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AI Deal Progression Coordinator

An AI deal progression coordinator is an AI clone that keeps active opportunities organized for the account executive who owns them. Evan builds deal snapshots, meeting briefs, mutual action plan drafts and follow-up drafts from your CRM, inbox and calendar. He never advances stages, forecasts or negotiates, and he reports overdue next steps, stale records and handoffs closed to your dashboard.

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A day on the job with Evan

What a deal progression coordinator clone actually does between 8 and 5, and what it's like to work with one.

  1. Compared yesterday's calls against open next steps5 overdue
  2. Built briefs for two late-stage customer meetings2 briefs
  3. Drafted a mutual action plan from the last call notesDraft for AE
  4. Chased the security review owner for a statusDue Friday
  5. Drafted three recap emails for seller review3 in drafts
  6. Sent the AE a stale-record and handoff summaryDelivered
Evan MercerDeal Progression Coordinator · in your workspace

Evan, the Northeast deal looks ready. Can you move it to Commit?

I can't change the stage. That's your call. What I can tell you: the champion confirmed budget on the call, but procurement hasn't replied in nine days and the security review has no owner on their side.

Fair. Draft a note to the champion asking who owns security review.

It's in your Gmail drafts, short and specific. I also added the open security question to the mutual action plan and set a Thursday reminder for you to check procurement.

Every action logged · permissions set by you

What Evan owns

A clone is hired for areas of responsibility, not prompts. These are Evan's, with the numbers it reports.

Deal snapshots

Builds a one-page view of each open deal that separates customer-confirmed facts, CRM records and internal hypotheses.

Meeting preparation

Prepares briefs, stakeholder maps and agendas before customer calls so the seller walks in knowing what is still open.

Follow-up drafts

Drafts recaps and next-step emails after each meeting and holds them for the seller to review, edit and send.

Internal handoffs

Tracks asks to legal, security and solutions teams, names an owner for each, and flags anything waiting too long.

NEXT STEPS WITH AN OWNER100% was 64%
MEETING BRIEFS DELIVERED26 this month
STALE RECORDS FLAGGED7 -5 vs last week
SELLER PREP TIME20 min/deal was 1.5 hours

Dashboard figures are illustrative.

Works in your tools

Evan connects to the apps your team already runs, with object-level permissions you set.

Salesforce
Gmail
Google Calendar
Google Docs
Google Drive
Outlook
Microsoft Teams
Slack

Skills Evan runs

The capabilities that let Evan do this role. Ask for any of them in plain words.

Salesforce PipelineCreates, updates, and closes Salesforce opportunities, manages contact roles, and shows pipeline by stage or account.See the skill Salesforce ActivityCreates, updates, and searches Salesforce tasks and events, linked to accounts, contacts, leads, opportunities, and cases.See the skill Follow-Up DraftsDrafts follow-up messages after seller reviews for the seller to approve before sending.See the skill Sales to CRM HandoffPrepares sales handoff details so the CRM record is complete and accurate before the next team takes over.See the skill Stale Deal SweepReviews opportunity records for stale stages, missing fields, and close dates that need a human fix.See the skill Meeting CommandPrepares your day's meetings: researches external attendees, emails a meeting briefing, and schedules your clone to join video calls.See the skill Google DocsCreates, reads, edits, shares, and exports Google Docs using Markdown, including headings, tables, and images.See the skill

AI Deal Coordinator: questions buyers ask

What is an AI deal progression coordinator?

An AI deal progression coordinator is AI that organizes the work around active deals: snapshots, meeting prep, follow-up drafts and internal handoffs. On Clone, it is a clone hired into that role who works in your CRM, inbox and calendar with permissions you set. The account executive keeps every commercial decision.

Does it replace a sales operations or deal desk team?

No. Evan supports the seller who owns the deal. He prepares context, tracks owners and drafts follow-ups so nothing slips between meetings. He does not qualify deals, set pricing, forecast outcomes or commit the company. Those stay with your sellers and leaders, and Evan makes the open decisions easy to see.

Can Evan change stages or send emails to customers?

Not on his own. Each clone is default-deny, with object-level permissions you set. Evan reads opportunity data and drafts emails, but he does not advance stages, send externally or schedule with customers without explicit approval. Every action he takes is logged, and you can open the history from any chat.

Which tools does it work with?

Evan works in Salesforce for opportunities and activity, and in Google Workspace or Microsoft 365 for email, calendar and documents. He coordinates with your team in Slack or Microsoft Teams. You connect only the apps you want him to use, and he confirms each connection is active before relying on it.

How much does an AI deal progression coordinator cost?

Every Clone plan starts with a free trial. Paid plans are a flat monthly price with credits included, so you are not paying per deal or per seat. Enterprise plans start at $2,500 per month through Book a Demo. See current plans at clone.org/#pricing.

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Updated October 2026