FRIDAY · WEEK 15 · Q2 FORECAST

Good morning, Evan. Here's where to aim.

Six deals moved overnight. Sage joined two calls, flagged a pricing risk on one, drafted a proposal on another. Your day, already started.

SAGE DAILY · 7:42 AM

Three moves that matter today. Everything else can wait until tomorrow.

Acme Payments is the deal of the week. Champion went quiet 48 hours ago but their CFO posted about Q3 cost reviews last night. Novera upgraded their discovery call to include their Head of Security. Two other deals are stalled because the decision criteria aren't clear.

01 · PRIORITY

Reopen Acme Payments

CFO signal matches our ROI pillar. Send a targeted note grounded in last week's finance objection.

OPEN IN DEAL BLITZ →

02 · INCOMING

Novera expanded the panel

Prep security-focused discovery. Sage built a fresh brief using their SOC 2 posts and your security pillar.

OPEN MEETING BLITZ →

03 · RISK

Unqualified pipeline

Four deals past 30 days without a written business case. Run Deal Blitz on each, twelve minutes total.

REVIEW STALLED →

Pipeline coverage Q2

4.2× quota

▲ +0.6× vs last week

Qualified meetings

12/ 20 target

▲ 4 this week

Avg cycle

38d→ 31d

▼ 18% faster

Win rate (closed)

42%last 90d

▲ +9 pts

01 Pipeline, ranked by Sage UPDATED 2 MIN AGO

Account	Stage	Score	Next move
A Acme Payments_{$180K ARR}	NEGOTIATE	92 HOT	Send CFO ROI brief
N Novera Health_{$240K ARR}	QUALIFIED	88 HOT	Security discovery
L Larkspur Robotics_{$95K ARR}	PROPOSAL	74 WARM	Finalize pricing page
H Hallmark Logistics_{$60K ARR}	DISCOVERY	68 WARM	Confirm economic buyer
K Kestrel Retail_{$44K ARR}	QUALIFIED	52 COOL	Reopen champion
M Meridian Payments_{$120K ARR}	CLOSED WON	100	Kickoff in 6 days

02 Today's calls 4 SCHEDULED

Novera Health · Discovery expansion

10:30 · 45 MIN · SAGE JOINING

PREP READY

Acme Payments · CFO 1:1

13:00 · 30 MIN · SAGE JOINING

PREP READY

Larkspur Robotics · Pricing walk

15:30 · 30 MIN

PREP READY

Hallmark Logistics · Demo

16:30 · 60 MIN · SAGE JOINING

NEW BRIEF

S

Sage NUDGE

NOW

Your Kestrel champion hasn't opened an email in 17 days. Their CTO just shared a post about rebuilding their revenue stack for 2026. Want me to draft a re-engagement note grounded in that signal?

MEETING BLITZ · NOVERA HEALTH · 10:30 AM

Prep is done. Here's what you need to open with.

Forty minutes of research, three weeks of context, one brief. Sage will also be on this call, listening for pricing pressure and logging everything back to the deal.

Pro · 32 min prep

Novera Health, discovery expansion

Evan × 3 attendees · 45 MIN · GOOGLE MEET

NEW · Head of Security added SOC 2 just completed Stage · QUALIFIED Deal · $240K ARR Q3 budget window

Suggested opening

The first 90 seconds

"Before we dive in, I noticed your team finished SOC 2 last month. Congratulations. That puts you in a different conversation. Can we make sure we're solving the right problem together today?"

Acknowledge the security investment. Reframe the meeting goal. Use their language, not ours. Jessica responded warmly to direct, low-ceremony openings on the last call.

Conversation outline · 45 min

0:00Warm open, note the SOC 2 milestone, reframe today's goalOPEN

0:05Check assumptions, who owns rollout decisions now with security on the panelALIGN

0:15Required capabilities, security posture, data residency, RBACDISCOVER

0:30Business outcomes, link to Jessica's Q3 revenue targetFRAME

0:40Confirm next step, security deep dive or pricing walkCLOSE

01 Attendees

JM

Jessica Morales

CRO · ECONOMIC BUYER

Posts about revenue efficiency & buying signals. Direct, pragmatic. Hates long demos.

DK

David Kim

VP REVOPS · CHAMPION

Already built the business case internally. Needs security covered.

AP

Aman Patel

HEAD OF SEC · NEW

Just joined from Oscar Health. Owns the SOC 2 program. Will want specifics on data handling.

S

Sage WATCH-FOR

DURING CALL

If Aman asks about data residency, pull up the EU region deployment doc. If Jessica pushes on timeline, reference the Meridian Payments 21-day live case. I'll surface both in real time.

OUTREACH BLITZ · 24 SEQUENCES ACTIVE

Personal at scale. Every sentence traced to a reason.

Sage researches every prospect, drafts in your voice, schedules per their time zone, waits for replies. You approve, Sage sends. Nothing templated.

TOJessica Morales, CRO at Novera Health <j.morales@novera.health>

FROMEvan Tay <evan@salesblitz.ai>

CC—

SOC 2, Q3 targets & the 21 days it took Meridian to go live

Jessica,

Congrats on finishing SOC 2 last month. You just removed the #1 blocker most healthcare buyers quote us.

I noticed your Q3 revenue target posts. Meridian Payments ran the same motion as you, close competitor in the space, same size. Sage went live in 21 days, and their CRO reported a 33% lift in qualified meetings in the first quarter.

The difference was one thing. Their champion already had the business case, so we skipped the long deck and went straight to a workflow walk. I think we're in the same position with David.

Want me to send that workflow walk ahead of next week, so we can use the time on what matters to Aman?

Evan

SAGE DRAFTED TONE MATCH 97% · READABILITY 9.2 · VOICE SHIFTS, 4

SEQ Novera Health · 5 touches 23% REPLY RATE

✓

SENT · 9 days ago

First touch · SOC 2 angle

Opened 4× · Replied · Meeting booked

✓

SENT · 4 days ago

Pre-meeting prep note

Shared Meridian case study · Linked agenda draft

3

DRAFT · Sage ready to send after call

Post-call recap + next step

Auto-composed with call notes · Needs your OK

4

WAITING · T+3 if silent

Security-focused follow-up for Aman

Deployment doc attached · Personal to Aman

5

WAITING · T+7 if silent

Reframe breakup · warm close

Held until signals change

Q Approval queue · 14 emails ready SAGE DRAFTED · YOUR VOICE

To	Company	Subject	Angle	Status
MR Marcus Reyes_{VP REVOPS}	Kestrel Retail	Re-engage · Revenue stack post	Referenced CTO's recent post	READY
SV Sarah Valenti_CRO	Hallmark Logistics	Economic buyer intro · Q3 planning	From David, champion	READY
JL Jordan Lee_{DIR FINANCE}	Acme Payments	ROI model · your Q3 cost framing	Responds to CFO's post	HIGH
AT Avery Tang_{HEAD OF RE}	Larkspur Robotics	Pricing walk, short version	Tight timeline	READY

DEAL BLITZ · ACME PAYMENTS · $180K ARR

Qualification you can show a board. Gaps named, moves ranked.

Sage mapped every call, note, email & stakeholder signal against your value messaging and deal qualification framework. What's strong, what's missing, what to do next.

AP

Acme Payments

FINTECH · SERIES C · 320 EMPLOYEES · SF

ARR

$180K

Stage

Negotiate

Close date

May 28

Last contact

2d ago

92

/ 100

Deal health

Strong on ROI. Weak on exec champion depth.

02 Value messaging coverage 5 DIMENSIONS · AUTO-MAPPED

BEFORE

Manual AR reconciliation eats 22 hrs/wk

92% · Strong

NEG. CONSEQ.

Delayed settlement hurts FCF

70% · Mid

REQ. CAPABIL.

Auto-recon + SOC 2 + audit trail

95% · Strong

BUSINESS OUT.

Board target for margin, missing

45% · Weak

HOW WE DO IT

21-day live with exec proxy

68% · Mid

03 Sage's next moves, ranked THIS WEEK

P1

Get a written business outcome from CFO Jordan Lee. Target, board-level margin goal tied to AR days.

WEAKEST VM DIMENSION · UNBLOCKS NEGOTIATION

BY WED

P1

Deepen champion · schedule exec sponsor sync with their VP of Eng

CHAMPION STRENGTH · NO SECOND-LEVEL BUY-IN YET

BY THU

P2

Share 21-day rollout timeline doc, Meridian case as proof

ADDRESSES Q3 BUDGET CONCERN FROM LAST CALL

TODAY

P3

Prep redlines for MSA, expect data residency push

LEGAL REVIEW SCHEDULED FOR WEEK 17

FRI

QUAL Qualification check

Economic buyer ✓ CONFIRMED

Champion identified ✓ ELENA

Decision criteria PARTIAL

Decision process ✓ MAPPED

Paper process IN MOTION

S

Sage INSIGHT

2 MIN AGO

Their CFO Jordan Lee just posted about Q3 cost reviews. That's your opening. I've drafted a note linking our ROI model directly to margin, ready for your review in Outreach Blitz.

PROPOSAL BLITZ · ACME PAYMENTS · DRAFT 02

A proposal, written the way a buyer reads. Not a template.

Sage wrote the whole thing from your calls, your pricing, your champion's priorities. You edit with a single keystroke, Sage rewrites sections in your voice.

PROPOSAL · PREPARED FOR ACME PAYMENTS

A path to 33% faster settlement, in 21 days.

Prepared by Evan Tay, Sales Blitz · April 17, 2026

Where you are today

Your team manages $1.33B GMV across three payment rails. Reconciliation sits with four people, each spending about 22 hours a week tying settlement to invoice. Delays are pushing AR days from 38 to 54.

What that's costing you

On current volume, every one-day slip in settlement ties up $3.6M in working capital, and your board has called out margin as a Q3 priority.

What Sage does differently

We replace three tools with one agent. Sage maps the transaction graph, resolves exceptions automatically, and hands clean journal entries to your ERP in one pass. Your team stops reconciling. They start approving.

The economic case

$2.4M working capital unlocked in year one, conservative
22 hrs/wk of reclaim per operations analyst
21 days to go live, proof of value at day 14

What the first 30 days look like

Week one, data contracts. Week two, Sage in shadow mode. Week three, live with fallback. Day 21, cutover & audit.

SEC Sections 8 / 8

1

Coverauto

✓ DONE

2

Where you are todayfrom 4 calls

✓ EDITING

3

The cost of todayROI model

✓ DONE

4

What Sage doesdifferentiators

✓ DONE

5

Economic casenumbers, cited

✓ DONE

6

30-day planmilestone-based

✓ DONE

7

Securityfor Aman

DRAFT

8

Terms & next stepMSA-ready

DRAFT

S

Sage COMPOSING

LIVE

Every claim in this proposal traces back to a call, a document or your pricing. I logged 14 grounded references. Your champion will be able to defend every number in a board room.

TERRITORY BLITZ · US-WEST · 384 ACCOUNTS

Your territory, ranked by signal. Not by alphabet.

Sage watches every account in your patch. Funding rounds, hiring, leadership moves, tech shifts. You see the top of the heap, every morning.

MAP Signal map · US-West UPDATED HOURLY

HEAT BY 30-DAY SIGNAL VOLUME

Acme Payments · 14 signals

Novera Health · 9

Larkspur · 7

Meridian · won

HOT THIS WEEK

12_accounts

NEW SIGNALS

84_{last 24h}

COVERED

67%_{of TAM}

TOP 5 accounts to work today

Acme Payments

CFO POSTED Q3 COST FRAMING · 2H AGO

92

Stagecoach Financial

NEW CRO HIRED FROM SQUARE

86

Pacific Ops Co

POSTED 14 NEW ENG ROLES

77

Summit Ledger

SERIES B CLOSED · $40M

71

Copper Mountain Co

CIO ATTENDED FINOPS SUMMIT

64

S

Sage PATTERN

THIS WEEK

I noticed a new-CRO signal in three of your top 12 accounts. The same motion worked at Meridian. Want me to draft a first-touch sequence tailored to "first 90 days for a new CRO"?

03 All signals · this week 84 NEW

Account	Signal	Source	When	Fit
AP Acme Payments	CFO Q3 cost review post	LinkedIn	2h ago	92
SF Stagecoach Financial	New CRO from Square announced	Press	9h ago	86
PO Pacific Ops Co	14 new eng roles posted	Careers	18h ago	77
SL Summit Ledger	Series B closed, $40M led by Redpoint	Crunchbase	1d	71
CM Copper Mountain Co	CIO at FinOps Summit	Event	2d	64

PRACTICE BLITZ · SCENARIO · CFO PRICING PUSHBACK

Reps on tape, before the real thing. Coached like film study.

Run the meeting with a Sage avatar who plays Jordan Lee, Acme's CFO. Get scored on discovery depth, value framing, objection handling. Sage shows you the tape & coaches the next rep.

REC · TAKE 03 04:28 / 12:00

JORDAN LEE · CFO · ACME PAYMENTS "Your ROI deck says 33%. I've seen three vendors claim that this quarter. Walk me through why I should believe yours."

SAGE AVATAR · ADAPTIVE PERSONA

TR Transcript with cues 04:28

04:12 · JORDAN

"Your ROI deck says 33%. I've seen three vendors claim that this quarter."

04:20 · EVAN

"Fair. What would make my number credible to you?"

SAGE SCORE · 9.1 · Best-in-class deflection

04:28 · JORDAN

"Walk me through the math on a comparable account. Publicly traded, similar volume."

TAKE 03 · LIVE SCORE

87 / 100

▲ +12 vs take 01

9.1/ 10OBJ. HANDLING

You asked "what would make this credible to you?", classic value reframe. Strong use of Jordan's own language.

8.4/ 10VALUE FRAMING

Linked to margin early. Could tie one more claim to their board's Q3 priority.

7.2/ 10DISCOVERY DEPTH

Asked two qualifying questions in the first four minutes. Target, three, including an economic question to Jordan.

6.1/ 10NEXT-STEP CLARITY

You left the close soft. Try, "Can I come back Thursday with a live model on your numbers?"

REPS Your practice history 7 SCENARIOS · 28 TAKES

Scenario	Persona	Takes	Best score	Last run
CFO pricing pushback	Jordan Lee · CFO	3	87	Now
Security deep dive	Aman Patel · Head of Sec	5	91	Yesterday
New-CRO first call	Generic · F500 CRO	4	78	3d ago
Reference-check simulation	Meridian proxy	2	93	1w ago
Champion coaching play	David Kim · VP	6	79	2w ago