What we build

Starting blocks, tailored to you

Features we’ve already built, tailored to your business. Foundations underneath, so answers come from your knowledge and business information. And custom builds on Claude’s technology platform, shaped to solve your problems and accelerate your business.

01Ramp up
OnboardingProduct supportRegulations
02Before the call
Pre-call prepCRM recordsSupport history
03In the conversation
ObjectionsBattlecardsPricing
04After the call
Meeting summaryFollow-up emailsRFP responses

Sales AI Assistant

Answers, briefs and drafts for the people who sell

Board reportContentsSummaryObjectivesCEOFinance
Board report · Finance
SmartConnect board reportSeptember 2026Revenue● OnOperating expenses▬ NearEBITDA▼ BelowCash in bank▲ Above

Board reports

Concise board papers that start better conversations

Your AI Hub
every Monday
Events calendar
November 2026MeetupTillwiseOwnersBookingsLicenseesFood & WBaristasSummerGuildTastingWebinarTrade day
12 events in November3 new this week

Events calendar

Know which events are worth the trip

AgreementsTrial sign-ups
Your AI Hub
New partner pipelineAutomaticDiscoveryInvite sentSignedPilotClosed won
Whitmore LLPWaiting: agreement
Ashford & Cosigned, pilot trialling
Pennington & Cosigned, pilot trialling
Hartley Advisory2 of 2 pilots paying

CRM automation

Every deal kept up to date, without the checking

maps · Wellington
WELLINGTON
Prospect list10Harbour Street AccountingRachel Moore, DirectorKelburn Tax CoJames Ngata, PartnerOriental Bay BookkeepingMia Chen, OwnerAro Valley AccountsTom Walsh, DirectorMount Vic CharteredPriya Shah, PartnerKarori CharteredBen Carter, Partner

Lead generation

Who to call next, found in your own data

Sales · year to dateSales YTD
REVENUE$1.84m
PipelinePipeline value
TOTAL$3.2m
PartnersTop partners
PARTNERS308▲ 4 new
NEW CLIENTS126▼ 6% on last qtr
Compass Advisory18Harbour Accounting14Ridgeline Partners11Kauri & Co9◷ Quarterly · 1st, 9:00am

Reports engine

The numbers people ask for, before they ask

hub.yourcompany.com/reports/pre-call
Partner pre-call prepAscend Advisory Group● Active partner
TIER◆ SILVER
CLIENTS41
NET GROWTH+9
MOMENTUMAccel.
Talking points
People
Client movement
1Partner at a glance
1
2Talking points
2
3Who runs the book
3

Partner management

A pre-call brief for every partner

Online training

Courses built from your own playbook

Custom builds

Drawn up before it’s built

Tell us the job, and we draw it out with you, part by part, with a number of days on each. You know the price before we start, and where one of our modules fits, the days come down.

  • Automate a manual process, or accelerate growth. A quoting tool, the hand-offs between systems, a prospecting tool, a renewal finder: yours is whatever Discovery finds.
  • A fixed fee from the estimate. Or capped time and materials where the work is uncertain, like data and process redesign.
  • Tested and tuned. Every build ships with tests and a release, then 30 days of tuning.

Next step

Find what’s costing you, and fix it

Start with a conversation about your pain points and manual processes. We’ll help you automate them with AI.