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Available connectors

Twenty CRMAvailable
SalesforceComing soon
HubSpotComing soon
AI SOC Transformation — Strategic AdvisoryActive

Organizations know they need to modernize their SOC but can't answer the foundational question — what does AI-ready actually mean for our environment — so they're either over-buying platforms they can't operationalize, or stalling while the threat curve moves past them.

Alert Processing & Triage — Decision Loop AssessmentActive

Alert volume has outpaced analyst capacity, and AI enrichment tools have been bolted onto a triage workflow that was never redesigned to use them — so MTTD stays high, noise stays high, and analysts burn out making decisions the system should be making for them.

Latus CRM Platform — Investor PitchActive

CRMs tell you what reps wrote down.

VC Discovery MeetingActive

5-phase playbook for a first discovery meeting with an investor who invited you in. Covers thesis mapping, mandate fit, IC process, champion identification, and exit criteria.

Fitness Program IntakeActive

8-phase intake conversation for a new fitness client. Covers PAR-Q health screening, goal setting, baseline assessment, root cause history, lifestyle constraints, program design, and session commitment. NASM OPT and AHA nutrition aligned.

Women 50+ — Strength, Cardio & NutritionActive

12-week NASM OPT program for women 50+. Three phases: Stabilization Endurance (wks 1–4), Strength Endurance (wks 5–8), Muscular Development (wks 9–12). Includes elliptical cardio protocol (Zone 2/HIIT), AHA-aligned nutrition, bone health anchors, and menopause-specific recovery guidance.

Men 50+ — Strength, Cardio & NutritionActive

12-week NASM OPT program for men 50+. Three phases: Stabilization Endurance (wks 1–4), Strength Endurance (wks 5–8), Muscular Development (wks 9–12). Includes Zone 2/HIIT cardio, testosterone-aware nutrition (protein 1.6–2.0g/kg, omega-3, vitamin D, zinc), cardiovascular risk screening guidance, and age-related recovery and ego-management coaching notes.

Gap SellingActive
MEDDPICCActive

Solution Brief

Extracts structured solution requirements from discovery conversations across four buckets: Problem Domain, Data & Integration, Consumption & Ops Fit, and Vendor Fit. For VARs, MSPs, and consulting firms reselling third-party software.

Pipeline mode

Controls whether the engine drives native pipeline stage or operates as an advisory overlay without touching your CRM stages.

Validation intensity

Derived automatically from the service type assigned to each opportunity. No configuration required.

Auto

Show hidden deals

Reveals deals with hidden deal motions (e.g. fundraising) in the pipeline and deal list. Also unlocks those motions in the “New opportunity” flow. Toggle off before any external-facing session.