Flight Plan
Each rep’s ranked “do these today” list, every morning.
About Flight PlanAutomations · Coming soon
Small tools that keep the CRM clean after we leave.
Three tools we’re building to run on top of a finished CRM and post into Slack. They’re not available yet. Pricing on request. We don’t publish dates we can’t promise.
Radar
Flags deals that are stalled, have no next step, are single-threaded, or have gone dark.
About RadarBlack Box
Turns a meeting transcript into a stage update, a next step and tasks on the right deal.
About Black BoxWhat lands in SlackExample · Direct message to Dana Reyes · illustrative data Example · #pipeline · illustrative data Example · #pipeline · illustrative data
Updraft · Flight Plan7:30 AM
Morning, Dana. Five deals to work today, in order.
1
Halvorsen Labs · $48,000 · Proposal
No activity since the proposal went out 9 days ago. A call beats another email.
2
Northgate Logistics · $31,500 · Negotiation
Closes Friday, and there’s no next step on the deal.
3
Brightline Health · $26,000 · Discovery
One contact on the deal. Get a second name before the demo.
4
Cobalt Freight · $19,200 · Demo scheduled
Demo tomorrow at 10. Confirm who’s joining from their side.
5
Meridian Analytics · $12,800 · Qualified
In Qualified for 47 days. Move it forward or close it out.
Updraft · Radar8:00 AM
Six open deals need a look today. Two are new since yesterday, and one cleared.
Stalled, 45+ days in stage
Meridian Analytics · $12,800
Qualified for 47 days. Owner: Dana Reyes.
Pinecrest Supply · $22,400New
Discovery for 61 days. Owner: Marcus Lee.
No next step
Northgate Logistics · $31,500
Negotiation, closes Friday. Owner: Dana Reyes.
Updraft · Black Box2:14 PM
Read your 45-minute call with Northgate Logistics and updated the deal.
Written to HubSpot
Next step
Send the security questionnaire by Thursday. Owner: Dana Reyes.
Task
Book a technical call with their IT lead, Sam Ortiz.
Suggested, not changed
Stage: Discovery → Evaluation
They asked for a security review and a pilot plan. Change it in HubSpot if you agree.
01
What all three will share
- Slack only. No email, no other chat tools.
- Least-privilege Slack access. Either a single-channel webhook, or a bot that can post and look up users but can’t read your messages.
- A kill switch you control. Documented, and tested with you once before handover.
- Proven before we hand over. Three clean scheduled runs, logged, before we call it installed.
02
When it’s ready
Email jack@updraftgtm.com and tell us which CRM you’re on. We’ll write back when it launches, not before.