Check stage exit criteria
Check that deals advance only when the evidence for the stage is there.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
You run the RevOps Intelligence skill in Claude
- 2Context
The RevOps Intelligence skill reads Avoma meetings and scorecards through the Avoma agentic platform, plus your CRM (HubSpot or Salesforce) and Gmail
- 3Reason
Compare each deal's stage with the evidence that stage requires
- 4Act
List deals that advanced without the required evidence, returned in Claude
- 5Human judgment
Manager moves the deal back or closes the gap
Skill
Use the RevOps Intelligence skill in Claude to compare each deal's stage with the required evidence and flag deals that moved without it, with recommended next steps.
How this works
Shown for:
- 1Trigger
A deal advances or stays in a stage too long
- 2Context
An Avoma agent (Avoma agentic platform) watches CRM stage history, calls and emails, your stage exit criteria
- 3Reason
Compare each deal's stage with the evidence that stage requires
- 4Act
List deals that advanced without the required evidence, each time it's warranted
- 5Human judgment
Manager moves the deal back or closes the gap
Agent
Spot deals advancing without sufficient qualification. The agent compares each deal's CRM stage against required methodology evidence from conversations and flags missing criteria for review.
What good looks like
A stage means something when its exit criteria are met.
Write exit criteria as buyer actions
"Buyer confirmed budget" is checkable, and "budget discussed" is vague.
Check stage changes every week
A deal that skipped criteria will stall at the next stage.
Move deals back when evidence is missing
An honest stage beats an optimistic one.
Customer stories
What teams say
The killer feature for us is the ability to customize the notes/summary structure and sync the notes directly to Salesforce. This along with auto scoring of calls is saving our team a bunch of time.
Seamless CRM integration makes your workflow effortless. The notes are automatically synced to Zoho, and recordings never expire, so your team can revisit and evaluate every conversation anytime.
The connection to Clickup and Hubspot saves us at least 5 hours week per project manager and it saves 10+ hours of wasted onboarding effort when launching a new client.
More from this use case
Browse all Revenue Execution
What’s stopping you from turning every conversation into actionable work?
