Buying-Committee & Org-Chart Mapper

The problem this kills

You lose deals you should have won, and the post-mortem always says the same thing: "we only really knew one person." Your champion went quiet, changed jobs, or got overruled by someone you never met - the economic buyer who was a stranger to your whole team.

Meanwhile the signs were there for weeks. The deal was single-threaded. Nobody on the account had spoken to procurement, to the actual budget holder, or to the skeptic in the corner who quietly killed it. But there was no easy way to see that risk across a pipeline, so it stayed invisible until the "closed lost."

Spreadsheets don't help - they list contacts in flat rows with no sense of who reports to whom, who's a champion versus a blocker, or whether you've even met the people who matter. And your CRM's contact tab is a graveyard of names with no roles, no sentiment, and no coverage signal.

This tool turns "we only know one person" from a recurring loss reason into a flag your reps see - and fix - while the deal is still alive.

What you'll build

A private, team-only web app where, for any account or deal, a rep can:

• Import the contacts they know on the account (name, title, role on the deal, sentiment, and "have we actually met them?").
• Build a visual committee/org map - who's the economic buyer, champion, influencer, end user, or blocker, and simple relationships like reports-to and influences.
• See the deal's coverage at a glance - and get an automatic warning when a deal is single-threaded (everything hangs on one person) or blocker-heavy.
• Route key deals to a manager for a coverage review, where confirming a role (like "economic buyer confirmed") is a logged, reviewed action before it feeds your forecast or risk view.
• Export the roles and a coverage report as clean CSV, in the exact columns your CRM or pipeline review expects.

It's tailored to your sales motion, because the build starts by interviewing you about it.

What's inside the Implementation Plan

• It starts by interviewing you about your business. Before writing a line of code, the plan has the AI agent ask you about your sales process, the CRM or spreadsheets you use today, your real role and sentiment labels, your deal stages, your typical and peak deal volume, and your messy edge cases (multi-entity buyers, partners, resellers, contacts who play two roles). Then it reads back a short tailored spec for your thumbs-up. You get a tool shaped to your pipeline - not a generic template.
• A step-by-step build, where every step ends with a ready-to-copy prompt you paste into your AI coding agent.
• A clean data model for accounts, deals, stakeholders, roles, sentiment, and relationships - shaped by your interview answers.
• The single-threaded / coverage logic that powers the headline flag, tuned to the rules you describe.
• A visual committee map and a manager coverage-review screen with a real, logged approval gate.
• A "No API yet?" fallback so you can build the whole thing today: import contacts from a Google Sheet or CSV, and export roles and the coverage report as CSV in your system's exact column names - no CRM integration required.
• A verification checklist so you know it actually works before you trust it on a live deal.

The governance it includes (this is the point)

This isn't a toy - it's an internal tool your team can actually rely on, so the plan bakes in the controls from the start:

• Login so only your team can open it.
• Row-level security so each user and org only ever sees their own accounts and deals - never another company's pipeline.
• A complete audit trail - who created or edited a map, who changed a role or sentiment, who confirmed an economic buyer, and exactly when.
• A human-in-the-loop approval gate - the rep builds and edits the map, but designating a confirmed role on a key deal is a reviewed, logged step a manager signs off before it informs forecast or risk. The AI never silently changes your pipeline truth.
• Duplicate guards - one contact per account, and one role designation per contact per deal, so the same stakeholder can't be double-counted.

Who it's for

Account executives and sales managers running complex B2B deals with real buying committees - where "we only knew one person" is a recurring loss reason, and where building multi-threaded coverage early is the difference between a forecast you trust and a quarter that slips. No coding experience required.

You've got this - paste the first prompt and let the agent interview you.