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PRE-CALL PREP

AC
Acme Corp
acme.com · 5 meetings over 3 months · 4 contacts
PREP FOR THIS CALL
Close the three open ambiguities before you scope
Second discovery call with Acme — warm but vague, with two threads rolled over from prior calls. Today is about pinning down requirements, not pitching.
WHAT WE NEED TO LEARN
Whether their approval workflow is sequential or parallel, and validate the integration-scope hypothesis with concrete CRM boundaries.
WHAT THEY EXPECT TO GET
To feel understood — clear proof you grasp their workflow and constraints before you propose a scope or price.
THE GAP TO CLOSE
Acme has been vague on data residency across two calls. This is the single most important thing to pin down today — it blocks the brief.
Generated by Fibi AI
Risk & open commitments radar

AC
Acme Corp
acme.com · 5 meetings over 3 months · 4 contacts
OPEN COMMITMENTS
YOU COMMITTED TO
Send revised proposal with annual prepay discount
Sarah · Jun 11
Share implementation timeline doc
Sarah · Jun 11
THEY COMMITTED TO
Complete DPA legal review
Dana · Jun 09
Confirm Q3 budget with CFO
Dana · Jun 09
Introduce CFO to conversation
Dana · Jun 09
RISK SIGNALS
Pricing pushback in 3 of last 3 calls
Trending up — likely the real blocker.
12 days since last meeting
Average gap was 6 days.
CFO never joined a call
Mentioned but absent for 4 weeks.
Participant insight
Answers anything from your sources
When you need a specific answer you don't have full context on — a policy detail, a number, anything — ask Fibi and she pulls it straight from your sources.
Ask her opinion
Need a second opinion? Ask Fibi directly and she'll give you her read — on the live discussion or on what's in your sources — instead of staying strictly neutral.
Compare options for decisions
Ask her to compare two options — quotes, proposals, anything you're weighing — and she'll lay out what each one actually delivers, so you can decide with the full picture.
Summarizes the live discussion
Ask her to recap what's been covered so far in this call, any time, without breaking the flow to scroll back through notes.
Recall past meeting discussions
Ask Fibi to recall a specific topic from an earlier call, or summarize the last meeting for anyone who needs a refresher.
Captures notes as you talk
Even while she's silently waiting to be called, Fibi is recording the discussion — building the transcript that becomes your summary and action items after the call.
Keeps you on the agenda
Share your agenda with Fibi and she tracks it through the call, so you know exactly what's been covered and what's still missing before you wrap up.
POST-CALL ANALYSIS
Meeting AI insights

Discovery call — Nimbus Logistics
Completed
Google Meet
Jun 9, 2026 · 11:00 AM
38 mins
4 participants
AI INSIGHTS SNAPSHOT
Strong buying intent from Dana (Champion), but budget ownership, decision process, and timeline are still unclear. One objection about AI replacing human support is open. One competitor (Talkdesk) was mentioned and dismissed on cost. Suggested next step: send a demo invite plus mid-tier pricing.
3 buying signals
1 open objection
BUYING SIGNALS
4 found
Asked about onboarding time
Implementation questions signal the buyer is picturing go-live.
Requested a relevant case study
Seeking proof from a peer indicates active evaluation.
Agreed to a demo, no date set
Positive but soft — lock a specific date to harden the signal.

Discovery call — Nimbus Logistics
Completed
Google Meet
Jun 9, 2026 · 11:00 AM
38 mins
4 participants
COACHING SNAPSHOT
78
out of 100
Strong opening and a well-placed proof point drove this up — the AI-reaction objection being left open, and talk ratio running hotter than ideal, are what kept it from scoring higher.
SCORECARD BREAKDOWN
Opening & Rapport
85
Warm, specific opening — referenced Nimbus's after-hours problem within the first two minutes.
Discovery & Questioning
74
Good open questions early; tapered off once pricing came up.
Objection Handling
65
One objection resolved cleanly, one left open without a reframe.
AI coaching

Discovery call — Nimbus Logistics
Completed
Google Meet
Jun 9, 2026 · 11:00 AM
38 mins
4 participants
Details
Actions
QUICK RECAP
Nimbus is losing after-hours calls and wants to scale support without adding headcount. Strong interest in AI call handling, but budget, timeline, and decision process were not pinned down. A demo is the natural next step.
KEY FACTS MENTIONED
Call volume
~4,000 calls / month
After-hours miss rate
~30% missed
Pricing shared
$1,200 / mo, mid tier
People referenced
Dana Lee, IT manager
SUMMARY
Discussion topics
Nimbus's current call-handling process, the impact of missed after-hours calls, AI call handling capabilities, pricing, and a logistics case study.
Decisions made
- Nimbus wants to move forward with a product demonstration.
- Mid-tier pricing shared as the likely starting point.
Key points
Buying intent is high, but budget ownership, decision process, and timeline were not established. Dana raised a concern about customer reaction to AI that was acknowledged but not fully addressed
Generated by Fibi AI
"Fibi answered a client's pricing question mid-pitch. We closed the deal on the spot."
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