Pipeline movement
What changed since the last brief: stage movement, forecast changes, new risk, new upside, and the deals that need executive attention.
Give CEOs and CROs a daily or weekly readout of what changed, what matters, where risk is emerging, and which evidence supports the call.
Revenue leaders have dashboards. What they don’t have is one trustworthy readout that synthesizes CRM changes, call evidence, email silence, and team execution, with sources cited.
Each brief is shaped around your operating cadence, but the starting point is the same: complete revenue context resolved before the model writes.
Pipeline movement
What changed since the last brief: stage movement, forecast changes, new risk, new upside, and the deals that need executive attention.
Deal risk
Deals that look fine in the CRM but have gone quiet across calls, email, calendar, or Slack. The brief calls out absence, not just activity.
Competitive signal
Which competitors came up, where they appeared, how your team responded, and which open deals now carry competitive pressure.
Team and rep patterns
Coaching themes, qualification gaps, messaging patterns, and execution differences grounded in actual conversations and outcomes.
Customer health and expansion
Signals from support, product sentiment, account engagement, renewal risk, and expansion opportunity when those sources are connected.
Open questions
The brief flags missing evidence, stale assumptions, unclear ownership, and the questions a CRO or CEO should ask in the next operating meeting.
01
Choose the operating rhythm
Daily, weekly, board-prep, forecast-review, or pipeline-review. We start with the decisions the brief needs to improve.
02
Connect the context
CRM, calls, email, calendar, Slack, and the business rules around your revenue motion: stages, territories, product lines, methodology, and ownership.
03
Build the first live brief
Clearskies turns the context into a recurring brief with source-grounded sections, clear risk calls, and questions for the leadership team.
04
Tune until leaders trust it
We adjust what gets surfaced, how evidence is cited, and which patterns matter so the brief becomes part of the operating cadence.
Customer proof
“I have Clearskies MCP connected to Claude which also connects into Amplitude, M365, and Atlassian. I'm running daily and weekly CEO Briefs on sales, competition, product sentiment, customer success, and customer health. I'm getting a level of insight that would have been impossible or massively labor intensive before.”
— Jake Olsen, CEO at StratusClearskies resolves accounts, deals, people, activities, timelines, sales process, team structure, product lines, territories, and operating rules before AI writes the brief. The answer doesn’t depend on a model rebuilding the business from fragments.
Clearskies is built by the team behind Scratchpad, with years of revenue workflow experience behind it.