Six-step sales method + MEDDIC · Deal-by-deal review

Boss Agent: Make every opportunity's next step traceable with evidence

Start with client research, visit preparation and conversation records, and review each deal step by step using the six-step sales method + MEDDIC: where the client's purchasing decision stands, what evidence the Gate still lacks, and who confirms what next.CRM integration is determined by permissions, field mapping and actual validation; customer commitments, pricing and resource investment are decided by people.

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First verify the facts, evidence and next step for one opportunity · No requirement to replace your existing CRM or business systems first

Answer one question first

What problem does a sales agent actually solve?

Short answer:It places customer research, visit, and communication records back into each opportunity, checking customer purchasing decisions, Gate evidence, and items to be confirmed against the six-step sales method + MEDDIC, so sales and managers know who should confirm what next.

The agent handlesOrganize sources, check against the Gate, flag evidence gaps, and prepare follow-up questions and a next-step draft.

Handled by peopleCustomer commitments, pricing, resources, strategy, exceptions, and final judgment. Continue: How do sales, pre-sales and delivery share context?

One business timeline

Every segment shows the change before and after intervention

This is not a set of isolated features. It starts from discovering opportunities and continues through research, collaboration, customer communication, solutions and bidding, all the way to delivery evaluation and management review. The left side is the existing way of working, and the right side is the target way of working for discussion; for steps involving external data, calendars, cross-Agent collaboration or write-back, the available scope must be confirmed after authorized connection and trial-run validation.

08:00 · Discover opportunities and customer research
First decide which customers and external opportunities are worth investing in today

Before
Salespeople separately check industry news, customer websites, past communications and bidding platforms. After finding information, it stays in browsers, chat records or personal notes, and the versions team members see are not consistent.
After
The agent aggregates public leads and existing correspondence by customer, industry and opportunity theme, marking source, time and items to be verified; within the scope of confirmed data sources and update frequency, it filters tender and award updates that match target customers.
Human confirmation: Sales decides which leads enter this week's plan.
09:00 · Determine follow-up and visit preparation
Turn research findings into a targeted customer conversation

Before
Only when a visit is near do they dig through the CRM, past proposals and chat records with colleagues. The key questions to ask, commitments the customer has already made, and items to confirm this time often have to be pieced together on the way.
After
The agent generates a one-page visit prep: confirmed facts, cited sources, questions to verify and optional opening materials.
Human confirmation: Sales confirms the question order and the goal for this session based on customer relationships and on-site judgment.
10:00 · Coordinate pre-sales and client schedules
For multi-person pre-sales planning, let the agent lay out feasible options first

Before
Sales asks pre-sales consultants, product colleagues, and customer contacts one by one, repeatedly forwarding times and meeting context. When schedules change, who attends and what the meeting needs to resolve easily fall out of alignment again.
After
First organize meeting objectives, agenda and materials checklist; only after calendar permissions, role rules and cross-Agent collaboration have been verified through integration, propose candidate arrangements based on available information. When not integrated, a person provides and verifies the schedule.
Human confirmation: The lead confirms participants, timing and external commitments; sending invitations requires separate confirmation of tool permissions and execution flow, and when not connected, a person sends them.
11:00–13:30 · Customer meeting and voice record
At the end of the conversation, leave behind the facts, commitments and next steps

Before
Meeting minutes are often written up later. What the customer said, who promised what, and what new information there is about budget and the decision chain easily remain only in the attendees' memories, and the CRM is not necessarily updated in time.
After
Sales upload recordings or use voice to explain the on-site situation, and the agent organizes it into a CRM draft: confirmed facts, items to be confirmed, owners and next steps; content involving customer statements retains original citations and is not characterized by the system itself.
Human confirmation: Sales confirms recording processing authorization and checks the draft; CRM write-back is performed only after permissions, field mapping and the write-back process have been verified, and when not connected, the draft is kept for manual entry.
14:00 · Bid and Award Tracking
When an announcement changes, put the source, connections and to-dos together first

Before
Sales rely on saved web pages, group messages, and colleague reminders to track tender announcements and award results. After seeing a headline, they still have to re-judge whether the entity matches, whether the date is valid, and whether it relates to existing opportunities.
After
The agent gathers new announcements from authorized channels and public sources based on configured customers, projects, regions and keywords, producing a change summary with original links, publication dates, entities and reasons for relevance; candidate results, formal results and media reports are labeled separately.
Human confirmation: The owner verifies the authenticity of the announcement, entity matching and follow-up actions; the scope of public information and update frequency follow the actual data sources.
15:00 · Technical solution, bid and quote preparation
Give material reuse a basis, and give key commitments a gatekeeper

Before
Tender documents, technical proposals and quotation materials are repeatedly searched for in historical files. Versions, customer requirements and existing commitments are scattered, and sales, pre-sales and delivery spend a lot of time confirming which content is usable.
After
The agent retrieves citable content based on tender requirements, client background and approved materials, forming a table of contents, gap list and draft proposal; it flags missing evidence, qualifications and approval items.
Human confirmation: Technical and commercial staff and the responsible owner confirm the solution scope, pricing and external commitments.
16:30 · Delivery automation assessment and pricing estimate
First clarify the delivery scope, then discuss what can be promised

Before
When a customer inquires about an automation project, requirement descriptions, existing systems, interface conditions and exceptions are scattered across multiple communications. Scope, workload and quotes often require multiple rounds of cross-department follow-up before a discussable version can be formed.
After
The agent breaks interviews, process materials and historical projects into verifiable delivery modules, lists prerequisites, exclusions, dependencies and open questions, and generates a draft workload and pricing estimate.
Human confirmation: Only after the delivery lead confirms the scope and the commercial lead confirms the pricing is a formal version for the customer produced.
17:30 · Management review and next-round collaboration
Verify deal by deal: has the client's decision moved forward, and who will fill in the evidence for the next step?

Before
Before the weekly meeting, each role reports progress separately. Managers must piece together the relationships among opportunities, solutions, resource arrangements and delivery assumptions on the spot, making it hard for the discussion to land directly on the next clear action.
After
The agent reviews each opportunity's customer purchasing decision against the six-step sales method + MEDDIC, summarizing fact sources, Gate evidence, unconfirmed items and next-step owners; managers review deal by deal based on this, rather than only listening to activity volume and subjective progress.
Human confirmation: Managers confirm priorities, resources, and exception handling, then the team enters the next round of work.

What the agent does, what people do

Turn progress reports in weekly meetings into evidence-based deal-by-deal reviews

When customer research, visits, and records continuously flow back to the opportunity, sales reps and managers can verify: what has changed in the customer's purchasing decision, whether the evidence for the current Gate is sufficient, and who needs to confirm what with whom next. Review frequency and coverage depend on actual material updates and operating arrangements; commitments, pricing, resources, and strategy are still judged by people.

Agent aggregation

Collect public leads, business records, meeting materials and approved documents, and retain the source and time.

Agent orchestration

Organize evidence gaps, follow-up question lists and next-step drafts by opportunity; scheduling coordination must first verify calendar permissions and role rules.

Human confirmation

Customer commitments, participants, technical boundaries, quotes, resource investment and exception handling are all confirmed by the relevant owners.

Six-step sales method + MEDDIC · Evidence Gate · Continuous review

Use the six-step sales method + MEDDIC to verify customer purchasing decisions and Gate evidence

Discover, Scope, Go/No-Go, Validate Solution, Business Case, Negotiate & Close are not six actions of a single visit. After each interaction the agent prepares facts, sources, gaps and candidate next steps; sales updates deal by deal, managers guard the gate opportunity by opportunity, and the organization then decides resources from a cross-opportunity view. Champions within the organization must also continuously go through Finding, Building, Testing, Keeping.

Agent Preparation

Collect records, annotate sources, compare against Gates, flag gaps and prepare questions.

Humans make decisions

Confirm Champion and Economic Buyer (EB), Go/No-Go, customer commitments, quotes, resources and strategy.

Revisit when conditions change

When priorities, budget, process, or validation criteria change, return to the corresponding stage to supplement evidence.

View the six-step sales method Gates, Champion lifecycle and review methods →

Once you understand the scenarios, look at the system

How Boss Agent keeps running

Connect existing systems

You can start with authorized materials and opportunity records; connecting CRM, calendar and file repositories requires confirming permissions, field mapping and pilot results.

Preserve sources and versions

Key conclusions can be traced back to meetings, documents or public sources for easy verification.

Collaborate by role

Sales, pre-sales, delivery and managers each see the items they need to confirm and handle.

Start with one scenario

First choose a process with clear impact and available materials, and after it runs successfully, extend to adjacent links.

Common questions

You may want to ask

What is Boss Agent?

A business agent for collaboration across sales, pre-sales and delivery. It organizes research, meetings, materials, scheduling and delivery assessment onto the same business timeline, helping the team complete preparation and confirmation.

Do we have to replace our current CRM?

No. You can start with your existing CRM, calendar and file repository and focus on one business scenario. The integration approach depends on your permissions, data and processes.

Where to start?

Start with one or two scenarios, get them working, then expand. Send me how you work and I'll tell you which scenario is the best place to start — no need to buy a big system first.

How is it priced?

It depends on the scenario scope. Send me the scenario first so I can check it; you decide whether it is worth doing. For specific pricing, add me on WeChat and ask directly.

Bring an opportunity you're currently working on to the conversation

Bring anonymized customer background, the most recent interaction record and the next step you want to confirm. Together, review the customer's purchasing decision, current Gate evidence and gaps, then decide the scope of the trial run.

View deal-by-deal review →

When adding, mention "I came from the website" and note your industry and specific scenario so context can be matched directly