Revenue teams often know what needs attention: a follow-up, a deal at risk, a stakeholder to engage. The challenge is turning that awareness into consistent execution.
Important signals exist across deals and activities, but acting on them still requires time, deciding what to prioritize and translating that into effective communication.
With this release, we focus on making execution easier in two areas:
- Proactive Chat, which helps you stay focused on what matters most today
- Help Me Write, AI-powered support for sequence writing, which helps you create high-quality outreach faster
These capabilities help teams act more effectively on the work that already exists.
What’s New
Proactive Mentor
Stay focused on what matters today
Sales reps and managers often need to decide where to focus, which deals need attention, what actions are urgent, and how to prepare for upcoming interactions.
With Proactive Mentor, Revenue Grid delivers a daily, AI-generated summary directly in chat, within your workflow.
Each message highlights 2-5 of the most relevant focus areas, helping you:
- Prioritize urgent actions
- Prepare for upcoming meetings
- Identify and address at-risk opportunities
The system generates these insights automatically when you start your day, based on your latest activity and deal context.
Help Me Write – AI Writing in Sequences
Turn ideas into ready-to-send emails
Writing follow-ups takes time, especially when messages need to be relevant, personalized, and aligned with previous touchpoints.
With the Help Me Write feature in Sequences, you can describe what you want to say and generate a ready-to-edit email in seconds.
For example:
“Write a short follow-up email with a friendly tone, mention our value proposition, and keep it under 3 sentences.”
The system takes into account previous steps in the sequence to maintain flow, your sales messaging and context, and merge fields like {{First Name}} or {{Company}} for personalization. You can guide the output by specifying the goal, tone, key points, or length.
Instead of starting from scratch, you get a structured draft that fits naturally into your outreach, ready to refine or send.
Making Execution Easier
Revenue Grid’s True Pipeline and Deal Guidance already help revenue teams understand deal health by analyzing real communication signals.
Revenue Grid continues to focus on helping teams not just understand what’s happening, but act on it.
With Proactive Chat, teams stay aligned on priorities.
With Help Me Write in Sequences, they can execute faster and more consistently.
Together, these capabilities support a more effective workflow where less time is spent deciding and drafting, and more time is spent moving deals forward.
