Forecast Call Prep Agent

The agent runs one hour before the forecast call. By then, the commit list has stopped moving, while the manager still has time to read the prep before the call starts.

• Trigger: A scheduled forecast call
• Lead time: One hour before the call starts

Next, the agent pulls every opportunity the reps have called commit. It leaves out anything in another forecast category, since those deals are not on the agenda for this call.

• Include: Every opportunity called commit
• Exclude: Opportunities not called commit

For each committed deal, the agent pulls the most recent call. That gives it the latest conversation to check when deciding which commitments have the weakest evidence.

• Calls: The most recent call on every committed deal
• Number: One call per deal

The agent compares the commit deals with their most recent calls and picks the three whose evidence is weakest. It quotes the moment that undermines each one, then ranks the three by value at risk rather than by how weak the evidence is.

Finally, the agent emails the ranked list to the sales manager before the forecast call. It sends the prep to the manager alone, so they can use the evidence to ask better questions rather than correct the rep publicly.

• Recipient: The sales manager only
• Delivery: Internal email before the forecast call
• Sends to reps: Never