SDP

Overview

A clean operating layer for discovery execution, enablement, and value articulation.

OpenAI: checking
Salesforce: checking
Template: checking

Good morning.

Workspace

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Account watchlist

Recent activity

Pipeline pulse

Discovery stages across active accounts

SDP

Discovery Calls

Select Account Owner Scope Status

SDP

Champion Letters

Select Account Owner Completeness Status

SLD overview

Start from saved champion letters

Select one validated letter to open the SLD workspace.
Select Account Owner Scope Status Updated
No champion letters available yet.

Executive readout

Build the solution landscape from the current discovery case.

No active SLD document.
Collapse
Run the build once debrief and project summary are ready.
Build an SLD to maintain opportunity and supporting-material fields.
Build an SLD to review the commercial scope matrix.
Build an SLD to review integration assumptions and ERP coverage.
Build an SLD to review implementation assumptions.

Intelligence layer

Maintain the SLD conversationally

Start from an SLD build and let the copilot chase the missing fields.

Workflow

Create the discovery case, lock the phase-one route, guide the call, and export the project summary.

Step 1

Account setup

AI investigation

Evidence, hypotheses, and sources stay hidden until needed.
No investigation loaded

No public or Salesforce enrichment run yet.

Discovery route
Context actions

Step 3

Selected scope

Choose how the rep wants to run this discovery motion.
No scope selected yet.

Live guidance style

How the rep wants the questions presented during the live call. Switchable mid-call.

Step 4

Account summary

Desired outcomes

Discovery goals

Discovery call playbook

Question deck — grounded on this account

Build the playbook to see the recommended run order.
Build the playbook to see the recommended run order.

Practice with a buyer persona

Live coaching — text role-play

Quick preset
Pick a persona above. Set the mood + context if it matters. The simulation will use this account's debrief, your meeting objective, and the modules in scope as grounding.

Step 5

Live guidance

Question 0 of 0
Build a prep brief to start live guidance.
Build a prep brief to start live guidance.
Build a prep brief to start live guidance.

Call assist

Decision support

Support guidance will appear here.

Step 6

Transcript and notes

Build the prep brief to capture answers against the question deck.
No transcript file uploaded yet.
Transcript mapping has not run yet.

Structured output

Debrief

No debrief generated yet.

Step 7

Project summary letter

Generate the project summary after the debrief is ready.

Readiness

Document control

Generate the project summary to review document readiness.

Save state

Export and persistence

Nothing saved yet.

Enablement workspace

Work the knowledge base or switch into open-ended AI enablement.

Use the knowledge base for grounded SDP detail. Use AI Enablement when you want broader positioning, objection handling, discovery posture, or stakeholder strategy help outside the catalog.

Knowledge map

Browse the enablement base

Selected context

Select an item

Select a module, vertical, or subvertical to open its grounded enablement view.

Grounded guidance

Enablement detail

Grounded enablement detail will appear here.
5-Year NPV—Base scenario
Payback—From signing
IRR—Annualized return
Run-rate savings—Annual, Y3+
1Customer profileInputDiscovery-gathered reality (today)
2Module adoptionInputSub-scopes (Direct/Indirect/Tail) + Y3 adoption commitments
3Lever assumptionsInputMethodology %s — override industry defaults if discovery says otherwise
4Where the value comes fromValue OutcomeAnnual run-rate · Y3+ · drill into any bucket
5Financial caseValue Outcome5-year cash flow · scenarios · sensitivity
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