The pre-sales discovery platform

From first call to finished deliverable — faster, sharper, and still yours to run.

cogz is the platform that turns your sales conversations into a finished, branded deliverable — running the whole pre-sales pipeline, from recon and discovery to design and the business case, with the efficiency, accuracy, and consistency of your best rep, and your seller always in the driver's seat.

Request early access See the pipeline → built for AE / SE teams & partners
What it does

One pipeline, from the first call to the deliverable.

Not a bin of tools — a single pre-sales pipeline. Recon feeds discovery, discovery drives design, design produces the deliverable, and every stage writes back to the same durable customer record.

Recon
Surface Discovery
Map the external attack surface first.
Recon
Account Intelligence
Who they are, what they run, who decides.
Elicit
Discovery
Steered, methodology-driven conversations.
Design
Diagram Studio
Findings become a validated architecture.
Deliver
Deliverable
Branded roadmap + business case, auto-drafted.
Every stage feeds one durable customer record — the account gets sharper with every call.
Why your AE & SE discovery gets better

It runs discovery like your best SE — every time.

Steered, not scripted

The right questions, always asked

Methodology-driven — MEDDICC for the deal, SPIN for the arc — so the critical ground gets covered and nothing important slips, even in a fast, messy call.

It compounds

Every call builds on the last

Answers roll up into one account record. The next meeting starts where the last ended — no re-asking, no lost context, coverage that grows instead of resetting.

It catches what people miss

Conflicts, gaps, and who to bring next

Flags contradictions across calls, shows exactly where discovery is thin, and tells you which stakeholder you still need in the room to close the gaps.

It drafts the deliverable

Discovery becomes the proposal

The roadmap and business case draft themselves from what you captured — so the seller reviews and refines instead of starting from a blank page.

What you get

Efficiency. Accuracy. Consistency.

Efficiency

More coverage, fewer meetings

The path from first call to finished deliverable, compressed — and measured per account. Less prep, less rework, faster to proposal and to close.

Accuracy

Nothing dropped, nothing guessed

Grounded in your own knowledge, conflicts caught across calls, every claim traceable — the numbers in the business case hold up under scrutiny.

Consistency

Your best rep's process, every time

The discipline of your strongest SE — the same rigorous discovery, run the same way, by every rep on every account, so quality doesn't ride on who showed up.

Human in the loop

It supercharges your team.

cogz doesn't run the meeting — it makes the person running it better at it. Every extracted fact, every recommendation, every drafted deliverable is the seller's to review, adjust, and approve. The expertise stays human. The busywork doesn't.

Seller drives the conversation cogz captures & suggests Human reviews & approves everything
Early access

Give your team discovery superpowers.