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EdTech

The champion left in May. Procurement opened in July. Nobody told CS the campus went live.

How it runs now

  • The dean is in. The bid is in the portal. The AE is starting over.
  • Fiscal year ends in June. The renewal conversation starts in May if you’re lucky.
  • Success has a different story than the one sales sold.

What Bruce does

  • Business development

    Bruce knows which campus, who left, and what’s still open. The rep gets that before they call. They don’t rebuild the account from LinkedIn.

  • Sales

    The deal stays the deal through the portal. Bruce keeps the next step moving. The discount still needs a person.

  • Success and renewals

    Who’s using it, who’s up, what sales promised. CS gets that. They don’t wait for the QBR to find out the champion is gone.

  • Collections

    The invoice is against the campus PO they signed. Bruce works the aging. The write-off waits.

Bruce at work: EdTech

Bruce
Bruce
EdTech
Salesforce

This morning

Lincoln USD
Portal opened July · champion left May
Active
Bid is in. Dean is still in.
New contact: Ruiz in procurement
Last thread was the June pilot
Piedmont Community College
Renewal 12 June · usage down 18%
Hold
Champion changed departments
CS has not called
Save draft is ready
Riverside Unified
Went live last Tuesday
Done
Onboarding notes in the account
CS has the roster

Account executive

Lincoln or Piedmont first?

AE•8:10 AM
Bruce

Lincoln. Portal opened. Ruiz is the new buyer. I put the June pilot and the old champion notes in the brief.

Piedmont can wait until after 10. Usage drop is in the draft. Don’t send the save until you look at it.

Lincoln brief ready · Piedmont hold

Bruce•8:11 AM
CRMCampus LMSBillingEmail

Start with the function that hurts

Same agents as Solutions. These are the ones this week uses.

Out of the box

What Bruce brings

The difference is what Bruce brings out of the box: a context graph, an execution graph, a feedback and eval layer, built-in enterprise execution, and a control plane.

  1. 01

    Context graph

    The picture of the enterprise stays current — structured and unstructured. Context is added, updated, and dropped when it goes stale. It is not a database we sell. It is the thing that dies in a thread.

  2. 02

    Execution graph

    Intent, then the tools, then a check, then recover, then done. Learned on real workflows. A miss does not kill the run.

  3. 03

    Feedback and evals

    Production traces, human corrections, failures, edge cases. Execution gets sharper from that. We score completion on ESE-1.

  4. 04

    Built-in enterprise execution

    The agents are already built. Role and workflow patterns from real businesses — sales, purchasing, finance, operations. Bruce already knows how that work runs.

  5. 05

    Control plane

    Permissions, approvals, what you can see, the log, and policy. Required if it acts on its own.

Bruce executes the business across the systems you already run. Connect the systems you run. In most cases it is working in under an hour.