Getting started
Opsight gets sharper the more you use it. The first two weeks aren't about learning a tool — they're about falling into a rhythm. Here's what that looks like.
Day 1 — 20 minutes
Opsight's coaching is personalized — and the way it personalizes is by knowing how you sell. Your DNA is a short profile that captures your style, your strengths, and how you prefer to be coached. Direct or measured. Data-led or relationship-led. Visual or written.
Every script NOVA writes for you, every nudge in your TMVAs, every line in your Situation Room — they all sound like the way you'd talk if you had your best day every day.
About your Sales DNADay 1–2 — 5 minutes
Opsight is the coaching layer on top of your CRM, not a replacement for it. The first sync brings your active deals across — owners, stages, contacts, activities — and within a few minutes NOVA has scored every deal across all six NOVA-6 dimensions.
You don't have to add deals by hand. You don't have to re-key contacts. Your CRM stays the source of truth. Opsight just reads it and adds the execution layer.
Connect PipedriveDay 2 onward — every morning, 10 minutes
Every morning, three actions are waiting for you — the highest-leverage moves you can make today, with the words to say. They're drawn from your live pipeline, your DNA, the NOVA-6 score on every deal, and anything you told NOVA the day before.
You stop staring at a 47-deal pipeline trying to decide where to start. You read three things, you do them, and the rest of your morning is yours.
Your day with NOVADuring week 1 — as deals progress
Open any deal's Situation Room. The Checklist surfaces the questions that matter for the stage that deal is in — early-stage discovery, mid-stage commitment, late-stage close. Check items off as you ask them; paste in what the buyer said.
Each answer makes the deal's memory sharper. Tomorrow's Situation Room reads cleaner. Tomorrow's TMVAs aim better.
About the ChecklistEnd of week 1 — 20 minutes
Friday afternoon or Sunday evening — pick what fits. The review walks you through what happened (the wins, the stalls, what changed in your pipeline), what NOVA noticed about your patterns, and what next week should look like.
You stop rolling into Monday reactive. You roll in with three things you're looking for and three things you're not going to spend energy on.
About the Weekly ReviewWeek 2 — when you're comfortable
When something material changes on a deal — a new stakeholder, a competitor mention, a board meeting that just got moved, a quiet from someone who used to be loud — drop a note in Coach's Office Hours. Two sentences is enough.
The next morning's coaching uses what you just told NOVA. The Situation Room is updated. The TMVAs are re-aimed. Nothing falls through the cracks because you mentioned it once.
About Coach's Office Hours