Check multi-threading
Find deals that depend on one contact and see which buyer roles are missing.
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
A deal reaches a late stage or a key contact goes quiet
- 2Context
An Avoma agent (Avoma agentic platform) watches meeting attendees, emails, CRM contacts and roles
- 3Reason
Count the buyer contacts engaged in meetings and email, and check which roles are missing
- 4Act
Flag single-threaded deals with the roles still missing, each time it's warranted
- 5Human judgment
Rep decides who to bring in and how
Agent
Identify single-threaded deals. The agent checks stakeholder participation across meetings and emails, flags deals relying on too few buyer contacts, and suggests where broader engagement is needed.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads meeting attendees, emails, CRM contacts and roles, narrowed by what you ask
- 3Reason
Count the buyer contacts engaged in meetings and email, and check which roles are missing
- 4Act
Flag single-threaded deals with the roles still missing, returned in Ask Avoma
- 5Human judgment
Rep decides who to bring in and how
Prompt
Identify single-threaded deals. Ask Avoma reviews stakeholder participation in available conversations and deal context to highlight opportunities with limited buyer engagement.
List my open deals closing this quarter where fewer than [three] stakeholders have attended meetings or replied to emails. For each, name who we rely on and which roles are missing.
What good looks like
Deals that rest on one contact are the first to stall.
Set a minimum number of contacts by stage
Late-stage deals need more people involved than early ones.
Check who's engaged in meetings and email
A name on the CRM record isn't engagement.
Name the missing role
"Get finance involved" is a plan, and "multi-thread more" is a wish.
Customer stories
What teams say
It decreases friction in referring to historical context and accurately maintaining context, making it easier for me to fish out deal specifics that are otherwise hard to find. Avoma has also solved note-taking for me completely, which helped close process gaps and improve skills.
Avoma is very easy to use and provides everything I need (pre and post-call) to perform a solid sales cycle.
Ask Avoma has completely changed the way I work. I can instantly reference key details from past calls during live conversations, like team size or purchase timeline, ensuring I can recall every detail.
Call briefings and summaries are most helpful — better than anything else for quick prep. Saves so much time compared to watching recordings at speed.
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