How a week with Nauti works.
"What's the status on Acme?"
"I think they're fine... last call was a month ago."
"They haven't logged in for 3 weeks."
"Renewal is in 45 days btw."
Nautilida acts as the AI team lead that keeps your entire routine coordinated and senior-aligned, automatically.
01
INTEGRATION & INGESTION
Passive Connection.
Nauti connects seamlessly to your entire revenue stack. There is no manual entry required. It sits quietly in the background, identifying every interaction that impacts revenue.
- Connects directly to your system of record in minutes.
- Ingests everything from transcripts to pipeline changes.
- Only reads data; it never overwrites your configurations.
02
THE REVENUE MEMORY
Context that Compounds.
Instead of treating each week as a blank slate, Nautilida constructs a dynamic graph of relationships, past outcomes, and stalled momentum. It cross-references perfectly.
- Identifies hidden risks your CRM stage can't catch.
- Remembers what stalled a deal 6 months ago.
Phase 01. Alignment & Priorities
Monday Leadership Brief
Leadership receives a comprehensive brief on portfolio health and risk signals, with the option to go as deep as needed.
- Risk Identification
- Revenue Forecasting
- Executive Context
# nautilida-leadership
N
Nautilida8:47 AM
Good morning. Here is how this week looks.
Needs attention:
Acme Corp. Revenue declining. MRR down 22%. Stalled 23 days.
TechCorp. Expected close date passed. Champion silent 9 days.
GlobEx. Close date passed. Inbound unanswered 4 days.
Moving normally:
BetaCorp, AlphaCo, NovaTech. All on track. No flags.
Want a deep dive on any of the flagged accounts?
Needs attention:
Acme Corp. Revenue declining. MRR down 22%. Stalled 23 days.
TechCorp. Expected close date passed. Champion silent 9 days.
GlobEx. Close date passed. Inbound unanswered 4 days.
Moving normally:
BetaCorp, AlphaCo, NovaTech. All on track. No flags.
Want a deep dive on any of the flagged accounts?
C
CEO8:51 AM
Which accounts have the most revenue decline right now?
N
Nautilida8:51 AM
Acme leads. MRR down 22% over 60 days, accelerating. TechCorp is flat but expected revenue was EUR 38k this month, now at risk. The rest of the portfolio is stable.
C
CEO8:52 AM
How has Acme's churn risk changed over the last month?
N
Nautilida8:52 AM
The numbers tell the story first. Four weeks ago Acme was ordering 3 times a month. Now once. MRR is down 22%. Expected renewal is EUR 38k.
The behavioural signals confirm it: meetings getting shorter, Lisa stopped asking questions, language shifting to 'we'll see' and 'not the right time.'
Revenue is already declining. The engagement pattern explains why.
The behavioural signals confirm it: meetings getting shorter, Lisa stopped asking questions, language shifting to 'we'll see' and 'not the right time.'
Revenue is already declining. The engagement pattern explains why.
# nautilida-ece →
N
Nautilida08:30 AM
Your week, Ece.
1. GlobEx. Close date passed. Inbound unanswered 4d. Revenue at risk.
2. NovaTech. Order frequency dropped 40%. 31d silent. You last wrote.
3. AlphaCo. Contract opened twice. Revenue on track.
1. GlobEx. Close date passed. Inbound unanswered 4d. Revenue at risk.
2. NovaTech. Order frequency dropped 40%. 31d silent. You last wrote.
3. AlphaCo. Contract opened twice. Revenue on track.
E
Ece08:32 AM
What should I know before my GlobEx call?
N
Nautilida08:32 AM
They asked for pricing 4 days ago. Unanswered. Open with an apology, then address the number. Marcus is your contact. Responsive when reached directly.
Draft opening message
Draft opening message
A
AlexThursday 09:00
I just took over Acme from Ece. What do I need to know?
N
Nautilida09:00 AM
Here is everything on Acme.
Account overview: 14 interactions over 4 months. Came in via outbound. Contract value EUR 38k. Currently at negotiation stage.
Key contact: Lisa (Head of Finance). She drives every decision. Has been the gatekeeper on budget for 3 months.
What Ece worked on: Value proposition and ROI framing. Budget objection came up in 4 of the last 6 calls. Lisa asked for an ROI document on March 12. It was never sent.
Where it stands: Deal is stalled. Lisa has gone quieter over the last 3 weeks but still opens every email. Most likely waiting for internal budget sign-off.
What to do first: Send the ROI doc. Do not start with a new pitch. Pick up exactly where Ece left off.
Draft intro email to Lisa
Account overview: 14 interactions over 4 months. Came in via outbound. Contract value EUR 38k. Currently at negotiation stage.
Key contact: Lisa (Head of Finance). She drives every decision. Has been the gatekeeper on budget for 3 months.
What Ece worked on: Value proposition and ROI framing. Budget objection came up in 4 of the last 6 calls. Lisa asked for an ROI document on March 12. It was never sent.
Where it stands: Deal is stalled. Lisa has gone quieter over the last 3 weeks but still opens every email. Most likely waiting for internal budget sign-off.
What to do first: Send the ROI doc. Do not start with a new pitch. Pick up exactly where Ece left off.
Draft intro email to Lisa
Phase 02. AE Execution & Prep
During the Week
Every AE gets their own priority list and full deal health breakdown before every call.
- Personalized Priorities
- Pre-meeting Prep
- Momentum Tracking
Phase 03. Full History Retrieval
Ask Nauti
Six months of history, every objection, every open promise. In one message.
- Historical Analysis
- Pattern Recognition
- Deal Intelligence
# nautilida-ece
E
EceTuesday 14:22
What is the full history of BetaCorp?
N
Nautilida14:22
14 interactions over 6 months. First contact via inbound webform.
Main contact: Sarah (VP Ops). Champion since March.
Key theme across all calls: they want faster onboarding, not lower price.
Last call Friday. Positive. Sarah said "we just need sign-off from legal."
No open promises. No unresolved items.
This is a healthy account. Do not over-touch it.
Main contact: Sarah (VP Ops). Champion since March.
Key theme across all calls: they want faster onboarding, not lower price.
Last call Friday. Positive. Sarah said "we just need sign-off from legal."
No open promises. No unresolved items.
This is a healthy account. Do not over-touch it.
# nautilida-leadership
N
Nautilida17:30
Week summary.
GlobEx. Closed. +EUR 24k. Ece responded to inbound within 2 hours after alert.
TechCorp. CFO replied. Meeting booked Monday. Velocity recovering.
Acme. Re-engagement sent. No response yet. Carrying forward.
This week: 1 closed, 1 unblocked, 1 escalated.
Monday brief will open with Acme. Ece has been briefed.
GlobEx. Closed. +EUR 24k. Ece responded to inbound within 2 hours after alert.
TechCorp. CFO replied. Meeting booked Monday. Velocity recovering.
Acme. Re-engagement sent. No response yet. Carrying forward.
This week: 1 closed, 1 unblocked, 1 escalated.
Monday brief will open with Acme. Ece has been briefed.
Phase 04. The Loop Closes
Friday Outcome Narrative
Monday already knows about next week's priorities. The revenue loop continues automatically.
- Execution Summary
- Next Week Setup
- Auto-briefing
Same time next week. Automatically.
No dashboards to check. No manual alignment.
Just one shared understanding of what matters, all week.
The longer it runs, the sharper it gets.
Just one shared understanding of what matters, all week.
The longer it runs, the sharper it gets.