Documentation
How Cockpit Works
Get the most out of your sales intelligence.
Overview
What is Cockpit?
The cockpit is a sales intelligence system that covers the full call lifecycle: pre-call research, mid-call knowledge, and post-call documentation. It runs on a custom knowledge base built around your product, your competitors, your methodology, and your market. Every output is structured into scannable cards designed for the pressure of a live sales environment.
Who is it for?
B2B sales professionals who run complex sales cycles. SDRs doing precision outbound, full-cycle AEs managing pipeline and closing, and technical sellers navigating deep product conversations.
Why not just use ChatGPT or Claude?
You can get 80% of the way there with good prompts. The problem is rebuilding that 80% every session. You paste your product docs, re-explain your methodology, re-describe your competitors, and hope the model remembers what you told it last week. Cockpit is that 80% already configured, maintained, and structured into scannable cards. Your knowledge base, your playbook, your competitive intel, always loaded and always current.
Knowledge Base
What goes in the knowledge base?
Everything that matters to the sale, structured by how reps actually need it in the moment. Product documentation. Pricing logic and tier breakdowns. Competitive intelligence with positioning against specific rivals. Customer objections and the proven responses to each. Proof points, case studies, and win/loss patterns. Industry context and vertical-specific language. CRM data and buyer personas. The knowledge base is not a document dump. It is curated, organized by sales context, and formatted so every module can pull the right information at the right time.
How is it different from uploading docs to ChatGPT?
When you upload files to a general model, you get keyword matching against unstructured content. Cockpit's knowledge base is purpose-built for sales retrieval. Objection responses are tagged to specific competitors and scenarios. Pricing logic includes conditional rules, not just a rate card. Proof points are mapped to verticals and use cases. The system knows the difference between a technical objection and a budget objection and pulls different context for each. Structure is the difference between a search engine and a trained SE sitting next to you.
How is it built?
We build it with you. During onboarding, we ingest your existing materials: pitch decks, product docs, competitive battlecards, CRM exports, call recordings, and internal wikis. Then we restructure it for sales-context retrieval. Your product spec becomes scannable intelligence organized by objection, competitor, use case, and buyer persona. You review and refine. The knowledge base is yours.
How is it maintained?
The knowledge base is a living system. As your product evolves, pricing changes, or new competitors emerge, the knowledge base gets updated. This is part of the service. You are not maintaining prompts or updating a wiki yourself. New competitive intel, updated pricing, fresh case studies: they go in and every module immediately reflects the change.
Playbook
What is the playbook?
The playbook is the agreed sales motion encoded into the system. It defines how your team qualifies, what discovery looks like, how objections are handled, what follow-up standards are, and what signals indicate a deal is real. It is not a script. It is structured judgment.
How does it shape output?
Every module references the playbook. Pre-call research highlights what matters based on your qualification criteria. Mid-call responses follow your objection handling framework. Post-call summaries flag the signals your pipeline methodology cares about. The playbook is what makes Cockpit yours, not generic.
Pre-Call Intel
Every call deserves an hour of research. You have forty calls and no hours.
What does pre-call cover?
Live web research on the prospect and their company. ICP scoring with fit verdict and red flags. Stakeholder mapping. Company intel with recent news, funding, tech stack, and hiring signals. Discovery question prep matched to your methodology. Personalized outreach drafts for email and LinkedIn.
How long does it take?
The system runs live web research and cross-references against your knowledge base. A full prospect workup takes 60-90 seconds. The output is structured into scannable cards so you can absorb what matters in under a minute.
What sources does it use?
Company websites, LinkedIn, news outlets, job postings, funding databases, technology trackers, and your own CRM data. Every data point includes a source citation so you can verify before the call.
On-Call Knowledge
How does mid-call support work?
During a call, you can query the system for product details, pricing, competitive positioning, objection responses, and technical specifications. Responses come from your knowledge base, not a general model. The interface is designed for speed: scannable cards you can glance at without breaking conversation flow.
What can I ask it?
Anything in your knowledge base. How does our product compare to [competitor]? What is the pricing for [tier]? How do we handle the [specific objection]? What proof points do we have for [use case]? The system knows your product as well as your best SE.
Does it listen to the call?
No. Cockpit is not a call recording or real-time transcription tool. It is a knowledge retrieval system you query when you need it. You stay in control of the conversation. The system is there when you need backup, not watching over your shoulder.
Post-Call Summary
What does post-call generate?
Structured meeting notes, stakeholder mapping, sentiment analysis, action items, buying signals, objections raised, follow-up email drafts, and CRM-ready fields. It also generates sales coaching: what you did well, what you missed, and how to be sharper next time. Paste a transcript or call notes and the system turns it into documentation and development you can actually use.
How does it integrate with CRM?
Post-call output is formatted to match standard CRM fields. Copy-paste into Salesforce, HubSpot, Zoho, or whatever you use. Structured fields for next steps, stakeholders mentioned, objections, and deal signals. No reformatting required.
Test Flight
What is a Test Flight?
A Test Flight is how you evaluate Cockpit. We build a working Cockpit on your product, your competitors, and your market. You use it on a real prospect. If it earns its place, you keep it. If not, you walk away. No contracts, no commitments, no risk.
How does it work?
Four steps. First, you book a call. We learn your product, your sales motion, and where you lose time. Second, we build your Cockpit: custom knowledge base, playbook, and all three modules configured for your team. Third, you fly it on a real prospect. Not a staged demo, a real call. Fourth, you decide. Keep it or walk away.
What does it cost?
The Test Flight is free. You evaluate Cockpit on your own terms with your own data. Pricing for ongoing use is based on team size and knowledge base complexity. We discuss that after you have seen what the system does for you.
Your Move
Enough Reading. Fly It.
A live Cockpit with a real knowledge base. Run a pre-call, ask it a hard question, talk to it.