Three modules. One connected loop.
Playbook sets the rules. Field Notes feeds it deal reality. Coach closes the gap between the two. Each module works on its own — together they make the methodology a system your team actually uses.
Playbook
You define how your team qualifies deals.
Answer a guided questionnaire about your product, buyers, and deal structure. The AI drafts your initial Playbook — MEDDIC, SPICED, or fully custom. You refine and activate it. From that point on, it is the operating layer that everything else runs on.
- Any framework or fully custom criteria
- AI-assisted first draft — live in under an hour
- Versioned — roll back any change at any time
Field Notes
Reps capture calls — the methodology structures them.
Step out of a meeting and record a 60-second voice memo, or paste rough notes. Field Notes maps what was said to your Playbook criteria — which signals were confirmed, which are missing, what the next step should be. You review and approve before anything touches Salesforce.
- Voice or text — both processed the same way
- Gaps flagged in real time against your Playbook
- One click to approve and sync to Salesforce
Coach
The system connects the dots.
Coach reads your actual deal data — your Playbook, your stage, your Field Notes. It surfaces what is missing and what to do next, specific to that deal, not a generic prompt. For managers it provides the same view across the whole pipeline so 1-on-1s start from shared facts.
- Deal-specific guidance, not generic advice
- Qualification gaps flagged before your manager sees them
- Manager view across all deals — less archaeology, more coaching
See it live in your CRM.
Connect your CRM, configure your Playbook, and have Field Notes capturing your first deal in under a day.