Candidate profile

Deal Agent

Closes.

Builds the proposal, chases the signature, collects the payment - and doesn’t forget.

Service metrics

Works: 24/7
Languages: All of yours
Sick days: 0
Coverage: 168 hrs/week; One seat, no shifts.
Supervision: Every word logged; Readable by you.
Reports to: You

Channels

The core loop

A day on the job

From qualified lead to money in the account, without a single reminder from you.

Harper & Co · corporate day × 120, split dates$18,400

Builds the proposal

Your rates, your packages, your brand - in seconds.

Opened4 timesTime on pricing6m 12sStatusStalled 48h

Tracks it

Opened, viewed, re-read, stalled. You see all of it.

To: [email protected]Wed 08:00Happy to split the depositYou spent a while on the payment terms - we can take 50% now and the rest on completion.

Follows up

At the right hour, about the right objection.

SignedJ. Harper · Wed 10:26

Signature

Signed in the same link the proposal lives in.

$9,200Deposit paid · Visa •••• 4417

Payment collected

Deposit taken at the moment of yes.

What they hand you

The whole paper trail of a closed deal - every object in one system, tied to the conversation that started it.

Decks

The pitch that goes with the numbers, in the same branded experience.

Open Decks →

Proposals

Generated in seconds, tracked to the second, reissued when terms change.

Open Proposals →

Agreements

Signed in the same link, executed and filed the moment the last initial lands.

Open Agreements →

Payments

Deposits and milestones collected at the moment of yes.

Open Payments →

Wallet Passes

Group tickets and passes delivered to Apple/Google Wallet the moment the deal's payment clears.

Open Wallet Passes →

Works well with others

The spine of the revenue story - it receives from both sides and hands off the won customer.

Inbound AgentSends the hot leads it captured at the front door.Customer AgentTakes the customer over the moment the payment clears.

Supervision

The most supervisable employee you’ll ever hire.

Every conversation logged.: Nothing it says to a customer is invisible to you.
You decide what it knows.: It answers from your knowledge - it doesn’t invent prices or policies.
A human can take over.: Any conversation, any moment. It hands off; it doesn’t cling.
It never freelances in your systems.: Connectors are data-in only - Proposaly owns every send.
You set the mission.: Job, tone, and limits - configured by you, in plain language.

Proof

Which conversation produced which dollar

Illustrative scenario - live customer records replace these as beta partners go public.

Proposal #4192 - Harper & Co$18,400

Proposal sent by the Deal AgentMon 09:12Opened · 4 views, 6m 12s on pricingMon 21:40Stalled 48 hours → follow-up sentWed 08:00Signed by J. HarperWed 10:26Payment collected · $9,200 depositWed 10:28

Every dollar traces back to the conversation that produced it.

Meet the agent who writes the proposal, remembers the follow-up, and asks for the money without flinching.

Pilot one agent on your real traffic before you put the team on payroll. Measured in days, not quarters.

Meet the whole team