All content is generated from the account’s intelligence profile and updates as the underlying data changes. Nothing is boilerplate.
What This Module Does
Reps have access to more account data than ever, but data is not preparation. Knowing a company’s revenue, tech stack, and org chart is useful, but it doesn’t tell you what questions to ask, what value to lead with, or which angles will resonate with this specific account. Sales Engagement bridges the gap between “I have information about this company” and “I’m prepared for this meeting.” It takes the intelligence PG:AI has gathered and structures it into five preparation tools.Key Capabilities
Value Pyramid
Breaks down the company’s vision, strategies, initiatives, and challenges into a structured hierarchy. Top-down view of what the company is trying to achieve and what’s getting in the way
Three Whys
Three evidence-based reasons why the company should care about what you offer. Each “why” is grounded in evidence from the account’s data. Ready-to-use conversation openers
Custom Insights
User-defined insight topics. Each topic generates an AI-written analysis specific to the account, with supporting evidence, related facts, and source references
Discovery Questions
Topic-based questions tailored to the account, grouped by category. Each question references what PG:AI knows about the company - informed, not generic
Facts and Figures
Key quantitative data points: financial metrics, growth rates, market position. Useful for conversations, proposals, and presentations
How to Use It
First meetings: Present the value pyramid to show strategic understanding. Use discovery questions to guide productive conversations. Reference specific facts to build credibility. Executive briefings: Start with strategic priorities to align with C-level thinking. Use Three Whys to build a compelling change narrative. Include quantified business impact using their metrics. Proposals: Embed the value pyramid as proof of solution alignment. Structure sections around the Three Whys framework. Support recommendations with their stated facts and figures. Outreach: Use Custom Insights to personalise messaging. “Based on your focus on sales team operational efficiency…” is more compelling than generic outreach.Related Modules
Strategic Insights
Provides the strategic priorities, goals, SWOT, and division intelligence that feeds into engagement tools
Financial Intelligence
Financial data appears in Facts and Figures and enriches Discovery Questions
Contacts & Org Chart
Persona context helps target engagement preparation to the right stakeholders
Tech Stack Intelligence
Technology data enriches Custom Insights and Discovery Questions with operational context