Get the latest on a client's deal
Ask ChatGPT or Claude for a current briefing on one client's deal — stage, value, recent timeline, notes, documents, and deal age — then log the follow-up back to Vertiqa.
This is the pre-call question: what is actually going on with this client's deal? The connection can assemble it from the account, the deal, and the record's own history, so you do not have to open four screens.
The prompt
Using Vertiqa, give me the latest on Goliath Consulting's deal. Find the
account, then its open deals. For the most recent one give me: stage, value,
expected close date, owner, the last five timeline events, any pinned notes,
and how long it has been in its current stage. Do not change anything.Name the account the way it is spelled in Vertiqa. If several accounts match, ask the assistant to list the matches and pick one rather than letting it guess.
What the assistant pulls together
| Piece | What it tells you |
|---|---|
| Account record | Industry, website, address, owner, and the contacts and deals already attached |
| Deal record | Current pipeline, stage, value, status, expected close date, owner |
| Timeline | Calls, emails, stage moves, and other events in order, newest first |
| Activities | Logged calls, emails, meetings, and tasks against the record |
| Notes | Written context, pinned notes first |
| Documents | Proposals and attachments filed against the deal or account |
| Deal analytics | Days in the current stage, total age, and how that compares with your average won deal |
The deal analytics answer is the one that is hard to eyeball in the app:
For that deal, how long has it been in its current stage, how old is it in
total, and how does that compare to our average won deal? Do not change
anything.Sharpen it for the call
Ground the briefing in your own material:
Same deal — also search our knowledge base for our current pricing and
onboarding commitments for this kind of client, and list any documents filed
against the account or the deal. Do not change anything.Turn it into something you can act on:
From that briefing, give me: the three things I need to confirm on the call,
anything that looks stale or unanswered, and a one-paragraph summary I can send
after. Do not change anything yet.Log the follow-up afterwards
A briefing that never gets written back leaves the record wrong for whoever looks next. Once the call is done:
Log a call activity on the Goliath Consulting deal: 25 minutes, outcome
"pricing agreed, waiting on their security review", and add a note with the
next step and date. Show me both before you save them.Ask for the preview. Activities and notes go straight onto the record's timeline and everyone in the organization sees them, so read what is about to be written before you confirm it.
If the call changed where the deal stands, move the stage as its own confirmed step rather than folding it into the same instruction:
Move that deal to Negotiation. Confirm the deal and destination stage with me
first.