FIBI DISCOVERY

Your AI teammate for every first conversation.

Fibi preps you before the discovery call, answers questions from your sources live, and surfaces call insights after—so every call moves forward.

Start free - 5 minutes to launch

Start free

Free plan to try out

No credit card required

Explore use case

Built for first-contact conversations

Fibi Discovery helps you qualify need, evaluate fit, and identify the right next step — from the very first call.

Founders

Qualify inbound leads and demo requests yourself, with full context on every prospect's stated needs and history.

Agency owners

Scope new client conversations with clarity on what they need, what you've delivered before, and whether it's a fit.

Consultants

Walk into first meetings with the client's situation, past interactions, and your relevant case studies on hand.

Sales leads

Run consistent, structured qualification calls and know exactly what still needs to be uncovered before you pitch.

How Fibi Discovery helps

Preps the account for you

Reviews company research, past interactions, and relevant documents before the call even begins, so you start informed.

Builds your game plan

Reviews your agenda against what's already known about the account and suggests exactly what to cover first.

Surfaces the right next question

Ask what's been learned, what's still unclear, or what follow-up would sharpen your understanding of the prospect.

Backs up your fit with proof

When a prospect asks about your track record, ask Fibi for a case study or reference from your approved sources.

Qualifies the next step

Summarizes needs, buying signals, stakeholders, and unanswered questions so you can decide how to move forward.

Coaches your discovery calls

Reviews your questions, listening, and qualification after each call, and shows exactly what to improve next time.

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

PRE-CALL PREP

Never walk into a first conversation cold

Fibi brings together company research, known stakeholders, previous interactions, and relevant documents so you can begin with informed questions.

Discovery game plan

Walk in ready to listen, not just pitch. Fibi checks your agenda against the account history and flags what's missing before you start.

Solstice Wellness

1st call · Inbound demo request

PREP FOR THIS CALL

Confirm the real problem before you pitch a solution

First conversation with Solstice Wellness — they requested a demo after downloading your guide on retention marketing. Today is about understanding their situation, not presenting your services.

WHAT WE NEED TO LEARN

What's driving the request now — a stated goal, a recent hire, or a problem with their current approach.

WHAT THEY EXPECT TO GET

A sense of whether your agency has worked with wellness brands their size before.

THE GAP TO CLOSE

No budget range or timeline mentioned on the intake form. Confirm both before proposing next steps.

THE GAME PLAN

Primary goal
Understand what Solstice Wellness actually needs and whether it matches your services.

Secondary goal
Share one relevant case study if the conversation reveals a similar challenge.

Information to confirm
Who else is involved in this decision, and what their timeline looks like.

Generated by Fibi AI

Spot gaps and open questions

Fibi surfaces unanswered questions, missing stakeholders, and signs the conversation needs to go deeper.

Solstice Wellness

1 meeting · 1 contact

OPEN QUESTIONS

YOU ASKED ABOUT

Current retention rate — not yet answered

Sarah · Jun 11

Who else needs to sign off on this decision — not yet answered

Sarah · Jun 11

THEY ASKED ABOUT

Pricing for a 6-month engagement — marked for follow-up

Jordan · Jun 09

What onboarding looks like in the first 30 days — marked for follow-up

Jordan · Jun 09

RISK SIGNALS

No timeline stated

Asked once, not answered. Could mean this isn't a real priority yet.

Single stakeholder so far

Jordan hasn't mentioned who else needs to sign off.

Solstice Wellness

1 meeting · 1 contact

OPEN QUESTIONS

YOU ASKED ABOUT

Current retention rate — not yet answered

Sarah · Jun 11

Who else needs to sign off on this decision — not yet answered

Sarah · Jun 11

THEY ASKED ABOUT

Pricing for a 6-month engagement — marked for follow-up

Jordan · Jun 09

What onboarding looks like in the first 30 days — marked for follow-up

Jordan · Jun 09

RISK SIGNALS

No timeline stated

Asked once, not answered. Could mean this isn't a real priority yet.

Single stakeholder so far

Jordan hasn't mentioned who else needs to sign off.

Jordan Ellis

Marketing Director · Solstice Wellness

last seen Jun 12

New contact

COMMUNICATION STYLE

Technical

Direct

Time-conscious

CARES ABOUT

Wants proof this works for brands their size before committing more time to the conversation.

PAST OBJECTIONS & PUSHBACK

Mentioned a past agency that overpromised and underdelivered.

Jun 12

OPEN ITEMS

Your team: Send a relevant case study

Jun 11

Jordan: Loop in the founder before the next call

Jun 13

Jordan Ellis

Marketing Director · Solstice Wellness

last seen Jun 12

New contact

COMMUNICATION STYLE

Technical

Direct

Time-conscious

CARES ABOUT

Wants proof this works for brands their size before committing more time to the conversation.

PAST OBJECTIONS & PUSHBACK

Mentioned a past agency that overpromised and underdelivered.

Jun 12

OPEN ITEMS

Your team: Send a relevant case study

Jun 11

Jordan: Loop in the founder before the next call

Jun 13

Spot the participant

Fibi surfaces each participant's role, concerns, and communication style — from the first call onward.

In the room with Fibi Discovery

Fibi follows the call and stays silent until called. Say "Hey Fibi" to check fit, recall context, or ask what to cover next — from your sources.

Zoom

View

David

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Joined as AI meeting assistant

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

Andrew

Marketing

IT Consulting

Financial Advisory

Creative Agencies

Home Services

David

Host

"Hey Fibi, have we run a retention campaign for a wellness brand this size before?"

Host

"Hey Fibi, can our timeline actually support the 6-week rollout they're asking for?"

Host

"Hey Fibi, what's our minimum account size for the managed portfolio tier?"

Host

"Hey Fibi, have we done a full rebrand for a company their size before?"

Host

"Hey Fibi, can we still hit a spring start given permitting timelines out here?"

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Joined as AI meeting assistant

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

Yes — the Bloom & Co. retention campaign, similar size and category. It lifted repeat purchases 15% in four months.

Case Studies, Bloom_Co_Results.pdf

Speaking

Yes, if scope stays to core modules — our fastest comparable rollout was 5 weeks for a similar-sized client.

Delivery Playbook, Timeline Benchmarks.pdf

Speaking

The managed tier starts at $250K AUM. Below that, the advisory-only tier applies under our current fee schedule.

Fee Schedule, 2026.pdf

Speaking

Yes — the Nordwell rebrand, similar team size and industry. It shipped in 10 weeks, start to launch.

Portfolio, Nordwell_CaseStudy.pdf

Speaking

Tight but possible — permitting in this area averaged 3 weeks on our last two nearby projects.

Project Log, Permit_Timelines.pdf

David

Host

"Hey Fibi, have we run a retention campaign for a wellness brand this size before?"

Host

"Hey Fibi, can our timeline actually support the 6-week rollout they're asking for?"

Host

"Hey Fibi, what's our minimum account size for the managed portfolio tier?"

Host

"Hey Fibi, have we done a full rebrand for a company their size before?"

Host

"Hey Fibi, can we still hit a spring start given permitting timelines out here?"

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Joined as AI meeting assistant

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

Yes — the Bloom & Co. retention campaign, similar size and category. It lifted repeat purchases 15% in four months.

Case Studies, Bloom_Co_Results.pdf

Speaking

Yes, if scope stays to core modules — our fastest comparable rollout was 5 weeks for a similar-sized client.

Delivery Playbook, Timeline Benchmarks.pdf

Speaking

The managed tier starts at $250K AUM. Below that, the advisory-only tier applies under our current fee schedule.

Fee Schedule, 2026.pdf

Speaking

Yes — the Nordwell rebrand, similar team size and industry. It shipped in 10 weeks, start to launch.

Portfolio, Nordwell_CaseStudy.pdf

Speaking

Tight but possible — permitting in this area averaged 3 weeks on our last two nearby projects.

Project Log, Permit_Timelines.pdf

Surfaces the next question

When the conversation stalls, ask Fibi what hasn't been covered yet or which clarifying question to ask next.

Compares fit against your services

Ask Fibi to check a stated need against your service catalog, past proposals, or a similar past project.

Recalls stakeholder history

Ask what a stakeholder said or committed to previously. Fibi brings the relevant moment back into the conversation.

Tracks open commitments

See what's been asked, what's still unanswered, and which items need a follow-up before the next call.

Recaps the call live

Need a quick reset? Ask Fibi what's been covered, what remains open, and what to ask next to move things forward.

Keeps discovery on track

Share your agenda and ask what remains to be covered. Fibi helps move the conversation toward a clear read on fit.

POST-CALL ANALYSIS

Turn every first call into a clear next step

Fibi turns every discovery call into a structured recap, a qualified next step, and a coaching scorecard showing what worked and what to improve.

Uncover call insights

Review how the call tracked against your agenda, plus the buying signals a generic summary would miss."

Discovery Call — Solstice Wellness

Completed

Zoom

Jun 12, 2026 · 2:00 PM

32 mins

2 participants

AI INSIGHTS SNAPSHOT

AI insights snapshot: "Jordan showed genuine interest in the retention angle, but budget ownership and decision timeline remain unconfirmed. A competitor was mentioned in passing. Next, share a comparable case study and confirm who else needs to sign off.

3 buying signals

1 open objection

1 competitor mentioned

BUYING SIGNALS

3 found

Asked about rollout timeline

Detailed questions about how quickly this could launch suggest active evaluation, not just curiosity.

Requested a comparable case study

Asking for proof from a similar-sized wellness brand indicates they're seriously considering next steps.

Founder introduction not scheduled

Jordan agreed to loop in the founder, but no date was confirmed. Follow up with a specific ask.

Discovery Call — Solstice Wellness

Completed

Zoom

Jun 12, 2026 · 2:00 9M

32 mins

2 participants

COACHING SNAPSHOT

out of 100

A strong opening and clear discovery questions lifted the score. The rep uncovered the core need but did not confirm budget ownership or a firm decision timeline.

SCORECARD BREAKDOWN

Opening & Rapport

Opened with the prospect's stated retention goal and built rapport within the first few minutes.

Discovery & Questioning

Uncovered the core problem but did not clarify who else is involved in the decision.

Qualification

dentified genuine interest but did not confirm budget range or a firm timeline.

Call performance snapshot

Uncovers the moments that worked and the ones that missed, so your next discovery call performs better.

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

Pricing discussed

$18K per month, Advanced tier

Term discussed

12‑month initial term

Potential decision-maker

Plant director, authority to confirm

Target go‑live window

Within four weeks of signing

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

First-call summary and action items

Get a structured recap of needs, decisions, open questions, and action items with owners, ready to share when the call ends.

CONNECTED SOURCES

Answers grounded in your sources

Connect the tools and documents your team already uses. Fibi finds relevant context during the meeting and cites the sources behind every answer.

Connect your knowledge

Connected services

Connect Google Drive, Microsoft OneDrive, or Notion. Select the files, folders, and pages you want Fibi to index.

Upload documents

Use PDFs, documents, spreadsheets, and text files as trusted sources.

CONNECTED SOURCES

Answers grounded in your sources

Connect the tools and documents your team already uses. Fibi finds relevant context during the meeting and cites the sources behind every answer.

Connect your knowledge

Connected services

Connect Google Drive, Microsoft OneDrive, or Notion. Select the files, folders, and pages you want Fibi to index.

Upload documents

Use PDFs, documents, spreadsheets, and text files as trusted sources.

FIBI DISCOVERY

Stay on track. Get backup live. Uncover more

Fibi keeps your discovery call on track, backs you up live with answers pulled from your sources, and uncovers the insight once the call ends.

Start free - 5 minutes to launch

Free plan to try out

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

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

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 2,000+ 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

Explore Fibi agents

View pricing