CUSTOMER ACQUISITION AGENT

From first conversation to signed customer

Fibi helps you understand prospects, uncover their needs, answer questions out loud during calls, address objections, and move every opportunity closer to a signed deal.

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The right Fibi for every customer conversation

From understanding a new prospect to closing a proposal, each Fibi brings the right focus to your call.

Fibi Discovery

Before the proposal

Find out what the prospect really needs, how they work today, who's involved and whether there's a real opportunity. Best for first meetings, needs assessments and early follow-ups.

Fibi Sales

After the proposal

Walk customers through your solution, answer objections, read buying signals and move toward a clear decision. Best for proposal reviews, negotiations and closing conversations.

BEFORE THE CALL

Know your customer before the conversation starts

Fibi prepares your game plan, researches prospects, and brings together everything your team already knows, so you can focus on the conversation.

Get to the real problem before you pitch

Fibi's read

Solstice Wellness · Discovery call · Tomorrow, 1:00 PM

GET READY · 0 OF 3 DONE

Confirm budget range and timeline

High risk

Both were left blank on the intake form.

Settle how many studios are in scope

Heard two ways

Heard as “all 14” and as “the 4 in Austin”.

Locations

Ask who else signs off

Not on invite

The founder usually decides and hasn't joined yet.

OPEN THE CALL WITH

“What made now the right time to look at retention?”

Fibi

Get to the real problem before you pitch

Fibi's read

Solstice Wellness · Discovery call · Tomorrow, 1:00 PM

GET READY · 0 OF 3 DONE

Confirm budget range and timeline

High risk

Both were left blank on the intake form.

Settle how many studios are in scope

Heard two ways

Heard as “all 14” and as “the 4 in Austin”.

Locations

Ask who else signs off

Not on invite

The founder usually decides and hasn't joined yet.

OPEN THE CALL WITH

“What made now the right time to look at retention?”

Fibi

YOUR GAME PLAN

A game plan built for every call

Fibi uses your agenda, documents and past conversations to outline your goals, what to learn, what the customer expects and the gaps to close.

YOUR GAME PLAN

A game plan built for every call

Fibi uses your agenda, documents and past conversations to outline your goals, what to learn, what the customer expects and the gaps to close.

YOUR GAME PLAN

A game plan built for every call

Fibi uses your agenda, documents and past conversations to outline your goals, what to learn, what the customer expects and the gaps to close.

Goals and outcomes

What this call needs to achieve, and what a good result looks like.

Goals and outcomes

What this call needs to achieve, and what a good result looks like.

Questions to ask

What you still need to learn, pulled from earlier calls and documents.

Questions to ask

What you still need to learn, pulled from earlier calls and documents.

Gaps to close

What the customer expects to get, and what's missing before you can deliver it.

Gaps to close

What the customer expects to get, and what's missing before you can deliver it.

What the web says about Solstice Wellness

Web search

Read from public pages. Nobody said this on a call, so check it first.

OPENINGS FOR THE CALL

You run 14 studios on a membership model. Where do members drop off?

From the web

You opened two studios this year. What changed in onboarding?

New this year

Research prospects with Fibi

Add a new company and let Fibi find its business information. On Team and above, Fibi also researches customers and contacts automatically.

Who's on the call

Discovery call · Solstice Wellness

ON THIS INVITE

Jordan Ellis

New

Marketing Director · first call

You

Host

Running the call

Priya Raman

Not invited

Usually joins · missed the last 2

Know who's in the room

Review each contact's role, past concerns, open requests, promises and how they took part in earlier calls.

Questions to ask

0 of 2 asked

Ranked. The first one matters most.

WRITTEN BY FIBI

“Where does the decision stand now?”

Heard two ways

Why: two calls describe the stage differently.

Deal stage

“Who else signs off on this?”

Still open

Why: the founder hasn't joined a call yet.

Decision-maker

Your plan, delivered before the call

Get one pre-call email with your meeting plan, key context and what to focus on.

Your business profile

3 offers

Brightpath Consulting · what Fibi matches to customer needs

WHAT YOU SELL

Lifecycle email programs

Best fit

Service · for brands losing members after signup

Retention audit

Fixed price

Two weeks, one clear plan

Loyalty strategy workshop

Workshop

Best for 10+ locations

Fibi knows what you sell

Your business profile helps Fibi understand your products and services, so she can connect them to customer needs.

CONNECTED SOURCES

Give Fibi the knowledge to answer

Connect your documents and business knowledge so Fibi can answer customer questions out loud, with sources you can verify.

Documents Fibi can quote

2 selected

Pick what Fibi answers from on this call.

SOURCE LIBRARY · ALL 3 · FILES 1 · GOOGLE DRIVE 2

Meridian proposal v3.pdf

Ready

Uploaded 3 days ago by you

Meridian

Proposal

Pricing sheet 2026

Ready

Imported from Google Drive

Global

Pricing

Bloom & Co. rollout case study

Ready

Imported from Google Drive

Global

Case study

Documents Fibi can quote

2 selected

Pick what Fibi answers from on this call.

SOURCE LIBRARY · ALL 3 · FILES 1 · GOOGLE DRIVE 2

Meridian proposal v3.pdf

Ready

Uploaded 3 days ago by you

Meridian

Proposal

Pricing sheet 2026

Ready

Imported from Google Drive

Global

Pricing

Bloom & Co. rollout case study

Ready

Imported from Google Drive

Global

Case study

BEFORE THE CALL

Choose what Fibi can quote

When you send Fibi to a meeting, pick the documents she can answer from. Filter your library by customer or type, or upload a file just for this call.

BEFORE THE CALL

Choose what Fibi can quote

When you send Fibi to a meeting, pick the documents she can answer from. Filter your library by customer or type, or upload a file just for this call.

BEFORE THE CALL

Choose what Fibi can quote

When you send Fibi to a meeting, pick the documents she can answer from. Filter your library by customer or type, or upload a file just for this call.

Pick sources per meeting

Choose files from your library or Google Drive for each call.

Pick sources per meeting

Choose files from your library or Google Drive for each call.

Filter by customer and type

Find the right proposal or pricing sheet in seconds.

Filter by customer and type

Find the right proposal or pricing sheet in seconds.

Answers you can check

Fibi cites the document behind each answer during the call.

Answers you can check

Fibi cites the document behind each answer during the call.

In the room with Fibi

Say "Hey Fibi" during your customer call. She answers questions out loud, compares options, recommends the best fit, and recalls past conversations using your documents and customer history.

Zoom

View

Alex

Hey Fibi, which of our plans is the best fit for what the customer just described?

Hey Fibi, do we have a case study for a wellness brand their size?

Hey Fibi, how does the annual package compare with monthly for 25 seats?

Hey Fibi, what budget did Jordan mention on our last call?

Hey Fibi, how many locations does Solstice Wellness list on its website?

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Personal Assistant

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Hold the line on price, scope and terms

Listening

Fibi Planning

Joined as AI meeting assistant

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Based on the requirements discussed, I'd recommend comparing the Team and Business plans. I can walk through the differences in features and limits.

Source: Pricing sheet, Plan comparison

Speaking

Yes. The Bloom & Co. case study covers a wellness brand with a similar member base, including how long onboarding took.

Source: Case studies folder

Speaking

Annual includes onboarding and priority support. Monthly keeps the flexibility, but onboarding is billed separately.

Source: Pricing sheet

Speaking

On 12 June, Jordan said they'd planned for the Advanced tier. The founder still has to approve anything above that.

Source: Discovery call, 12 June

Speaking

Their website lists 14 locations across three states, with two more marked as opening soon.

Source: Public company website

Kristine

Best fit

Your sources

Comparisons

Past calls

The web

Alex

Hey Fibi, which of our plans is the best fit for what the customer just described?

Hey Fibi, do we have a case study for a wellness brand their size?

Hey Fibi, how does the annual package compare with monthly for 25 seats?

Hey Fibi, what budget did Jordan mention on our last call?

Hey Fibi, how many locations does Solstice Wellness list on its website?

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Personal Assistant

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Hold the line on price, scope and terms

Listening

Fibi Planning

Joined as AI meeting assistant

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Based on the requirements discussed, I'd recommend comparing the Team and Business plans. I can walk through the differences in features and limits.

Source: Pricing sheet, Plan comparison

Speaking

Yes. The Bloom & Co. case study covers a wellness brand with a similar member base, including how long onboarding took.

Source: Case studies folder

Speaking

Annual includes onboarding and priority support. Monthly keeps the flexibility, but onboarding is billed separately.

Source: Pricing sheet

Speaking

On 12 June, Jordan said they'd planned for the Advanced tier. The founder still has to approve anything above that.

Source: Discovery call, 12 June

Speaking

Their website lists 14 locations across three states, with two more marked as opening soon.

Source: Public company website

Alex

Hey Fibi, which of our plans is the best fit for what the customer just described?

Hey Fibi, do we have a case study for a wellness brand their size?

Hey Fibi, how does the annual package compare with monthly for 25 seats?

Hey Fibi, what budget did Jordan mention on our last call?

Hey Fibi, how many locations does Solstice Wellness list on its website?

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Personal Assistant

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Hold the line on price, scope and terms

Listening

Fibi Planning

Joined as AI meeting assistant

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Based on the requirements discussed, I'd recommend comparing the Team and Business plans. I can walk through the differences in features and limits.

Source: Pricing sheet, Plan comparison

Speaking

Yes. The Bloom & Co. case study covers a wellness brand with a similar member base, including how long onboarding took.

Source: Case studies folder

Speaking

Annual includes onboarding and priority support. Monthly keeps the flexibility, but onboarding is billed separately.

Source: Pricing sheet

Speaking

On 12 June, Jordan said they'd planned for the Advanced tier. The founder still has to approve anything above that.

Source: Discovery call, 12 June

Speaking

Their website lists 14 locations across three states, with two more marked as opening soon.

Source: Public company website

No plugins required · No setup required · Invite Fibi to any Zoom, Google Meet, or Microsoft Teams call

What you can ask Fibi during a call

Answers from your sources

Ask about pricing, specs, policies or case studies. Fibi answers and shows the source.

Compares your options

Put products, packages, features and trade-offs side by side.

Recommends the best fit

Get a recommendation based on the needs the customer just described.

Explains the details

Go deeper on a product, feature, clause or technical requirement.

Recalls past conversations

Bring back earlier concerns, decisions and budget discussions.

Checks agenda coverage

Ask what's covered, what's still open and what still needs a decision.

Looks up public information

Ask Fibi to check public facts on the web during the call.

AFTER THE CALL

Turn every call into clear next steps

Know what you learned, what's at risk, and what comes next

Fibi captures customer needs, buying signals, proposal feedback, and potential risks, so you know where the deal stands and what to do next.

Fibi turns every customer conversation into actionable insights, from unmet needs and buying signals to proposal feedback, unresolved concerns and commitments.

Discovery call · Solstice Wellness

Completed

Zoom

Jun 12, 2026 · 2:00 PM

32 mins

2 participants

Details

Actions

QUICK RECAP

Solstice Wellness is exploring a retention marketing partner after growth stalled. Interested in your approach, but budget ownership and timeline are still unclear.

KEY FACTS MENTIONED

Budget mentioned

Advanced tier

Locations

14 studios

Decision-maker

Founder, not met yet

Target start

Before spring sign-ups

SUMMARY

Discussion topics
Current retention efforts, team size, past agency experience, budget range, decision process

Decisions made
- Share the Bloom & Co. case stud
- Schedule a follow-up with the founder

Key points
Interest is genuine, but the deal depends on confirming budget and getting the founder into the conversation.

Generated by Fibi AI

CALL INSIGHTS

A complete picture of every customer call

Get a recap of key facts, decisions, customer needs, deal progress and commitments from both sides. Fibi tailors the analysis to the conversation.

CALL INSIGHTS

A complete picture of every customer call

Get a recap of key facts, decisions, customer needs, deal progress and commitments from both sides. Fibi tailors the analysis to the conversation.

CALL INSIGHTS

A complete picture of every customer call

Get a recap of key facts, decisions, customer needs, deal progress and commitments from both sides. Fibi tailors the analysis to the conversation.

Discovery calls

Needs, gaps and what to verify before a proposal makes sense.

Discovery calls

Needs, gaps and what to verify before a proposal makes sense.

Sales calls

Deal movement, proposal reactions and the objections to address.

Sales calls

Deal movement, proposal reactions and the objections to address.

Commitments from both sides

Who promised what, with owners and due dates.

Commitments from both sides

Who promised what, with owners and due dates.

Customer needs

First call

Solstice Wellness, from the call with Jordan.

PAIN POINTS AND OUTCOMES

Members drop off by month three

Pain point

“We lose about a third of new members before their third month.”

Jordan

12:40

Wants a 90-day retention plan

Desired outcome

Success means fewer cancellations before the first renewal.

Understand what customers really need

Capture pain points, desired outcomes, current tools, workaround costs and feature requests.

Buying interest: 86 of 100

Strong

From what was said and done on your calls

What they said

+50

3 firm and 6 conditional buying signals

How engaged they are

+34

Their most engaged person and meetings held

Where the deal is

+25

Moved forward after the proposal call

−2 open concerns · −1 unanswered question

Spot buying signals and deal movement

See whether the opportunity moved forward, stalled or went backward, and what customers said that suggests they're ready to buy.

Proposal feedback

Meridian

How the revised proposal landed.

REACTIONS

Liked the phased rollout

Positive

“Two plants first makes this much easier to approve.”

Marcus

18:22

Per-seat price above budget

Objection

Raised by Marcus. Not answered yet.

See how your proposal landed

Understand reactions to your proposal, scope, demo and pricing, including competitor mentions and objections.

OPEN QUESTIONS

YOU ASKED ABOUT

Who owns the final decision: not yet answered

Sarah · Jun 11

Must-have requirements for rollout: not yet confirmed

Sarah · Jun 11

NOT YET DISCUSSED

How they buy: procurement steps unknown

Jordan · Jun 09

Their current approach: tools in use not confirmed

Jordan · Jun 09

Uncover gaps before they become blockers

Find what's still unknown about the problem, decision-maker, current approach, requirements and buying process.

RISK CHECK

Catch the risks others might miss

Fibi flags contradictions, unverified claims, unanswered objections, missing owners and commitments that could put the opportunity at risk.

RISK CHECK

Catch the risks others might miss

Fibi flags contradictions, unverified claims, unanswered objections, missing owners and commitments that could put the opportunity at risk.

RISK CHECK

Catch the risks others might miss

Fibi flags contradictions, unverified claims, unanswered objections, missing owners and commitments that could put the opportunity at risk.

Contradictions and unverified claims

Hypotheticals treated as commitments, and claims nobody has checked.

Contradictions and unverified claims

Hypotheticals treated as commitments, and claims nobody has checked.

Objections left open

Concerns only partly answered, or raised twice without a reply.

Objections left open

Concerns only partly answered, or raised twice without a reply.

Missing owners and buyers

Procurement, commitments or budget with nobody named.

Missing owners and buyers

Procurement, commitments or budget with nobody named.

Risk check

10 flagged

Meridian Manufacturing: what could stall this opportunity.

FLAGGED AFTER THE CALL

Buying signal with no next step

Next step

Asked about rollout timing, but no follow-up was booked.

Scope changed without a revised proposal

Proposal

Two plants were added on the call.

Procurement without an owner

Owner

Nobody named to handle the vendor form.

Competitor favored by the customer

Competitor

Marcus praised Vertex Systems' support.

Discount requested without a clear reason

Pricing

Asked for 15% off with no budget given.

Commitment without an owner or due date

Commitment

“Someone will send the security docs.”

Objection only partly answered

Objection

Integration effort is still unclear.

Risk check

10 flagged

Meridian Manufacturing: what could stall this opportunity.

FLAGGED AFTER THE CALL

Buying signal with no next step

Next step

Asked about rollout timing, but no follow-up was booked.

Scope changed without a revised proposal

Proposal

Two plants were added on the call.

Procurement without an owner

Owner

Nobody named to handle the vendor form.

Competitor favored by the customer

Competitor

Marcus praised Vertex Systems' support.

Discount requested without a clear reason

Pricing

Asked for 15% off with no budget given.

Commitment without an owner or due date

Commitment

“Someone will send the security docs.”

Objection only partly answered

Objection

Integration effort is still unclear.

Worried the ops team will resist another tool

Open

Heard 12 Jun · Raised by Jordan, not addressed

A past agency overpromised on results

Addressed

Heard 12 Jun · You shared a case study

Can rollout wait until after the spring rush?

Unanswered

Heard 12 Jun · Timing concern from Jordan

Track concerns and unanswered questions

Keep sight of feasibility, timing, technical fit, pricing, disruption, internal concerns and questions that still need answers.

Commitments

4 open

From both sides of the call.

WITH OWNERS AND DATES

Send the revised proposal

Your team

Include the phased rollout option.

You

Due Fri 14 Nov

Confirm the procurement contact

Customer

Marcus · Due Tue 11 Nov

Leave with clear commitments

Capture decisions, requests, owners and due dates from both sides, so you know what needs to happen next.

YOUR FIBI BETWEEN CALLS

Keep the conversation going with Fibi

Prepare for upcoming meetings, talk through completed calls, or ask about any customer or contact. Fibi is there whenever you need answers.

YOUR FIBI BETWEEN CALLS

Keep the conversation going with Fibi

Prepare for upcoming meetings, talk through completed calls, or ask about any customer or contact. Fibi is there whenever you need answers.

YOUR FIBI BETWEEN CALLS

Keep the conversation going with Fibi

Prepare for upcoming meetings, talk through completed calls, or ask about any customer or contact. Fibi is there whenever you need answers.

Prep with Fibi

Acme Corp · Q4 renewal review

Speaking

“You’re meeting Tom and Priya to close the budget gap. Tom still owes you the finance answer, so start there. Then ask Priya if the new cap settles it. Want to run through your questions?”

00:26

Mute

End call

Prepare with Fibi

Debrief with Fibi

Ask Fibi

Walk into your next call ready

Talk to Fibi about an upcoming meeting or type your questions. She walks you through the plan, past concerns, promises and what you still need to find out.

Voice preparation

Start a one-to-one Talk to Fibi session for a booked meeting. She asks how you want to start, then covers the plan, concerns, promises and unknowns.

Text preparation

Type questions like “What should I find out first?” and tap suggested follow-ups after each answer.

Prep with Fibi

Acme Corp · Q4 renewal review

Speaking

“You’re meeting Tom and Priya to close the budget gap. Tom still owes you the finance answer, so start there. Then ask Priya if the new cap settles it. Want to run through your questions?”

00:26

Mute

End call

Prepare with Fibi

Debrief with Fibi

Ask Fibi

Walk into your next call ready

Talk to Fibi about an upcoming meeting or type your questions. She walks you through the plan, past concerns, promises and what you still need to find out.

Voice preparation

Start a one-to-one Talk to Fibi session for a booked meeting. She asks how you want to start, then covers the plan, concerns, promises and unknowns.

Text preparation

Type questions like “What should I find out first?” and tap suggested follow-ups after each answer.

Prep with Fibi

Acme Corp · Q4 renewal review

Speaking

“You’re meeting Tom and Priya to close the budget gap. Tom still owes you the finance answer, so start there. Then ask Priya if the new cap settles it. Want to run through your questions?”

00:26

Mute

End call

Prepare with Fibi

Debrief with Fibi

Ask Fibi

Walk into your next call ready

Talk to Fibi about an upcoming meeting or type your questions. She walks you through the plan, past concerns, promises and what you still need to find out.

Voice preparation

Start a one-to-one Talk to Fibi session for a booked meeting. She asks how you want to start, then covers the plan, concerns, promises and unknowns.

Text preparation

Type questions like “What should I find out first?” and tap suggested follow-ups after each answer.

Prep with Fibi

Acme Corp · Q4 renewal review

Speaking

“You’re meeting Tom and Priya to close the budget gap. Tom still owes you the finance answer, so start there. Then ask Priya if the new cap settles it. Want to run through your questions?”

00:26

Mute

End call

Prepare

Debrief

Ask

Walk into your next call ready

Talk to Fibi about an upcoming meeting or type your questions. She walks you through the plan, past concerns, promises and what you still need to find out.

Voice preparation

Start a one-to-one Talk to Fibi session for a booked meeting. She asks how you want to start, then covers the plan, concerns, promises and unknowns.

Text preparation

Type questions like “What should I find out first?” and tap suggested follow-ups after each answer.

PRIVATE COACHING

Get better with

every customer call

Fibi reviews each call, scores your skills based on your role and experience, and shows what worked, what to improve, and how you're progressing over time.

PRIVATE COACHING

Get better with

every customer call

Fibi reviews each call, scores your skills based on your role and experience, and shows what worked, what to improve, and how you're progressing over time.

PRIVATE COACHING

Get better with

every customer call

Fibi reviews each call, scores your skills based on your role and experience, and shows what worked, what to improve, and how you're progressing over time.

Proposal call · Meridian Manufacturing

Scored as Sales · Senior account executive

out of 100

Coaching score

Up 5 points on last week

Opening & Rapport

15% of score · Set the agenda and confirmed time in the first minute.

Discovery & Questioning

20% of score · Moved to the solution before asking why it mattered.

Objection Handling

30% of score · Explored the price concern before answering it.

Talk Ratio & Pacing

15% of score · You spoke 42% of the call, inside the target band.

Next Steps & Close

20% of score · Agreed a date and an owner for the revised proposal.

YOUR TOP FOCUS FOR THE NEXT CALL

Ask one more follow-up before you present a solution.

FOCUS AREA: DISCOVERY & QUESTIONING

Your personal coaching scorecard

A score out of 100 with five skill ratings tailored to the call type, your profession and your seniority. Each skill comes with feedback you can act on.

Coachable moments

3 moments

Proposal call · Meridian Manufacturing

KEEP DOING THIS

Turned interest into a pilot

Earned a commitment

“Let's run it with two plants first and review in May.”

Marcus

46:10

NEXT TIME, TRY

Probe what “scalable” means

Abandoned line of questioning

Try: ask how they will judge success across every site.

Marcus

18:42

Date the security review

No date on commitment

Try: agree a review date before the call ends.

You

52:05

Learn from real call moments

See what you said, what worked and what to try differently, with examples from your conversation.

Objection handling

2 to revisit

What was raised, what you did with it, and what it cost.

RAISED ON THIS CALL

Rollout across 14 plants

Handled well

You walked through the Bloom & Co. rollout and its two-site start.

technical

08:15

Cost per location

Needs follow-up

Pricing sheet promised, not sent. “Finance needs a per-site number.”

pricing

31:05

Start after the spring rush

Needs follow-up

You agreed to wait but did not set a start date.

timing

22:40

See how you handled concerns

Every customer concern is reviewed with the original quote and whether you resolved it or still owe a follow-up.

The questions you asked

6 open · 3 closed

The mix you asked, and the two worth a second look.

STANDOUT QUESTION

“What changed after last quarter?”

Strong

Opened the floor for Marcus to share his real rollout criteria.

You

06:55

MISSED FOLLOW-UP

“It has to work for all 14 plants.”

Not explored

Try: ask what “work” means for each plant before you present.

Marcus

18:42

Ask better questions

Your open versus closed questions, the strongest question you asked and an important one you missed.

Talk ratio & balance

Target 35–45%

How much of the call you spoke, against the target range.

THIS CALL

You spoke 42%

In target

Marcus spoke 57% and Fibi 1%. Longest single stretch: 1m 48s.

SPEAKER SHARE OF THE TRANSCRIPT

You

4,210 words · 42%

Marcus, Meridian Manufacturing

5,710 words · 57%

Fibi

96 words · 1%

Balance the conversation

Your talk time against the target range, your longest stretch and each speaker's share of the call.

COACHING OVER TIME

See how your

conversations improve

Track your scores, spot recurring habits, and see which skills are getting stronger across your customer calls.

COACHING OVER TIME

See how your

conversations improve

Track your scores, spot recurring habits, and see which skills are getting stronger across your customer calls.

COACHING OVER TIME

See how your

conversations improve

Track your scores, spot recurring habits, and see which skills are getting stronger across your customer calls.

Coaching score trend

Last 5 calls vs the previous 5

Average, last 5 calls

Up from 76 on the previous 5

Oct 6

Oct 13

Promoted

Oct 20

Oct 27

Best and lowest calls

↑

Best: Meridian proposal review · 91

↓

Lowest: Northwind discovery · 64

•

Promoted Oct 20: scored at a higher standard since

Illustrative example

Track your coaching progress

Compare your last five calls with the five before, see your best and lowest calls, and follow how your scores change.

Habits on your calls

Last 10 calls

What Fibi keeps seeing across your customer calls

SEEN ACROSS CALLS

Holds silence after a question

Habit to keep

“Take your time. What is behind that?”

Seen on 6 calls

Pitches before asking why

Habit to drop

“We actually have a feature for exactly that…”

Seen on 4 calls

Recaps next steps before ending

Habit to keep

“So to recap: you loop in finance, I send the pricing.”

Seen on 5 calls

Spot recurring habits

Behaviors that help or hurt your calls, from holding silence to pitching too early.

Pushback you get

Last 10 calls

How often each concern needed a follow-up.

Pricing

20%

Came up 5 times · 1 needed a follow-up

Timing

25%

Came up 4 times · 1 needed a follow-up

Proof

50%

Came up 4 times · 2 needed a follow-up

Illustrative example

Improve concern handling

How you handle pricing, timing, proof and other objections, including what still needs follow-up.

Conversation skills

Last 10 calls

Change from the previous 10 calls

Question quality

More open questions, earlier in the call

Talk ratio

42% you

Down from 55%, closer to balanced

Plan coverage

5 of 6

Topics from your call plan you covered

Illustrative example

Track your conversation skills

Follow question quality, talk ratio, delivery and how much of your call plan you covered.

Your coaching week

Weekly

From Fibi

· Monday 8:00

sent to

You

Score 84, up 5. Strongest skill: Opening & Rapport. Your focus this week: ask one more follow-up before you present a solution.

Know what to work on next

One current focus skill, plus a weekly email with your score, strongest skill and next priority.

Private to you, and only after the call

Your coaching stays private. Teammates receive their own feedback, and calls without a customer voice aren't scored. Coaching arrives after the call, never live in front of customers.

CUSTOMER INTELLIGENCE

Every call adds to

what your team knows

Fibi builds shared customer and contact profiles from your team's conversations, so important details don't disappear when the meeting ends.

CUSTOMER INTELLIGENCE

Every call adds to

what your team knows

Fibi builds shared customer and contact profiles from your team's conversations, so important details don't disappear when the meeting ends.

CUSTOMER INTELLIGENCE

Every call adds to

what your team knows

Fibi builds shared customer and contact profiles from your team's conversations, so important details don't disappear when the meeting ends.

3 teammates → 3 conversations → 1 shared customer profile

Sarah · Sales

Sales discovery call

Call

Raised pricing concerns

Concern

Asked about the timeline

Question

James · Technical

Technical discussion

Call

Integration requirements

Requirement

Found a technical blocker

Blocker

Emma · Account management

Account review

Call

Confirmed budget

Key fact

Discussed next steps

Next step

↓ One shared customer profile

Acme Corp

Customer insights · one shared profile

Shared with team

Updated after every call

Buying interest

Strong

Up after Emma’s review

Recent activity

3 conversations

Sarah, James and Emma

Open commitment

Implementation follow-up

Signals

Budget confirmed

Pricing concern

Integration blocker

OPEN CONCERNS 2

Pricing

Price

Open

Raised on Sarah’s sales discovery call.

Integration

Technical

Blocker

Flagged on James’s technical call.

From Emma’s account review

Key fact: budget confirmed

Open commitment: implementation follow-up

Every teammate's call adds to the same profile, whoever attended.

One shared customer profile

Needs, concerns, requests, buying signals and commitments from calls across your workspace.

One shared customer profile

Needs, concerns, requests, buying signals and commitments from calls across your workspace.

Know every contact

Each person's role, interests, concerns, engagement and what they've promised.

Know every contact

Each person's role, interests, concerns, engagement and what they've promised.

Pick up where you left off

Past discussions, open questions and earlier commitments, ready before the next call.

Pick up where you left off

Past discussions, open questions and earlier commitments, ready before the next call.

See the bigger picture

What your team learns across calls, combined to show how the relationship is developing.

See the bigger picture

What your team learns across calls, combined to show how the relationship is developing.

Built for teams that turn conversations into customers

From first contact to signed deal, Fibi helps customer-facing teams uncover needs, answer questions, overcome objections, and move opportunities forward.

Sales teams

Present proposals, answer customer questions, handle objections, and move deals toward a decision.

Business development teams

Explore new opportunities, understand prospect needs, and identify the right people to engage.

Solution consultants

Explain technical details, compare solutions, and recommend the best fit for customer requirements.

Founders and business owners

Lead customer conversations, validate opportunities, and follow through on commitments without a dedicated sales team.

FOLLOW-THROUGH

Keep the opportunity moving after the call

Fibi turns conversations into follow-ups, tracked requests and clear next steps, so nothing gets lost between meetings.

Next steps from today's call

Draft

To Jordan Ellis

· Solstice Wellness

drafted by

Fibi

Hi Jordan, thanks for walking me through your retention numbers today. As promised, the Bloom & Co. case study is attached. Could we book 30 minutes with your founder next week?

Requests and commitments · Solstice Wellness

Request

Case study for a wellness brand

Commitment

Jordan to loop in the founder

To-do

Send the follow-up email

Today

Stage

Proposal sent

Mark as won?

Meridian Manufacturing agreed to sign the revised proposal.

Confirm

Fibi

activity

This quarter: 12 Discovery calls and 7 Sales calls. Export the data to CSV whenever you need it.

Meeting activity · Last 3 months

Follow-ups, ready for you to review

You review, edit and send every follow-up yourself. Participants can also get a recap email, which you can turn off per meeting on Solo and above.

Follow-up emails, ready to review

Fibi drafts your follow-up from what happened on the call. You review, edit and send it.

Requests and commitments in one place

Track what the customer asked for and what each side agreed to. Mark anything as "Not a request".

Know when an opportunity changes

Fibi suggests won, lost or churned outcomes based on the stage you've set.

See your meeting activity

Review Discovery and Sales calls, trends and comparisons, and export the data to CSV.

CUSTOMER ACQUISITION SPECIALIST

Turn more conversations into customers

Bring Fibi into your customer calls to uncover needs, answer questions out loud, handle objections, and move every opportunity closer to a deal.

Start your free trial

Discovery and Sales on Solo and above

No credit card required

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Trusted by industry professionals

Bring the right knowledge into every meeting and answer important questions without promising another follow-up.

★
★
★
★
★
When the buyer challenged our pricing, Fibi pulled the approved options and supporting case study into the call. We answered immediately and kept the deal moving.
Account Manager, SaaS Company
★
★
★
★
★
A client questioned our recommendation, so we asked Fibi to compare the options against the engagement documents. It surfaced the trade-offs clearly, with sources, while everyone was still in the room.
Senior Consultant, Management Consulting
★
★
★
★
★
During employee training, Fibi answered process questions from our SOPs and policy documents. Our trainer stayed focused, and every new hire received the same approved guidance.
Learning and Development Manager, Manufacturing

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Your conversations. Your knowledge. Protected.

Fibi keeps your meeting content and documents private, protects your workspace data, and puts you in control of what you share.

Explore privacy policy

Data Processing Agreement

Private by default

Your meeting content and documents stay private unless you choose to share them.

Encrypted and protected

Your data is encrypted in transit and at rest, with access restricted to your workspace.

Relevant context only

Fibi uses the documents available to each meeting to help answer questions during the call.

No AI model training

We don’t use your meeting content or documents to train AI models.

Built on services from SOC 2 Type II audited providers.

Your conversations. Your knowledge. Protected.

Fibi keeps your meeting content and documents private, protects your workspace data, and puts you in control of what you share.

Explore privacy policy

Data Processing Agreement

Private by default

Your meeting content and documents stay private unless you choose to share them.

Encrypted and protected

Your data is encrypted in transit and at rest, with access restricted to your workspace.

Relevant context only

Fibi uses the documents available to each meeting to help answer questions during the call.

No AI model training

We don’t use your meeting content or documents to train AI models.

Built on services from SOC 2 Type II audited providers.

Your conversations. Your knowledge. Protected.

Fibi keeps your meeting content and documents private, protects your workspace data, and puts you in control of what you share.

Explore privacy policy

Data Processing Agreement

Private by default

Your meeting content and documents stay private unless you choose to share them.

Encrypted and protected

Your data is encrypted in transit and at rest, with access restricted to your workspace.

Relevant context only

Fibi uses the documents available to each meeting to help answer questions during the call.

No AI model training

We don’t use your meeting content or documents to train AI models.

Built on services from SOC 2 Type II audited providers.