Deal Helper

Deal Helper is the follow-up tool inside Revenue OS: a rep describes the stalled deal and gets three named follow-up plays to re-engage the customer, each with the exact words and why it works.

Deal Helper · describe the deal, get the plays

What’s happening with your deal? Just describe it like you’re telling a friend…

Prospect looking for a new roof. Wisconsin, Packers fan, older guy, 65 to 70. Same house 30+ years. Has an old Porsche 911. Humble, doesn’t talk much. Getting other quotes.

Press Enter to get your playsGet My Plays

Building your follow-up plays…

Play 1The Packer Meme DropCopy

Hey [Name], just thinking about you. Saw this and had to send it over. No pressure on anything, just wanted to make you smile. Talk soon.

Why this works: Proximity play. Keeps you in his world without asking for anything.
Play 2The 911 Connection TextCopy

Hey [Name], I noticed the Porsche in your driveway. A guy who’s kept a 911 running that long knows the difference between quality and cheap. That’s how I feel about the roofs we install. Can we talk this week?

Why this works: Ties the pitch to something he already loves and protects.
Play 3The Legacy Close TextCopy

Mr. [Name], straight talk. You’ve lived in that home 30+ years. I’m not the cheapest, but I’m the one you’ll never have to call twice. Can we meet one more time before you decide?

Why this works: Direct close. Speaks to his identity as a protector, not a bargain hunter.
Did it work? Log the result to build your win rate.They respondedBooked appointmentClosed the dealNo response

How it solves it

Three plays. Ready to send.

The rep describes the stuck deal in one sentence and gets three named follow-up plays from the method: the exact words to send and why they work. They send one, log what happened, and the history shows which moves are winning.

  1. 01 · Describe

    Tell it like you’re telling a friend.

    “Homeowner said they need to think about it.” “Customer went dark after the estimate, been 5 days.” “Spouse needs to approve it.” One box, one sentence, or tap one of six common situations.

    Revenue OS · Deal Helper

    Real product
    Revenue OS · Deal Helper
  2. 02 · Send and log

    Three moves, and what happened next.

    Each play has a name, the exact words, and why it works. The rep copies it into the text, the voicemail or the doorstep, then logs the result in one tap: responded, booked, closed, or quiet. The history shows which plays are winning for this rep.

    Revenue OS · Deal Helper · what happened?

    Logged

    Kitchen remodel · quote delivered · quiet for 6 days

    Play 2 · Re-anchor on their timeline“Last time we talked you wanted this done before the holidays. Is that still the plan?”

    Log the result

    • 💬 They responded
    • 📅 Booked appointment
    • 🎯 Closed the deal
    • ❌ No response

    Logged · this play is 3 for 4 on quiet-after-quote deals

What it actually is

The method, applied to the deal on the screen.

Deal Helper is the follow-up tool inside Revenue OS. It draws on the same knowledge base as Stupar AI and the Intel scorecard, more than 37,000 indexed passages of Jordan’s training, blended with your own playbook once you upload it. Every deal a rep describes, the plays it returned, and the logged outcome are kept per rep, so follow-up stops being a feeling and starts being a record.

3plays per deal
Script + whywith every play
6one-tap common situations
Per rephistory of deals, plays and outcomes

Go deeper

What it draws on

Where the plays come from, and what gets kept.

01Where the plays come from

Plays are retrieved from Jordan’s knowledge base, the same 37,000-plus indexed passages that power Stupar AI and the Intel scorecard, so the advice matches what the rep was taught.

02Your playbook

Organizations that upload their own SOPs and playbooks to the Knowledge Base get plays that blend the method with their process.

03The six common situations

Six one-tap starters cover the deals that stall most: think about it, went dark after the estimate, cheaper quote, spouse approval, loved it but not right now, stopped responding to texts.

04What gets kept

Every deal a rep describes, the plays it got, and the logged result are kept, per rep, so a manager can see how a rep follows up and what is working.

What the owner sees

Follow-up that follows the method.

Month two of the 90-day plan is the Follow-Up Conversion System. Deal Helper is where that training gets used on live deals, and where the outcomes are logged, so follow-up stops being a feeling and starts being a record.

Month 2of the plan is follow-up conversion
Per rephistory of deals, plays and outcomes
Same brainas Stupar AI and the Intel scorecard

Revenue OS · The Training Plan

Real product
Revenue OS · The Training Plan