WE HANDLE
THE HARD STUFF
YOU FOCUS ON THE CLIENT
Pre-call briefs, real-time battle cards, meeting capture, and follow-up automation. Your portable vault that follows you from job to job.
YOUR DAILY WORKFLOW
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01
Pre-Brief
Company insights, contact details, competitive intel before every meeting.
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02
Capture
Transcripts, notes, action items. Real-time battle cards while you talk.
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03
Follow-Up
Draft emails, log outcomes. CRM sync happens automatically.
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04
Vault Write
Meeting data, contact intel, win patterns written to your portable vault.
WHAT IT DOES
Pre-Call Briefs
Meeting history, company insights, contact intel, recommended talking points. Delivered 2 hours before every call.
Real-Time Battle Cards
Competitive intelligence, objection handlers, proof points. Triggered during meetings when you need them.
Meeting Capture
Automatic transcripts, notes, action items. Written to your vault and synced to CRM.
Follow-Up Automation
Draft emails referencing specific discussion points. CRM logging handled automatically.
Territory Intelligence
Competitive maps, opportunity rankings, local market knowledge. Updated in real-time.
Voice-First
CarPlay and Android Auto integrations. Get briefed while driving, ask questions hands-free.
Contact Enrichment
Relationship history, preferences, decision timelines. Pulled automatically into your vault.
Case Study Engine
Auto-generated case studies based on CRM data. Inserted into proposals with one click.
CRM Sync
Bidirectional sync with Salesforce and HubSpot. 92% reduction in manual data entry.
IT FOLLOWS YOU
Your vault is encrypted and portable. When you change jobs, it comes with you. You only build this once. Then it compounds.
Meeting memories, enriched contacts, territory intel, win patterns. Every interaction makes you sharper. Meeting 50 is easier than meeting 1.
VAULT CONTENTS
- Meeting Memories 347
- Enriched Contacts 892
- Territory Intel Reports 24
- Win Patterns 56
- Battle Card Collections 18
- Objection Libraries 31
CHOOSE YOUR TIER
- Pre-call briefs
- Meeting capture
- Follow-up drafts
- Private vault access
- CRM sync
- Everything in Basic
- Real-time battle cards
- Territory intelligence
- Voice-first (CarPlay/Auto)
- Case study engine
- Unlimited enrichment
- Pre-call brief ($15)
- Territory report ($25)
- Contact enrichment ($10)
- Battle card ($5)
- Credits accumulate
- Free month at $75 spent