Your First 10 Minutes
Add the account you're meeting next
Go to your workspace, click Add Company, and add the account you have a meeting with soonest. While it enriches (5-10 min), keep going with the next steps.
Configure your lens
This is the thing that makes PG:AI specific to what you sell.Go to Configuration → Favourite Technologies and add your competitors and key partner technologies. When you look at any account’s tech stack, these will be highlighted automatically - you’ll instantly see who’s using a competitor.Then go to Configuration → Personas and add the roles you typically sell to (e.g. VP Engineering, CTO, Head of Data). PG:AI will surface these people first in contact discovery.
Explore your first account
Once enriched, click into the account. Start with Strategic Insights - read the priorities and goals. Then check Tech Stack - look for your competitors highlighted in the list. Then check Contacts - find the people you’d want to talk to.This is what every account in your territory will look like once enriched.
Ask the AI Assistant a question
Go to Agent → AI Assistant and ask: “What should I focus on in my meeting with [Company]? We sell [what you sell].” See how the response uses real account data, not generic advice.
What You’ll Use Most
Strategic Insights
What the account is prioritising, their goals, SWOT, and division intelligence. Your starting point for any account.
Tech Stack
What technologies they use, with your competitors and partners highlighted. Know the competitive landscape before the call.
AI Assistant
Ask questions about any account. “What are their strategic priorities?”, “Who should I talk to?”, “How should I position against [competitor]?”
Canvas
Create meeting prep briefs, account plans, and engagement documents - all grounded in real intelligence.
Sales Engagement
Value pyramids, discovery questions, custom insights, and three whys - tailored to each account.
Contacts & Org Chart
Find the right people, understand the org structure, and map the buying committee.
Your Key Playbooks
These are the workflows you’ll use regularly:Meeting Preparation
Prepare for any meeting in 15-20 minutes with deep account context. Start here.
Account Planning
Build a full account plan with stakeholder maps, competitive analysis, and engagement strategy.
Competitive Research
Understand the competitive landscape at a specific account and position against alternatives.
QBR & EBC Preparation
Prepare executive-ready materials backed by real account intelligence.
Daily Workflow
Once you’re set up, your typical workflow looks like:- Before any meeting: Run the Meeting Prep playbook (15-20 min). Check priorities, tech stack, contacts, generate a prep sheet.
- For strategic accounts: Build a full Account Plan (30-45 min). Review and update before key touchpoints.
- For content needs: Use Canvas to generate emails, proposals, and briefs grounded in account data.
- To stay current: Set up monitoring alerts on your key accounts so you know when something changes.