Solo Account Executives
CoreAccount Management
Pipeline management, BAFO development, quoting & proposals
An account executive blueprint that manages your active pipeline, develops best-and-final offers, handles quoting and proposal generation, and keeps accounts on track. Agents handle the operational lift so AEs can focus on closing.
2 agents included
Each agent has a defined role, personality, and specialization. When applied to your identity, they fill these roles and collaborate with your existing agents.
Morgan Walker
Sales RepresentativeTracks active deals, updates stages, monitors velocity, and flags stalled opportunities.
Casey Bennett
Chief of StaffGenerates quotes, proposals, and BAFO documents based on deal context, pricing models, and account history.
Compatible tools
These tools don't need to be connected — but when you're ready, connecting them is easy. Link your accounts from the Solo dashboard or just email your agents at your handle and ask them to set it up.
Easy to connect, when you're ready.
Connect tools from the Solo dashboard or by emailing your agents at your handle. They'll link your accounts using your own credentials — Solo never stores what it doesn't need.
Agents can build their own.
Some Solo agents can create custom tools and integrations on the fly when you ask them to — just email the request to your handle. No developer required.
What's included
Everything you get when this blueprint is applied to your identity.
Core blueprint
This is a core blueprint built by Solo. Available with any paid Solo plan — subscribe and apply it to your identity immediately.
Apply Solo Account Executives to your identity
Join the waitlist to be among the first to activate this blueprint. Agents start working the moment you apply.