Win more clients with better conversations
Consulting, accounting, and agency sales happen on video calls. Your partners are experts at delivery but most struggle with business development. Give them the coaching they need.
The professional services BD problem
Your partners are brilliant at what they do. But many hate selling. Training them to develop business is essential for growth.
Of professional services proposals are lost to competitors. Without reviewing what happened in the pitch, firms can't improve.
Average cost to pursue a major proposal. Discovery meetings, solution design, presentations. A lost deal is expensive.
Time for senior managers to develop BD skills. Most firms don't have a structured programme. Skills transfer too slowly.
Partners pitch capabilities, not solutions
The most common mistake in professional services sales: jumping to "here's what we do" before understanding the client's problem. Discovery is where deals are won or lost. Yet most partners rush through it to get to their credentials deck.
Review every client meeting with AI
Upload Zoom and Teams recordings. Get detailed analysis on discovery quality, presentation skills, and next steps.
Did they understand the problem?
Great consultants solve problems clients didn't know they had. But that requires deep discovery. Our AI analyses whether your team understood the real issues before proposing solutions.
- Question quality assessment
- Talk-to-listen ratio
- Pain point identification
- Budget and timeline exploration
Review how you present solutions
The pitch meeting went well, but you lost to a competitor. What happened? Upload proposal presentations and get objective analysis on positioning, handling concerns, and closing.
- Value proposition clarity
- Objection handling
- Competitive differentiation
- Commercial conversation
Develop BD skills at every level
From senior managers learning to pitch to partners refining their approach. Structured coaching for every stage.
Client meeting review
Upload discovery calls, pitch meetings, and proposal presentations. Get AI scoring and coaching on every interaction.
Custom scorecards
Build scorecards that match your firm's sales methodology. Score discovery, solution fit, pricing conversations, and proposal handling.
Team analytics
Track improvement across your team. Identify coaching opportunities and best practices to share across the firm.
Built for professional services leaders
Improve win rates
Teams that review their client meetings improve faster. Turn every pitch into a learning opportunity.
Accelerate development
Senior managers learn BD skills in months, not years. Structured feedback speeds up the learning curve.
Scale best practices
Your best partners have approaches that work. Identify what they do differently and train the rest of the team.
Objective coaching data
Replace gut-feel feedback with data. AI scoring gives partners specific, actionable insights on improvement areas.
API integration
Connect to your CRM or video platform. Automate call uploads and sync performance data across systems.
Client confidentiality
Your client conversations stay private. Enterprise-grade security and data handling for sensitive discussions.
Ready to improve your firm's win rate?
Turn every client meeting into a coaching opportunity.
Try Free DemoNo credit card required. Upload your first call in minutes.