More time to sell. Better information to sell with.
Build AI support around the work your sales team already does, from daily meeting prep and MEDDPICC qualification to CRM updates, follow-ups, and proposals grounded in the buyer's own words.
Today's meetings
ExampleMeeting brief · 9:00
Buyer priority
More consistent follow-up across new reps
Last conversation
Asked how other teams handle post-call notes
Open commitment
You promised a workflow outline
Questions to ask
Who approves process changes? How is follow-up speed measured?
The meeting gets booked. Then what?
Where good deals quietly stall.
Reps rebuild context from five tools before every call.
Qualification lives in someone's memory until it's too late.
The CRM is always a week behind the conversation.
Proposals sound generic, even after a great discovery call.
Nobody's sure who owes what after the meeting.
Five priority workflows
Built around how your team actually sells.
These are services we configure and implement for your team. Each one is scoped to your tools, your process and your review settings. Sample outputs are labelled as examples.
AI daily meeting prep
Walk into every sales conversation prepared. AI meeting briefs bring together buyer history, account context, open commitments, and the questions worth asking next.
- The problem
- Reps pull context from calendars, email, CRM records and past calls before every meeting. Useful history gets missed or preparation is repeated.
- What we build
- Before the working day, read the accessible calendar and prepare a short brief for each sales meeting: account information, previous conversations, commitments, participant roles and qualification gaps. Refresh it if the meeting or information changes.
- What you get
- A daily meeting list and a concise brief per opportunity: why it matters, what the buyer has said, open commitments, questions to explore.
- How we'd measure it
- Meeting preparation time and usefulness of the brief, compared with the current process.
Meeting brief · Discovery, VP of Sales
ExampleBuyer priority
More consistent follow-up across new reps
Last conversation
Asked how other teams handle post-call notes
Open commitment
Send the workflow outline you promised
Questions to ask
Who approves process changes? How is follow-up speed measured?
MEDDPICC qualification and deal support
Know what you know about the deal, and what you still need to ask. Turn sales conversations into structured qualification insights and clear next discovery questions.
- The problem
- Qualification information sits in call notes or a rep's memory. Teams mistake assumptions for confirmed buyer information and discover gaps late.
- What we build
- Review accessible call notes and opportunity history against your chosen framework. For each field, capture evidence, the source, gaps, and a useful next question. Adapts to MEDDIC or BANT if that's your process.
- What you get
- A deal brief showing confirmed, partial and unknown information, with suggested questions for the next call.
- How we'd measure it
- Completeness of evidence-backed qualification fields and whether reps resolve identified gaps.
Deal brief · MEDDPICC
ExampleMetrics
ConfirmedWants follow-up within 24h of every discovery call · Call, 12:40
Economic Buyer
UnknownAsk who signs off on process changes · Not discussed
Decision Criteria
PartialEase of adoption mentioned; no priorities ranked · Call, 18:05
Decision Process
PartialPilot first, then rollout; timing not confirmed · Email, Oct 2
Paper Process
PartialLegal review mentioned; no owner or timeline · Call, 31:10
Implicate the Pain
ConfirmedManager spends Fridays chasing updates · Call, 08:15
Champion
PartialVP of Sales is engaged; influence not tested · Call, 22:30
Competition
UnknownAsk what else they're considering · Not discussed
Unknowns stay unknown. No scores, no win probability.
Challenger methodology support
Bring your sales methodology into the work your reps do every day. Build AI support for stronger questions, relevant commercial insights, and clearer next steps.
- The problem
- Teams have a methodology, but applying it to a particular buyer and conversation takes time. Reps default to generic discovery or product features.
- What we build
- Use your approved commercial insights and messaging to prepare a conversation around teaching a useful perspective, tailoring it to the stakeholder, and taking control of agreed next steps.
- What you get
- A call plan with an evidence-backed insight, why it matters to this buyer, questions about the current approach, and a clear next-step discussion.
- How we'd measure it
- Usefulness of prepared insights and questions, plus manager review of how the methodology is applied.
Support for your Challenger methodology. Not an integration with Challenger software, an official partnership, or licensed certification.
Call plan · Challenger approach
ExampleInsight to explore
More leads may not be the fix if current opportunities aren't followed up on time.
Why it matters to this buyer
Three new reps started this quarter; follow-up habits vary by rep.
Question to ask
What do your records show about time from discovery to first follow-up?
Agreed next step
Review a sample of last month's opportunities together.
Call notes to CRM
Keep the good information after the call. Turn meeting notes into useful CRM updates, qualification insights, and clear next steps.
- The problem
- CRM updates are delayed, incomplete, or reduced to notes that don't help the next person taking the deal forward.
- What we build
- When a meeting transcript is available (Fireflies or another accessible source), extract challenges, goals, objections, stakeholders, qualification information and agreed next steps, mapped to your actual CRM fields.
- What you get
- A structured call summary, proposed field updates, and draft tasks with explicit owners, applied through a supported integration using the agreed review settings.
- How we'd measure it
- Time spent updating the CRM, and completeness and accuracy of the resulting records.
Call notes → CRM update
ExampleCall excerpt · 14:22
“Honestly, after discovery nobody owns the follow-up. Some reps send it the same day, some a week later. We need someone clearly on the hook.”
Challenge
Inconsistent follow-up across reps
Desired outcome
Clear ownership after discovery
Next action
Share a workflow outline
Owner
Assigned rep
Due date
Not agreed: flagged, not invented
Proposed updates. Applied only through a supported integration, with the review settings you agree.
Buyer voice to proposal
Your buyer already told you what matters. Use their own words to build proposals that connect their priorities to your recommended solution.
- The problem
- A buyer explains what matters, then receives a generic proposal that doesn't reflect the conversation.
- What we build
- Extract the buyer's challenges, priorities, desired outcomes and decision criteria, and use them with your approved offer to draft the problem statement, scope, value, implementation approach and next steps.
- What you get
- A tailored proposal draft linking each deliverable to a stated buyer need, with verified quotes kept distinct from paraphrases.
- How we'd measure it
- Proposal preparation time, and whether the buyer's stated priorities and decision criteria are addressed.
AI drafts from approved inputs. Pricing, commitments, direct quotes and outcomes are reviewed before anything is shared.
Buyer voice → proposal
ExampleWhat the buyer said
“Our sales manager spends Friday chasing everyone for updates.”
What they need
A clear view of commitments after every call, without chasing.
What we recommend
A shared post-call workflow that captures commitments and prepares CRM updates.
The quote is an example, not client testimony. Pricing and commitments are always reviewed.
Connected example
One call. Five useful outputs.
A fictional opportunity moving from meeting brief to proposal. The buyer's stated priority carries through every stage.
One opportunity, call to proposal
Fictional exampleStep 5 · Proposal framing
A shared post-call workflow that captures commitments, tied directly to the buyer's stated priority.
Qualification finds what's still unknown. Challenger support shapes the next conversation. The CRM holds the context. The proposal connects it all to the recommended scope. See the workflows →
More workflows
When you're ready for more.
Start with one pilot. These supporting workflows are there when your team needs them, not bundled into every engagement.
Follow-up drafts and the daily open-loop briefKeep the conversation moving without keeping every detail in your head.+
The problem
Conversations and promises scatter across email, meetings and messages. Someone has to remember who owes what.
What we build
Review recent conversations and commitments, produce a short daily brief of priority actions, and draft follow-ups in the rep's or founder's voice.
What you get
A prioritized action brief and messages ready for review, with source context and ownership.
Example
Two follow-ups need your review; one prospect is waiting for a resource you promised; one opportunity has no confirmed next meeting.
Account research and relevant outreachGive your team a real reason to reach out.+
The problem
Research and personalization take time, while generic messages fail to explain why a conversation makes sense.
What we build
Use your ICP and verified account signals to prepare a short research brief and a relevant first-message draft.
What you get
A source-backed reason to reach out and a message the salesperson can review.
Example
“I saw you're expanding the sales team. How are you keeping follow-up consistent as more reps get involved?” Used only when the hiring signal is verified.
Sales conversations to content and newslettersYour customers already gave you your next five posts.+
The problem
Teams struggle to find content ideas even though buyers ask useful questions every week.
What we build
Use approved customer questions, call insights or a recorded expert Q&A to find recurring topics, then draft posts, newsletter sections and lead magnet ideas in your voice.
What you get
A small content bank grounded in real questions, with drafts and clear editorial next steps.
Example
Record answers to five frequently asked questions, let the meeting recorder capture them, then turn each answer into a post draft you review in your voice.
Opportunity review and manager coaching briefSpend deal reviews deciding what to do next.+
The problem
Managers spend deal reviews reconstructing the facts instead of helping reps decide what to do next.
What we build
Bring together CRM information, recent conversations, qualification gaps and commitments; identify unresolved questions and suggest coaching topics.
What you get
A short opportunity review with source-backed gaps, ownership and suggested next actions.
Example
A proposal has been discussed, but decision criteria and approval steps remain unconfirmed. Coach the rep on clarifying those before committing to a close date.
Decision support, not an automated forecast or guaranteed prediction.
Sales-to-delivery handoffKeep the customer's priorities intact after the sale.+
The problem
After the sale, delivery teams have to rediscover the buyer's goals and what was agreed.
What we build
Use the approved proposal, signed scope and relevant sales conversations to prepare a delivery brief: goals, success measures, commitments, stakeholders and open questions.
What you get
A reviewable handoff brief tied to the agreed scope.
Example
The customer prioritizes consistent follow-up and a clear manager view. Signed scope includes meeting briefs and post-call CRM drafts. Ideas outside the signed scope are flagged separately.
Implementation
Built around your process, your team, and your tools.
We map the sales work you want to improve, connect the information the workflow needs, and build a defined pilot. Your team tests it on real situations, reviews the output, and measures the change before expanding it.
Discover the gap
Map your current sales process and find the most expensive or repetitive gap.
Build the workflow
Build an approved AI brain from your business information, then configure a defined set of workflows on your supported tools.
Test with the team
Your team tests outputs on real sales situations and reviews them. Reusable instructions and practice included.
Refine and expand
Measure the agreed outcomes, refine, and expand to the next workflow.
What exactly is being delivered
Every workflow is one of three things, and your proposal says which.
Reusable prompt
Connected workflow
Automation
Specific integrations and approval settings are defined for each engagement. We verify a tool connection before listing it as supported.
Founder example
We run it on ourselves first.
Tiffany teaches follow-up for a living, and still had follow-ups slip: too many open conversations to hold in her head. Now a short daily brief shows what needs attention, and follow-ups are drafted for her to review.
Daily open-loop brief
Example · redacted- Two follow-ups need your review
- One prospect is waiting for a resource you promised
- One opportunity has no confirmed next meeting
Tiffany reviews every draft before anything is sent. Founder example, kept separate from client results.
How we measure it
Agreed baselines, not promised percentages.
Meeting preparation time
Productivity improvement against a baseline.
Time from call to follow-up
Faster execution after a sales conversation.
Completeness of CRM records
Whether useful information survives the call.
Proposal preparation time
Less repetitive work.
Outstanding commitments completed
More consistent follow-through.
Close rates and sales-cycle length become useful once there's a reliable baseline and enough data. We won't promise an improvement before it's supported.
FAQ
Fair questions.
Can you work with our existing CRM and meeting tool?+
We assess your current tools and available access before defining the scope.
Does AI send messages or change records automatically?+
Review settings and permitted actions are agreed for each workflow. We always distinguish a draft from an action applied to a system.
Can we use our existing sales methodology?+
Yes. We configure workflow support around your team's chosen qualification and conversation approach, including MEDDPICC, MEDDIC, BANT and Challenger principles where relevant.
Do we need all of these workflows?+
No. Start with the most useful pilot and expand based on your team's needs and results.
How will we know it's working?+
We agree on a baseline and success measures up front, such as preparation time, follow-up speed, CRM completeness and proposal preparation time.
Start with one workflow.
Book a strategy call. Tell us where your sales process feels slow, repetitive, or easy to lose track of, and we'll find the best pilot.