Workflows

Operationalize every critical revenue workflow.

MARCO helps enterprise revenue teams coordinate pre-call preparation, post-call execution, account planning, stakeholder management, and opportunity progression — from one strategic workspace.

01 · Upcoming calls

Walk into every meeting prepared.

AI-generated call briefs surface meeting objectives, stakeholder context, objections to anticipate, recommended talking points, strategic positioning guidance, and execution risk indicators.

Enterprise sellers spend less time researching and more time executing.

MARCO Upcoming Calls — full call brief with talking points, strategic context, and risks
Call brief · Detailed view
02 · Account intelligence

Coordinate complex account strategy.

MARCO continuously updates account plans as new stakeholder signals, meetings, and opportunity events emerge. The platform helps revenue teams manage buying committees, identify execution risk, and maintain account momentum.

MARCO Account Intelligence — portfolio of strategic accounts sorted by execution risk
Account Intelligence · Portfolio
01

Manage buying committees.

Coordinate stakeholders, surface unengaged approvers, and align next actions across the buying group.

02

Identify execution risk.

Late CFO entries, competitive benchmarks, stalled progression — surfaced before the forecast call.

03

Maintain account momentum.

Continuous account progression — stage, narrative, next steps — updated from the work, not a doc.

04

Coordinate internal stakeholders.

SEs, sponsors, legal, finance — keep your internal team aligned to the same evolving account picture.

05

Align next actions across teams.

Sequenced next-best actions with quantified impact — distributed to the right owners.

06

Forecast with confidence.

Account narrative and execution health roll up to forecast — no second system of truth.

03 · Post-call execution

Operationalize follow-through automatically.

After every call, MARCO generates strategic summaries, CRM recommendations, stakeholder analysis, account progression updates, execution workflows, and draft follow-up actions.

Nothing is pushed automatically. Enterprise teams remain fully in control.

MARCO Post-Call Insights — call summary, pain points, buying signals, risks, stakeholder sentiment, and recommended next steps awaiting approval
Post-Call Insights · Awaiting review
Human in the loop

No CRM updates, emails, or workflow actions execute without your approval.

MARCO drafts the work — the operator decides what ships. Every write surfaces for review, and every action is reversible from the audit log.

Working session · with the founders

Run the workflows on your own pipeline.

Design partners walk through a working session with the founding team — your data, your accounts, your workflows. No slideware demo.