How Jake works

Jake sits on top of the work you’re already doing. You don’t change how you sell - you connect your tools once, and Jake turns the activity flowing through them into a daily coaching loop. Here are the four moments where Jake actually acts.

1. Your pipeline arrives, already structured

Connect your CRM and Jake imports your open opportunities as deals - name, amount, close date, stage, and forecast category, with the account pre-linked. Amounts are converted to monthly recurring revenue using a mapping you control (most CRMs store annual or total-contract value, not MRR), so the numbers mean the same thing across every deal. Closed-lost is skipped; it’s not useful for coaching. From that point your pipeline lives in Jake’s deals view, ranked by a Forecast Focus score that surfaces the handful of deals that need you today.

2. Calls become qualified deals

Connect a call tool - Granola, or have Jake’s bot join the meeting - and transcripts are ingested automatically and matched to the right deal by the attendees’ email domains. Jake then reads the transcript and extracts MEDDPICC: the metrics, the economic buyer, decision criteria and process, the paper process, identified pain, your champion, and the competition. It also surfaces the buying committee as contacts on the deal. Nothing is written blindly - extractions are suggestions you review and apply, so the rep stays in control of what lands on the record.

3. The daily brief tells you where to spend the day

Every morning Jake sends a brief - by email, and as a Slack DM if you connect it - written in the voice of a senior coach, not a dashboard. It calls out the things that matter that day: Commit deals failing the quality bar, champions who’ve gone quiet, deals waiting on you, transcripts to review, and deals closing this week. It names the deal and the stakeholder every time. No abstractions, no filler - a short read between meetings that tells you where to point your attention.

4. At-risk Commits reach you before the forecast call

The deals that hurt most are the Commits you were sure of. Jake watches each one and sends a direct nudge when it goes at-risk - health turned red, amber for several days running, or a close date inside two weeks with no next step set. The alert says why in plain English and links straight to the deal. It’s deliberately conservative: it suppresses when you’re already working the deal, and never fires twice in a day for the same one. The point is to catch the slip early, not to add noise.

The audit, running underneath

Threaded through all of this is a five-question audit on every deal - have you met the economic buyer directly, is there a contact for every MEDDPICC letter, does the deal survive your champion leaving, has the champion engaged recently, and do Legal / Procurement / IT know it’s coming. Missing answers pull a deal’s health down and put it in front of you. That’s the whole idea: you know what good looks like, and Jake makes sure no deal quietly drifts away from it.