Every week, before your 1:1, Actioner builds you a private prep dossier: what moved on every deal, where each one really stands, and the questions your manager will ask — with your answers ready, and the evidence one click away.
Forecast Prep is on the way. Download Actioner today — it arrives as a built-in play.
Twelve deals, a week of email threads, four calls, and a dozen small promises — rebuilt from memory and inbox the night before, every single week.
Every number gets the same question: "How do you know?" A rep with specifics looks in command of their business. A rep with vibes gets grilled.
This meeting is where your manager decides whether you run your pipeline or your pipeline runs you. It's not paperwork — it's the weekly performance review nobody calls one.
The evening before your 1:1, a dossier lands in your Action Box: deal by deal, what happened this week, where it really stands, and — the part that changes the meeting — the questions you're likely to get, with answers grounded in evidence.
Five minutes to read. It replaces the Sunday evening you'd have spent reconstructing your own week.
Quick pipeline update ahead of tomorrow:
Commit holds at $64k. Globex moved to negotiation — redlines back from legal, close date now Apr 15 to line up with their board meeting.
Watching Northvale: champion went quiet, I've got a re-engage running this week.
The dossier is for you — which is exactly why it can be honest about risks nobody says out loud. Nothing in it is shared, sent, or seen by anyone else.
When you do owe a written update, Actioner drafts it in your voice, from only what you choose to include. You edit it, you send it, you're the author. Your manager just notices you got sharper.
The dossier lives with your graph, on your machine. No manager view, no team roll-up, no aggregate anything.
Because it's private, the AI can name the real risks — the ones you'd rather hear from your prep than from your manager.
Anything that leaves your screen is written in your voice, from what you selected, and sent by you. By design, not by policy.
Current CRM, defensible forecast. Forecast Prep pairs with CRM Sync — when your CRM is kept current all week, your dossier opens with "nothing to reconcile" instead of a list of drift.
"Nobody audits how you prepared. They just remember that you had the answer."
Coming soon as a built-in play · Private to you · Works alongside Salesforce and HubSpot