Ian Trolinger

I help companies go from this to this.

Today, what each team knows stays with that team.

Built on the context engine · 01

Every sales call, summarized and saved.

Replaced Momentum · $60k a year saved

Live call with a customer✦ Summarizing the call✦ Call summary04:12

  1. CustomerBefore we roll this out to the other teams, we need SSO and an audit log.
  2. Sales repSSO shipped this month. I'll send you the setup steps today, and audit logs land in Q1.
  3. CustomerPerfect. If that works, we'll add forty seats in January.
  4. Sales repGreat. I'll check in the first week of January.
Needs
SSO and an audit log before more teams roll out
Promised
Setup steps today and audit logs in Q1
Upside
+40 seats in January
Next step
Check in the first week of January

Built on the context engine · 02

Anyone can ask what the company knows.

Internal chatbot

Two things: SSO setup steps today, and audit logs in Q1. If both land, they'll add 40 seats in January. Call summary · today
  • Renews March 1, 120 seats.
  • We still owe them a custom export, promised Aug 14. Engineering has it shipping in December.
  • Two open support tickets, both about slow exports.
CRMCall notes · Aug 14RoadmapSupport tickets

Want this at your company?

I map what every team knows into one context engine, then build on top of it: call notes that write themselves, and an internal chatbot that can answer for the whole company.

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