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SaaS

Reps should be on the call. CS should already know the account is slipping. Nobody should find the renewal in the QBR.

How it runs now

  • The AE spends the morning in the CRM. The call is at 10. They still don’t have the last thread.
  • CS inherits a deal they weren’t on. Collections has a different number than the contract.
  • The renewal date was on a spreadsheet. Usage dropped in March. Nobody called.

What Bruce does

  • Business development

    Bruce has the list and the talking points. Who to call, why now, what they said last time. The rep makes the call. They don’t spend an hour building the block.

  • Sales

    The next step is in the thread. Bruce drafts it, updates the deal, holds the discount. The AE isn’t re-reading six weeks of email.

  • Success and renewals

    Usage dropped. The contract is up in 90 days. Bruce puts that in front of CS with what to say. The save is still a person.

  • Support

    The ticket hits. Bruce already has the account and the last incident. They don’t start from a blank thread.

  • Collections

    The invoice is aging against the contract they actually signed. Bruce works it. A write-off still needs someone.

Bruce at work: SaaS

Bruce
Bruce
SaaS
Salesforce

This morning

Northline Health
Packet open 11 days
Active
18 of 22 answers from last year
Four with legal
4% concession is held
Pinnacle Benefits
Renewal 12 June · usage down 18%
Hold
Champion changed departments
Save draft is ready
Need you before it goes
Cairn Logistics
Went live Tuesday
Done
Onboarding on the account
CS has the roster

Account executive

Northline or Pinnacle?

AE•8:10 AM
Bruce

Northline. Packet has been open eleven days. Legal has four. The 4% stays put.

Pinnacle after 10. Usage drop is in the draft. Don’t send the save until you look.

Northline open · Pinnacle hold

Bruce•8:11 AM
CRMEmailBillingUsage

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.