AI Sales Agent
to close deals faster.

Your AI Sales Agent that acts on every call, transcript, and email. Automatically build mutual action plans, detect hidden deal risks early, extract pristine MEDDPICC data, and track buyer engagement to close deals faster.

one-pager in the actual product

Acme Corp - Enterprise Expansion

Deal Board Summary

Target Close: 15-Oct-2026Commitment: Medium

Sarah Jenkins (CEO) wants to expand their footprint to 50 licenses. Mike Rivera (CFO) is budget holder but hasn't joined any scoping calls. Dave Chen (IT Lead) needs SOC2 clearance before approving the setup.

Deal Health
70/100
Needs Attention

CFO (Mike) has not joined any calls. While Sarah (CEO) is highly engaged, Mike holds signature authority.

At RiskNeeds AttentionOn Track
The Brutal Truth
The business case is strong, but the deal is at risk because the CFO (Economic Buyer) is not engaged.
What could kill this deal?

CFO fails to approve the budget due to lack of direct alignment.

Who's key to getting this bought?
Sarah Jenkins
CEO / Decision Maker
Decision Maker
Engaged
Unknown
CFO / Budget Holder
Economic Buyer
Not engaged
Dave Chen
IT Director
Technical Buyer
Not engaged
Unknown
Legal / Procurement
Process / Legal
Not engaged
MEDDIC Coverage
Pain
Metrics
Decision Criteria
Economic Buyer
Decision Process
Champion
Deal Risks
2 risks1 high1 medium
1No contact with Economic Buyer (Mike, CFO)
2Dave (IT Lead) requires custom SOC2 verification
Critical Next Step
Secure executive alignment with the Economic Buyer.
OwnerAlex Rivera (AE)
Due DateWithin 7 days
Mutual Action PlanLive Roadmap
2/4
Complete
1
In progress
1
Blockers
3
Phases
Target: Go live before 15-Oct-2026

Mutual Action Plan Roadmap

Target outcome: Contract signature & go-live before 15-Oct-2026

2 / 4 complete
PHASE 01   Discovery & Alignment
2 / 2 complete
Discovery Scoping Call
Complete
Draft Technical Specifications
Complete
PHASE 02   Technical Assessment
0 / 1 complete
Submit Security Questionnaire
In progress
PHASE 03   Commercial & Sign-off
0 / 1 complete
Economic Buyer Sign-off
Pending
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Pain vs. Reality

Why B2B deals get stuck in spreadsheet limbo

Stop guessing and start closing with objective AI execution.

🧟‍♂️

The "Old Way" of Closing Deals 🧟‍♂️

"Hope is a strategy"

Assuming a deal will close because the buyer said "this looks really cool!"

Spreadsheet Limbo

Emailing messy 14-tab spreadsheets back and forth titled Final_Plan_v3_REAL_FINAL.xlsx.

Sunday Night CRM Panic

Scrambling to fake MEDDIC fields 10 minutes before the Monday forecast call.

🚀

The Dealwize Way 🚀

Brutal Truth Scoring

AI objectively flags missing budget, unseen legal hurdles, and ghost risks.

Interactive Deal Boards

Clean, branded web boards where buyers actually click and assign tasks.

Zero-Touch Compliance

Transcripts and emails auto-populate qualification criteria.

Revenue velocity with your
AI Sales Agent.

An autonomous AI teammate designed to rescue reps from CRM admin hell and drive deals across the finish line.

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Automated Mutual Action Plans (MAPs)

Mutual Action Plans, built and driven by your AI Sales Agent.

Feed in a call recording, meeting notes, or email thread. Your AI Sales Agent extracts milestones, assigns owners, and updates a client-ready roadmap automatically so both sides stay aligned.

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AI Deal Health & "Brutal Truth" Diagnostics

An AI that tells you when a deal is dying before your manager notices.

Replace "happy ears" and rep optimism with objective risk detection. If the economic buyer wasn't on the call, Dealwize flags it before it ruins your quarterly forecast.

Learn More
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Automated MEDDIC / BANT / CHAMP Extraction

Turn your reps into top performers without making them data janitors.

We automatically extract Pain, Metrics, Champion, and Decision Criteria straight from customer conversations. RevOps gets pristine data; reps get their evenings back.

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The bridge to 'Yes'

Where buyers and sellers
finally align.

Dealwize sits at the centre of your deal, one room, one plan, one source of truth. It turns friction into momentum and scattered email threads into a shared path to close.

The seller
Pain points & goals
The chaos
  • Spreadsheet madness
  • Hidden stakeholders
  • Guessing close dates
The goal
  • Predictable revenue
  • Shorter sales cycles
  • Weekends back
Dealwize
The platform
The source of truth
Transparency
Alignment
Momentum
The buyer
Friction & clarity
The friction
  • Information overload
  • Inbox fatigue
  • Decision paralysis
The goal
  • Clear path to value
  • Internal buy-in
  • Premium experience
Enterprise grade
Frictionless for buyers
Transparent by design
No account required

Turn a call into a deal health one-pager in minutes

Drop in a transcript and see Dealwize draft deal health metrics, stakeholder matrix, blockers, and next steps, free, before you ever register.

Transcripts are boring.
Insights are gold.

Stop spending your Sunday nights listening to call recordings. The AI pipeline extracts the who, what, and when, goals, risks, milestones, qualification fields, and a client-ready narrative, so you can spend your time actually selling.

No-BS extraction

AI filters out the small talk and surfaces the real requirements, risks, next steps, and qualification signals.

Dave-detection

Identify the IT blockers, late-stage finance surprises, and silent stakeholders before they kill your deal.

Auto-magic plan updates

Your action plan updates itself from the transcript or inbound email. Your deal board reflects it immediately. Yes, really.

Seller: "So, are we on track for the May 1st rollout?" Buyer: "We need the security audit done first. Dave from IT is the bottleneck." Seller: "I'll send the SOC2 report today." Buyer: "Great, if that's clear, we can sign by Friday."
AI enhanced

The "Messy" Way vs. The Dealwize Way.

The Chaos

  • Spreadsheets so complex they require a PhD and a prayer
  • Dave from Procurement's favourite game: Hide and Seek
  • Four hours updating the CRM (and still got it wrong)
  • Missing stakeholders who appear like ghosts at the 11th hour
  • Closing dates that are basically just optimistic guesses

The Clarity

  • One branded deal board with content and plan tabs your buyer actually opens
  • AI health score flags the bottlenecks before they kill your commission
  • Transcript-to-MAP in less time than a coffee break
  • Stakeholder management surfaces the late arrivals before they derail the deal
  • Data-backed close dates you can actually bet on

The "Is this deal actually happening?" detector.

Stop managing your pipeline on vibes and happy ears. The AI health score gives you a data-backed reality check on every opportunity, refreshed from each new transcript or inbound email, visible on your dashboard at a glance.

Strategic alignment

Are you solving a real problem, or just 'checking boxes'? The AI identifies north-star goals from your transcripts and measures how well the plan is mapped to them. No goals identified means your score takes a hit.

Execution velocity

Deals die in the 'I'll get back to you' phase. The score tracks milestone completion and action-item follow-through. A steady pace of progress means you're actually closing, not just having pleasant calls.

Deal qualification

Blank BANT and MEDDIC fields are a blind spot. AI drafts qualification dimensions from each call so you see completeness by framework and know exactly what to probe next.

Risk mitigation

Unidentified risks are the silent killers of deals. The AI Risk Sentinel flags high-severity red flags, budget shifts, unresolved IT blockers, competitor mentions, and deducts points until you address them.

Why we built Dealwize.

We didn't set out to build another sales tool. We set out to kill the spreadsheet chaos that was killing our deals.

1

The pain was real

As former enterprise sellers, we spent half our lives babysitting spreadsheets and chasing stakeholders. CRM is great for managers. It does nothing for the person actually trying to close.

2

The 'Dave' problem

Every deal has a Dave from IT, a hidden stakeholder who appears at the 11th hour asking for a SOC2 report you sent three weeks ago. We built Dealwize to flush out the Daves early and keep every stakeholder in one shared room.

3

Our mission

Give sellers their weekends back. Automate the post-call admin. Surface the risks before they surface themselves. Let reps focus on what they're actually good at, building relationships and closing.

The Dealwize Promise

Built by sellers, for sellers

"We didn't want another dashboard. We wanted a tool that actually helped us close. So we built it."
The Founders
Dealwize

Stop the spreadsheet madness
before it stops you.

Join the cohort of forward-thinking sellers ditching the spreadsheet grind. Get shared action plans, structured qualification, real buyer signals, and an AI health score that cuts through the noise. No credit card required.

Or simply send your transcript or notes to agent@dealwize.co — we'll auto-register your account, email you to confirm, and AI creates your board.

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