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💡 Grounded in real data: Casey uses buyer engagement, not guesswork.
💡 Instant deal health: Spot risks, green flags and next steps at a glance.
💡 Manager visibility: Easy access to deal insights without extra admin.
💡 Time-saving focus: Spend time where it matters most and keep deals moving.
What is Coach Casey in trumpet?
Coach Casey is trumpet’s in-app AI deal health coach. It analyses real buyer engagement data from your Pods and translates it into clear, actionable insights that help sellers manage deals more effectively.
Instead of guessing where a deal stands, Casey reviews how buyers are interacting with your content, who’s engaging, and where activity is dropping off. It’s like having a CRO in your back pocket, providing instant deal health visibility.
How Coach Casey helps sales reps stay proactive
Helena, Senior Account Executive at trumpet, uses Casey daily to manage multiple deals at once.
“Casey looks through all of the analytics trumpet gathers, such as who’s viewed what and where they’re spending their time. It then gives me real suggestions I can act on, like which decision makers haven’t engaged yet or which sections might need a follow-up.”
Casey highlights key risks and green flags across Helena’s pipeline, helping her focus attention where it counts most. By surfacing these insights automatically, she saves valuable time and never loses track of deal movement.
Why Casey is useful for managers too
Casey isn’t just for reps. Managers can see the same deal health scores and engagement data, allowing them to check progress without relying on lengthy updates or extra reporting.
This shared visibility helps teams align faster, discuss risks early and make better-informed decisions about where to spend effort.
Final thoughts
For Helena, Casey is more than a reporting tool. It’s a genuine coach that helps her prioritise, manage risk and stay focused on what’s real.
When your deals are backed by data, not assumptions, you can act faster, coach smarter and close stronger.
FAQs
What is Coach Casey?
Coach Casey is part of trumpet - an AI deal health coach that analyses buyer engagement and provides data-driven suggestions to improve deal outcomes.
How does Casey calculate deal health?
It reviews buyer activity within trumpet Pods, such as views, time spent, downloads and shares, and summarises them into engagement insights.
Can managers use Casey too?
Yes, managers can view deal health insights and use them for quick, data-driven coaching conversations.
What makes Casey different from a CRM report?
Casey is built directly into trumpet, using live buyer data rather than manual updates, making it faster, more accurate and easier to act on.
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