Give the team a specific opportunity
Bring the prospect's situation, your accepted deal facts and notes from the interaction. Include who said what, which commitments were made and what is still unknown. If a note is your interpretation, label it as such.
A preparation task needs an intended outcome for the next call. A follow-up needs the accepted facts it may use. Public account research is a separate, explicitly supplied URL task; a draft should not invent research to fill missing details.
Prepare, process, review, then follow up
Before Oqera, this can mean recopying deal context into a new chat and manually reconciling notes with an old draft. In Oqera, keep the opportunity, interaction and proposed changes together. You still decide whether the proposal is correct and whether to contact the prospect.
- Select one active opportunity and prepare questions for its next interaction.
- After the conversation, add notes or a transcript as a source.
- Review the extracted facts, risks, open questions and proposed opportunity changes.
- Approve or revise the changes before they become accepted deal state.
- Draft the follow-up from accepted facts, inspect it and send it yourself through the appropriate channel.
A worked example with an explicit unknown
Synthetic example: a B2B founder meets a prospect who wants to test the product with a team but has not identified the person who approves the trial. The result below illustrates the shape of work to review; it is not a captured production run.
- Confirmed fact
- The prospect wants a team trial. The approval owner was not named.
- Open question
- Who needs to approve the trial, and what would they need to see?
- Proposed next action
- Ask the prospect to identify the approval owner and confirm trial criteria.
- Unsent follow-up
- Thanks for the conversation. You mentioned a team trial. Who should review the trial criteria with us before we choose a start date?
Keep commitments and messages under your control
Check names, dates, prices and commitments against the source. If the call did not establish a budget or close date, leave it unknown. A plausible sentence is not evidence that a deal advanced.
Founder Sales is not a promise of autonomous bulk outbound, automatic CRM synchronization or a full CRM replacement. Follow-ups remain unsent drafts. A workflow completion is also not proof that a customer received a message or found it useful.
Access and review
Closed Beta requires an application, manual approval, invitation and verified login. Applying does not grant immediate access. Six ready-made teams, guarded Custom teams and the Apps catalog are included. No Oqera payment or subscription is required. Bring your own AI provider key and pay the provider directly. External actions require specific permission and review; unattended schedules and triggers are off.