01Anticipate
Deal Monitoring & Momentum
The moment a deal needs a touch, she makes it. No rep has to remember.
See Deal Momentum
Carly · Use Cases
Five ways Carly drives revenue on every deal.
Carly works your pipeline the way your best rep would if they never slept. She anticipates the moment to act, delivers the proof that wins, routes every reply to the right rep in context, reads every deal, and scales it across your whole market — here's where she goes to work.
The five moves
Carly's five moves, in the order she runs them.
02Deliver
Proactive Proof Delivery
The one customer whose word moves this buyer, handed over the instant it counts.
See Proof Delivery03Route
Warm Reply Routing
Every buyer reply in the right rep's hands the moment it lands — at any hour.
See Reply Routing04Scale
AI Outbound / Proof Distribution
Every proven win, run as outbound across your whole market — and attributed back.
See AI Outbound
05Understand
Deal Intelligence & Readiness Scoring
A live readiness score on every deal, and the next move that advances it.
See Deal Intelligence
Carly Use Case · Sales
Carly keeps every deal moving — automatically.
Your reps can't be everywhere at once. Carly can. She watches every open deal and makes the timely move that keeps it from drifting.
Every deal has a moment that decides it.
No rep can hold that read across hundreds of deals at once. Carly tracks the rhythm of every opportunity and steps in the instant one opens a window — with exactly what it needs.
Tireless coverage, expert timing, decisive action.
Quiet · 11 days
Watches every deal, continuously.
Momentum and engagement on your entire pipeline at once — the coverage no team could staff.
Today · 09:14
Catches the turn.
She knows the instant a touch will do the most — the read your sharpest closer makes on instinct, on every deal at once.
Move ready · 09:22
Takes the initiative.
She makes the move — a nudge, an intro, or the right piece of proof — before anyone asks her to.
Pipeline that keeps its momentum — at any scale.
Momentum stops depending on who remembered to follow up. Every opportunity gets the attention only your best deals used to get.
31%
more of a rep's open pipeline advances a stage each month
The deals that used to drift now get a timely touch.
Momentum is where Carly's loop begins.
When Carly picks the moment → Proactive Proof Delivery is the move she makes — the exact proof that advances the deal.
Want the full read behind every move? Deal Intelligence & Readiness Scoring gives you Carly's clarity across your whole pipeline.
The perfect proof, delivered at exactly the right moment.
Carly delivers the ideal expert, reference, or customer story — the one that speaks to this buyer — at the precise moment it lands hardest, with no one stopping to search for it.
In every deal there's a moment when one customer's word outperforms a month of selling.
That moment is precise, and it doesn't wait. Miss it by a day and the same story lands as marketing.
She matches the proof to the buyer, and the moment, with precision.
01
Reads the buyer's exact context.
Role, industry, stage, and what this buyer actually cares about — so she sends the proof that answers their question, not a generic logo.
02
Pulls from live, verified supply.
She draws on your Experts network — customer-experts matched by ExpertScore AI across 50+ data points — to pick the single best-fit piece of proof.
03
Delivers it in the flow of the deal.
A ready-to-send intro, reference, or asset — handed to the rep or surfaced inside the deal in your CRM, and logged either way.
Proof with perfect timing changes everything.
The buyer carries a customer's yes straight back into their committee, while the question is still hot.
60%
lift in win rate and deal velocity, for teams that deliver proof inside 48 hours
Carly does it in moments.
“Now prospects can instantly connect with customers who've solved similar challenges. It's accelerated our entire sales motion.”
Keegan Otter
Head of Revenue, Warmly
Head of Revenue, Warmly
Delivery is the move at the heart of Carly's loop.
What tells Carly the moment has come? Deal Monitoring & Momentum anticipates it.
The supply she delivers from is your Experts network → that's the Better Together story.
For buyers who want it live, Experts lets them book the matched customer in one click.
Carly Use Case · Sales
Carly routes every reply, around the clock.
Buyers don't move on your team's calendar. Carly catches every reply the moment it lands, captures what it means, and routes it to the deal owner — at any hour.
Your buyers are ready when they're ready. Rarely when someone's at their desk.
A committee does its real work between your meetings — a question fired off late, a stakeholder pulled in over the weekend. No team can watch every account at every hour. Carly can.
She catches it, she captures the context, she hands it over — at any hour.
Fri · 23:52
Catches the reply the instant it lands.
No queue, no next-business-day, no warm reply left sitting in an inbox overnight.
Sat · 02:31
Captures the context as she goes.
She reads what the buyer needs and keeps the full thread — so nobody reconstructs it on Monday.
Routed in 40s
Routes it — with the proof already attached.
The right rep gets the history, the read, and the proof already in place.
Every hour is a selling hour.
Your team wakes up to routed, context-rich handoffs instead of unread threads. No deal loses a day because the reply came in after five.
79%
of proof moments are started by the buyer, not the vendor
They come ready to move. Carly is there the instant they do.
The reply is where Carly's loop meets the buyer.
When a conversation needs proof, Proactive Proof Delivery is the move she makes.
The read she builds in every conversation is what powers Deal Intelligence & Readiness Scoring.
The replies AI Outbound generates are the ones she routes.
Carly Use Case · Marketing
Turn your customers' wins into a demand engine.
Carly runs everything your customers have proven as outbound — new accounts across your whole market, and every deal it opens tied back to the program that created it.
Your customers' wins are the most powerful demand source you own — and the least used.
Every closed deal leaves behind a story a future buyer would act on. Most of it gets made once and never works again. Carly runs it as an always-on program instead.
Demand generation, run by an agent that never clocks out.
880 accounts
Runs proof as programs, across the market.
One win becomes an outbound play against whole segments — new logos, new committees, accounts your reps never touched.
$1.43M pipeline
Creates pipeline, not just touches.
Conversations at a volume no team could staff, and every reply routed to sales with the context. Not a cold list.
Attributed back
Attributes every dollar.
Each program ties to the pipeline it created — a demand channel you can measure, fund, and grow.
New pipeline from proof you've already built.
The cheapest demand you will ever create is already sitting in your won-deal history. Carly puts it to work.
“Our reps now have instant access to relevant experts, and our reference conversion rate jumped 40%.”
Lauren Martinez
VP of Customer Marketing, Sendoso
VP of Customer Marketing, Sendoso
AI Outbound is Carly creating demand; the other four moves work the deals it opens.
The wins she runs as outbound come from your Experts network — verified customers, always fresh.
When a program opens a live deal, Deal Momentum keeps it moving and Proof Delivery arms it.
For the marketing team's full picture, see For Marketing.
Carly Use Case · Sales & RevOps
Total clarity on every deal in your pipeline.
Carly reads every conversation across your pipeline and tells you where each deal stands and how to advance it.
Imagine seeing every deal as clearly as your best rep sees their best one.
The signal that predicts a deal — what the buyer said, how each stakeholder is engaging — lives in conversations nobody has time to read. Carly reads all of them. Forecasts built on a feeling become forecasts built on what happened.
Every conversation, turned into a clear, current read.
Reading · 24/7
Reads every conversation.
Transcripts, sentiment and engagement on every open deal — the inputs no human keeps up with, and no one logs a note.
Strong 91 → Weak 31
Scores momentum on every deal.
A live readiness grade on every opportunity, and exactly where Carly can move the buyer closer to yes.
Nudge the champion · quiet 9 days
Recommends — and makes — the next best move.
Her read isn't a dashboard to admire. It routes straight into her other moves, so intelligence becomes action.
A forecast you can stand behind.
Readiness is measured instead of guessed. Leaders spend their time on the deals that will actually land, and the number you commit is the number that comes in.
40%
less forecast error for teams running readiness scoring
They call their quarter weeks earlier.
Clarity is what makes the other four moves so precise.
Carly's read on a deal triggers Proactive Proof Delivery to advance it.
It's the portfolio-wide view behind Deal Monitoring & Momentum — every deal scored at once, not one at a time.
For the RevOps/leadership rollup, pair it with Analytics & ROI.
The difference
Today, this takes five tools.
Every job on this page is a product category of its own. Do them the old way and you're running five disconnected tools that never share what they learn. Carly does all five as one agent, on one loop — so every move makes the next one sharper.
The old way
Five tools, five seams
- Deal-monitoring toolwatches the pipeline
- Reference toolfinds a customer
- An SDRchases the replies
- Conversation intelligencescores the calls
- Outbound platformruns the campaigns
Five logins. Five bills. None of them talk to each other.
With Carly
One agent, one loop
- Understands every deal
- Anticipates the moment
- Delivers the proof
- Routes every reply, 24/7
- Scales what works
One source of truth. Every move feeds the next — and it compounds with every deal.
The pattern
One agent. The whole revenue loop.
These aren't five tools bolted together. They're one agent running one loop on every deal: Carly understands each deal in real time, anticipates the moment to act, delivers the proof that moves it, routes every reply around the clock, and scales what works to the next opportunity. Every pass makes the next one sharper — Carly compounds.
Carly
One agent. One loop. Every deal.
Each pass, sharper
The loop, on one deal
One deal. One day. Every move.
The pattern isn't a theory. Here's Carly working a single deal — Dock, a $150k expansion — through all five moves in one day.
-
08:14
01 · Understand
Overnight, Carly read every conversation on the deal. Dock's readiness ticks to Medium — a security review is the thing in the way.
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09:02
02 · Anticipate
The champion has gone quiet for eleven days. Carly catches the window before the deal cools.
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09:03
03 · Deliver
She queues the one customer who cleared the same security review — ready for the rep to send.
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01:12
04 · Route
A stakeholder asks about SCIM at 1am. Carly catches it and routes it to the rep in forty seconds — full thread and proof attached.
-
Next AM
05 · Scale
Dock's win becomes an outbound play, opening pipeline across every account with the same security question.
Five moves, one deal, one day — and the read she built makes the next deal sharper.
Control
An agent that works on your terms.
Carly acts on live deals — so you decide exactly how far she goes. Nothing happens outside the guardrails you set.
You set the guardrails.
Approve what Carly can do, and where. She never steps outside them.
Your data, your network.
She works only from your pipeline and your verified Experts supply. Nothing leaves.
A human okays every outside move.
Carly drafts and recommends; a rep approves anything that reaches a buyer.
Everything on the record.
Every read, move, and hand-off is logged in your CRM.
Off is one switch.
Pause any play, any account, any time.
Your policy wins.
She works inside your rules, your compliance, and your process — always.
Carly, powered by your Experts network.
Every move on this page draws on the verified customer-experts, references, and outcomes in your Experts network. Experts gives Carly her supply; Carly puts that supply to work on every deal, at full scale. Buy either and it works. Buy both and your trust layer reaches every opportunity, on its own.