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02 · Sales · RevOps

Every deal moving. Every follow-up sent.

RevOps keeps every deal moving and every follow-up sent. Stalled deals reach you first.

REVOPS · PIPELINE · QUALIFICATION AGENT
DEAL · SOURCESTATUS
Hill Country Builders · proposal sentCRM · 6 DAYS NO REPLYREVIEW
Gulf Steel Erectors · qualifiedCRM · SCORE MET✓ FIT
Alamo Storage · follow-up dueCRM · 3 DAYS⟳ AGENT
Brazos Ag Supply · contractCRM · REPEAT BUYER✓ FIT
Lakeway Fellowship · stalledCRM · NO ACTIVITYWATCH
Action Needed
RevOps pipeline stalled, 3 deals awaiting qualification agent

Sales · RevOps

What is CRM automation with RevOps?

RevOps is the Echo 1 Labs sales agent for CRM automation. It watches your pipeline, flags stalled deals the day they stall, drafts every follow-up and queues it for approval, and scores each deal against your qualification criteria. Stalled deals reach you first, and every follow-up waits for your approval.

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What RevOps does

01

Pipeline watch

Stalled deals flagged the day they stall.

02

Follow-up drafting

Every follow-up written and queued for approval.

03

Qualification

A qualification agent scores each deal against your criteria.

The trust ladder

Every agent starts at Shadow. It earns the next rung.

Rung 01Start here

Shadow

Agent watches. You do.

It learns how your people actually do the work. It touches nothing.

Rung 02

Draft and approve

Agent drafts. You sign.

Every output waits for a signature. Your edits teach it your standard.

Rung 03

Threshold

Agent acts inside limits you set.

Outside those limits it stops and escalates. You can move it back a rung any time.

Questions about RevOps

What does RevOps do?

RevOps keeps every deal moving and every follow-up sent. It watches the pipeline and flags stalled deals the day they stall, drafts every follow-up and queues it for approval, and runs a qualification agent that scores each deal against your criteria.

Who sees a stalled deal first?

You do. Stalled deals reach you first, so you decide what happens next.

How is RevOps supervised?

Every agent starts at Shadow, where it watches and touches nothing while it learns how your people do the work. At Draft and approve, it drafts and you sign every output. At Threshold, it acts inside limits you set and stops and escalates outside them. You can move an agent back a rung at any time.

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