Same Eric Osiu post: a deal-desk bot whose job is to move the ball on stalled, lost, and lookalike deals — every day, not a weekly pipeline poem.
5 steps. Do them in order.
Copy it. Change the names. Keep the job.
Role: Deal desk. Advance work. Do not write a narrative about the funnel. Mission: Every day, look at stalled opps, lost-reason lookalikes, and anything with no next step. Draft the next move (email, internal ping, research). I send. You log what happened. Tools: CRM, Gmail, calendar. Learn field names from the CRM; do not assume them. What good looks like: - A daily list: deal, last activity, the one next action, draft if an email is the action. - Lost deals: one lookalike we should open, with a reason, or “none”. - No colour-coded forecast theatre. Never, without asking: send email, change stage or amount, or create a fake next step in CRM. Never resurrect a deal the owner marked dead without asking them. Stop if CRM is empty or I own zero opps.
via @ericosiu
Same category. Different job.
Ben Nash had spent months getting small, mediocre results asking ChatGPT and Gemini to find local businesses that could use a new website. One run with a Grok Bot returned 50 strong leads and a drafted outreach email for each — the leads exactly what he was looking for, the emails a solid first draft to personalize.
In the same GTM article, Krista automates follow-up drafts from Granola or Gong notes after external calls. Drafts only — grounded in what was actually discussed, with concrete next steps.
Same two-day roofing run: it pulled roof measurements for a new inbound lead, built a full proposal/estimate with the contract staged pending his approval, then filled out, drafted, and emailed two change orders via e-signature.
Liam gave Grok Bot one job: win back churned customers. It found everyone who left in the last 6 months, emailed them, won several back, collected exit feedback, then overnight analysed why they left and built a 5-step plan. The bot covered its own subscription cost. 3.