FIBI CUSTOMER RELATIONSHIP SPECIALIST

From signed customer to first value and beyond

Three AI agents help you get customers up and running, keep delivery plans on track, and give advice with clear reasons and next steps. Fibi carries the context from sales into every customer call.

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The right Fibi for every customer conversation

Three Fibi agents help customers get value sooner, keep rollouts on track, and make informed decisions. Each picks up where Discovery and Sales left off, with the customer’s expectations and commitments in one shared ledger.

Fibi Customer Onboarding

From signed to up and running

Get customers using what they bought. Use Fibi for kickoffs, setup and training calls, and 30-, 60-, and 90-day check-ins.

Fibi Customer Planning

For plans both sides own

Build a plan with the customer that both sides can be held to. Use Fibi for delivery kickoffs, rollout sessions, milestone reviews, and replanning after a slip.

Fibi Advisor

For expert conversations

When a client brings you a situation, capture the advice you give, the reasons behind it, and what you agree to do next. Use Fibi before the sale or as part of a paid advisory service.

BEFORE THE CALL

Walk in knowing where the customer stands

Fibi builds a game plan from your agenda, your documents, and every earlier call with the customer, including the sales calls.

Solstice Wellness · 30-day check-in

Fibi's read

Customer Onboarding · Tomorrow, 10:00 AM · Illustrative

GET READY · 0 OF 3 DONE

Confirm whether IT has granted data access

Blocker

Promised at kickoff. No update since.

Verify whether staff have run a test campaign

Not confirmed

Step 4 of the setup guide for the four Austin studios.

Setup

Agree who owns the first live send

No owner yet

Nobody was named at kickoff.

OPEN THE CALL WITH

“Where are we with data access from IT?”

Fibi

Solstice Wellness · 30-day check-in

Fibi's read

Customer Onboarding · Tomorrow, 10:00 AM · Illustrative

GET READY · 0 OF 3 DONE

Confirm whether IT has granted data access

Blocker

Promised at kickoff. No update since.

Verify whether staff have run a test campaign

Not confirmed

Step 4 of the setup guide for the four Austin studios.

Setup

Agree who owns the first live send

No owner yet

Nobody was named at kickoff.

OPEN THE CALL WITH

“Where are we with data access from IT?”

Fibi

YOUR GAME PLAN

A game plan built for every call

See what you need to achieve, what you still need to learn, what the customer expects, and how to close the gap.

YOUR GAME PLAN

A game plan built for every call

See what you need to achieve, what you still need to learn, what the customer expects, and how to close the gap.

YOUR GAME PLAN

A game plan built for every call

See what you need to achieve, what you still need to learn, what the customer expects, and how to close the gap.

Goals and outcomes

See what the call needs to achieve and what a good result looks like.

Goals and outcomes

See what the call needs to achieve and what a good result looks like.

Questions to ask

Find out what you still need to learn from the customer.

Questions to ask

Find out what you still need to learn from the customer.

Gaps to close

See what the customer expects, what’s missing, and how to tackle it on the call.

Gaps to close

See what the customer expects, what’s missing, and how to tackle it on the call.

What the web says about Solstice Wellness

Web search

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

WORTH RAISING ON THE CALL

Four of your 14 studios start first. When do the other ten follow?

From the web

You opened two studios this year. Are they in a later phase?

New this year

Research customers and contacts automatically

On Team and above, Fibi automatically researches customers and contacts before the call.

Who's on the call

30-day check-in · Solstice Wellness

ON THIS INVITE

Jordan Ellis

Since sales

Marketing Director · since the sales calls

You

Host

Running the call

Priya Raman

Not invited

IT lead · owns data access

Know who’s in the room

See each contact’s role, open concerns, open requests, promises from both sides, and how each person took part in earlier calls.

Questions to ask

0 of 2 asked

Ranked. The first one matters most.

WRITTEN BY FIBI

“Has IT granted data access yet?”

Not confirmed

Why: the first live campaign can’t start without it.

Data access

“Who owns the first live send?”

Still open

Why: nobody was named at kickoff.

Ownership

Get the plan before you join

Get a pre-call email with your meeting plan and what to focus on.

Commitments to date

3 open

Solstice Wellness · from sales through kickoff

WHAT BOTH SIDES PROMISED

Start with the four Austin studios

Agreed in sales

Wider rollout follows once the first campaign is live

IT grants data access

Customer promise

Priya · needed before the first live campaign

Send the test-campaign checklist

Your promise

Before the next session

Start with what was already promised

Review commitments from both sides, including expectations set during sales.

CONNECTED SOURCES

Give Fibi the knowledge to answer

Connect Google Drive, OneDrive, or Notion, or upload files directly. Fibi uses your documents to answer customer questions and shows where the answer came from.

Documents Fibi can quote

2 selected

Pick what Fibi answers from on this call.

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

Solstice implementation agreement.pdf

Ready

Uploaded 3 days ago by you

Solstice

Agreement

Setup guide · four studios

Ready

Imported from Google Drive

All customers

Guide

Solstice Wellness rollout plan

Ready

Imported from Google Drive

All customers

Rollout plan

Documents Fibi can quote

2 selected

Pick what Fibi answers from on this call.

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

Implementation agreement.pdf

Ready

Uploaded 3 days ago by you

Solstice

Agreement

Setup guide · four studios

Ready

Imported from Google Drive

All customers

Guide

Solstice Wellness rollout plan

Ready

Imported from Google Drive

All customers

Rollout plan

Documents Fibi can quote

2 selected

Pick what Fibi answers from on this call.

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

Solstice implementation agreement.pdf

Ready

Uploaded 3 days ago by you

Solstice

Agreement

Setup guide · four studios

Ready

Imported from Google Drive

All customers

Guide

Solstice Wellness rollout plan

Ready

Imported from Google Drive

All customers

Rollout plan

YOUR SOURCES

Bring the right documents to the call

Choose the files Fibi can answer from on each customer call.

YOUR SOURCES

Bring the right documents to the call

Choose the files Fibi can answer from on each customer call.

YOUR SOURCES

Bring the right documents to the call

Choose the files Fibi can answer from on each customer call.

Connect your sources

Use Google Drive, OneDrive, Notion, or direct uploads.

Connect your sources

Use Google Drive, OneDrive, Notion, or direct uploads.

Answer from your own documents

Bring contracts, specs, setup guides, and policies into the conversation.

Answer from your own documents

Bring contracts, specs, setup guides, and policies into the conversation.

Check the source

See the document behind Fibi’s answer. Uploaded files are scanned for viruses.

Check the source

See the document behind Fibi’s answer. Uploaded files are scanned for viruses.

In the room with Fibi

Say “Hey Fibi” during a customer call. Fibi answers out loud, shows its sources, and recalls what you agreed on earlier calls.

Zoom

View

Alex

Hey Fibi, which rollout option fits what we agreed at kickoff?

Hey Fibi, what does the implementation agreement say about data access?

Hey Fibi, how does a two-phase expansion compare with launching all 14 studios at once?

Hey Fibi, when did they say IT would be ready?

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

Joined as AI meeting assistant

Listening

Fibi Planning

Pick up client reviews where you left off

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Start with the four Austin studios. That’s what we agreed at kickoff. The wider rollout depends on IT granting data access.

Source: Kickoff recap · Rollout plan

Speaking

Solstice provides data access before the first live campaign. Setup support starts once access is granted.

Source: Implementation agreement

Speaking

Two phases lowers the risk: the four Austin studios prove the setup first. One launch is faster, but every location needs IT access before day one.

Source: Rollout plan · Advisory notes

Speaking

At kickoff, Priya said IT aimed to grant access within two weeks. No date has been confirmed since.

Source: Kickoff call

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 rollout option fits what we agreed at kickoff?

Hey Fibi, what does the implementation agreement say about data access?

Hey Fibi, how does a two-phase expansion compare with launching all 14 studios at once?

Hey Fibi, when did they say IT would be ready?

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

Joined as AI meeting assistant

Listening

Fibi Planning

Pick up client reviews where you left off

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Start with the four Austin studios. That’s what we agreed at kickoff. The wider rollout depends on IT granting data access.

Source: Kickoff recap · Rollout plan

Speaking

Solstice provides data access before the first live campaign. Setup support starts once access is granted.

Source: Implementation agreement

Speaking

Two phases lowers the risk: the four Austin studios prove the setup first. One launch is faster, but every location needs IT access before day one.

Source: Rollout plan · Advisory notes

Speaking

At kickoff, Priya said IT aimed to grant access within two weeks. No date has been confirmed since.

Source: Kickoff call

Speaking

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

Source: Public company website

Alex

Hey Fibi, which rollout option fits what we agreed at kickoff?

Hey Fibi, what does the implementation agreement say about data access?

Hey Fibi, how does a two-phase expansion compare with launching all 14 studios at once?

Hey Fibi, when did they say IT would be ready?

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

Joined as AI meeting assistant

Listening

Fibi Planning

Pick up client reviews where you left off

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Start with the four Austin studios. That’s what we agreed at kickoff. The wider rollout depends on IT granting data access.

Source: Kickoff recap · Rollout plan

Speaking

Solstice provides data access before the first live campaign. Setup support starts once access is granted.

Source: Implementation agreement

Speaking

Two phases lowers the risk: the four Austin studios prove the setup first. One launch is faster, but every location needs IT access before day one.

Source: Rollout plan · Advisory notes

Speaking

At kickoff, Priya said IT aimed to grant access within two weeks. No date has been confirmed since.

Source: Kickoff call

Speaking

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

Source: Public company website

Invite any of the three agents to Zoom, Google Meet, or Microsoft Teams. Nothing to install.

What you can ask Fibi during a customer call

Get answers from your sources

Fibi answers out loud using your connected documents and shows the source.

Compare options side by side

Fibi compares the available options and explains the trade-offs between them.

Find the best fit

Fibi recommends an option based on the customer’s goals, needs, and constraints.

Get a detailed explanation

Fibi explains a specific item in depth so everyone understands how it works.

Recall past conversations

Fibi brings earlier decisions, commitments, and concerns into the current conversation.

Check what’s left on the agenda

Fibi shows which topics you’ve covered and which still need attention.

Search the web live

Fibi looks up public information and shares what it finds during the call.

AFTER THE CALL

See where the customer stands and what needs to happen next

Fibi captures decisions, blockers, and commitments from both sides, then prepares a customer-ready recap and drafts your follow-up.

30-day check-in · Solstice Wellness

Completed

Zoom

Dec 3, 2026 · 10:00 AM

32 mins

3 participants

Details

Actions

QUICK RECAP

First value is one step away. Priya in IT owns the data access needed before the first live campaign.

KEY FACTS MENTIONED

Rollout scope

4 Austin studios

Setup

Configured, test pending

Blocker owner

Priya, IT

First live campaign

After IT access

SUMMARY

Discussion topics
Setup progress, staff training, IT data access, the test campaign

Commitments
- Priya to confirm when IT can grant data access
- You to send the test-campaign checklist

Unanswered question
When will data access be ready? No date yet.

Generated by Fibi AI

CALL INSIGHTS

A recap tailored to the call

Each Fibi agent leads with the outcome you need to act on.

CALL INSIGHTS

A recap tailored to the call

Each Fibi agent leads with the outcome you need to act on.

CALL INSIGHTS

A recap tailored to the call

Each Fibi agent leads with the outcome you need to act on.

Customer Onboarding

How close the customer is to first value, what’s blocking it, and who owns the blocker.

Customer Onboarding

How close the customer is to first value, what’s blocking it, and who owns the blocker.

Customer Planning

Whether the plan still holds against what both sides agreed, and what slips first if it doesn’t.

Customer Planning

Whether the plan still holds against what both sides agreed, and what slips first if it doesn’t.

Advisor

What you recommended or decided, and why.

Advisor

What you recommended or decided, and why.

Blockers and setup

Onboarding

Solstice Wellness · 30-day check-in

BLOCKERS WITH OWNERS

IT data access not granted

Blocker

“We can’t send the first campaign until IT opens the data.”

Jordan

12:40

Staff trained on campaign setup

Training covered

Both studio managers ran the setup walkthrough.

See what’s blocking first value

Fibi tracks onboarding progress, blockers and their owners, setup changes, training, plan updates, and the tools the customer uses today.

Rollout plan: holds, with one condition

One condition

Checked against what both sides agreed at kickoff

Agreed decision

Kept

Start with the four Austin studios

Dependency

Open

IT grants data access before the first live campaign

Plan change

New

Test campaign moved to next week

If access slips, the first live send gives way first

Check whether the rollout still holds

Fibi checks the plan against prior agreements and records decisions, changes, and dependencies. Calls filed under a project also update its record.

Advice and reasons

Advisory call

What you recommended, and why.

ADVICE GIVEN

Expand to all 14 studios in two phases

Advice

Reason: the four Austin studios prove the setup before the wider rollout.

Jordan

18:22

Review results together in 30 days

Follow-up

Decision recorded. Owner: Jordan.

Keep the reasoning behind the advice

Fibi records the advice or decision and why it made sense, along with client pain points and any competitors mentioned.

OPEN QUESTIONS

STILL NEEDS AN ANSWER

When IT will grant data access: no date yet

Priya · Dec 3

SMS reminders: requested, not yet scoped

Priya · Dec 3

PROMISED BY EACH SIDE

You: send the test-campaign checklist

Jordan · Dec 3

Solstice: confirm the IT access date

Jordan · Dec 3

Bring open questions into the next call

See what still needs an answer and which feature requests need follow-up.

RISK CHECK

Catch what could stall the customer

Fibi surfaces concerns and flags the gaps that could delay first value, put a rollout at risk, or leave a client without a clear decision.

RISK CHECK

Catch what could stall the customer

Fibi surfaces concerns and flags the gaps that could delay first value, put a rollout at risk, or leave a client without a clear decision.

RISK CHECK

Catch what could stall the customer

Fibi surfaces concerns and flags the gaps that could delay first value, put a rollout at risk, or leave a client without a clear decision.

Customer Onboarding

Spot unowned blockers, unused features, and delays in reaching first value.

Customer Onboarding

Spot unowned blockers, unused features, and delays in reaching first value.

Customer Planning

Catch unconfirmed dependencies, conflicting dates, and missing approvers.

Customer Planning

Catch unconfirmed dependencies, conflicting dates, and missing approvers.

Advisor

Flag advice without a clear rationale, unanswered questions, and commitments without an owner or date.

Advisor

Flag advice without a clear rationale, unanswered questions, and commitments without an owner or date.

Risk check

7 flagged

Solstice Wellness: what could delay first value.

FLAGGED AFTER THE CALL

A blocker has no owner

Onboarding

SMS reminder setup was raised, but nobody took it.

A date was agreed without its conditions

Planning

Launch set for the 15th, but it depends on IT access.

The customer’s admin was missing

Onboarding

Priya owns data access and wasn’t on the invite.

No progress since the last call

Onboarding

Data access is still pending after two check-ins.

Features bought are going unused

Adoption

Automated win-back emails aren’t switched on yet.

A commitment had no owner or date

Commitment

“Someone will share the brand assets.”

Training gap on campaign setup

Follow-up

Two front-desk leads missed the walkthrough.

Risk check

7 flagged

Solstice Wellness: what could delay first value.

FLAGGED AFTER THE CALL

A blocker has no owner

Onboarding

SMS reminder setup was raised, but nobody took it.

A date was agreed without its conditions

Planning

Launch set for the 15th, but it depends on IT access.

The customer’s admin was missing

Onboarding

Priya owns data access and wasn’t on the invite.

No progress since the last call

Onboarding

Data access is still pending after two check-ins.

Features bought are going unused

Adoption

Automated win-back emails aren’t switched on yet.

A commitment had no owner or date

Commitment

“Someone will share the brand assets.”

Training gap on campaign setup

Follow-up

Two front-desk leads missed the walkthrough.

Worried staff won’t keep segments updated

Open

Heard 3 Dec · Raised by Jordan, not addressed

Unclear who approves campaign copy

Addressed

Heard 3 Dec · You shared the approval steps

Will IT access slip past the launch date?

Unanswered

Heard 3 Dec · Timing concern from Jordan

See which concerns still need attention

See what’s been addressed and what’s still open, from training gaps and data access to scope, staffing, and timing.

Commitments

3 open

From both sides of the call.

WITH OWNERS AND DATES

Send the test-campaign checklist

Your team

Before the next session.

You

Due Fri 5 Dec

Confirm when IT can grant access

Customer

Priya · Due Fri 5 Dec

Know who promised what and by when

Fibi tracks commitments from your team and the customer, with owners and due dates.

YOUR FIBI BETWEEN CALLS

Pick up where the last call left off

Talk through your next meeting, revisit a completed call, or ask about a customer or contact.

YOUR FIBI BETWEEN CALLS

Pick up where the last call left off

Talk through your next meeting, revisit a completed call, or ask about a customer or contact.

YOUR FIBI BETWEEN CALLS

Pick up where the last call left off

Talk through your next meeting, revisit a completed call, or ask about a customer or contact.

Prep with Fibi

Solstice Wellness · 30-day check-in

Speaking

“You’re meeting Jordan and Priya. IT data access is still open, so start there. Then confirm who owns the first live send.”

00:26

Mute

End call

Prepare with Fibi

Debrief with Fibi

Ask Fibi

Walk into the next call ready

Prep by voice or text. Ask “What’s still blocking them?” or “What did we promise last time?”

Voice preparation

Talk the next meeting through by voice. Fibi covers the plan, open concerns, and what each side promised.

Text preparation

Type questions like “What’s still blocking them?” or “What did we promise last time?”

Prep with Fibi

Solstice Wellness · 30-day check-in

Speaking

“You’re meeting Jordan and Priya. IT data access is still open, so start there. Then confirm who owns the first live send.”

00:26

Mute

End call

Prepare

Debrief

Ask

Walk into the next call ready

Prep by voice or text. Ask “What’s still blocking them?” or “What did we promise last time?”

Voice preparation

Talk the next meeting through by voice. Fibi covers the plan, open concerns, and what each side promised.

Text preparation

Type questions like “What’s still blocking them?” or “What did we promise last time?”

Prep with Fibi

Solstice Wellness · 30-day check-in

Speaking

“You’re meeting Jordan and Priya. IT data access is still open, so start there. Then confirm who owns the first live send.”

00:26

Mute

End call

Prepare with Fibi

Debrief with Fibi

Ask Fibi

Walk into the next call ready

Prep by voice or text. Ask “What’s still blocking them?” or “What did we promise last time?”

Voice preparation

Talk the next meeting through by voice. Fibi covers the plan, open concerns, and what each side promised.

Text preparation

Type questions like “What’s still blocking them?” or “What did we promise last time?”

Prep with Fibi

Solstice Wellness · 30-day check-in

Speaking

“You’re meeting Jordan and Priya. IT data access is still open, so start there. Then confirm who owns the first live send.”

00:26

Mute

End call

Prepare with Fibi

Debrief with Fibi

Ask Fibi

Walk into the next call ready

Prep by voice or text. Ask “What’s still blocking them?” or “What did we promise last time?”

Voice preparation

Talk the next meeting through by voice. Fibi covers the plan, open concerns, and what each side promised.

Text preparation

Type questions like “What’s still blocking them?” or “What did we promise last time?”

PRIVATE COACHING

Get better with

every customer call

After each call, Fibi gives you a private scorecard across five skills, shows what worked with examples from your conversation, and suggests one thing to improve next time.

PRIVATE COACHING

Get better with

every customer call

After each call, Fibi gives you a private scorecard across five skills, shows what worked with examples from your conversation, and suggests one thing to improve next time.

PRIVATE COACHING

Get better with

every customer call

After each call, Fibi gives you a private scorecard across five skills, shows what worked with examples from your conversation, and suggests one thing to improve next time.

30-day check-in · Solstice Wellness

Scored as Customer Onboarding · Illustrative

out of 100

Coaching score

Up 5 points on last week

Opening & Status Framing

Weight 10 pts · Opened with where the account stands on first value.

Blocker Identification

Weight 30 pts · Found the IT access blocker, missed the training gap.

Ownership & Next Step

Weight 25 pts · Named Priya as owner, but no date was agreed.

Enablement & Clarity

Weight 20 pts · Checked understanding after each setup step.

Airtime & Pacing

Weight 15 pts · You spoke 41% of the call, inside the target band.

YOUR TOP FOCUS FOR THE NEXT CALL

Before you close, confirm who owns the blocker and when they’ll update you.

FOCUS AREA: OWNERSHIP & NEXT STEP

Your personal coaching scorecard

One score out of 100 from five weighted skills. Each agent has its own rubric, shown below.

Coachable moments

3 moments

30-day check-in · Solstice Wellness

KEEP DOING THIS

Named an owner for the blocker

Owner named

“Priya, can you own data access and update us Friday?”

Priya

46:10

NEXT TIME, TRY

Check actual usage

All-green checklist accepted

Try: ask who has sent a test campaign, not just whether setup is done.

Priya

18:42

Date the SMS follow-up

No date on commitment

Try: agree a review date before the call ends.

You

52:05

Learn from real call moments

See examples of what you did well and what to try differently next time.

Concern review

2 to revisit

What the customer raised and what still needs follow-up.

RAISED ON THIS CALL

Wider rollout timing

Handled well

You tied the next phase to the four-studio results.

technical

08:15

IT data access

Needs follow-up

Owner named, no date. “IT is stretched this month.”

data access

31:05

Staff time for training

Needs follow-up

You offered a second session but did not book it.

training

22:40

See how you handled concerns

Review what the customer raised, how you responded, and what still needs follow-up.

The questions you asked

6 open · 3 closed

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

STANDOUT QUESTION

“What would first value look like for your team?”

Strong

Opened the floor for Jordan to define success in her words.

You

06:55

MISSED FOLLOW-UP

“Setup is basically done.”

Not explored

Try: ask who has run a test campaign so far.

Priya

18:42

Ask better questions

Review the mix of open and closed questions, the strongest question you asked, and a follow-up you missed.

Airtime and pacing

Target 35–45%

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

THIS CALL

You spoke 41%

In target

Jordan and Priya spoke 58%, Fibi 1%. Longest single stretch: 4m 02s.

SPEAKER SHARE OF THE TRANSCRIPT

You

4,110 words · 41%

Jordan, Solstice Wellness

5,810 words · 58%

Fibi

96 words · 1%

Balance the conversation

See how much each person spoke and review your pacing.

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: Solstice rollout review · 91

↓

Lowest: Harbor Dental kickoff · 64

•

Promoted Oct 20: scored at a higher standard since

Illustrative example

Track your coaching progress

See how your scores change across customer calls.

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

Explains before checking understanding

Habit to drop

“So the way the segment builder works is…”

Seen on 4 calls

Recaps next steps before ending

Habit to keep

“So to recap: Priya confirms access, I send the checklist.”

Seen on 5 calls

Spot recurring habits

See which behaviors help your calls and which are worth working on.

Concerns you hear

Last 10 calls

How often each concern needed a follow-up.

Data access

20%

Came up 5 times · 1 needed a follow-up

Timing

25%

Came up 4 times · 1 needed a follow-up

Training

50%

Came up 4 times · 2 needed a follow-up

Illustrative example

Improve concern handling

See what you’ve resolved and which concerns keep needing a follow-up.

Conversation skills

Last 10 calls

Change from the previous 10 calls

Question quality

More open questions, earlier in the call

Airtime

42% you

Down from 55%, closer to balanced

Agenda coverage

5 of 6

Agenda items you covered

Illustrative example

Track your conversation skills

Follow question quality, airtime, and agenda coverage over time.

Your coaching week

Weekly

From Fibi

· Monday 8:00

sent to

You

Score 84, up 5. Strongest skill: Enablement & Clarity. Your focus this week: confirm who owns each blocker and when they’ll update you.

Know what to work on next

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

Private to you, and only after the call

Your coaching stays private. Each teammate receives their own feedback after the call.

CUSTOMER INTELLIGENCE

One customer record from

sales through delivery

All Fibi agents add to the customer’s shared ledger, so your team can see what was agreed and what’s still open.

CUSTOMER INTELLIGENCE

One customer record from

sales through delivery

All Fibi agents add to the customer’s shared ledger, so your team can see what was agreed and what’s still open.

CUSTOMER INTELLIGENCE

One customer record from

sales through delivery

All Fibi agents add to the customer’s shared ledger, so your team can see what was agreed and what’s still open.

3 calls → 1 shared customer record

Sarah · Fibi Sales

Sales handover

Call

Agreed the four-studio start

Commitment

Asked about data access

Question

James · Fibi Customer Onboarding

Onboarding check-in

Call

Staff trained on setup

Enablement

IT access still pending

Blocker

Emma · Fibi Customer Planning

Rollout review

Call

Plan holds for four studios

Key fact

First live send after access

Next step

↓ One shared customer record

Solstice Wellness

Shared customer record

Shared with team

Updated after every call

First value

One step away

Blocked on IT access

Recent activity

3 conversations

Sarah, James and Emma

Open commitment

First live send

Signals

Scope agreed

Data access

IT blocker

OPEN CONCERNS 2

Data access

Access

Open

Raised at Sarah’s sales handover.

Training

Blocker

Flagged on James’s check-in.

From Emma’s rollout review

Key fact: plan holds for four studios

Open commitment: first live send

Every call adds to the same record, whoever attended.

One shared customer profile

See open concerns, requests, and commitments from conversations across the relationship.

One shared customer profile

See open concerns, requests, and commitments from conversations across the relationship.

Know every contact

See each person’s role, what they raised or promised, and how they participated on earlier calls.

Know every contact

See each person’s role, what they raised or promised, and how they participated on earlier calls.

Pick up where you left off

Bring past decisions, open questions, and promises into the next call.

Pick up where you left off

Bring past decisions, open questions, and promises into the next call.

Carry commitments across the handover

Give the delivery team the expectations and agreements captured during sales.

Carry commitments across the handover

Give the delivery team the expectations and agreements captured during sales.

Built for teams that help customers get value

From the first kickoff to a rollout review or advisory session, give every customer conversation a clear outcome and a record you can come back to.

Customer success teams

See where adoption is stuck and who can move it forward.

Onboarding and implementation teams

Run kickoffs, guide setup and training, and help customers reach first value.

Delivery and account teams

Keep owners, dates, conditions, and dependencies clear on both sides.

Consultants and advisors

Record what you recommended, why it fits, and what the client agreed to do next.

FOLLOW-THROUGH

Follow through on what both sides agreed to

Fibi pulls next steps from the call into a follow-up draft you can review, edit, and send. Participants can also receive a recap email. On Solo and above, you can turn that email off for any meeting.

Next steps for the Austin rollout

Draft

To Jordan Ellis

· Solstice Wellness

drafted by

Fibi

Thanks for the check-in. Priya will confirm when IT can grant data access. We’ll send the test-campaign checklist before the next session. Once access is ready, we’ll run the first campaign with the four Austin studios.

Requests and commitments · Solstice Wellness

Request

SMS reminders for class bookings

Commitment

Priya to confirm the IT access date

To-do

Send the test-campaign checklist

Today

Stage

Expansion proposed

Mark as won?

Solstice Wellness agreed to expand to all 14 studios.

Confirm

Fibi

recap

Solstice Wellness · 30-day check-in. Share it as a link or a slide deck on paid plans.

Customer-ready recap

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.

Send a follow-up in your own words

Start with Fibi’s draft, then edit and send it when you’re ready.

Share a recap with your customer

On paid plans, share the customer-ready recap as a link or slide deck.

Track requests and commitments

See what customers asked for and what both sides promised. Resolve or reopen concerns, and mark items “Not a request” or restore them later.

Confirm the right outcome

Fibi uses the stage you set to suggest won, lost, or churned. You decide whether to apply it.

FIBI CUSTOMER RELATIONSHIP SPECIALIST

Help your customers get value from what they bought

Bring Fibi to your next kickoff, rollout review, or advisory call. Leave with a clear record of what changed and what each side will do next.

Start your free trial

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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.