Use cases
23 jobs across the BPO deal.
Start with yours.
Six stages. Pick a role and the ones you will use first come forward; the rest stay a click away.
23 use cases
Find
Who to go after, and what to open with.
Prospecting from a client you already serve
Name an account you run, and the run goes looking for more of them.
Marketing LeadersSales LeadersVoice-of-customer report
What a prospect's own customers complain about, read from public reviews.
Marketing LeadersSales LeadersIncumbent displacement brief
The same review data, read for what the current vendor fails at.
Sales LeadersMarketing LeadersAI Readiness score
A 0 to 100 maturity read with its trend and the six lenses behind it.
CEOs and FoundersSales Leaders
Price
A price per outcome you can defend, with the margin behind it.
Outcome pricing
One price per resolved outcome, built from three inputs, with the margin behind it.
Finance LeadersSales LeadersCEOs and FoundersROI analysis
In-house against the BPO and the BPO with AI, built from the deal record.
Finance LeadersSales LeadersPilot design
Channel, volume, baseline and exit criteria, proposed from the report.
CS TeamsSales Leaders
Win
The documents procurement asks for, answered from the record.
RFP go or no-go
Fit and win probability scored before anyone answers a question.
Sales LeadersCEOs and FoundersRFP responses
Every question drafted from the record, with the source on each line.
Sales LeadersSecurity questionnaire autofill
The RFP engine pointed at SOC 2, HIPAA and vendor-risk questionnaires, answered from your own files.
Sales LeadersCS TeamsCompetitive battlecards
The competitor on the deal, with SWOT and Five Forces from the record.
Sales LeadersBuying committee and stakeholder map
Who is in, who is missing, and the path to the one who signs.
Sales LeadersCEOs and FoundersDeal rescue in the War Room
The stalled enterprise deal, the evidence, the simulation and the move.
Sales LeadersPersonalized decks and landing pages
Generated per prospect from the record, and tracked as activities.
Marketing LeadersOutreach sequences with Unibox replies
Email and LinkedIn in one sequence, with replies read and drafted for you.
Marketing LeadersSales Leaders
Deliver
Terms into paper, paper into a plan.
SOW generation
Every clause drafted from the call, the note or the proposal that agreed it.
CS TeamsSales LeadersTransition and ramp plan
Milestones, owners and tasks for the first ninety days, from the signed SOW.
CS TeamsExecutive briefs
Accounts, deals and risks in one brief, written from the record.
CEOs and FoundersSales LeadersRevOps
Pilot
Twelve weeks of human plus AI, visible to both sides.
Run
In production, the bot has a scorecard the client can see.
Production bot performance
Containment, resolutions by outcome, escalations and service levels, month after month.
CS TeamsFinance LeadersRevOpsRenewal risk and expansion
Health, service levels against the SOW, QBR history and the expansion signals.
CS TeamsFinance LeadersRevOpsSales LeadersForecast with confidence
Confidence per stage, one board, and the number the whole team stands behind.
Finance LeadersRevOps
Give your team the unfair advantage.
Full deal intelligence from day one. No credit card required.