CI/CD for Revenue · Sales
Gate sales materials before they reach a buyer
Dokeo is CI/CD for Revenue: every scan runs the same deterministic checks used in production, across all 17 supported content types, with no black-box review.
How does the sales gate work?
Same engine, different adapter. Sales objects (proposals, scripts, deal rooms) carry their own type-specific checks: pricing accuracy, case-study freshness, messaging-to-product alignment. The five-severity verdict and the Object/Policy/Test/Issue loop are identical.
- The same draft always returns the same verdict, safe to block a CI pipeline on.
- Every FAIL names the specific check that failed and why.
- 100 free scans a month, no credit card, same gate as production.
Intelligence layer
Sales intelligence, not just a checklist.
The gate runs the checks. The intelligence layer finds the patterns. Deal quality, collateral freshness, win-rate context, all surfaced before materials reach a buyer.
Deal Intelligence
Auto-surface stale pricing, expired terms, and case studies from the wrong vertical. The gate catches what manual review misses when reps assemble proposals under deadline.
Collateral Freshness
When a rate card updates, every open proposal referencing old pricing reopens for re-testing. Staleness is detected, not discovered after the deal stalls.
Win-Rate Context
Surfaces quality patterns across deals: which proposals pass the gate and close, where messaging inconsistency clusters, what correlates with higher AOV.
Agent-Ready Data
Expose deal verdicts, pricing accuracy signals, and collateral intelligence to sales agents via MCP. Agents assemble and verify proposals autonomously.
If this is your week, you care a lot
- ✗Proposals go out with stale pricing, old case studies, or mismatched positioning
- ✗Call scripts diverge across reps and nobody enforces a consistent standard
- ✗Deal rooms contain materials that contradict the latest product messaging
- ✗Sales collateral ships unverified and you find out when the deal stalls
What the gate gives you
- One five-severity verdict on every sales object before it reaches a buyer
- Policy-based checks on pricing accuracy, messaging consistency, and collateral freshness
- Same deterministic gate whether materials were built by a rep, enablement, or LLM
- The same Object/Policy/Test/Issue loop that runs on content, extended to sales
How the loop runs on sales
Same nine-step loop as content. Different adapter, different checks, same verdict.
Scenario
A proposal for a $200K deal, assembled by a sales rep from templates
Object
Proposal PDF + pricing sheet + mutual action plan ingested as linked objects with deal metadata
Policy
Policy requires: pricing matches current rate card, case studies are from same vertical, no expired terms, exec summary present
Test
Pricing accuracy check, case-study relevance check, terms-of-service freshness, completeness scan
Issue
FAIL: 'Pricing shows Q1 rates ($180/seat) but current rate card is Q3 ($195/seat)' with both sources cited
Fix
Rep updates pricing to Q3 rate card. Fix recorded, re-test required
Verify
Re-test confirms pricing matches, case studies are current vertical, all sections present
Deploy
Proposal sent to buyer via deal room. Deployment record links all materials
Monitor
If rate card updates, all open proposals using old pricing reopen for re-testing
dokeo test proposal-acme-q3 → PASS (pricing ✓ case-studies ✓ terms ✓ completeness ✓) → ready to send
dokeo test proposal-acme-q3 → FAIL (pricing: Q1 rates, not Q3; case study from wrong vertical) → blocked
Status: Coming
The Sales domain has 6 registered object types and 4 check functions. No test adapter or customer is connected yet.
Same intelligence layer. Different adapter.
Content proves the loop works. Sales connects next.