> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Engagement

> Value pyramids, discovery questions, custom insight reports, and facts and figures tailored to every account

Sales Engagement turns account intelligence into meeting preparation. Value pyramids, discovery questions, custom insight reports, and facts and figures tailored to every account - so reps walk into meetings ready.

<div className="my-8">
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</div>

<Info>
  All content is generated from the account's intelligence profile and updates as the underlying data changes. Nothing is boilerplate.
</Info>

## 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.

<Tip>
  Define Custom Insight topics for your organisation once - e.g. "Sales Team Operational Efficiency", "Revenue Strategies", "New Product Launches" - and get account-specific analysis for every account. Scale your sales narrative across the portfolio.
</Tip>

## Key Capabilities

<CardGroup cols={2}>
  <Card title="Value Pyramid" icon="layer-group">
    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
  </Card>

  <Card title="Three Whys" icon="question">
    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
  </Card>

  <Card title="Custom Insights" icon="lightbulb">
    User-defined insight topics. Each topic generates an AI-written analysis specific to the account, with supporting evidence, related facts, and source references
  </Card>

  <Card title="Discovery Questions" icon="comments">
    Topic-based questions tailored to the account, grouped by category. Each question references what PG:AI knows about the company - informed, not generic
  </Card>

  <Card title="Facts and Figures" icon="chart-bar">
    Key quantitative data points: financial metrics, growth rates, market position. Useful for conversations, proposals, and presentations
  </Card>
</CardGroup>

## 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

<CardGroup cols={2}>
  <Card title="Strategic Insights" icon="chess" href="/account/strategic-insights">
    Provides the strategic priorities, goals, SWOT, and division intelligence that feeds into engagement tools
  </Card>

  <Card title="Financial Intelligence" icon="chart-line" href="/account/financial-intelligence">
    Financial data appears in Facts and Figures and enriches Discovery Questions
  </Card>

  <Card title="Contacts & Org Chart" icon="users" href="/account/org-chart">
    Persona context helps target engagement preparation to the right stakeholders
  </Card>

  <Card title="Tech Stack Intelligence" icon="wrench" href="/account/technology-intelligence">
    Technology data enriches Custom Insights and Discovery Questions with operational context
  </Card>
</CardGroup>