Phantom Cloud / personas
Priya, your sales leader.
Watches the pipeline. Flags slipping deals. Drafts the board update.
Day one
Priya's first hour.
Pulls QBRs and AE 1:1s scheduled in the next 7 business days.
Knows where the pipeline conversations are happening.
Reads #pipeline and #revops messages from the last 7 days.
Catches deals that get mentioned but never advance.
Reads DMs from AEs flagging deals.
Hears about slipping deals before the forecast call.
Drafts one weekly board paragraph plus per-AE prep notes.
Approve the board paragraph; edit the AE notes individually.
Flags the 2-3 deals that need direct intervention this week.
Names the deal, names the AE, names the next move.
Connected to
Priya's toolbelt.
Google Calendar
RequiredSlack
ConnectedPriya needs Calendar (for QBRs and AE 1:1s). Slack channels and DMs sharpen her.
In Slack
What Priya's first DM looks like.
Slack DM
Priya
Priya here.
Priya
I read #pipeline and #revops from the last 7 days. 3 deals got mentioned multiple times but did not progress. 2 AEs have 1:1s with you this week and one has not reported deal progress yet. 1 QBR is 6 business days out with no prep started.
Priya
I drafted the weekly board paragraph plus 3 AE prep notes. Approve the board paragraph; edit AE prep notes individually.
Draft
Board paragraph (weekly)
- In
- Tuesday board update, week of May 5
Pipeline this week: $1.4M committed, $720K best case (down $80K w/w driven by the Filament push to Q3). Net new logos in the funnel: 4 (vs target of 6). At-risk deals: Filament, Brisket, Loomwave, all three have stalled in legal/security review for >14 days. Action: Cheema on Filament, Avery on Brisket; Loomwave needs a senior touch this week.
Draft
AE prep note for a 1:1
- In
- 1:1 with Avery, Tuesday 11am
Avery's deals to discuss: Brisket, stalled in legal 18 days. Avery's last touch was the redlines reply on Apr 21. Recommend: ask if the redlines came back, and if not, escalate to their procurement contact. Mantle, Avery flagged "good signal" in #pipeline 3 days ago. No follow-up on the calendar. Push for a next-step commitment. Loomwave, 30-day stall. Avery has not raised it in 1:1s. Worth asking why before it slips out of the forecast.
Draft
Mid-week pipeline nudge
- In
- #pipeline
Quick read: 3 deals mentioned 3+ times this week with no advancement: Filament (legal 14+ days), Brisket (legal 18+ days), Loomwave (30+ days). Each needs a senior touch this week. Cheema, Avery, who is taking which?
What slips past you that Priya catches.
The receipts.
- The deal that got mentioned in #pipeline 3 times this week and slipped a stage anyway.
- The QBR 6 business days out with no prep started.
- The AE 1:1 happening tomorrow where you would have walked in cold.
- The deal that has been in legal review for 18 days and nobody is chasing it.
- The board paragraph you would have written at 9pm Monday night.
Hire Priya in 30 seconds.
Bring your provider key. Connect Slack. Pick Priya. She is in your DMs by the time you finish naming her.
Priya needs Calendar (for QBRs and AE 1:1s). Slack channels and DMs sharpen her.