Sidekicks · Doris

Every deal gets a Deal Plan.

One living plan per deal, kept current from every call and email. Your Sidekick works from it.

Amount

£96,040

Stage: Proposal
Close: 21 Nov

Path to close

2 of 6 done

Discovery14 Oct

Procurement joins16 Oct

Volume tiersThis week

Procurement review

CFO sign-offProposed

Order form21 Nov

MEDDPICC

4 of 8 strong

M

Metrics

Hours saved per rep not agreed yet

E

Economic buyer

The CFO signs above £75k; not met yet

D

Decision criteria

Volume tiers above 100 seats, and SSO

D

Decision process

Priya, then procurement, then the CFO

P

Paper process

Procurement's terms not seen yet

I

Implicated pain

Deals stall at procurement, Priya said on 14 Oct

C

ChampionYou

Priya is driving the rollout

C

Competition

Weighing a renewal of the current tool

Risks to retire

3 open

Procurement will not sign above 100 seats without tiers

The CFO has not seen a business caseProposed

Renewing the current tool instead

✓Rollout timing unclear

Competition

Renewing the current tool · Raised by Priya on the discovery call

Building in-house · Ruled out on 14 Oct

Buying committee

3 people

PR

Priya RamanChampion

VP Revenue

Needs the tiers before procurement meets

TF

Tomás FerreiraNeutral

Procurement

Needs pricing for the whole order

?

CFOUnknown

Not named yet

Needs a business case

Amount

£96,040

Stage: Proposal
Close: 21 Nov

MEDDPICC

4 of 8 strong

M

Metrics

Hours saved per rep not agreed yet

E

Economic buyer

The CFO signs above £75k; not met yet

D

Decision criteria

Volume tiers above 100 seats, and SSO

D

Decision process

Priya, then procurement, then the CFO

P

Paper process

Procurement's terms not seen yet

I

Implicated pain

Deals stall at procurement, Priya said on 14 Oct

C

ChampionYou

Priya is driving the rollout

C

Competition

Weighing a renewal of the current tool

Illustrative example

A day on one deal.

Walk in knowing what changed.

What was promised, what is still open, and who is new. Your Sidekick reads the deal so the brief is ready before you are.

Before the next Spotify call

Deal Sidekick · Tomás Ferreira joins

What changed

Since Tue 14 Oct

No reply from Priya Raman in 6 days

Last contact: Discovery call, Tue 14 Oct

Tomás Ferreira joins from procurement

“I'll bring Tomás from procurement into the next one.”

31:45

Renewing the current tool is on the table

“We're also weighing whether to just renew what we have.”

23:10

Open commitments

1 open

Send volume tiers by Friday

Jordan Ellis · promised on the discovery call

18:52

Questions worth asking

3

Which seat count will procurement price: all 140, or a pilot at 100 first?

Revolut: a pilot at 100 seats, then expansion. Won.

Would three tiers, with the top tier priced per seat, clear procurement?

Stripe: three tiers, with the top tier priced per seat. Won.

What would renewing the current tool cost Spotify?

Priya Raman raised renewing at 23:10

Before the next Spotify call

Deal Sidekick · Tomás Ferreira joins

Illustrative example

Collateral that helps win the deal.

Ask your Sidekick for something to send the buyer, and it makes a canvas: a page in your brand, built from the deal, that stays current every time they open it. Nothing reaches the buyer until you approve it.

“Make the business case Priya can take to her CFO.”

Built from what Priya said on the calls, with each quote linked to the moment she said it. Then what changes for her team, and the numbers.

yourcompanyfor

Spotify

The case for Spotify's 140-seat rollout

What you told us

“The rollout is the easy part. Getting it past procurement is the hard part.”
Priya Raman · Discovery call · 12:04

“Procurement won't sign anything over a hundred seats without volume tiers.”
Priya Raman · Discovery call · 18:31

What changes

One record for every deal, built from calls, email and the CRM.
Follow-ups drafted for each rep, sent only when the rep approves.
Every answer opens to the call or email it came from.

140seats, every rep

40seats in the November pilot

£96,040a year, at the volume tier

Sent after Jordan Ellis approved it. Priya sees this page and nothing else.made with Doris

yourcompanyfor

Spotify

The case for Spotify's 140-seat rollout

Sent after Jordan Ellis approved it. Priya sees this page and nothing else.made with Doris

Illustrative example

What a Sidekick is made of.

A Sidekick

One colleague for one job, with one conversation, the tools you allow and the moments it wakes up to work.

Identity

Who it is

Its own name, job and face.
One for every open deal, if you want it.

Conversation

Where it lives

One conversation that never resets.
Every message names its source.

Knowledge

What it knows

The Doris Ontology: your deals, people, commitments and concerns.
The calls, emails and documents behind them.

How the ontology works

Connections

What it reaches

Your inbox, calendar and CRM.
The tools you connect, always as you.

Wakes on

When it works

When you ask, or on a schedule.
When a meeting starts or ends.
When the deal goes quiet or a promise is overdue.

Permissions

What it may do

Every action is a read, a write or an external send.
Anything a buyer would see waits for you, with the exact message shown.

Teamwork

Who it works with

Doris hands it work and gets the result back.
Sidekicks pass tasks to each other.

Limits

What bounds it

A weekly allowance for each rep.
Your admin sets what Sidekicks may do and which tools they may use.

Helpers for the work around the deal.

Ask Doris for a helper that does one job. Each one wears its own accessory, so you can see who did what.

Meeting PrepperBriefs you before each call
Commitment ChaserKeeps track of what was promised
Friday promisesWrites your Friday update
Your next oneWhatever you ask Doris for

You choose the deals. You approve what goes out.

Sidekicks run on the deals you pick, and you can turn one off on any deal. Anything a buyer would see waits for you, with the exact message and recipients in front of you.

How the controls work

ReplySent

Fromjordan@yourcompany.com

In reply to“Next steps after Tuesday's call” from Priya Raman <priya@spotify.com>

Topriya@spotify.com

Cctomas@spotify.com

SubjectRe: Next steps after Tuesday's call

Hi Priya, As promised on Tuesday, here are the volume tiers for the 140-seat rollout. I have copied Tomás so procurement has them before your next call. Up to 100 seats stays at the list price. From 101 to 250 seats the price per seat drops by 12%, and the tiers apply to the whole order, not only the seats above 100. Happy to walk Tomás through them on Thursday. Jordan

ReplyReady to send

Fromjordan@yourcompany.com

In reply to“Next steps after Tuesday's call” from Priya Raman <priya@spotify.com>

Topriya@spotify.com

Cctomas@spotify.com

SubjectRe: Next steps after Tuesday's call

Hi Priya, As promised on Tuesday, here are the volume tiers for the 140-seat rollout. I have copied Tomás so procurement has them before your next call. Up to 100 seats stays at the list price. From 101 to 250 seats the price per seat drops by 12%, and the tiers apply to the whole order, not only the seats above 100. Happy to walk Tomás through them on Thursday. Jordan

Send emailDiscard

Illustrative example

Your Sidekick knows the deal.

Every deal gets a Deal Plan.

Amount

A day on one deal.

Walk in knowing what changed.

Before the next Spotify call

Collateral that helps win the deal.

“Make the business case Priya can take to her CFO.”

The case for Spotify's 140-seat rollout

What a Sidekick is made of.

A Sidekick

Helpers for the work around the deal.

You choose the deals. You approve what goes out.

Seen before, and what happened.

Seen before

Give your next deal a Sidekick.