The offering map and the two documents

Why

An agenda can only rank what you actually sell, so your side of the match comes first.

How

Fill /app/inspect/offering, then use Build a meeting agenda or Draft a price list on an open company.

Fill the offering map

1. 1
   Step 1.

   Open /app/inspect/offering. With nothing saved, it shows a map drafted from your presets, product schemas, catalogue, services, design modules and wizards, each row saying where it came from.

2. 2
   Step 2.

   Edit that draft, or press Build this from what we sell to have the AI interface draft one, or Standard distributor menu for a starting point.

3. 3
   Step 3.

   Give each offering a Value area, the Demand it answers and its Proof points, then press Save this map (later, Save offering map).

The value areas are uptime, efficiency, cost saving, safety, sustainability, easy and efficient buying and working capital. What this produces previews the ranking against your latest opened company, free.

The visit agenda

1. A site snapshot from the profile, cited.
2. Likely challenges, each graded known, inferred or assumed.
3. The top three solutions from your offering map, never more.
4. The questions to ask, specific to this site.
5. The departments and buying centres likely on site.
6. The way in: one credible opening line built on one cited specific.
7. What we do not know yet, as discovery targets.

Build a meeting agenda opens the AI interface at /app with the company in scope, and the agenda lands on the company's Prepare tab. Where the evidence is thin it abstains in front of you.

The price list

Draft a price list selects lines from your own catalogue that match what the company is evidenced to do, with your quantity breaks and a suggested customer discount from its filed turnover, employees or size band. No model writes a line: the selection and the discount are deterministic, and the reasoning is printed so you can overrule it.

Debriefs

After a visit or call, Debrief this visit on the Prepare tab opens the AI interface. Machines seen, people met and challenges heard become facts private to your organisation, shown under Your intelligence and winning over the shared value in your view.