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Use Cases

Sales & CS

For AEs, AMs, CSMs, and RevOps — anyone whose job is steward a portfolio of accounts, remember what was said, and know what to do next.

If your day looks like this​

  • You're managing 20–200 active relationships and the only one who knows the history of each.
  • Your CRM is one source of truth, but the real context lives in your inbox and meeting notes.
  • You forget to follow up. Things go stale. You feel guilty about it.
  • Renewals, QBRs, and upsells require pulling history from three places fast.

Think of Deck as a teammate on your accounts — one you can ping from the parking lot to pull the last six months on a customer, send into the pipeline between meetings to surface what's drifting, or leave watching your top accounts while you're heads-down on a renewal call. Account history is something you can pull from the parking lot, not just from your desk.

Set up first​

  1. A Pipeline project — every account you own. Forward and CC your assistant on customer threads from day one. Add a playbook file like playbook_qbr_prep.md codifying how you want a QBR brief shaped — usage trajectory, stated goals, biggest open questions.
  2. HubSpot integration (or scheduled snapshots from your CRM) so the latest deal state is always inside Deck.
  3. A weekly Monday task: "list every account I haven't touched in 14 days, with the last topic discussed and a suggested follow-up."

Use cases worth setting up​

Stale-deal nudges​

The use case most reps tell us about first. A scheduled task every Monday: "who's gone quiet in my pipeline? For each, give me the last context and one suggested follow-up I can send today."

You spend Monday morning re-engaging instead of guessing where to start. Vigil eventually surfaces these without the scheduled task.

QBR prep in minutes​

Three days before a QBR: "review everything I have on [Account]. Give me their stated goals from the last call, their usage trajectory, and the three biggest unanswered questions."

Pair with Fireflies or Granola for transcript-level recall.

Draft a follow-up in your voice​

After a call, forward the transcript or notes: "draft the recap and next steps email — in my voice, under 150 words."

You edit, you send. Deck has already read every past email you sent, so the voice carries through.

CC the assistant on negotiation threads​

Long procurement or pricing threads benefit from a second set of eyes. "What concession has [Buyer] actually said they need? What have they pushed back on twice?"

See CC the assistant. Deck answers only to you.

Renewal tracking​

A scheduled task at the start of every month: "list every account with a renewal date in the next 90 days. Sort by ARR. Flag any where the last sentiment in email or notes was negative."

Renewals don't slip when you're tracking them weeks out.

Account-level intel from outside the company​

Pipe in news mentions, funding announcements, and exec changes for your top accounts using scheduled snapshots or news email subscriptions. Ask: "any news this week about my top 20 accounts?"

Walk into customer calls knowing what happened on their side.

Cross-account themes​

Once a quarter: "across every account I own, what are the three most-repeated objections? What's the most common ask?"

Useful feedback for Product and Marketing — and gold for your QBR with leadership.

What good looks like after two weeks​

  • No account goes more than two weeks without a touch you intended.
  • QBR prep is 30 minutes, with better material than you had before.
  • Follow-up emails get drafted, not skipped.
  • You walk into renewal conversations knowing what's actually at stake.