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.
Deals are won and lost in discovery.
Discovery coverage — where you've gathered vs. not
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Initiative | Current state | Target state | Annual value | Phase |
| 2 | Onboarding | manual · 6 wks | automated · <1 wk | $0.6M | 1 |
| 3 | Tooling | 7 point tools | 1 platform | $0.4M | 2 |
| 4 | Integration | custom per app | managed layer | $0.24M | 3 |
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.
It runs discovery like your best rep — every time.
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.
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.
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.
Discovery becomes the proposal
Your findings & recommendations and the business case draft themselves from what you captured — so the seller reviews and refines instead of starting from a blank page.
Efficiency. Accuracy. Consistency.
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.
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.
Your best rep's process, every time
The discipline of your strongest rep — the same rigorous discovery, run the same way, by everyone on every account, so quality doesn't ride on who showed up.
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.