Montana
Montana takes action soon
Everything above this page is Montana telling you things. This page is Montana doing them: arranging the list, keeping the CRM current, replying to the people who showed interest, and coaching the rep while the call is still live.
Everything on this page is designed and specified, and none of it is running in production today. It is written down ahead of the build so the behaviour is agreed before the code exists. Nothing here is billable and nothing here will surprise you by switching itself on.
Arranging the list
Before the floor starts, Montana sorts the day. It reads yesterday's outcomes, the callbacks that are due, the deals that have gone quiet and the leads that have never been touched, and produces an ordered list per rep rather than one flat queue.
The rep opens the dialer and the first call is the one worth making first, with the reason visible: called twice, never reached, best hour for this area code is now.
Keeping the CRM current
The largest silent cost in outbound is that the CRM is always slightly wrong, because updating it is the least interesting part of a rep's day.
Montana closes that gap from the call itself. A prospect gives a direct line, a new contact name, a better email, a budget, a timeline, a competitor they are already using, and it lands on the account without anybody typing it. The deal stage moves when the call says it moved. The next step becomes a task with a date on it.
On propose authority each of these arrives as a suggested change the rep accepts with one click. On act authority they are just applied, with the call they came from linked, so any field can be traced back to the sentence that produced it.
Moving the work along
Montana moves a lead to where it should be rather than leaving it where it was. A lead that asked to be called next quarter leaves the queue and comes back then. A lead that turned out to be the wrong company is closed with a reason. A lead that went well is enrolled in the follow-up plan that suits it.
Where the rep needs to see something, the screen follows: opening the account it is talking about, surfacing the previous call's summary as the phone rings, putting the objection handling in front of them at the moment the objection lands.
Writing and sending email
Interest is perishable. The follow-up that lands twenty minutes after a good call is worth several times the one that lands on Thursday.
When a call ends well, Montana drafts the follow-up from what was actually said: the thing they asked about, the objection they raised, the next step agreed, the time they suggested. It goes from the rep's own mailbox, in their own thread, so the prospect sees a reply from a person.
On propose authority the rep gets a draft to check and send. On act authority it sends, inside rules you set: only after these outcomes, only in working hours, never to a suppressed address, never more than one a day to the same person.
Instant coaching
A rep gets coached weeks after the call, from a recording, by which time the deal is decided. Instant coaching happens while the call is live.
Montana listens to the call as it happens. When the prospect raises a price objection, the answer that has worked on your last forty calls appears on the rep's screen. When the rep has been talking for ninety seconds, it says so. When the call is ending without a next step, it prompts for one.
Afterwards the same material becomes the coaching note: what went well, the moment it turned, the one thing to do differently.
Guardrails
Every action is bounded by the same three things, and none of them is optional.
- Authority. Propose until you promote it. Nothing writes to your CRM or sends to your prospects until somebody has decided it can.
- Scope. A skill is scoped to a workspace, and within it to the campaigns you name. It cannot touch anything else.
- A log. Every action records what it did, what it was based on, and who approved it, and every one can be undone.