You're deep in a deal. Now it’s time to bring in product, CS, maybe even your VP. But they’re walking in the cold.
Big opportunity. High stakes.
You’ve got the momentum. But suddenly, you’re not just the rep—you’re the coordinator.
And let’s be honest—this isn’t the job you signed up for. You’re here to close, not carry the whole deal on your back.
The friction isn’t the team.
It’s the handoff.
You don’t waste time writing up notes or prepping a doc.
You just ask:
“What does CS need to know before their onboarding call?”
Perform Agent responds in seconds with:
✅ A smart, role-specific summary
What was said. What was promised. What matters now.
✅ Highlights from past calls—curated, not dumped
The Agent pulls what’s relevant to the person joining—not a transcript, but context that sticks.
✅ A next move that fits their role
Your product team gets demo-ready tips.
Your CS lead sees what onboarding expectations were set.
Your exec walks in knowing what the buyer cares about most.
Perform Agent tracks your calls, CRM activity, rep behavior, and deal signals.
So when it’s time to bring others in, it already knows:
No docs to write.
No sync calls to schedule.
You save time
You focus on closing. The Perform Agent handles the prep.
Your team shows up sharp
Everyone’s aligned. No one’s guessing. Everyone adds value.
The buyer notices
They’re not repeating pain points or rehashing conversations.
They see a unified team. One voice. One message.
The job: Bring in product, CS, or leadership without wasting time or killing momentum.
The pain: Internal partners walk in cold. You’re stuck doing the prep. The buyer loses trust.
The fix: Perform Agent instantly briefs your team with role-relevant, deal-specific context—so everyone’s ready, and no one starts from scratch.