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For FDEs, consultants, and support teams

Move client work forward.Build your team’s expertise.

Keep client goals, decision history, and added requirements in one case. Share the context with your team and AI, decide what comes next, and reuse lessons in the next engagement.

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Client A: AI sales support

Preparing pilot

Client A support

Claude Code

Saved the meeting decisions and added request.

Epismo | Shared team case

Agreed
10-person pilot without CRM integration
Added request
Include CRM integration from the start
To confirm
Added scope, timeline, and approver

Team decision based on case records

Case lead

ChatGPT

We’ll proceed with the pilot without CRM integration. We’ll confirm the added integration’s scope, timeline, and approver with the client.

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Learn from each case

Experience improves the next engagement.

  1. 1.Keep a record

    Goals, decisions, and outcomes

  2. 2.Check together

    Gaps and next actions

  3. 3.Improve client work

    Improve proposals and tests

  4. 4.Update the playbook

    Reuse in the next case

Turn experience into better methods

Check the work

Find gaps between goals and plans. Decide what to check next.

AI compares goals and records saved in the case, flags gaps or contradictions, and helps the team decide what to do next.

Client A: AI sales support

AI review

Case records checked

Client goals
Roll out company-wide next quarter.
Meeting record
The team manager supports a 10-person pilot.

Comparison of records and goals

Epismo AI

These records do not identify the decision-maker or criteria for company-wide rollout.

Next-action decision

Case lead

We’ll confirm the decision-maker and rollout criteria in the next meeting.

AI review is also available through the API, with support for self-hosting and local LLMs.

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Put team knowledge to work

Turn case findings into better methods and products.

Review issues found in cases as a team and improve your client support playbook. Share field problems and their context with the product team through case records.

From case records to better client support methods and products
  • Client requirements
  • Case records
  • Review findings

Turn case findings into improvements

Improve team methods

Issue
Pilot evaluation criteria are unclear.
Playbook update
The team agreed to add success measures, company-wide rollout conditions, and the decision-maker to the pre-pilot checklist.

Inform product improvements

Issue
Technical testing in the same case found a need for weekly manual reporting.
Toward improvement
Share evaluation requirements and test records to assess reporting improvements.

Hand off to clients, too

Leave a playbook clients can use after you step away.

Keep support methods as your team’s standard. Adapt the client’s business procedures, tools, and decision criteria into a separate playbook their team can use with an agent.

  1. Adapt for the client
  2. Share with the team
  3. The client uses and improves it
Customized for Client A

Pre-meeting customer research and proposal preparation

An example adapted to Client A’s sales CRM and criteria for proposing its own products.

  1. 1

    Research the client and meeting history

    MCP · Sales CRM meeting history
  2. 2

    Prepare proposals and questions with AI

    Skill · Proposals for our products
  3. 3

    Have a salesperson verify sources and proposals

  4. 4

    Record results and improve the steps

Client team + Cursor

Use this playbook to prepare the next sales meeting.

The original remains readable with access permission. Changes do not sync automatically.

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Turn team expertise into playbooks you can use again.

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