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Case Study

We built an AI sales companion that finds relevant company experience while a prospect is still asking, then keeps track of every follow-up and internal dependency once the meeting ends.

Built for sales teams who need the right proof in the room and a reliable way to act on what was promised after it.

Sales and business development. Client and project names are kept confidential.

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Industry
Sales and business development
Project type
Real-time AI sales companion and knowledge assistant
Services
AI Assistants and Chatbots, AI Solutions and Automation, CRM and Internal Tools
Used by
Salesperson before the meeting, Salesperson during the meeting, Salesperson after the meeting
Technology
Kept private at the client's request
Overview

More than notes: an AI sales companion for the whole cycle.

From memory and notes to one sales companion

Meeting conversationCompany projects and capabilitiesFollow-ups and next steps
AI sales companion

Plenty of tools write up a meeting after it ends. That helps, but it does little for the salesperson at the moment a prospect asks whether the company has done something similar before.

We built an AI sales companion that works across the sales cycle. During the meeting it understands customer questions and pulls relevant projects, case studies and capabilities from the company knowledge base. Afterwards it remembers next steps, follow-ups and the internal people who need to be involved.

The problem

Good answers and follow-ups depended on memory.

When a prospect asked a specific question, the salesperson had to recall the right project or capability on the spot. Often the best example existed but was not front of mind, so the reply stayed generic.

After the meeting, commitments lived in notes and in people's heads. Requested information, follow-up dates and the teammates who needed to help could slip between one call and the next.

Prospect questions answered from memory

Relevant projects hard to find mid-call

Notes taken while trying to listen

Follow-ups easy to miss

Internal dependencies not tracked

Client information requests forgotten

What needed to change

What needed to change

The companion had to be useful while the conversation was happening, not only after it. Then it had to turn the meeting into clear actions.

Questions we worked through

  • How quickly must relevant company experience appear to be useful in a live conversation?
  • Would suggested questions or objection-handling prompts help the salesperson, or distract them?
  • Should follow-up emails be drafted automatically after each meeting?
  • How might the companion connect with a CRM and its opportunity stages?
  • What would a manager need to see about follow-up status across the team?
The solution

Real-time sales intelligence plus follow-up execution

We connected meeting understanding to a company knowledge base. As customer questions and topics are detected, the companion retrieves relevant projects, case studies and capabilities and turns them into talking points. Once the meeting ends, it identifies next steps and keeps the salesperson on track.

Meeting understanding Question and topic detection Company knowledge base Talking points and recommendations Next steps and reminders Prepared, followed-up opportunities
1

Meeting understanding

Captures meeting notes and recognises customer questions, topics and requirements.

2

Knowledge retrieval

Finds relevant company information, projects and case studies based on the conversation.

3

Talking points

Turns retrieved experience into specific points the salesperson can raise.

4

Next steps

Identifies commitments, follow-ups and information the client asked for.

5

Dependency tracking

Records which teammates are needed and prompts the salesperson to contact them.

6

Customer and opportunity context

Keeps account, opportunity and sales activity context together.

How the workflow works

How the AI sales companion works

The companion follows the salesperson from preparation to follow-up, and does its most useful work in the live moment.

  1. 01

    Prepare

    The salesperson reviews customer context and relevant company proof before the meeting.

  2. 02

    Listen

    During the meeting the companion follows the conversation and takes notes.

  3. 03

    Detect

    Customer questions, topics and requirements are picked out as they come up.

  4. 04

    Retrieve

    Relevant projects, case studies and capabilities are found in the knowledge base.

  5. 05

    Suggest

    Talking points appear so the salesperson can answer with real examples.

  6. 06

    Follow up

    After the meeting, next steps and follow-up reminders are set out.

  7. 07

    Coordinate

    The companion reminds the salesperson about internal dependencies and teammates to contact.

Across the sales cycle

Before, during and after every meeting.

The companion is not a note taker. It brings the right company knowledge into the conversation and keeps the follow-up moving afterwards.

Before

Get prepared

Review the account and the relevant projects and capabilities before the conversation starts.

During

Answer with substance

As the prospect asks questions, the companion finds relevant company experience and surfaces talking points in real time.

After

Follow through

It captures next steps, follow-ups, the information the client needs and the teammates to involve.

Who uses it

Who uses it

The companion is built around the salesperson, at each stage of their work with a prospect.

Salesperson before the meeting

Reviews account and project context along with relevant company proof.

Salesperson during the meeting

Gets relevant projects and talking points as the prospect asks questions.

Salesperson after the meeting

Receives next steps, follow-up reminders and prompts to involve teammates.

Key features

Key features

Real-time meeting understanding

Follows the conversation and keeps meeting notes.

Question and topic detection

Recognises what the prospect is asking about as it happens.

Customer requirement extraction

Pulls stated needs out of the conversation.

Company knowledge base

Holds company information, projects and capabilities to draw on.

Project and case study recommendations

Surfaces relevant past work to match the prospect's question.

Suggested talking points

Gives useful points to discuss instead of generic answers.

Next steps and follow-up reminders

Remembers commitments and reminds the salesperson when to act.

Internal dependency tracking

Notes which teammates are needed and prompts contact with them.

Business value

Business value

Sales conversations become more specific, and what is promised in them is far less likely to be lost.

Before

  • Answers relied on recall
  • Generic replies to specific questions
  • Notes taken by hand
  • Follow-ups tracked in heads
  • Teammates involved late

After

  • Relevant experience found in the moment
  • Talking points backed by real projects
  • Notes and requirements captured
  • Next steps and reminders set out
  • Internal dependencies flagged early
The outcome

The outcome

Salespeople go into meetings better prepared, answer questions with relevant company experience, and leave with a clear list of what to do next.

  • Prospect questions are met with relevant projects and capabilities.
  • Salespeople can focus on the conversation rather than on note taking.
  • Customer requirements are captured while they are being discussed.
  • Follow-ups and client information requests are remembered.
  • Teammates are brought in when the opportunity needs them.