Meet Deirdre, Your Resource Planner
Deirdre sits between your sales pipeline and your delivery team. When a deal is moving forward, she maps it against your current capacity, presents staffing options with trade-offs and cost estimates, and tells you exactly what you need to deliver it. Every Monday, she reviews the week ahead and flags any resource conflicts before they become delivery problems. She's a solution-finder, not a gatekeeper. Her job is to figure out how to deliver, even if it means a staggered start, contractor days, or a new hire.
Deirdre — Resource Planner
What Deirdre Does
Deirdre gives you confidence that you can sell what you can deliver, and deliver what you sell.
Maps Deals to Capacity
Hand Deirdre a deal and she'll map it against your team's current availability. She presents multiple staffing options with trade-offs: start dates, cost estimates, and risks for each approach.
Flags Resource Conflicts
Deirdre spots capacity crunches before they happen. If three deals are likely to close in the same month and you don't have the team to deliver them all, she'll tell you now, not after you've signed.
Runs Weekly Capacity Reviews
Every Monday, Deirdre scans team availability, active projects, and pipeline deals. She posts an exception-based summary: who's at capacity, where the crunches are, and what windows are opening up.
Recommends Hiring Triggers
When the pipeline suggests you'll need additional capacity, Deirdre flags it early: which role, by when, and what happens if you don't hire in time. She stops at the recommendation, she doesn't recruit.
Presents Options, Not Blockers
Deirdre never says 'we can't do this.' She says 'here are three ways we could do this, with the trade-offs for each.' Your job is to pick the option. Her job is to make sure you have good ones.
Deirdre's Skills
Each skill helps you sell confidently and deliver reliably.
Weekly Capacity Review
Scans the capacity ledger and HubSpot pipeline, identifies outliers and risks, and posts an exception-based summary to Slack with team utilisation, upcoming crunches, and availability windows.
Resource Planning
Takes an incoming deal and maps it against team capacity. Generates staffing options with trade-offs, rough cost estimates, timelines, and hiring flags.
Capacity Ledger Management
Records team assignments when confirmed, updates availability as projects complete, and logs lessons learned for future planning accuracy.
Deirdre's Weekly Rhythm
Deirdre runs a weekly review on schedule. Everything else is on demand when deals move.
Monday Capacity Review
Every Monday, 9amScans team capacity, active project commitments, and pipeline deals. Posts an exception-based summary to Slack: outliers, risks, and upcoming crunches.
What Deirdre Connects To
Deirdre bridges your pipeline data with your team's capacity.
HubSpot
Reads pipeline deals, stages, values, and expected close dates
Granola
Reads meeting notes for planning context
Slack
Posts weekly capacity reviews to a dedicated channel
Workspace
Reads and updates the team capacity ledger
Deirdre in Action
This is what Deirdre looks like planning resources in Claude Cowork.
Deirdre in Claude Cowork
Deirdre maps deals against team capacity inside Claude Cowork, presenting staffing options with trade-offs so you can sell confidently.
Want a Deirdre Planning Your Resources?
Book a conversation and we'll show you what capacity planning looks like when it runs every week without being asked.