Pipeline
The whole sales cycle, from cold call to account follow-up.
Every card is an AI prospect. A successful simulation moves the deal forward, and once it's signed, the account keeps on living.
The Pipeline takes the shape of your role.
An SDR doesn't rehearse the same meetings as an account manager. Each rep plays the stages of their role, and you choose which ones.
| Win | Grow | |||||||
|---|---|---|---|---|---|---|---|---|
| 01Cold Call | 02Discovery call | 03Demo | 04Closing | 05Client debrief | 06QBR | 07Expansion | 08Reactivation | |
| SDR / BDR | played | played | played | |||||
| Account Executive | played | played | played | played | played | |||
| Account Manager | played | played | played | played | ||||
| Full cycle | played | played | played | played | played | played | played | played |
Every account has a memory.
Once signed, the client doesn't start from zero on every call: their file follows the relationship, period after period.
-
What happened since the last review.
The commitments made on both sides, kept or not. The client remembers, and they bring it to the meeting.
-
The health of the account.
An account that's slipping shows before the call. Your rep knows what they'll need to catch up on.
-
The history of the relationship.
From signing to renewal, every review adds to the file, and you can complete it with your own notes.
Claire VasseurHestia Santé · QBR
Account at risk
Since the last review
- Fix the Lyon team's account accesson our sidenot kept
- Send the hours summary to the CFOon our sidekept
- Name the Lyon point of contacton their sidenot kept
The prospect remembers the last call.
From one meeting to the next, they pick up where the conversation left off, with the objections still open.
Your real clients, in simulation.
An account already signed, to follow up with or to win back: your rep rehearses it before calling for real.
-
Wherever the client stands.
They just signed, they're up and running, their renewal is coming, or they left: the meeting changes with the situation.
-
From what you know.
A few fields, the PDF of your contact's LinkedIn profile, or a made-up but credible client for your offer. Pitchbase prepares an account file for them before the call.
Frequently asked questions.
Another question? Ask it during the demo.
Which sales cycle stages can you simulate?
Eight: the cold call, the discovery call, the demo and the closing to win the business; the client debrief, the QBR and the expansion to follow up with the signed client; and the reactivation, to reopen a closed door.
Can you adapt the stages to our organization?
Yes. Every role has its own model (SDR or BDR, account executive, account manager, full cycle), and you choose the stages each rep plays.
What's in an account file?
What the client bought, what happened since the last review, and the history of the relationship. It evolves from one call to the next, and you can complete it with your own notes.
Does the prospect remember previous calls?
Yes. Before every call, your rep sees what the prospect remembers and the objections still open, and the prospect picks up where the conversation left off.
Can you simulate our real clients?
Yes. You create the account from what you know or from your contact's LinkedIn profile, and Pitchbase prepares an account file for them before the call. You can also make up a client that's credible for your offer.
Try Pitchbase on your offer.
Thirty minutes to discover Pitchbase and see if it fits your needs. If it does, we set it up for your team right after.
Prefer to try it alone? 5 free simulations