Sales
On demand
Discovery Gap Coach Agent
Find the questions still open.
Review sales call notes and suggest the most useful questions for your next conversation.
Review these discovery notes and suggest the questions we still need to ask.
- Read the request and supporting information
What it does
Prepare a better set of questions for the next call.
Review sales call notes and suggest the most useful questions for your next conversation. Built for account executives and sales coaches.
Organise discovery evidence
Provide discovery notes and the questions your team normally needs to answer. Earlier calls and similar discovery examples can help choose better next questions.
Identify decision gaps
Separate what you have learned from what is still unclear about needs, timing and decision makers.
Prepare focused questions
Get a short gap summary and a prioritised list of next-call questions.
How it works
Review sales call notes and suggest the most useful questions for your next conversation. Built for account executives and sales coaches.
- Approved documents and context
- Do not convert process volume into cost without buyer-confirmed time and cost inputs. Prioritize a short question plan that resolves scope and decision uncertainty. Links to the original information and the date it was checked Optional: earlier call excerpts and buyer-shared process documents, to distinguish unanswered questions from details already established. Optional: reviewed discovery examples for similar projects, to identify assumptions that commonly cause scope problems.
- See where discovery is incomplete
- Review what is known about the customer's needs, timing and buying process before planning the next conversation.
- Ask the most useful questions next
- Take a short, prioritised question list into the call to address the important missing details.
- Google Drive · Read attributed discovery notes (read)
- Use actual buyer statements.
- Salesforce · Read opportunity context (read)
- Compare discovery with existing record.
- Notion · Read approved discovery rubric (read)
- Apply known dimensions without invented scoring.
- Human review and permissions
- Account executives and sales coaches review the discovery summary and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Google Drive, Salesforce, Notion.
02Check what matters
Separate what you have learned from what is still unclear about needs, timing and decision makers.
03Prepare the result
What you know about the customer's needs, timing and buying process. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Account executives and sales coaches review the discovery summary and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
Documents
Google Drive
Microsoft OneDrive
CRM
Salesforce
HubSpot
Knowledge
Notion
Confluence
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Use the next sales call to resolve the gaps that matter to the deal, rather than repeating what you already know.
- See where discovery is incomplete
- Review what is known about the customer's needs, timing and buying process before planning the next conversation.
- Ask the most useful questions next
- Take a short, prioritised question list into the call to address the important missing details.
More for sales teams
Meeting Prep & Follow-up
Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates.
Account Research
Turn company information and sales notes into a short brief before contacting an account.
Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.