Vievo for account executives.
Vievo is an AI sales coach for account executives, built on the rules top reps follow. You sign up on your own, bring in your deals, and get one next move for each deal you work.
What does a rep's day look like with Vievo?
A rep's day with Vievo starts on Today, which picks three deals to move and three accounts to work, and gives one next move for each.
| Part of the day | What Vievo gives you |
|---|---|
| Today: Move deals forward | Three deals recommended for today. For each one, the coach's call: what the deal is missing, one play to run and the message to send. |
| Today: Build pipeline | Three accounts to work today, researched with a source for every claim, with who to contact first and what to say. |
| Your agent team | Replies, follow-ups and deal warnings your agents prepared while you were away. Nothing is sent until you send it. |
| Before a meeting | Prep for each meeting in the next two days: who is coming, where the deal stands and the thread so far. |
| Ask Vievo | An assistant beside every page that answers from your own data and the rules library. |
| In Claude or ChatGPT | The Vievo connector lets Claude, or ChatGPT on a team workspace, read your deals and coach from the same rules. |
| On a call | Vievo Live shows the next move on screen while you talk. Live is in early access: write to us and we switch it on. |
Each part has a page of its own: deal coaching, building pipeline, the agents, Vievo in Claude or ChatGPT and Vievo Live.
What does Vievo need from you?
Vievo needs your open deals, from HubSpot or typed in by you, and a few answers about what you sell and who you sell to.
| Way in | What Vievo reads | Access |
|---|---|---|
| HubSpot | Deals, owners, contacts, companies and logged sales email. | Read only. Vievo asks for no permission to write. |
| No CRM | The deals you type: company, deal name, stage, amount and expected close. Or a CSV you import. | Nothing to connect. Connect a CRM later and what you typed is kept. |
Sign-up takes five steps, one screen each:
- Where you work
- What you sell
- Who you sell to
- Bring in your deals
- Set your quota
Vievo can draft what you sell and who you sell to from one read of your company's website, for you to check and save.
To connect HubSpot you need to be a HubSpot Super Admin or have App Marketplace Access. If you don't, HubSpot asks your admin to approve Vievo first, and Vievo gives you the message to send them. The HubSpot setup guide walks through it.
What do you get first?
The first thing Vievo gives you is the free audit: a read of your open deals that shows what is stalling and which deals are worth saving.
The audit reads your open deals, their contacts, and your last 7 days of calls, emails and meetings. It looks for three things:
- Stalled: open deals with no activity logged for more than 21 days.
- No dated next step: open deals with no next step in the CRM, or a next step with no date.
- One contact or none: open deals with fewer than two contacts on them.
Then it ranks up to three deals worth saving by amount, stage and what is stalling, with a diagnosis and a message for each.
A model writes each diagnosis and message from the deal's own record, then Vievo checks it against that record and refuses a name, number or date that is not on it. Read each one before you send it.
The audit needs a Vievo account and at least 3 open deals, connected or typed in. Before you sign up, the free audit asks 12 questions about the deal you are most worried about and gives you the play for it.
Do you need your manager to buy Vievo?
No. An account executive signs up for Vievo alone, and Vievo is free while it is in early access.
Sign-up asks where you work: choose that you sell. You set your own quota, and your coaching stays private to you. Pricing says what early access includes.
If your team joins later, a manager sees coaching only as team patterns. Your own focus shows on your 1:1 only while you share it. Vievo for sales managers sets out what a manager sees.
Questions account executives ask
- Does Vievo send emails for me?
- No. Vievo never sends. Every reply and follow-up it drafts waits for you to read it, copy it and send it from your own email.
- Does Vievo write to my CRM?
- No. Vievo reads HubSpot with read-only access and asks for no permission to write.
- Can my manager see my coaching?
- Not your coaching on its own. A manager sees team patterns, and a gap held by fewer than three reps is grouped as Other so no one rep can be picked out.
- Where do the plays come from?
- Every play comes from a library of rules drawn from top-1% reps, and each play shows the rules it was built from.
Start with the free audit.
Connect HubSpot or type your deals in, and see what is stalling in your open deals.
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