal you can review at a glance four weeks later and trust. The Monday coaching session gets faster, the forecast gets sharper, and the renewal conversation starts from facts.
