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Field Notes • Actively on Actively
See how we run revenue.
Eight real workflows showing how our SDRs, AEs, and sales leaders work with Per-Account Agents™️ every day.
№ 01 · CALL PREP
Every call starts already prepared.
The account history, stakeholder context, open questions, and recommended next steps are assembled before Jordan joins the call. No scramble in the five minutes before. Just the conversation.
"I walk in already knowing what matters on the call."
Jordan Karr · Account Executive
Call Prep with Jordan Karr, Account Executive
01:56
№ 01 · CALL PREP
Every call starts already prepared.
The account history, stakeholder context, open questions, and recommended next steps are assembled before Jordan joins the call. No scramble in the five minutes before. Just the conversation.
"I walk in already knowing what matters on the call."
Jordan Karr · Account Executive
Call Prep with Jordan Karr, Account Executive
01:56
№ 02 · PRIORITIZATION
Know which accounts deserve attention today.
Alex's agents continuously evaluate her territory and surface the accounts, people, and actions most likely to create pipeline. She spends less time sorting and more time selling.
"I don't have to decide where to start. The right accounts are already waiting for me."
Alex Garrow · Manager, Strategic GTM
Prioritization with Alex Garrow, Manager, Strategic GTM
№ 02 · PRIORITIZATION
Know which accounts deserve attention today.
Alex's agents continuously evaluate her territory and surface the accounts, people, and actions most likely to create pipeline. She spends less time sorting and more time selling.
"I don't have to decide where to start. The right accounts are already waiting for me."
Alex Garrow · Manager, Strategic GTM
Prioritization with Alex Garrow, Manager, Strategic GTM
№ 03 · ONBOARDING
Start working the territory on day one.
Before Zane made his first call, his agents had already researched the book, identified where to focus, and prepared the context he needed to begin outreach.
"I didn't spend my first month learning the territory. I started working it."
Zane Manaa · Enterprise Account Executive
Onboarding with Zane Manaa, Enterprise Account Executive
№ 03 · ONBOARDING
Start working the territory on day one.
Before Zane made his first call, his agents had already researched the book, identified where to focus, and prepared the context he needed to begin outreach.
"I didn't spend my first month learning the territory. I started working it."
Zane Manaa · Enterprise Account Executive
Onboarding with Zane Manaa, Enterprise Account Executive
№ 04 · AI ADOPTION
Make AI part of the way the team works.
Actively partners closely with each customer to shape Per-Account Agents around how their revenue team actually works. By embedding that intelligence into existing workflows, adoption becomes part of the operating model, not a separate AI initiative.
"It works because it meets people where they already are."
Mirai Shah · Head of Forward Deployed Engineering
AI Adoption with Mirai Shah, Head of Forward Deployed Engineering
№ 04 · AI ADOPTION
Make AI part of the way the team works.
Actively partners closely with each customer to shape Per-Account Agents around how their revenue team actually works. By embedding that intelligence into existing workflows, adoption becomes part of the operating model, not a separate AI initiative.
"It works because it meets people where they already are."
Mirai Shah · Head of Forward Deployed Engineering
AI Adoption with Mirai Shah, Head of Forward Deployed Engineering
Agents progressing every account, even while your reps are sleeping.
№ 05 · HANDOFFS
Nothing dropped when the account changed hands.
Jordan hands the account to the team responsible for the customer relationship, with the full history intact, so the work continues without anyone having to reconstruct the story from scratch.
"The account never lost a beat when it moved between us."
Jordan Karr · Account Executive
Handoffs with Jordan Karr, Account Executive
№ 05 · HANDOFFS
Nothing dropped when the account changed hands.
Jordan hands the account to the team responsible for the customer relationship, with the full history intact, so the work continues without anyone having to reconstruct the story from scratch.
"The account never lost a beat when it moved between us."
Jordan Karr · Account Executive
Handoffs with Jordan Karr, Account Executive
№ 06 · COACHING
Coach every deal, not just the ones a manager can see.
Actively applies the team's sales strategy across every opportunity, helping Jordan identify what matters, where a deal is stuck, and how to move it forward.
"It gives every rep access to the kind of coaching that usually only happens on a few deals."
Jordan Chavez · Director of Sales
Coaching with Jordan Chavez, Director of Sales
№ 06 · COACHING
Coach every deal, not just the ones a manager can see.
Actively applies the team's sales strategy across every opportunity, helping Jordan identify what matters, where a deal is stuck, and how to move it forward.
"It gives every rep access to the kind of coaching that usually only happens on a few deals."
Jordan Chavez · Director of Sales
Coaching with Jordan Chavez, Director of Sales
№ 07 · DEAL review
Walk into every deal review with the full picture.
Jordan's agents pull together what changed, what is at risk, and what should happen next, giving the team a current view of the deal before the review begins.
"I can see where the deal stands before anyone has to explain it."
Jordan Chavez · Director of Sales
Deal Review with Jordan Chavez, Director of Sales
№ 07 · DEAL review
Walk into every deal review with the full picture.
Jordan's agents pull together what changed, what is at risk, and what should happen next, giving the team a current view of the deal before the review begins.
"I can see where the deal stands before anyone has to explain it."
Jordan Chavez · Director of Sales
Deal Review with Jordan Chavez, Director of Sales
№ 08 · ACCOUNT RESEARCH
Walking in already knowing the account.
The brief that used to take an afternoon is finished before the morning starts, with the business, the people, the history, the relevant signals, and the strongest reason to engage.
"I stopped researching accounts. I started reading what the agent found."
Alex Garrow · Manager, Strategic GTM
Account Research with Alex Garrow, Manager, Strategic GTM
№ 08 · ACCOUNT RESEARCH
Walking in already knowing the account.
The brief that used to take an afternoon is finished before the morning starts, with the business, the people, the history, the relevant signals, and the strongest reason to engage.
"I stopped researching accounts. I started reading what the agent found."
Alex Garrow · Manager, Strategic GTM
Account Research with Alex Garrow, Manager, Strategic GTM
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