Use cases

Closa for agency new business

Agencies use Closa to turn discovery and pitch calls into a clear brief. Upload the call, and Closa quotes the client's budget, timeline, decision-makers, objections and next steps with timestamps, then drafts a follow-up email that recaps what was agreed. Nothing is sent for you: you edit the draft and send it yourself.

What you get from a pitch call

  • The budget as the client said it, and whether it's approved.
  • Who decides, and who else needs convincing.
  • Concerns about scope, timing or price, with how serious they sounded.
  • What you promised to send, and by when.

Across a pitch

Group the discovery call, the pitch and the follow-up into one deal. Closa shows which concerns were settled and which came back, and writes a review you can share with the team as Markdown.

Questions

Does Closa write the proposal?

No. It drafts the follow-up email and the deal review from what was said on the calls. The proposal is yours.

Part of the New Odyssey suite

Six tools for the work around your clients, from being found to packaging what you know. Each one works on its own.

  1. KleosGets you found
  2. OndaAnswers the inquiry
  3. BookaraQualifies and books
  4. AccordSends the proposal
  5. TallynOnboards the client
  6. AulaPackages your expertise