Step 1
Meeting Prep & Research
A briefing lands 30 minutes before every call. Attendee bios, company news, recent funding, prior touches.
Step 2
Discovery & Note Capture
Granola or Gong records and transcribes. Notes, stage and next step write back to HubSpot or Attio in real time.
Step 3
Stakeholder Map
Call mentions, emails and CRM signals build the org chart. Champion, blocker, influencer all mapped.
Step 4
Mutual Action Plan
A co-built timeline lands in the buyer's inbox after every meaningful call. Tasks, dates, both sides committed.
Step 5
Battlecards & Objections
Win-loss data feeds a dynamic library. Type the objection, get the three responses that closed similar deals.
Step 6
ROI & Proposal
Discovery inputs become a custom value model and a proposal draft. The math is done before pricing stalls.
Step 7
Contract & Redline
Legal markup compared against your playbook. Responses back in under an hour. Cycle compresses 40 to 60%.
Step 8
Reply & Response Handling
Every reply, every channel, one inbox. Auto-classified, scored 1–10, AI-drafted, rep approves in one click.
Step 9
Post-Meeting Actions
Transcripts produce a task list with assignees and deadlines. Tasks flow to the right person automatically.



































