Customer follow-ups that sound like AI you

Start for free

FileEditView Mutiny notetaker app

Mon Apr 208:05 AM

Brand Folder

Assets

Trash

Get Started

April 20, 2026

Vantage: Pricing sync11:00 – 11:30 AMJoin & record

Mutiny Product

9+S

Good morning, Sam.

+Make, find or prep anything…↑

Needs review1

Vantage x Mutiny: Pricing sync

Send pricing options to MayaReview pricing proposal

Completed2

Lumen x Mutiny: Intro callHSUpdate HubSpot with next step

Helix: Exec sync prep

Send business case to Lena

←Follow up email

From Vantage · Pricing syncI drafted your email to Maya and two pricing options from her budget. Review them on the right.

✉Maya Chen Your pricing optionsMaya, here are two options for 60 seats…

◷Saved to memory: you lead with two pricing options when a buyer shares a budget range.

Reply…

Email to Maya

To:MMaya Chen ×

Subject:Your pricing options

Hi Maya, Thanks for the time today. You mentioned a budget around $70K with a ceiling of $80K for 60 seats, with Okta as a must.Here are two options that fit, both with Okta included: Vantage pricing proposal.Best,
Sam

Referenced

Vantage pricing proposal

Save to draftsSend

Vantage pricing proposalInvite team● Shared externally

VantagePricing proposal · Prepared for Maya Chen and the Vantage teamTwo ways to startBoth options fit the budget Maya shared on today's pricing sync.

OwnerSam Ortiz

Budget$70K–$80K

Seats60

The options

$70KOption A · Core
matches your budget

$79KOption B · Growth
guided onboarding included

Included in both

Okta + Salesforce, live by January

Vantage | Pricing sync notes

Oct 6, 2026 · @sam@mutinyhq.com

Maya Chen, Kevin Patel, Sam Ortiz · 30 min

Summary

Maya shared a budget of about $70K with a hard ceiling at $80K for 60 seats. Okta SSO is a must-have. She asked for options rather than a single number.

Action items

Sam: send two pricing options with Okta included, by end of day.
Maya: share the proposal with Rob Kim, VP Finance.
Kevin: confirm Okta setup steps with IT.

Timeline

Exec review on Oct 9.
Decision before end of quarter.

We do your busywork the way you like it

Selling is more fun when your AI gets you.

Handles follow-ups and prep for every account

Mutiny takes notes in every meeting, preps you before the next one, and drafts follow-ups in your voice, all organized by account.

Learn more

9+S

Accounts⌕ Search accounts…+ Add account

JoinedAll⇅ Suggestions ⌄

VantagePricing proposal and follow-up to Maya Chen drafted after today’s pricing sync$70K3 - Pricing2

HelixExec presentation ready for Lena Ford’s 1:00 exec sync$240K4 - Exec review1

LumenAccount research and discovery questions ready for your 10:00 intro call0 - Intro1

NorthwindQBR deck and revised seat counts ready for Alex at 2:15$120KRenewal2

KestrelQuiet since Oct 2; check-in drafted for Priya$35K2 - Discovery1

Click Vantage to open the account

How it works Raccoon mascot

Learns your voice from past emails

Learn more

Organizes your call notes and context for every account

Learn more

Drafts customer-ready emails and assets for your review

Learn more

You take the meeting, we’ll do the rest

TUE6

9 AM

10 AM

11 AM

12 PM

1 PM

2 PM

3 PM

4 PM

5 PM

6 PM

Coffee and prep9 – 9:30am

Lumen · Intro10 – 10:30am

Vantage · Pricing sync11 – 11:45am

Lunch12 – 12:30pm

Helix · Exec sync1 – 1:30pm

Northwind · QBR2:15 – 3pm

Vantage · Internal sync4 – 4:30pm

Happy hour5 – 6pm

9:00 AM

Every follow-up and prep, ready for you

Your follow-ups from yesterday are drafted, and prep for today’s meetings is done before you log on.

Mutiny

HomeAccountsMeetingsAssetsAssistant

Good morning, Sam.

+Make, find or prep anything…↑

Needs review2

LLumen · Intro call · 10:00 AMMeeting prep and tailored pitch deckReview ›

MNorthwind · Check-inSend revised seat counts to AlexReview ›

Prep ready3

VVantage · Pricing sync · 11:00 AMBudget history, attendees, open questions✓

HHelix · Exec sync · 1:00 PMEconomic buyer presentation✓

NNorthwind · QBR · 2:15 PMUsage, wins and renewal plan✓

All drafted for you

MGmaillabel:mutiny

☆me, DraftMutinyRevised seat counts for Northwind – Hi Alex, here are the updated numbers for…6:58 AM

☆me, DraftMutinyAgenda for today’s intro – Hi Priya, looking forward to 10:00. Here’s what…6:55 AM

☆me, DraftMutinyHelix exec sync: deck attached – Hi Dana, ahead of 1:00, here’s the deck…6:51 AM

☆MutinyMutinyYour Tuesday: 5 meetings, all prep ready – Morning Sam, 2 things need you before 10…7:02 AM

Account research and discovery questions for your intro call

Mutiny looks up the attendees, the company and your past calls, and updates your CRM when you hang up.

MResearching Lumen…

inLinkedIn · 3 attendee profiles✓

Roles, tenure, past companies and recent posts

Mutiny · 1 past call with Lumen✓

May 2024 · Intro call with Ben Osei

“The timing’s wrong until our Salesforce rollout is done.”

10-KLumen Inc. · Form 10-K · FY2025 · p. 34✓

…our priority for fiscal 2026 is to rebuild our enterprise sales motion and shorten new-seller ramp…

TCG2++9 more sources
News, careers page, G2, podcasts…✓

Lumen | Ana Ruiz meeting prep

Oct 5, 2026 · @sam@mutinyhq.com

Tuesday, October 6, 2026, 10:00 to 10:30 a.m. EDT

Attendees

Ana Ruiz, CRO. New from Gong, posts about deal velocity.
Ben Osei, Head of RevOps.
Kim Lau, Enablement.

Where we are

Ben passed in May 2024 until their Salesforce rollout was done. It finished this summer.

Strategic priorities

Their FY2025 10-K: rebuild the enterprise motion and shorten new-seller ramp.

Here are two possible POVs

Ramp speed. New AEs sell faster when every buyer gets a tailored asset from day one.
One place after Salesforce. Prep, follow-up and deal rooms in one tool, now that the rollout is done.

Discovery questions

What does rebuilding the enterprise motion mean for your team this year?
How long until a new AE sends their first proposal?

Updated after the call

salesforceupdatedLumen

StageProspect → Qualified

Next stepRevOps demo · Oct 13

Also updated4 more fields

Pricing proposal drafted minutes after the call

When the buyer shares their budget and requirements, Mutiny builds the proposal based on your past proposals and drafts the emails.

Heard on the call

Vantage · Pricing syncLive

Maya Chen, CFO

MBuilding a pricing proposal from the call…

MCPrepared forMaya Chen · CFO, VantageFrom Sam Ortiz

Pricing proposal

60 seats · two options within the budget you shared

Your budgetCeiling

$70K$79K$80K

Option A · Core$70Kper year · matches your budget

✓60 seats✓Salesforce + Okta✓Self-serve onboarding

Option B · Growth$79Kper year · under your $80K ceiling

✓60 seats✓Salesforce + Okta✓Guided onboarding ($12K value)

Rollout plan

Pilot

Wks 1–2 · 10 reps

Expand

Wks 3–6 · 60 seats

Review

Day 90 · ROI report

6xDoing nothing costs ~$480K a year in rep time. Option B pays back in under 2 months.

Annual billing · pricing locked for 2 years · Okta SSO included

Your pricing options—⤢✕

ToMCMaya Chen

Your pricing options

Hi Maya,Thanks for the time today. Based on your budget, here are two options for 60 seats: $70K and $79K. Both are within your range.Sam

PDFVantage-pricing-options.pdf

Send▼A⎘☺Draft saved

Your business case deck is ready for the exec presentation

Built around the goals their CEO has talked about, on your calls and in public.

Mutiny · 14 past calls with Helix✓

Sep 30Exec sync · Lena Ford, CEO“Churn is the number the board asks about.”

Aug 12Onboarding reviewAverage time to first value: 41 days

Jul 8Discovery · VP Customer Success“Our CSMs can’t see risk until it’s too late.”

+ 11 more calls

Helix · Exec presentation for Lena Ford1 / 6▶ Present

1Current state

2Consequences

3Future state

4Benefits

5Validation

6Proof

01 · Current state

helix

About 4,800 hours a year of manual setup slow every new Helix customer

Data imports, user provisioning and workflow setup happen by hand before a customer sees value.

120

new customers / year

CS hours each

4,800

CS hours / year

01Why buy

Keep more of the customers Helix already won.

02Why us

Setup runs from the signed contract and CRM.

03Why now

The Q1 cohort is the largest Helix has signed.

Exec presentation · Prepared for Lena Ford, CEO01 / 06

02 · Negative consequences

helix

Slow onboarding costs Helix about $3.2 million in ARR

Wk 1Wk 2Wk 3Wk 4Wk 5Wk 6Wk 7Wk 8Wk 9

Time to go live today

9 weeks

Target

2 weeks

Year-one churn sits at 14%, and one in three churned accounts never went live. That’s about $3.2 million in ARR lost last year to customers who signed but never saw value.

1 in 3 churned accounts never went live

Exec presentation · Prepared for Lena Ford, CEO02 / 06

03 · Proposed future state

helix

Cut time to value from nine weeks to two

Time to go live · per new customer

Wk 1Wk 2Wk 3Wk 4Wk 5Wk 6Wk 7Wk 8Wk 9

Today

9 weeks of manual setup

Target

2 weeks

+7 weeks of customer value

Exec presentation · Prepared for Lena Ford, CEO03 / 06

04 · Benefits of the future state

helix

Halving year-one churn could retain $1.6M a year

14%

Churn today

Target

$1.6M

retained ARR per year

14% → 7% churn across the current base. Moving setup to the contract also frees about 3,600 CS hours, before any expansion revenue.

Preliminary price

$240,000

per year, reviewed against measured retention value

Exec presentation · Prepared for Lena Ford, CEO04 / 06

05 · Required capabilities and validation criteria

helix

The pilot must prove faster go-live without more CS hours

01Go live faster

Contract-driven setup removes manual configuration.

Baseline9 wks

Target3 wks

Definition · Days from signature to first live workflow

Measure · Baseline vs. pilot cohort

Success · ≤3 weeks9 → 3 wks

02Reduce CS effort

Automated provisioning without extra headcount.

Baseline40h

Target10h

Definition · Setup hours per new account

Measure · CS time tracking

Success · ≤10h40 → 10h

03Keep data clean

Accounts configured straight from CRM.

30 pilot accounts

Definition · Pilot accounts synced, no manual fixes

Measure · Weekly sync report

Success · Every account30 / 30

Exec presentation · Prepared for Lena Ford, CEO05 / 06

06 · Customer success stories

helix

Northwind cut time to go live by 75% in one quarter

Northwind · time to go live

Wk 1Wk 2Wk 3Wk 4Wk 5Wk 6Wk 7Wk 8

Before

8 weeks

After

2 weeks

4x faster onboarding

−42%

year-one churn after rollout

Exec presentation · Prepared for Lena Ford, CEO06 / 06

Know what’s going on, even when you’re not in the room

Know who looked at what, so you can tell your manager the deal is still on track.

# q4-forecast

Diane Brooks(Sam’s boss)4:02 PM

Any updates from Vantage?

Sam Ortiz(sales rep)4:03 PM

Yes, the VP saw the deal room, and procurement downloaded the order form.

Diane Brooks(Sam’s boss)4:04 PM

Great. Keeping it in commit.

PREPARED FORRob KimBudget approval · Vantage

Mutiny×VANTAGE

REVOPS EVALUATION

Vantage reps follow up the same day, every deal

Exec summaryWhat we heardWhy MutinyPricingSecurity & MSANext steps

Prepared with Maya Chen, Head of RevOps

Vantage reps spend most Fridays catching up on follow-ups and CRM notes. Deals stall in the gap between the first call and the second.

• Follow-ups go out the same day, drafted from the call.

• Every buyer gets a tailored proposal and deal room.

• Budget fits inside the $70K to $80K range Maya shared.

Pricing proposal

60 seats · two options within the budget you shared

Your budgetCeiling

$70K$79K$80K

Option A · Core$70Kper year · matches your budget✓60 seats✓Salesforce + Okta✓Self-serve onboarding

Option B · Growth$79Kper year · under your $80K ceiling✓60 seats✓Salesforce + Okta✓Guided onboarding ($12K value)

Rollout plan

Pilot

Wks 1–2 · 10 reps

Expand

Wks 3–6 · 60 seats

Review

Day 90 · ROI report

6xDoing nothing costs ~$480K a year in rep time. Option B pays back in under 2 months.

View order form ↗

Champion· Maya Chen

Budget owner· Rob Kim

Procurement· Lena Torres

You deserve a drink

5 meetingsAll prep done0 follow-ups left

The best sales teams sell with Mutiny

"Mutiny lets our commercial reps create that same caliber of content on their own. Our sales team was genuinely shocked at the quality. Turning call transcripts into something slick and deal-ready is a huge unlock for our reps."

"Mutiny lets our commercial reps create that same caliber of content on their own. Our sales team was genuinely shocked at the quality. Turning call transcripts into something slick and deal-ready is a huge unlock for our reps."

Hillary Carpio

VP of Marketing, Snowflake

Hillary Carpio

VP of Marketing, Snowflake

90%

time savings

10 hrs

saved per rep, per week

75%

more meetings booked

25%

more selling time

"The biggest unlock for me was realizing that I could create highly personalized, enterprise-grade content without a marketing team behind me."

Sarah Zafarmand

Senior Account Executive

“With Mutiny, I can get my prospects everything I need into the same deal room and it actually looks good. I'm proud of what Mutiny creates. It's a reflection of our brand, and putting out quality work matters.”

“With Mutiny, I can get my prospects everything I need into the same deal room and it actually looks good. I'm proud of what Mutiny creates. It's a reflection of our brand, and putting out quality work matters.”

Ricky Peca

Strategic Account Executive

Ricky Peca

Strategic Account Executive, Rippling

Learn from experts from the field

Sales experts joined forces to restore
taste in the buying experience.

Read the guide

Building
a sharp POV

Jen Allen Knuth

Founder, DemandJen

Outbound strategy
& cold call script

Kyle Norton

CEO, Owner.com

First-call
positioning deck
& discovery
questions

April Dunford

Author, Obviously Awesome

POC & product validation

James Kaikis

Founder, The Presales Collective

How to create

a champion

Nate Nasralla

Founder, Fluint

Building
a sharp POV

Jen Allen Knuth

Founder, DemandJen

Outbound strategy
& cold call script

Kyle Norton

CEO, Owner.com

First-call
positioning deck
& discovery
questions

April Dunford

Author, Obviously Awesome

Building
a sharp POV

Jen Allen Knuth

Founder, DemandJen

Outbound strategy
& cold call script

Kyle Norton

CEO, Owner.com

First-call
positioning deck
& discovery
questions

April Dunford

Author, Obviously Awesome

Follow-ups that sound like you, in one click

Get the sales assistant that knows your accounts and sounds like you.

Start for free

Follow-ups that sound like you, in one click

Create beautiful, on-brand customer experiences without dependencies.

Start for free

Follow-ups that sound like you, in one click

Create beautiful, on-brand customer experiences without dependencies.

Start for free

Product

Beautiful Assets

Automation

Integrations

Use Cases

Sales

Account Executive

Sales leaders

Marketing

Account Based Marketing

Marketing leaders

Company

Get Started

Get Started

Customer follow-ups that sound like AI you

Customer follow-ups that sound like AI you

Customer follow-ups that sound like AI you

Start for free

We do your busywork the way you like it

We do your busywork the way you like it

Handles follow-ups and prep for every account

Learns your voice from past emails

Organizes your call notes and context for every account

Drafts customer-ready emails and assets for your review

You take the meeting, we’ll do the rest

Every follow-up and prep, ready for you

Account research and discovery questions for your intro call

Pricing proposal drafted minutes after the call

Your business case deck is ready for the exec presentation

Know what’s going on, even when you’re not in the room

You deserve a drink

The best sales teams sell with Mutiny

"Mutiny lets our commercial reps create that same caliber of content on their own. Our sales team was genuinely shocked at the quality. Turning call transcripts into something slick and deal-ready is a huge unlock for our reps."

Hillary Carpio

Hillary Carpio

90%

10 hrs

75%

25%

"The biggest unlock for me was realizing that I could create highly personalized, enterprise-grade content without a marketing team behind me."

Sarah Zafarmand

Sarah Zafarmand

“With Mutiny, I can get my prospects everything I need into the same deal room and it actually looks good. I'm proud of what Mutiny creates. It's a reflection of our brand, and putting out quality work matters.”

Ricky Peca

Ricky Peca

Learn from experts from the field

Read the guide

Read the guide

Follow-ups that sound like you, in one click

Follow-ups that sound like you, in one click

Follow-ups that sound like you, in one click

Product

Use Cases

Mutiny 2026

Product

Use Cases

Mutiny 2026

Product

Use Cases

Mutiny 2026