From the discovery call to the next decision.

Turn call notes into a proposal. Zarco uses your company knowledge, brings in a specialist and follows your sales methodology to suggest the next step. Review the prepared work in your inbox.

Try the example

I’ve just wrapped up the discovery call with Fernbank. Can you help me turn it into a proposal?

I’ve read the discovery notes. Rachel wants seven-year email retention for 80 mailboxes before renewal. I’ll use your service catalogue and approved pricing to build the proposal, with Sales Engineering checking the scope.

Ask Rachel to bring the budget owner to a 20-minute proposal review. Agree the scope, success criteria, approval steps and a decision date. The meeting is suggested, not booked.

Illustrative example. No live connections or actions.

From a question to a useful next step.

Start with what the customer told you

Use the connected discovery notes to understand requirements, timing and outstanding questions. Match the need to your products and services without filling in missing details.

Check the fit and the path to a decision

Bring in Sales Engineering for technical scope. Apply your configured sales methodology to flag missing stakeholders, success criteria and approval steps. MEDDICC is the example here, not a required way of selling.

Prepare the proposal and the next conversation

Use your approved pricing and branded template. Surface the proposal and covering email in the inbox for review, with a suggested meeting to confirm scope and agree a decision date. Nothing is sent or booked by this website demo.

Connected to the records you trust.

Your company knowledge sets the commercial context, methodology and rules. Permissions still govern access and actions. The website examples are scripted; no live assistant or business systems are connected.

Start with

Call notes, published service guides, approved pricing and proposal templates.

Add context where connected

Your sales methodology and relevant connected CRM, email and calendar records. Available answers depend on connections and access.

Connections, access and available actions are scoped during setup.

Before you start.

Is this a separate assistant for every Project?

You can ask across your workspace or in the context of a particular Project. The available information depends on scope and access.

How does it know our policies?

Your team supplies and publishes company knowledge. Keep products, pricing and working rules current so prepared work uses the right context.

Can I ask my own question in this demo?

This is a guided example with fictional accounts, not a live AI chat. It demonstrates the sequence without accessing or sending real data.

Start with your team.

We’ll work through the sources, rules and first useful workflow with you.

Arrange a demo

Opens an email to luke@zarco.uk. No calendar slot is reserved.