“We tried something like this a couple of years ago and honestly it was a bit of a mess.”
Listen for the phrase carrying the history.
The moments that decide a deal move fast.
What the buyer said“We tried something like this a couple of years ago and honestly it was a bit of a mess.”
What the rep is carrying
- Listen carefully
- Recognize what is loaded
- Choose the next useful move
- Capture what changes the deal
Win the moment.
That earlier discovery detail explains why the buyer is wary now.
Ask whether naming the security owner before a pilot would prevent the same handoff.
The buyer agrees to review a pilot scope on Friday and confirm who will own security.
Illustrative Northwind scenario based on approved product examples. Not real customer data.
Stay focused on winning. Leave with less to carry.
Live guidance helps you win the call. Memory and automation help you win everything that follows.
Remember what moves the deal.
- Committed next step
- Review the pilot scope on Friday.
- Owner to confirm
- Buyer will name who owns security.
- Decision condition
- The pilot must avoid the previous ownership gap.
The work around it is already moving.
- Follow-upPilot scope for Friday reviewprepared
- OpportunityPilot proposed; security owner pendingreviewed
- Next stepFriday pilot-scope reviewcommitted
Illustrative Northwind scenario based on approved product examples. Not real customer data.
The call writes itself outward.
- Zoom, Meet or TeamsConversation stays on the call you already use
- SalesVikingGuidance, memory and approved actions
- HubSpotSupported CRM destination
- SalesforceSupported CRM destination
A Wingman that grows with how you sell.
Free keeps every conversation as private memory on your Mac. Pro is live help before, during, and after the call. Team is one sales philosophy - adapted to how each person sells.
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Private memory for every conversation. Yours alone.
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- Summaries, action items and open loops
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Live Wingman before, during, and after the call.
- Everything in Free
- Live guidance while you are still on the call
- Judgment - help now, prepare, or stay quiet
- Pre-call research on the company and the person
- Ask it anything mid-call without breaking the flow
- CRM sync with your permission
Team
$39
billed annually · per seat
One sales philosophy, adapted to how each person sells.
- Everything in Pro
- Shared playbooks and objection library
- Admin & SSO
- Onboarding manager
- Priority support
Questions before you download.
Better prepared. Fully present. Ready for what comes next.
Leave the call with the buyer understood, the next move clear, and the work already moving.
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