Mid-Market Sales · Sub $750M
Your unfair
advantage.
Nine AI-powered agents built for BlackLine's mid-market motion — R2R Essentials, Verity Accruals, and I2C. From first call to closed deal, every stage fully prepared.
9
Agents
3
Pipelines
R2R
+ I2C + Accruals
AI
Disposition Intel
Deal Pipeline Flow
Pipeline
Deal Execution
4 connected agents
How the pipeline works
Start with Call Prep — it passes context automatically to Discovery (paste your Gong transcript), which passes to Demo (SC brief + agenda + talk tracks). Hit Escalate in Call Prep to jump to Exec Alignment. No re-entering data between stages.
Call Prep
Paste LinkedIn profiles, fill in deal context. Get persona intelligence, AI disposition score, rapport builders, discovery questions, opening talk track, and competitive handling.
◆AI Disposition — Skeptic / Curious / Enthusiast / First
◆LLM positioning — how BlackLine enables Copilot & ChatGPT
◆Escalate to Exec Alignment or advance to Discovery
Discovery
Paste your Gong transcript from the intro call. The agent reads every signal — pain, budget cues, competitor mentions, what the rep missed — and builds a surgical second-call plan.
◆8 discovery questions with talk tracks + competitive traps
◆Internal deal notes + manager summary (copyable)
◆45-minute call structure minute by minute
Demo Prep
Four outputs in one: SC internal briefing, demo module plan with competitive landmines, rep talk tracks for each module, and customer-facing external agenda.
◆SC brief — who's in room, WOW moment, what not to demo
◆Rep talk tracks + objection handlers per module
◆Pre-demo email + clean external agenda
Deal Tools
Situation-Specific
3 standalone agents
Exec Alignment
Complete briefing for your VP or CRO joining an alignment call. Auto-loads from Call Prep. Prospect executive profile, 5 exec-level talking points, 30-min agenda, what not to say, and the follow-up email.
◆Peer story to use, how to earn credibility in first 2 mins
◆Green and red flag signals to listen for
◆Exec follow-up email — 100 words, regeneratable
Licensing Intelligence
Select the exact products in scope — R2R Essentials, Verity Accruals, I2C modules. Add up to 4 buyers. Get licensing-only ranges based on who the actual humans are, not just company size.
◆Per-product breakdown — floor, likely, ceiling per line
◆Buyer sophistication scoring shifts the range
◆Negotiation scripts for every pushback scenario
Deal Unstuck
For deals that have gone quiet. Input stage, timeline, fiscal calendar, pricing given, demo notes. Get a stall diagnosis and 3 meaningfully different re-engagement strategies — each with email, voicemail, and LinkedIn ready to send.
◆9-cause stall diagnosis with confidence score
◆Fiscal calendar timing — reach out at exactly the right moment
◆Nuclear option — the break-up email done right
Territory & Competitive
Pipeline Generation
2 agents
Weekly Targets
Proactive territory intelligence. Finds the top 10 companies in your patch that are most likely to need BlackLine right now — based on ERP migrations, hiring signals, PE events, and close cycle pressure.
◆Trigger-based targeting — not just size and industry
◆Ranked list with outreach angle per company
◆I2C opportunity flags included
Territory Intelligence
Deep scan on a specific company. Input name and context, get a full intelligence brief — ERP environment, close maturity, likely pain, competitive risk, and the right products to lead with.
◆ERP and tech stack signals
◆Competitor watch — who else is likely in the account
◆Best entry point and first outreach recommendation
FloQast Battle Card
Full competitive intelligence against FloQast. Where they win, where they lose, how to trap them in discovery, how to handle their AI demos, and the I2C knockout punch they have no answer for.
◆Deal-specific competitive positioning
◆The AI governance reframe — for when their demo impresses
◆Discovery traps that surface what FloQast can't do