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PitchGenius

The PitchGenius platform

One Intelligence Loop around a single buyer.

PitchGenius is an AI sales copilot with an Intelligence Loop. Six steps run as one loop, from the pre-call brief to the live cue to the post-call score, and what one conversation proves carries into the next.
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The Intelligence Loop

Six steps, one Buyer's Blueprint that every call rewrites.

The pre-call brief starts the Blueprint and the live coach tests it against what the buyer says. The post-call analysis then rewrites it, with confirmed facts in, wrong assumptions out and new stakeholders added, and the rewritten Blueprint sets the objective of the next call.

See the Intelligence Loop →

01 The PitchGenius platform

Each step hands what it learned to the next.

Six steps work as one loop. PitchGenius runs as a desktop overlay on top of Zoom, Teams, Meet or a phone call. There is no browser extension; the live surface is a desktop app.

Understand→Prepare→Observe→Validate→Adjust→Learn

Connect HubSpot, Pipedrive, Salesforce and GoHighLevel through OAuth, and import contacts from ZoomInfo.

02 Pre-call buyer intelligence™ →

Walk in knowing what is true, what is likely, and what you still have to ask.

Evidence is separated by confidence, sourced, and short enough to read in the ninety seconds before the call.

The brief stays focused on the decision. The brief reports evidence about where this decision stands. The DISC and OCEAN personality read belongs to the Buyer’s Blueprint and is inferred from that evidence.

KNOWN

  • Board publicly committed to margin expansion this year
  • Champion owns the renewal budget line
  • Security review completed for a similar vendor in Q1
Earnings callCRM historyEmail thread

LIKELY

  • Consolidation pressure means a displacement, not a net-new buy
  • Finance will demand a payback window under 12 months
  • The VP is measured on ramp time, not seat count
Job postsPeer dealsOrg signals

UNKNOWN

  • Who signs above $250k
  • Whether the incumbent contract auto-renews
  • What failed the last time they tried this
Ask in callVerify with champion

03 Buyer's Blueprint™ →

Same title. Same problem. Different buyer. Different conversation.

A working hypothesis for this specific conversation, drawn from your methodology, not replacing it.

Buyer Blueprint quick view of a sample buyer, with DISC read, archetype, trust triggers and resistance signals
Sample data. The Buyer's Blueprint quick view in the PitchGenius app: a DISC read, trust triggers and resistance signals for one buyer.

Objective

Earn a working session with the economic buyer, not another demo.

Readiness hypothesis

Problem is acknowledged. Cost of inaction is not yet quantified.

Trust triggers

Specific numbers. Naming the risk before they do. No premature pitching.

Questions

What happens to the roadmap if this slips two quarters? Who else feels that?

Risk

Champion may be protecting the incumbent relationship internally.

Approach

Diagnose, then quantify, then ask for access.

The match comes from a DISC and OCEAN (Big Five personality) read of the buyer, weighed against one of four techniques.

ChallengerSPINNEPQHybrid

The blueprint is a starting point. The blueprint gives the seller a starting point for the conversation. The seller adapts it when the buyer speaks.

The blueprint gives the seller a clear opening for the conversation.

04 The live moment

The deal changes in a sentence you almost missed.

  • The buyer's tone flattens on the pricing slide.
  • A second stakeholder goes quiet after the integration question.
  • The word "eventually" replaces "this quarter".
  • An objection is answered too quickly, and never resolved.
  • The champion stops using "we" and starts using "they".

The cue appears on the rep's desktop overlay while the buyer is still talking, with a why disclosure beside it.

Questions

Frequently asked

01How is PitchGenius different from Microsoft’s Copilot for Sales?

Microsoft’s documentation, checked on October 1, 2026, now calls its product Sales agent, an AI assistant that brings CRM insights into Outlook and Teams for email help, sales content and next-step recommendations. PitchGenius is a separate product that coaches the rep during the call. It reads the buyer before the call and suggests what to ask while the buyer is still talking.

02Does PitchGenius work on Zoom, Teams, Meet and phone calls?

Yes. It runs as a desktop overlay on the rep’s own machine over Zoom, Teams, Meet or a phone call, and no bot joins the call.

See how a call runs

Book a pilot

Put the six steps around one of your buyers.

  • Connect the CRM you already use.
  • Start with a pilot on your real pipeline.
Start now with a PitchGenius planWatch DemoRevenue Leak Calculator