Demo
Walk through a Microsoft (vendor) → Walmart (customer) briefing end-to-end
The car-ride read
A single-page tactical prep doc with seven fixed sections: Why They Buy From Us, 3 Things to Say, 2 Things to Avoid, Competitive Threat, The Ask, Key People, Ice-Breaker.
The one-page cheat sheet
A structured single-page data card: key company facts, stakeholder map with roles, and MEDDPICC-style scoring. Everything a teammate needs to get up to speed in 60 seconds.
Where you fit in their world
Full vendor↔customer alignment analysis — vendor intel, customer intel, synthesis, and sourced references. This is the long-form thinking that seeds every other doc.
Motion, timing, and where the money is
Deal-oriented perspective on the account — deal motion, timing signals, competitive posture, MEDDPICC scoring, and next-step recommendations for moving forward.
Talk-tracks, battlecards, sample emails
5 or 10 fully-scripted use cases, each with a value hypothesis, discovery questions, competitive battlecards, and a sample outreach email you can send today.
On-demand condensed versions when you don't have time for the full read.
Strategic Alignment, condensed
AI-condensed version of the Strategic Alignment doc — the same insight in ~3 minutes of reading instead of 20.
0.1 credits (first generation only — re-downloads are free)
Opportunity Analysis, condensed
AI-condensed opportunity analysis — signals + MEDDPICC scoring in 3 min.
0.1 credits (first generation only)
Playbook, condensed
AI-condensed playbook — the highest-impact use cases distilled.
0.1 credits (first generation only)
RFP responses, condensed
AI-condensed RFP responses — a sanity-check pass before submission.
0.1 credits (first generation only)
Generated only when you opt in during briefing creation.
Arm your internal champion
A short doc your champion uses to sell you inside their own org — anti-objection lines, ROI framing, answers to "why not incumbent" and "why now". Designed to be forwarded TO your champion, not read BY you.
0.1 credits (first generation only — re-downloads are free)
Multi-rival evaluation prep
Consolidated competitor spotlights for every competitor in the deal — one book with a chapter per rival. Generated when your briefing included 2 or more competitors.
Structured meeting bookends
A two-part template: pre-meeting checklist (what to bring, who to greet, what to open with) plus a post-meeting recap template (attendees, decisions, next steps, CRM fields to update).
Flashcard-format rebuttal deck
The objections from your Playbook, reformatted as flashcards — one objection + reframe + response + follow-up question per card. Print, cut, keep in your bag.
0.1 credits (first generation only — re-downloads are free)
Every competitor, side by side
Merged side-by-side table of every competitor on this briefing — where they win, how we beat them, one landmine question each. Sourced from the Playbook battlecards + any Competitor Spotlights. Ranked by threat (biggest first).
Free — derived from existing content
Head-to-head vs a single rival
Multi-page deep analysis of one specific competitor — their product, positioning, weaknesses, and how to attack. Only generated when you selected competitors during briefing creation.
Draft answers with citations
Full response document for an RFP you uploaded — every question answered with drafted copy and sourced citations back to your Strategic Alignment intel.
One-click download of everything above.
Every PDF above, zipped
Every PDF the briefing has generated, bundled in a single ZIP for offline archiving or forwarding.
Every DOCX above, zipped
Same as the PDF bundle but in Word format for teams that edit before forwarding.
Essential cookies keep you signed in and the app working. With your permission we'd also like to use analytics cookies to learn what's helpful and what isn't. We never sell your data. See our Privacy Policy for details.