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Gideon here

I turn your messy deal history into clear storylines so you walk into every call knowing exactly what's happening.

AI Intelligence Feature

Deal Narratives

Stop reading scattered notes and emails. Gideon writes executive-style dossiers that tell the human story behind every deal—sentiment shifts, key players, hidden risks, and what to do next.

Auto-Generated Dossiers
Stakeholder Mapping
Timeline Reconstruction
90%
Context Retention vs. Notes
5min
Prep Time Saved Per Deal
100%
Deals with Full Context
Auto
Updates After Actions

Interactive Deal Dossier

Explore a real AI-generated narrative showing how Gideon analyzes deal history

Acme Corp - Enterprise CRM Implementation

deteriorating87% confidence
Sentiment Trend

Declining from initial enthusiasm to cautious skepticism

Key Players

Deal Timeline

Initial Contact

9/15/2025

Inbound demo request via website. Sarah mentioned "frustrated with current CRM limitations" and "need better automation."

Discovery Call

9/22/2025

Strong 45-minute discovery. Sarah and David both attended. Identified pain points: manual data entry, poor reporting, no mobile access.

Product Demo

10/3/2025

Demo with 6 attendees including David (CTO). Showcased automation workflows. David asked detailed technical questions (good sign). No pricing discussed yet.

Proposal Sent

10/10/2025

Sent detailed proposal: $125K annual, 3-year term. Implementation timeline 8 weeks. Sarah responded same day: "This looks great, running it through our process."

Legal Review Begins

10/15/2025

Contract forwarded to Tom Williams (Legal). Sarah said "standard procedure, should be quick."

First Red Flag

10/25/2025

Check-in email to Sarah. Response came 3 days later (unusual delay): "Still working through some internal items." No specifics provided.

Competitor Mention #1

10/28/2025

Sarah forwarded an internal email thread asking "How do we compare to HubSpot pricing?" First indication of competitive threat.

Radio Silence

11/1/2025

Two follow-up emails to Sarah in past 4 days. No response. Phone calls go to voicemail. This is a critical warning sign.

Hidden Risks

  • Champion (Sarah) has stopped responding—possible internal pressure or competing priorities
  • We have never met the economic buyer (CFO Rebecca Foster)—lack of executive alignment
  • Legal review taking 3x longer than normal—potential contract terms objection
  • Competitor HubSpot actively being evaluated—price and timeline likely their attack vectors
  • No multi-threading: We are over-reliant on Sarah. If she loses political capital, deal dies.
  • Budget not confirmed: We assumed $125K was approved, but no formal confirmation from finance

Opportunities

  • Technical team (David) is still engaged—leverage this relationship to understand internal blockers
  • HubSpot's weakness: Their implementation is notoriously slow. We can counter on speed and quality.
  • Year-end budget pressure: Q4 ends in 8 weeks. Position as "use it or lose it" budget opportunity.
  • Legal delay could be leverage: Offer to have our counsel assist with redlines to expedite approval.
  • Sarah mentioned "frustrated with current CRM"—the pain is real. Remind them of status quo cost.

Recommended Next Moves

1

Escalate immediately: Request executive meeting with Sarah + Rebecca (CFO) to address budget concerns directly

2

Deploy competitive battle card: Send ROI comparison showing HubSpot hidden costs and slower implementation

3

Legal acceleration offer: Propose direct counsel-to-counsel call to resolve contract sticking points within 48 hours

4

Multi-thread strategy: Schedule separate technical deep-dive with David to maintain momentum while Sarah sorts politics

5

Time-limited incentive: Offer 10% discount if contract signed by November 15 (year-end budget play)

How Deal Narratives Work

1

Context Gathering

Gideon analyzes all deal activities, emails, notes, tasks, and previous narratives. Calculates a context hash to only regenerate when something actually changed.

2

AI Analysis

GPT-4o writes an executive summary, maps stakeholders, reconstructs the timeline, identifies hidden risks, and spots opportunities. All structured and actionable.

3

Auto-Updates

When you execute a rescue action, the narrative automatically refreshes with new context. The story evolves as the deal progresses—no manual updates needed.

Never Lose Context Again

Get AI-written deal dossiers that capture the full story, stakeholder dynamics, and what to do next.