Pilot proposal
Acme Field Sales Assistant
An assistant that drafts the follow-up email and the CRM update after every customer visit. The rep reviews and approves.
14 May 2026 | Sales leadership
Fictional company and illustrative figures. A demonstration of the slide writing rules.
Overview
What this material answers
- What is the problem?slide 3
- What does it cost?slide 4
- How does the assistant work?slide 5
- What is the risk?slide 6
- How do we know it works?slide 7
- What happens now?slide 8
The problem
Half of visits reach the CRM
Visits logged within 24 hours
52%
Target 80%Gap 28 pp
Largest gap. Only 52% of customer visits reach the CRM within 24 hours, which means the forecast is built on about half of the activity. The target is 80%, so the gap is 28 percentage points. The pilot goes after it directly: the assistant drafts the CRM update at the end of each visit and the rep approves it.
CRM activity export, eight weeks to 9 May 2026. Illustrative figures.
The cost
Reps lose 25 minutes per visit
Today, after each visit
25 min
With the assistant: review and approve
about 2 min
- 12
- visits a week per rep
- 5 h
- a week per rep spent writing
- 10
- reps in the pilot team
Cost per week. At 12 visits a week, 25 minutes of writing per visit adds up to about 5 hours a week per rep, close to 50 hours a week for the pilot team of ten. The assistant drafts the email and the CRM update; the rep reviews both in about two minutes. The pilot measures the time after each visit, before and after.
Rep time survey, 40 answers, April 2026. Illustrative figures.
The approach
How the assistant works
-
1
Reads the meeting notes
The rep's notes from the visit, typed or dictated
-
2
Drafts the follow-up email
Addressed to the customer, in the rep's name, ready to edit
-
3
Proposes CRM field updates
Stage, next step and date, each linked to the note it came from
Approval rule. Nothing is sent and nothing is written without the rep's approval. The assistant proposes; the rep decides. Each proposal shows the line of the notes it came from, so a rep checks a change in seconds instead of rereading the meeting.
The risk
Reps approve every change
0
emails sent or CRM fields written without rep approval
What the assistant does
- Drafts the follow-up email
- Proposes CRM field updates
- Shows the note each proposal came from
What it never does
- Sends an email
- Writes a CRM field
- Contacts a customer
Scope limit. During the pilot the assistant runs in draft-only mode: no write access to the CRM and no outgoing mail. Sales operations confirms the draft-mode permissions by 28 May. Anything beyond that scope is a separate decision after the readout.
The test
Pilot design and success criteria
- Duration
- Four weeks, from 2 June
- Team
- Northern region, ten reps
- Measure
- Share of visits with a CRM record within 24 hours, read from the CRM every week
- Also tracked
- Drafts approved without edits; time spent after each visit
Success test. The pilot passes if at least 80% of visits are logged within 24 hours in week 4, from 52% today (the baseline on slide 3). The figure comes from the CRM each week, not from a survey. The readout on 7 July shows the weekly curve either way.
What happens now
Next steps
- 21 May
Decision requested: approve the pilot with the Northern region team.
- 28 May
Sales operations confirms CRM write permissions for draft mode.
- 2 June
Pilot starts and runs four weeks.
- 7 July
Readout to sales leadership with the share of visits logged within 24 hours, before and after.
About
About this deck
Built with the rules in this repository. The structure follows build-deck, the copy follows slide-writing-rules, and every sentence passed plain-language and anti-slop before the render check.
Rules you can check on these slides
- Cover title in capitals; every other title in sentence case, six words at most
- One question per slide, answered once
- A takeaway block with a specific label on each content slide
- Two to four bold fragments per slide; read only the bold text and the story holds
- Concrete dates on every next step, the decision first
- No person named
Navigation
- Arrow keys, Space, Page Up and Page Down, Home and End
- Click the left or right edge of a slide, or swipe on a phone
- Add
#s3to the address to open slide 3 - Print gives one page per slide
Acme and the Acme Field Sales Assistant are fictional. All figures are illustrative.