How It Works

Playbook First.
Modules Second.

Cockpit starts with your sales knowledge, your methodology, and the pressure points of the call. The modules are just where that intelligence shows up.

Knowledge Base + Playbook Methodology

Context first. Workflow second. Interface third.

The value is not just the screen. It is the structured sales context underneath it: what your company sells, who you sell to, how your best reps think, and what needs to happen before, during, and after a call.

Knowledge Base

The context layer everything runs on.

Industry research, company materials, product docs, competitor notes, customer language, pricing logic, proof points, and CRM context. If it matters to the sale, it belongs in the knowledge base.

Playbook

The agreed way to sell, encoded.

We agree on the right sales motion together: qualification logic, discovery style, objection handling, follow-up standards, stage signals, and what good judgment looks like in the room.

Integrations

Connected where your GTM system already lives.

Cockpit can plug into the systems that hold your GTM truth: CRM, call recordings, enablement docs, calendars, knowledge bases, spreadsheets, and whatever else your team actually uses.

Module 01

Prospect Intel

Live web research, ICP scoring, company intel, stakeholder mapping, talking points, and outreach drafts. Scannable cards, not text walls.

ICP scoring with fit verdict and red flags
Company and stakeholder research with citations
Buying signals and competitive positioning
Custom talking points matched to prospect context
Personalized email and LinkedIn message drafts
Alignment signals for discovery calls

Before

20 min of scattered research across browser tabs

After

Scannable cards with the account context, risks, and next best moves.

Pre-call ICP scoring and prospect research cards

Module 02

Knowledge Copilot

Your sales knowledge base in a mid-call format. Product details, pricing, objection handling, competitive battlecards. The silent co-pilot you pull from under pressure.

Objection handling with reframes and evidence
Competitive battlecards with differentiation points
Product specs and pricing details on demand
Discovery questions matched to methodology
Strategic pivot suggestions
Speed facts from your custom knowledge base

Before

Stumbling through objections or saying "let me get back to you"

After

Confident responses from your own playbook.

On-call tactical response card with objection handling

Module 03

Call Summary

Transcript to CRM-ready output. Meeting notes, sentiment, action items, follow-up emails, buying signals. Post-call admin, handled.

Structured summary with key moments and sentiment
Objections and buying signals identified
Follow-up email drafts ready to send
Action items and commitments tracked
CRM-ready fields you can copy-paste
Verbatim quote extraction for internal sharing

Before

15 min of manual CRM updates, notes, and follow-up drafting

After

Copy-paste ready documentation without rebuilding the call from memory.

Post-call summary with stakeholders, sentiment, and CRM-ready fields

Not Another AI Wrapper

ChatGPT Gives You Text Walls.
This Gives You Cards.

Generic AI

  • Paragraphs of text you can't scan
  • Generic output, no product context
  • Setup time every single call
  • One phase at a time, if that
  • Your prompts, your maintenance

Cockpit

  • Scannable cards designed for pressure
  • Built on YOUR playbook and methodology
  • Live research and playbook context in one workflow
  • Full lifecycle: before, during, after
  • Custom-built and maintained for you

See It In Action

Your product, your competitors, a real prospect name. 20 minutes.