Candidate profile
Deal Agent
Closes.
Builds the proposal, chases the signature, collects the payment — and doesn’t forget.
- SMS
- Works
- 24/7
- Sick days
- 0
- Languages
- All of yours
- Reports to
- You
- Coverage
- 168 hrs/week
- One seat, no shifts.
- Supervision
- Every word logged
- Readable by you.
The core loop
A day on the job
From qualified lead to money in the account, without a single reminder from you.
1Builds the proposalYour rates, your packages, your brand — in seconds.
Harper & Co · corporate day × 120, split dates$18,400
2Tracks itOpened, viewed, re-read, stalled. You see all of it.
Opened4 timesTime on pricing6m 12sStatusStalled 48h
3Follows upAt the right hour, about the right objection.
To: [email protected]Wed 08:00Happy to split the depositYou spent a while on the payment terms — we can take 50% now and the rest on completion.
4SignatureSigned in the same link the proposal lives in.
SignedJ. Harper · Wed 10:26
5Payment collectedDeposit taken at the moment of yes.
$9,200Deposit paid · Visa •••• 4417
What they hand you
The whole paper trail of a closed deal — every object in one system, tied to the conversation that started it.
DecksThe pitch that goes with the numbers, in the same branded experience.Open Decks →ProposalsGenerated in seconds, tracked to the second, reissued when terms change.Open Proposals →AgreementsSigned in the same link, executed and filed the moment the last initial lands.Open Agreements →PaymentsDeposits and milestones collected at the moment of yes.Open Payments →Wallet PassesGroup tickets and passes delivered to Apple/Google Wallet the moment the deal's payment clears.Open Wallet Passes →
Works well with others
The spine of the revenue story — it receives from both sides and hands off the won customer.
Supervision
The most supervisable employee you’ll ever hire.
- Every conversation logged.
- Nothing it says to a customer is invisible to you.
- You decide what it knows.
- It answers from your knowledge — it doesn’t invent prices or policies.
- A human can take over.
- Any conversation, any moment. It hands off; it doesn’t cling.
- It never freelances in your systems.
- Connectors are data-in only — Proposaly owns every send.
- You set the mission.
- Job, tone, and limits — configured by you, in plain language.
Proof
Which conversation produced which dollar
Proposal #4192 — Harper & Co$18,400
Proposal sent by the Deal AgentMon 09:12Opened · 4 views, 6m 12s on pricingMon 21:40Stalled 48 hours → follow-up sentWed 08:00Signed by J. HarperWed 10:26Payment collected · $9,200 depositWed 10:28
Every dollar traces back to the conversation that produced it.Illustrative scenario — live customer records replace these as beta partners go public.
Hire the agent who writes the proposal, remembers the follow-up, and asks for the money without flinching.
Pilot one agent on your real traffic before you put the team on payroll. Measured in days, not quarters.