Give every rep the next best move on every deal
Turn every open deal into a runbook: what's been said, who's engaged, what's stalling, and the next step that moves it forward. Coach the whole team on evidence from real conversations, not a manager's memory of the last one-on-one.
Deal runbook · next best move
At riskStage 4 · slipped 11 days · economic buyer not yet engaged
Built from every call, email, and meeting on the deal — not a manager's memory.
A runbook for every open deal
Reps carry a dozen deals and remember the details of two. Use Upside to give each deal a living runbook: the commitments made, the stakeholders in and out, the risks showing up in the last few calls, and the specific next step to take, so every rep works every deal like it's the one they know best.
Deal runbook · live
Atlas Freight · $220KCommitments
Security review by Fri · pricing to CFO next week
Stakeholders
Next best move
Get champion to introduce the CFO before the security review closes.
Catch the deal-killer before the deal dies
Deals rarely die loudly. A champion goes quiet, a competitor gets named, a next step slips twice. Upside enables you to surface those risks across the book as they happen, with the evidence attached, so managers coach the deals that need it now instead of finding out at close.
Deal-killers · caught early
Surfaced across the whole book, with the evidence attached.
Coach on what actually happened, not a recollection
One-on-ones run on memory and the last call the manager happened to hear. Use Upside to coach from the real record: where deals stall for this rep, which objections they keep hitting, which moves work when they make them, so coaching targets the pattern instead of the anecdote.
Coach on the pattern
Jordan M. · last 12 dealsStalls at
Pricing
Top objection
Security review
Best move
Exec intro
Coaching targets the habit, not the last call overheard.
Standardize the winning play across the team
Your best rep has a motion that works; the rest are guessing. Build a miniapp on the Upside MCP that identifies the plays that actually move deals in your business and puts the recommended next move in front of every rep on every deal, so the winning motion scales past one person.
Winning plays · standardized
See it in action
A working miniapp on representative data, embedded right here. Scroll it, click through it, then open the full example.
“We are like kids in a candy shop digging into accounts and opportunities.”
What you get when every deal has a next step
What Upside unlocks
Every open deal comes with a runbook grounded in what the buyer actually said and did, so no deal drifts because a rep lost the thread.
Managers coach from the real record of how a rep's deals actually go, so time goes to the habit that's costing pipeline, not the last call they overheard.
The plays that actually win in your business get identified and put in front of every rep, so the winning motion scales past one person.
“Real life is messy. Enterprise cycles are messy. Upside accurately reflects that messy reality, which I think is rare and was impossible before.”
“What used to take 2-3 hours I can now do in a few clicks, and it's made me a smarter operations person than I've ever been in my career.”
Related use cases
Once every deal has a truthful runbook, the roll-up becomes a forecast you can defend.
Turn the deals that close into coaching by reconstructing the real reason each one won or lost.
Extend the runbook past the deal into the account: dossiers, win-back kits, and next-best plays.
Hand reps in-market accounts with context already attached, so execution starts on the front foot.
Frequently asked questions
Does this replace our conversation intelligence tool?
No. Upside sits on top of the calls, emails, and CRM data you already capture (including from tools like Gong) and turns them into a per-deal runbook and coaching view. You keep your stack; Upside connects it into the next best move.
How does a rep actually see the runbook?
As a miniapp built on the Upside MCP, or by asking in the AI tool your team already uses. The runbook stays current because it's built on live data, not a snapshot someone updated by hand.
Give every rep the next best move
See a live deal runbook built on your own conversations in a 30-minute walkthrough.