Sales
On demand
Buying Committee Mapper Agent
See who shapes the decision.
Organise the people involved in a deal and highlight who you still need to meet.
Show who is involved in this deal and which decision-making roles are still unclear.
- Read the request and supporting information
What it does
Know who is involved and who you still need to meet.
Organise the people involved in a deal and highlight who you still need to meet. Built for account teams.
Gather stakeholder evidence
Choose the deal contacts and notes from your customer conversations. Call excerpts and buyer-shared approval steps can clarify people's roles.
Map confirmed roles
Identify confirmed roles, such as evaluator or approver, without guessing authority from job titles.
Reveal the missing roles
Get a stakeholder list and questions to fill gaps in the buying process.
How it works
Organise the people involved in a deal and highlight who you still need to meet. Built for account teams.
- Approved documents and context
- Keep confirmed roles separate from salesperson hypotheses. Represent missing roles as questions, never fabricated people. Links to the original information and the date it was checked Optional: attributed call excerpts and correspondence, to trace who raised requirements, evaluated options or confirmed decisions. Optional: buyer-shared organisation charts and procurement steps, to identify roles still missing from the conversation.
- See who influences the decision
- Map known contacts to their confirmed evaluation and approval roles, giving the account team a shared view of the buying group.
- Uncover gaps in the buying process
- Identify unfilled roles and questions to ask about the decision, so missing stakeholders can be discussed with the prospect.
- Salesforce · Read deal contacts and roles (read)
- Use authorized identities.
- Google Drive · Read attributed meeting notes (read)
- Distinguish explicit authority from inference.
- Notion · Prepare stakeholder evidence map (draft)
- Surface missing buying roles.
- Human review and permissions
- Account teams review the stakeholder map and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Salesforce, Google Drive, Notion.
02Check what matters
Identify confirmed roles, such as evaluator or approver, without guessing authority from job titles.
03Prepare the result
Known contacts and their confirmed roles in evaluating and approving the purchase. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Account teams review the stakeholder map and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
CRM
Salesforce
HubSpot
Documents
Google Drive
Microsoft OneDrive
Knowledge
Notion
Confluence
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Understand who is involved in a purchase and which relationships still need developing before the deal can progress.
- See who influences the decision
- Map known contacts to their confirmed evaluation and approval roles, giving the account team a shared view of the buying group.
- Uncover gaps in the buying process
- Identify unfilled roles and questions to ask about the decision, so missing stakeholders can be discussed with the prospect.
More for sales teams
Meeting Prep & Follow-up
Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates.
Account Research
Turn company information and sales notes into a short brief before contacting an account.
Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.