CHAT

CHAT

CHAT

ARTIFACTS

ARTIFACTS

ARTIFACTS

BOARDS

BOARDS

BOARDS

LOGIC

LOGIC

LOGIC

Chat

Chat

Chat

Chat

Everything you need to know — just ask

Instantly answer any question, from account research to QBRs, for any account and stakeholder
No more digging around dozens of tools

What

⌘

K

What’s the current stage of the deal and what’s blocking it from moving forward?
What’s the current stage of the deal and what’s blocking it from moving forward?
What metrics does the Economic Buyer care most about?
What metrics does the Economic Buyer care most about?
What’s the Champion saying internally and how aligned are they with our value prop?
What’s the Champion saying internally and how aligned are they with our value prop?
What decision criteria is the buying team using to evaluate vendors?
What decision criteria is the buying team using to evaluate vendors?
What’s the timeline to close and what key events drive that schedule?
What’s the timeline to close and what key events drive that schedule?
What competitive threats are in play and how are we positioned against them?
What competitive threats are in play and how are we positioned against them?

What

⌘

K

What’s the current stage of the deal and what’s blocking it from moving forward?
What metrics does the Economic Buyer care most about?
What’s the Champion saying internally and how aligned are they with our value prop?
What decision criteria is the buying team using to evaluate vendors?
What’s the timeline to close and what key events drive that schedule?
What competitive threats are in play and how are we positioned against them?

What

⌘

K

What’s the current stage of the deal and what’s blocking it from moving forward?
What metrics does the Economic Buyer care most about?
What’s the Champion saying internally and how aligned are they with our value prop?
What decision criteria is the buying team using to evaluate vendors?
What’s the timeline to close and what key events drive that schedule?
What competitive threats are in play and how are we positioned against them?

CHAT

CHAT

CHAT

ARTIFACTS

ARTIFACTS

ARTIFACTS

BOARDS

BOARDS

BOARDS

LOGIC

LOGIC

LOGIC

Artifacts

Artifacts

Artifacts

Artifacts

Every account has a plan of attack

AI-generated stakeholder maps, account plans, deal reviews, executive briefs, and more
No more writing and updating docs

Deal Review

Stakeholder Map

Executive Brief

Account Plan

Alex • Updated Jun 10, 2025, 9:05 PM

Category
Category
Details
Details

Key contacts

Key contacts

  • Mark Daniels – VP GTM Execution (Champion)

  • Chris Young – Dir. GTM Enablement (Power-user / Influencer)

  • Kevin Lin – GTM Systems & Process

Relationship strength

Relationship strength

  • High: Mark (79 touches, multi-threaded), Chris (37), Kevin (13)

  • Medium: Leo, Andrea Wells, Casey Vaughn (feedback loops)

  • Emerging: Thomas Briggs, Nathan Crowley (legal), Mitchell Knox (CRO)

  • High: Mark (79 touches, multi-threaded), Chris (37), Kevin (13)

  • Medium: Leo, Andrea Wells, Casey Vaughn (feedback loops)

  • Emerging: Thomas Briggs, Nathan Crowley (legal), Mitchell Knox (CRO)

Opportunity

Opportunity

New (14): Pilot kicked off after roadmap call

New (14): Pilot kicked off after roadmap call

Deal Review

Stakeholder Map

Executive Brief

Account Plan

Alex • Updated Jun 10, 2025, 9:05 PM

Category
Details

Key contacts

  • Mark Daniels – VP GTM Execution (Champion)

  • Chris Young – Dir. GTM Enablement (Power-user / Influencer)

  • Kevin Lin – GTM Systems & Process

Relationship strength

  • High: Mark (79 touches, multi-threaded), Chris (37), Kevin (13)

  • Medium: Leo, Andrea Wells, Casey Vaughn (feedback loops)

  • Emerging: Thomas Briggs, Nathan Crowley (legal), Mitchell Knox (CRO)

Opportunity

New (14): Pilot kicked off after roadmap call

Deal Review

Stakeholder Map

Executive Brief

Account Plan

Alex • Updated Jun 10

Category
Details

Key contacts

  • Mark Daniels – VP GTM Execution (Champion)

  • Chris Young – Dir. GTM Enablement (Power-user / Influencer)

  • Kevin Lin – GTM Systems & Process

Relationship strength

  • High: Mark (79 touches, multi-threaded), Chris (37), Kevin (13)

  • Medium: Leo, Andrea Wells, Casey Vaughn (feedback loops)

  • Emerging: Thomas Briggs, Nathan Crowley (legal), Mitchell Knox (CRO)

Opportunity

New (14): Pilot kicked off after roadmap call

CHAT

CHAT

CHAT

CANVAS

CANVAS

CANVAS

BOARDS

BOARDS

BOARDS

LOGIC

LOGIC

LOGIC

Boards

Boards

Boards

Boards

Coming Soon

See what's working, and what's not

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ACCOUNT

RELATIONSHIPS

REL. SCORE

VALUE

ACCOUNT

RELATIONSHIPS

REL. SCORE

VALUE

Scale AI

3 VPs

+18 contacts

82

$50k

Scale AI

3 VPs

+18 contacts

82

$50k

Shell

2 VPs

+15 contacts

72

$75k

Shell

2 VPs

+15 contacts

72

$75k

Retool

2 VPs

+21 contacts

69

$50k

Retool

2 VPs

+21 contacts

69

$50k

Rubrik

1 VP

+9 contacts

66

$30k

Rubrik

1 VP

+9 contacts

66

$30k

Tesla

1 VP

+7 contacts

56

$30k

Tesla

1 VP

+7 contacts

56

$30k

Apple

1 VP

+11 contacts

42

$50k

Apple

1 VP

+11 contacts

42

$50k

ACCOUNT

RELATIONSHIPS

REL. SCORE

VALUE

Scale AI

3 VPs

+18 contacts

82

$50k

Shell

2 VPs

+15 contacts

72

$75k

Retool

2 VPs

+21 contacts

69

$50k

Rubrik

1 VP

+9 contacts

66

$30k

Tesla

1 VP

+7 contacts

56

$30k

Apple

1 VP

+11 contacts

42

$50k

ACCOUNT

RELATIONSHIPS

REL. SCORE

VALUE

Scale AI

3 VPs

+18 contacts

82

$50k

Shell

2 VPs

+15 contacts

72

$75k

Retool

2 VPs

+21 contacts

69

$50k

Rubrik

1 VP

+9 contacts

66

$30k

Tesla

1 VP

+7 contacts

56

$30k

Apple

1 VP

+11 contacts

42

$50k

CHAT

CHAT

CHAT

CANVAS

CANVAS

CANVAS

BOARDS

BOARDS

BOARDS

RULES

RULES

RULES

Rules

Rules

Rules

Rules

Answers that follow your playbook

Encode your sales methodologies and frameworks (MEDDPICC, account planning, ICP, personas, etc.) as rules
No more generic AI answers

Input your sales strategy and knowledge

+ Add Rule

Key Titles

Edit

Chief Executive Officer, CEO, Chief Revenue Officer, CRO, VP of Sales, SVP of Sales, Director of Sales, Sr. Director of Sales, Head of Sales, VP of Account Management, Head of Sales Operations, Head of Revenue Operations, VP of Sales Operations,

Key Titles

Edit

Chief Executive Officer, CEO, Chief Revenue Officer, CRO, VP of Sales, SVP of Sales, Director of Sales, Sr. Director of Sales, Head of Sales, VP of Account Management, Head of Sales Operations, Head of Revenue Operations, VP of Sales Operations,

Value Propositions

Edit

The value proposition and value drivers of the VENDOR. Core value proposition - We believe knowledge is the biggest lever for revenue teams in the AI era (tasks will be automated), so we built a platform that answers any question about an account/deal/stakeholder 10x better than anything on the market today. –

Value Propositions

Edit

The value proposition and value drivers of the VENDOR. Core value proposition - We believe knowledge is the biggest lever for revenue teams in the AI era (tasks will be automated), so we built a platform that answers any question about an account/deal/stakeholder 10x better than anything on the market today. –

MEDDPICC instructions

Edit

Description: hese instructions provide additional guidance for effectively utilizing and documenting each component of the MEDDPICC framework.

MEDDPICC instructions

Edit

Description: hese instructions provide additional guidance for effectively utilizing and documenting each component of the MEDDPICC framework.

Input your sales strategy and knowledge

+ Add Rule

Key Titles

Edit

Chief Executive Officer, CEO, Chief Revenue Officer, CRO, VP of Sales, SVP of Sales, Director of Sales, Sr. Director of Sales, Head of Sales, VP of Account Management, Head of Sales Operations, Head of Revenue Operations, VP of Sales Operations,

Value Propositions

Edit

The value proposition and value drivers of the VENDOR. Core value proposition - We believe knowledge is the biggest lever for revenue teams in the AI era (tasks will be automated), so we built a platform that answers any question about an account/deal/stakeholder 10x better than anything on the market today. –

MEDDPICC instructions

Edit

Description: hese instructions provide additional guidance for effectively utilizing and documenting each component of the MEDDPICC framework.

Input your sales strategy and knowledge

+ Add Rule

Key Titles

Edit

Chief Executive Officer, CEO, Chief Revenue Officer, CRO, VP of Sales, SVP of Sales, Director of Sales, Sr. Director of Sales, Head of Sales, VP of Account Management, Head of Sales Operations, Head of Revenue Operations, VP of Sales Operations,

Value Propositions

Edit

The value proposition and value drivers of the VENDOR. Core value proposition - We believe knowledge is the biggest lever for revenue teams in the AI era (tasks will be automated), so we built a platform that answers any question about an account/deal/stakeholder 10x better than anything on the market today. –

MEDDPICC instructions

Edit

Description: hese instructions provide additional guidance for effectively utilizing and documenting each component of the MEDDPICC framework.