The Lab is live. 15 essays from the frontier of AI-native GTM.

Read
Capabilities/

Sales

/

Discovery Analysis

Discovery Analysis

Discovery Analysis reads every discovery conversation against the deal's evidence, the company's qualification criteria and its sales methodology, and returns what was actually learned, what's still missing and what to ask next to close it.

Connects to
Departments

Sales

Discovery Analysis·5 discovery calls analysed today
Analysing Wrenfield Data discovery call…
TriggerDiscovery call ended - Wrenfield Data - $135K, VP Security evaluating
Deploy agentDeploying Discovery Analysis agent on the call
Use skillLoading skills · Discovery Analysis · Qualification Assessment
Reference memoryReading memory · Discovery & Qualification · Sales Methodology · Persona
ReasoningDiscovery covered budget and timeline but never confirmed who signs off internally, so the criterion ‘decision process mapped’ stays open
ActionLog the evidence and the open criterion → surface in Meeting Follow-up
Analysed in 6 seconds
Surfaces inMeeting Follow-upviaSlackTeams
Revenue LabsAPP1:15 PM LIVE
MEETING FOLLOW-UP: Wrenfield Data | $135K Discovery
Isla Bramwell · VP Security · Discovery call ended · State updated, recap ready to send
WHAT CHANGED
Next Step updated · [Schedule security sign-off review]
Contact confirmed [Isla Bramwell, VP Security] · Sentiment logged [Positive]
WHAT TO PRIORITISE
Schedule the security review before interest cools - Isla asked about rollout timeline unprompted.
WHAT TO ADDRESS
DISCOVERY ANALYSIS
Decision process mapped is still open
Budget and timeline were covered, but nobody confirmed who signs off internally. Sentiment and timeline moved this call, this criterion didn’t.
COACHING RECOMMENDATION
DISCOVERY ANALYSIS
Ask who owns budget sign-off on the next call. The criterion can’t close until that person is confirmed by name.
Review & Send RecapSee What ChangedAsk Agent

What did this discovery call actually establish?

What changes across the three columns isn't whether someone reviewed the call, it's whether that review judges discovery against the company's own qualification standard and says what to ask next, or stops at a summary of what got said.

01 | The Current Way

02 | AI Added On

03 | AI-Native

Right after the call ends

Nothing until the write-up

What was actually learned sits with the rep until they find time to summarise the call for anyone else to see.

Themes, no evaluation

It can list what topics came up in minutes, but a topic list doesn't say whether discovery met the standard or what's missing.

Checked against the standard

The conversation is read against the company's own discovery and qualification criteria immediately, showing what was covered and what wasn't.

Across several stakeholder conversations

Each call judged alone

A rep who's spoken to three stakeholders holds three separate impressions, with nothing connecting what one call revealed to what another left open.

Summarised, not connected

Each call gets its own clean summary, but nothing links what one stakeholder said to what another one contradicted or left unanswered.

One picture, kept current

Every conversation updates the same deal evidence, so a gap one call left open shows as closed, or still open, after the next.

The manager's coaching review

Playback or trust the notes

A manager who wasn't on the call has to listen back to the whole thing or take the rep's account of how it went.

A transcript, not a verdict

A bolted-on tool hands over a clean transcript, but a transcript doesn't say whether discovery actually met the bar or where it fell short.

Coaching evidence, ready

The manager sees exactly which qualification criteria were covered and which weren't, with the transcript evidence behind each gap attached.

Going into the next meeting

Next question, improvised

Deciding what to ask next relies on whoever's walking into the meeting remembering what was actually still unclear from last time.

Recap, not next step

It can recap what was said last time, but recapping the past isn't the same as recommending what to ask to close what's missing.

Follow-up questions, recommended

The gaps left open map directly to specific next questions, drawn from what this deal is still missing rather than a generic checklist.

When the deal turns out one way or the other

The read is never revisited

Once a deal closes or stalls, nobody goes back to check whether the discovery judgement made along the way actually held up.

Same extraction, win or lose

A bolted-on summary keeps extracting the same themes the same way, whether the gaps it missed later cost the deal or not.

Outcomes sharpen the standard

Interpretations reps accepted and how the deal turned out are reviewed, with RevOps configuring whether the resulting update to discovery and coaching logic applies automatically or waits for their approval.

It reads discovery conversation transcripts against deal evidence, discovery and qualification criteria, sales process, methodology and persona logic, and returns updated evidence, gaps and recommended follow-up questions, landing with the rep and as coaching evidence for the manager, with the reasoning behind every read traceable.

Discovery Analysis is built to lift conversion and manager effectiveness from the same volume of meetings, because the evidence and gaps are already surfaced rather than reconstructed call by call.

BUILT USING THE WORKSPACE
What other system architects are building today.
Win-Loss Analysis

+

SEE HOW IT WORKS
Stakeholder Mapping

+

SEE HOW IT WORKS
Opportunity Created Briefing

+

SEE HOW IT WORKS
Forecasting

+

SEE HOW IT WORKS
Closed Won-Lost Briefing

+

SEE HOW IT WORKS
Sales Analysis

+

SEE HOW IT WORKS

The Experience

How Sales changes.

Rep

Becomes an adaptive operator

  • 01A current understanding of every deal and account
  • 02Clear priorities and the recommended next move
  • 03Company knowledge available in every moment
  • 04More time for judgement, relationships and selling
  • 05Better conversion from consistent execution

Manager

Becomes a performance orchestrator

  • 01Continuous visibility across people, pipeline and activity
  • 02Earlier identification of deal risk and opportunity
  • 03Focused coaching and intervention
  • 04Consistent standards applied to every deal
  • 05Fewer surprises and stronger team performance

Leader

Becomes a system steward

  • 01A trusted view of the commercial organisation
  • 02Greater confidence in pipeline and forecast
  • 03Visibility into systemic strengths and weaknesses
  • 04Faster feedback between strategy and execution
  • 05Greater predictability; a more scalable organisation

RevOps

Becomes the system's architect

  • 01How the company sells, written down once and applied everywhere
  • 02Judgement you govern, not a vendor's model you cannot see
  • 03Every decision inspectable, back to the evidence behind it
  • 04Improvements arrive as proposals you approve, never silent changes
  • 05Less time on hygiene and reporting, more on how the system works
The Platform

One system that understands, decides, acts and learns.

Every GTM signal flows through an AI-native operating layer into a system that runs on the surfaces your team already uses.

Explore the GTM System →
GTM Data & Knowledge
CRM · Emails · Calls · Marketing · Product · Support · Documents · Research
AI-Native Operating Layer
Context · Memory · Skills · Agents · Decision Traces
AI-Native Sales System
Understand
Deal State
Qualification
Stakeholders
Risk
Decide
Pipeline Review
Forecast
Meeting Prep
Prospecting
Act
Follow-up
Next Steps
Updates
Escalation
Learn
Upgrade ICP
Upgrade Prospecting
Upgrade Sales Process
Upgrade Messaging
Surfaces
CRM · Slack · Teams · ChatGPT · Claude · MCP · API
Output
Briefings · Artifacts · Alerts · Recommendations · Approvals · Actions

The GTM teams that learn fastest will win.

Build yours a system that learns. An advantage competitors cannot buy back: years of success and failure, codified.

Frequently Asked Questions

AI-native GTM Systems didn't exist two years ago - here are the questions everyone wants answered.

Talk to Us→
What stops Discovery Analysis from misreading what a call actually meant?

Discovery Analysis states the evidence and gaps it found against the company's own qualification criteria rather than a summary of what was said, so a rep or manager can see the reasoning behind every gap it flags. Where the interpretation is wrong, or a question is sensitive to pursue, the rep corrects it and decides how to proceed, so judgement never rests on the system alone.

Is Discovery Analysis the same as Qualification?

Discovery Analysis is not the same as Qualification: Discovery Analysis judges the quality and completeness of a conversation, what was actually learned and what's still missing, while Qualification checks whether the deal itself meets the company's qualification criteria as a gate to move forward. Discovery Analysis feeds evidence into that criteria; it doesn't decide whether the deal passes it.

How current is the picture Discovery Analysis gives after a call?

Discovery Analysis updates the deal's evidence as soon as a conversation is analysed, not on whatever schedule a manager gets around to reviewing notes. Each new call adds to or corrects the same evidence base, so a gap closed on one call shows as closed by the next meeting, not still open in someone's memory.

Does Discovery Analysis get better at judging discovery calls over time?

Discovery Analysis's judgement does improve, because accepted interpretations and how deals actually turn out feed back into the discovery and coaching logic it applies. When a gap it flagged turns out to matter, or an interpretation a rep corrected keeps recurring, that pattern becomes pressure to update the logic. RevOps configures each update as either fully automated or human-in-the-loop, owning the governance either way.

What should AI extract from a discovery call?

AI should extract evidence against the company's own discovery and qualification criteria, plus the specific gaps left open and what they mean for the deal. Discovery Analysis reads the conversation against deal evidence, discovery and qualification standards and methodology, and recommends the follow-up questions that close what's still missing, rather than a list of themes covered.

How can AI improve discovery quality?

AI improves discovery quality by judging each conversation against the company's own discovery and qualification standards rather than just summarising it, so inconsistent discovery becomes visible instead of hidden inside a rep's notes. Discovery Analysis surfaces the gaps a call left open and recommends the specific next questions to close them, and accepted interpretations plus deal outcomes feed back to sharpen that judgement over time.