AI Sales Planner

Let AI tell your sales team who to visit next. Every rep gets a scored, prioritized weekly plan instead of deciding from memory each morning.

Start 14-day free trial

Prioritization

How the planner prioritises

Five weighted factors build the score behind each plan, and CRM alerts layer on top so nothing risky gets missed.

Deal value

Weighted 30% — larger open opportunities are ranked higher in the weekly plan.

Win probability

Weighted 25% — deals more likely to close get priority visit slots.

Relationship strength

Weighted 20% — accounts with weakening engagement are surfaced sooner.

Recency gap

Weighted 15% — accounts that have gone quiet for longer move up the list.

Close-date proximity

Weighted 10% — opportunities nearing their expected close date get prioritized.

Renewal risk

Renewal and client-health alerts from the CRM surface alongside the plan so at-risk accounts are not missed.

Stalled opportunities

Stalled-pipeline digests flag deals that have not moved, so managers know where the plan needs a nudge.

Customer health

Client-health and churn signals from the CRM inform which accounts need attention this week.

Deal value, win probability, relationship strength, recency gap and close-date proximity are weighted score inputs that admins can fine-tune. Renewal risk, stalled opportunities and customer health surface via CRM alerts alongside the plan rather than as tunable weights.

Example

A sample week, illustrated

Illustrative example

Monday

Customer A
High-value opportunity
Customer B
Renewal risk

Tuesday

Customer C
High probability deal
Customer D
Stalled opportunity

Wednesday

Customer E
Relationship weakening

Workflow

How a week is generated

1
Score every account
The engine scores open accounts and opportunities against the five weighted factors, using weights your admins can tune.
2
Generate the weekly plan
A prioritized plan of 3–5 visits per day is generated for each salesperson, built around your company's configured working days.
3
Manager reviews and reorders
Managers can regenerate a plan or drag visits to reorder them before the week starts.
4
Reps execute and log
Reps work through red, amber and green priority visits and tick each one off into their activity log as it happens.

Who it's for

Built for reps and the managers who plan their week

Field sales reps who want a clear, ranked list of who to see each day instead of guessing
Sales managers who need to review, reorder and approve territory plans before the week starts
Sales directors who want visit prioritization tied to deal value and win probability, not just geography
Teams juggling renewals, stalled deals and at-risk accounts alongside new business visits

FAQ

Frequently asked questions

Can admins change how the plan is scored?

Yes. The scoring weights — deal value, win probability, relationship strength, recency and close-date proximity — are tunable by admins to fit how your team sells.

Does the planner respect our working days?

Yes. Each company configures its own weekend days, and the AI Sales Planner generates plans around them so reps are never scheduled to visit on a day off.

Can a rep see other reps’ plans?

No. Reps only see their own prioritized visit plan and check off their own visits. Managers can see plans across the team, regenerate them and drag to reorder.

Which Lavisho TT plans include the AI Sales Planner?

All plans include the core field-to-cash features. See /pricing for what is included in AI features across Starter, Professional and Enterprise.

What happens after a rep completes a visit?

Reps tick completed visits off into their activity log. That activity feeds back into the scoring model, so the next week’s plan reflects what actually happened.

Explore

Explore AI Sales Planner in the live demo

Open the live demo workspace with sample customers, deals, visits and tasks, or start your own trial.

Start free trial