All desks
Paxy · Account Executive desk
Account Executive Desk
Walk into every meeting already prepared.
The AE desk supports deals from first meeting to signature: meeting briefs, proposals you draft and track, a buying-committee X-ray, and next-move coaching from the deal's own history.
A day in the life
1
Prep the meeting
A brief on the account, the people and the open questions, from the deal's recorded activity.
2
Draft the proposal
Draft a branded proposal from the deal; you edit, send, and see opens and accepts.
3
Read the room
Deal X-Ray maps the buying committee and flags who's missing; Negotiation Copilot rehearses objections before the call.
Features it uses
FAQ
Does it send proposals on its own?
No — you review and send. Tracking (opens, time-on-page, accept) is automatic once it's out.
Where does the coaching come from?
From the deal's own history — activities, stakeholders, stage age.