Patricia works your Close.
Ask her in Slack. She reads the pipeline, updates stages and notes, and drafts follow-ups, but sending an email or SMS or placing a call waits for your yes.
@Pati where is our pipeline right now and what is going stale?
Read the pipeline in Close, here is where it stands:
- 14 open opportunities, $86k weighted across the active stages
- 5 deals have had no activity in 12 or more days, 2 are past their close date
- Northwind moved to Proposal on Friday, worth a nudge before it cools
- I drafted follow-ups for the 5 stale ones, ready for you to read. None will send until you approve.
Move Northwind to Proposal properly and show me the follow-up for the Brightside deal before it goes out.
Done and staged. Northwind is now in Proposal with a note logged, and the Brightside follow-up is drafted below for your review. It sends only after your yes.
Patricia + Close
What she does in Close.
Real actions she takes on your say-so, not a list of API endpoints.
Read the whole pipeline
Open opportunities, stages, values, and close dates pulled into one answer, so you see where the money is and what is slipping without opening a single lead.
Keep leads and stages current
She updates opportunity stages, logs notes, and keeps lead and contact records clean, so the pipeline you look at on Monday actually reflects reality.
Surface what is going stale
Using smart views and activity dates, she flags the deals with no recent touch and the ones past their close date, so nothing quietly dies in the funnel.
Draft the follow-ups
Emails and SMS written against the real context of each deal, ready for you to read. Drafting costs nothing, sending is the part that waits.
Line up calls and tasks
She creates tasks, sets reminders, and queues the calls worth making, so the next action on every deal is teed up instead of forgotten.
Keep outreach behind approval
Reading pipeline, updating stages, and drafting follow-ups run on their own. Sending an email or SMS or placing a call reaches a real person, so it always waits for your explicit yes in Slack.
Say it like you'd say it
Things to ask her on day one.
Where is our pipeline right now and what is going stale?
Move Northwind to Proposal and log a note about Friday's call
Draft follow-ups for every deal with no activity in 12 days, for me to approve
Which opportunities are past their close date?
Queue a call task on the Brightside deal for tomorrow morning
Better together
Close is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Close, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Close
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Close connected
Ask
Mention @Pati with the job. Reading pipeline, updating stages, and drafting follow-ups run on their own; sending an email or SMS or placing a call waits for your yes.
@Pati Where is our pipeline right now and what is going stale?
On it.
FAQ
Close questions, answered.
What can Patricia actually do in Close?
She reads leads, contacts, and the opportunity pipeline, updates stages and notes, works smart views to find stale deals, drafts emails and SMS, and creates calls and tasks. Reading and drafting is instant; sending or calling waits for approval.
Will she email, text, or call a prospect on her own?
No. Sending an email or SMS or placing a call reaches a real person, so it is staged and shown to you in Slack first and goes only after your explicit yes. Reading pipeline and drafting follow-ups run on their own, that is the point.
Which Close plan do we need?
Any plan with API access works, and calling or SMS features rely on the Close numbers already set up on your account. She connects through Close's official OAuth flow, the same way other approved apps do, and only sees the account you connect.
We run a separate Close organization per client. Does that stay separate?
It does. Close scopes leads, opportunities, and smart views to the organization she is connected to, so one client's pipeline is never visible inside another's. Connect one or several, and each stays on its own.
What does the Close integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.