Quick start guide

Ready to Launch?

Three steps from signup to a live deal board with an AI-built action plan. No implementation project. No onboarding call required.

01

Create your account

Sign up and start your free trial. Your organisation gets its own workspace, scoped templates, and subdomain from day one.

02

Drop in a transcript or notes

Paste a meeting transcript or rough notes. The AI pipeline builds your mutual action plan, surfaces risks, and drafts buyer-ready summaries, no manual entry.

03

Send your buyer the room

Review the generated deal board and MAP, then share one link. Your buyer gets a professional deal board. You get engagement data the moment they open it.

What to expect in your first week

Day 1: First deal board live

Import a transcript from an active deal and review the AI-generated MAP. Send the deal board link to your champion.

Day 3: Engagement signals arriving

See who's visited the room, which assets they opened, and whether new stakeholders have appeared.

Day 7: Health score in play

Your deals have a 0–100 vitality read. You know which opportunities need attention and which are on track.

Built for modern sales teams

Individual AEs, small teams, and larger orgs all get the same core experience, scoped to their workspace, with plan limits that scale as they grow.

Enterprise-grade security included