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Where people and AI work together

Grow the knowledge. Carry the work forward.

Keep the work in cases. Improve the method in playbooks.

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Enterprise customer request

In progress

Sales consultant

Claude Code

Customer request and deal history gathered.

Shared record

Goal
Decide whether to accept the request
Evidence
Deal history and customer requirements
Next step
Check delivery and support costs

Over to the client team

Sales lead

ChatGPTNow

Review the evidence before committing.

Illustrative workflow · Different people and AI, the same case

Across people and organizations

Knowledge the next person can build on.

Within your team

Keep evidence and decisions for the next person to pick up.

Alongside AI

Work on the same case with Claude, ChatGPT, or Cursor.

With your clients

Bring your methods to clients. Improve them together.

A second AI perspective

Spot what’s missing. Decide with confidence.

AI flags the gaps. Your team makes the call.

Enterprise customer request

AI reviewOn

Sales consultant

CursorResult

Prepared a recommendation to accept the request.

On its own

Epismo AI

ReviewAI review

Development and support costs have not been assessed.

The team investigates

Sales lead

NoteNow

Costs outweigh expected revenue. We’ll pass on this request.

Illustration based on a customer-reported outcome.

How knowledge grows

Every case adds to the know-how.

  1. Keep a record

    Keep the request and evidence.

  2. Hand it off

    Bring the next person or AI in.

  3. Review it

    Check the gaps. Record the decision.

  4. Grow it

    Improve the playbook for next time.

Knowledge that keeps growing

Your work. The next version.

Turn lessons from each case into better playbooks.

For sales and consulting teamsPlaybook

Illustrative playbook

Review a customer commitment

Check the evidence, costs, and tradeoffs before saying yes.

  1. 1
    Gather the request and evidence
    Skill·Review criteria
  2. 2
    Check product fit and delivery costs
    MCP·Deal history
    MCP·Customer requirements
  3. 3
    Record findings and unknowns
    Plugin·Cost assessment
    CLI·Decision brief
  4. 4
    Review together. Decide.
    Approval

Adapt for each client

Improve with each case

Explore playbooks

Do the work once. Build on it again.

Keep the context. Improve the method. Pass it on.

Start freeTalk to sales

No credit card · No login required