SAAS DISCOVERY CALLS
SAAS DISCOVERY CALLS
Answer hard questions without slowing discovery
Answer hard questions without slowing discovery
Answer hard questions without slowing discovery
Why this call matters
Why this call matters
Discovery is where you learn what the buyer needs, why it matters, and what could stop the deal. Missing context can weaken every step that follows.
Discovery is where you learn what the buyer needs, why it matters, and what could stop the deal. Missing context can weaken every step that follows.
BEFORE THE CALL
Review CRM notes, past calls, and product documents to understand the buyer and anticipate the questions they may ask.
DURING THE CALL
Listen, take notes, search for details, and rely on teammates when the buyer asks something you cannot confirm.
AFTER THE CALL
Review notes, fill in missing details, send follow-ups, and turn the conversation into actions the team can use.
Where discovery gets stuck
Where discovery gets stuck
Where discovery gets stuck
The work becomes harder when missing context interrupts the buyer, divides the seller’s attention, or creates another follow-up.
The work becomes harder when missing context interrupts the buyer, divides the seller’s attention, or creates another follow-up.
The answer exists in approved documentation, but finding it during the call would interrupt the conversation and weaken confidence.
The prospect raises an objection or asks how the product would work for their process, team, or existing tools.
The call shifts to features before the seller has connected the product to the buyer’s process, priorities, and business problem.
The meeting ends without a shared record of the requirements, open questions, owners, and next action for each team.
How Fibi prepares you
How Fibi prepares you
Before the call, Fibi turns scattered account information into a brief you can review in minutes.
Before the call, Fibi turns scattered account information into a brief you can review in minutes.
After the call, Fibi organizes requirements, open questions, owners, and follow-ups into a recap both teams can use.
Fibi recalls earlier details and finds trusted answers so you can stay with the buyer instead of searching notes or opening more tabs.
Before the call, Fibi reviews past meetings, CRM notes, and handoffs so you understand the buyer, priorities, and open questions.
During the call, Fibi compares the buyer’s needs with approved product information and gives a spoken, source-cited answer.
What to connect
What to connect
Connect the sources your sales team already trusts so Fibi can prepare, answer, and recap from approved information.
Connect the sources your sales team already trusts so Fibi can prepare, answer, and recap from approved information.
Connect the sources your sales team already trusts so Fibi can prepare, answer, and recap from approved information.
CRM notes and handoffs
CRM notes and handoffs
Bring account history, stakeholders, and deal context into the call.
Bring account history, stakeholders, and deal context into the call.
Product documentation
Product documentation
Answer capability and workflow questions using approved information.
Answer capability and workflow questions using approved information.
Pricing details
Pricing details
Confirm customer-facing plans, packages, and commercial terms.
Confirm customer-facing plans, packages, and commercial terms.
Security and integration documents
Security and integration documents
Address technical, compliance, and compatibility questions.
Address technical, compliance, and compatibility questions.
Relevant case studies
Relevant case studies
Support answers with examples from similar customers and use cases.
Support answers with examples from similar customers and use cases.
SLAs and service commitments
SLAs and service commitments
Confirm response times, availability targets, and documented service obligations.
Confirm response times, availability targets, and documented service obligations.
Product and account metrics:
Product and account metrics:
Use performance, adoption, usage, or customer data to support relevant answers.
Use performance, adoption, usage, or customer data to support relevant answers.
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James
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Fibi Advisor
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Fibi Discovery
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Listening
Fibi Sales
Joined as AI meeting assistant
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Fibi Planning
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Fibi Onboarding
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Fibi Research
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Samuel
James
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
Samuel
James
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
Samuel
James
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
Samuel
When to say “Hey Fibi”
When to say “Hey Fibi”
When to say “Hey Fibi”
Bring Fibi in when a reliable answer would help the group understand the problem, validate a requirement, or decide what happens next.
Bring Fibi in when a reliable answer would help the group understand the problem, validate a requirement, or decide what happens next.
Bring Fibi in when a reliable answer would help the group understand the problem, validate a requirement, or decide what happens next.
A new stakeholder needs earlier context
A new stakeholder needs earlier context
The buyer asks for an exact product detail
The buyer asks for an exact product detail
The group wants to compare requirements with capabilities
The group wants to compare requirements with capabilities
Someone refers to a previous commitment
Someone refers to a previous commitment
The call needs a shared recap
The call needs a shared recap
Ask one focused question at a time. Name the account, requirement, or document when the context is not already clear.
Ask one focused question at a time. Name the account, requirement, or document when the context is not already clear.
Use questions that help the group recover context, test product fit, or agree on the next step.
Use questions that help the group recover context, test product fit, or agree on the next step.
“Hey Fibi, what problem did this account say was causing the most customer escalations on our last call?”
“Hey Fibi, what problem did this account say was causing the most customer escalations on our last call?”
“Hey Fibi, what problem did this account say was causing the most customer escalations on our last call?”
Use this when someone joins late or the discussion starts drifting away from the buyer’s original problem.
Use this when someone joins late or the discussion starts drifting away from the buyer’s original problem.
“Hey Fibi, compare the approval workflow the buyer described with our documented capabilities. What still needs confirmation?”
“Hey Fibi, compare the approval workflow the buyer described with our documented capabilities. What still needs confirmation?”
“Hey Fibi, compare the approval workflow the buyer described with our documented capabilities. What still needs confirmation?”
Use this when the buyer describes a detailed process and the group needs a careful answer instead of an immediate sales claim.
Use this when the buyer describes a detailed process and the group needs a careful answer instead of an immediate sales claim.
“Hey Fibi, summarize the requirements we confirmed, the questions still open, and who owns each next step.”
“Hey Fibi, summarize the requirements we confirmed, the questions still open, and who owns each next step.”
“Hey Fibi, summarize the requirements we confirmed, the questions still open, and who owns each next step.”
Use this before the meeting ends so the buyer and seller leave with the same understanding.
Use this before the meeting ends so the buyer and seller leave with the same understanding.
Turn discovery into clear next steps
Turn discovery into clear next steps
app.heyfibi.com
app.heyfibi.com
After the meeting, Fibi compiles your discovery call into a clear recap with key facts, action items, AI insights, and coaching tips.
After the meeting, Fibi compiles your discovery call into a clear recap with key facts, action items, AI insights, and coaching tips.
Fibi summarizes the buyer’s goals, pain points, requirements, objections, stakeholders, and decisions from the call.
Fibi summarizes the buyer’s goals, pain points, requirements, objections, stakeholders, and decisions from the call.
Fibi turns commitments into clear tasks with owners, due dates, dependencies, and the next meeting or follow-up.
Fibi turns commitments into clear tasks with owners, due dates, dependencies, and the next meeting or follow-up.
Fibi surfaces buying signals, risks, missing information, and patterns that may affect product fit or deal progress.
Fibi surfaces buying signals, risks, missing information, and patterns that may affect product fit or deal progress.
Using its sales training, Fibi highlights missed questions, weak discovery areas, and what the seller should explore next.
Using its sales training, Fibi highlights missed questions, weak discovery areas, and what the seller should explore next.
Bring better context into every discovery call
Bring better context into every discovery call
Stay focused on the buyer, answer with trusted sources, and leave with clearer requirements and next steps.
Stay focused on the buyer, answer with trusted sources, and leave with clearer requirements and next steps.
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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
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
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
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What's included
Support for Zoom, Google Meet and MS Teams
Live Q&A with Fibi agents
Real-time notes & transcription
AI summary + action items
Full meeting transcript
120 mins / month - 30 min meeting duration
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
· save $84/yr
Everything in Free, plus
Schedule Fibi joining
Calendar integration — auto-detect meetings
Pre-meeting briefing
Post-meeting analysis & AI insights
Notion integration
900 meeting mins / month - 60 mins meeting duration
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"><path d="M 2.45 22.151 L 0.017 6.261 C -0.163 5.087 1.167 4.286 2.112 4.999 L 9.694 10.711 C 10.092 11.01 10.595 11.132 11.086 11.048 C 11.576 10.964 12.011 10.68 12.287 10.265 L 18.599 0.754 C 19.265 -0.251 20.735 -0.251 21.401 0.754 L 27.713 10.265 C 27.989 10.68 28.424 10.964 28.914 11.048 C 29.405 11.132 29.908 11.01 30.306 10.711 L 37.888 4.999 C 38.834 4.286 40.163 5.087 39.983 6.261 L 37.55 22.151 Z M 35.72 30.968 L 4.28 30.968 C 3.269 30.968 2.45 30.144 2.45 29.128 L 2.45 25.09 L 37.55 25.09 L 37.55 29.128 C 37.55 30.144 36.73 30.968 35.72 30.968 Z" fill="rgb(255, 183, 67)" height="30.967741668466253px" id="lFWcWK7Hw" transform="translate(0 5)" width="40px"/></svg>)
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
· save $132/yr
Everything in Solo, plus
Fibi past meeting referencing
AI coaching & tips
Customer and Participants intelligence
Ask Fibi
Up to 5 Fibi agents
1500 meeting mins / month · 90 mins meeting duration
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
· save $204/yr
Everything in Team, plus
Performance insights
All Fibi agents
Meeting and team analytics
Advanced Fibi configuration
Team analytics — member usage & activity
2400 meeting mins / month · 120 mins meeting duration
Need more seats or custom terms?
Pay for specialists, not just for transcript recordings
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
Save 20%
Pay monthly
Basic
For anyone who wants to try out Fibi
$0
forever
Upgrade possible
What's included
Support for Zoom, Google Meet and MS Teams
Live Q&A with Fibi agents
Real-time notes & transcription
AI summary + action items
Full meeting transcript
120 mins / month - 30 min meeting duration
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
· save $84/yr
Everything in Free, plus
Schedule Fibi joining
Calendar integration — auto-detect meetings
Pre-meeting briefing
Post-meeting analysis & AI insights
Notion integration
900 meeting mins / month - 60 mins meeting duration
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
· save $132/yr
Everything in Solo, plus
Fibi past meeting referencing
AI coaching & tips
Customer and Participants intelligence
Ask Fibi
Up to 5 Fibi agents
1500 meeting mins / month · 90 mins meeting duration
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
· save $204/yr
Everything in Team, plus
Performance insights
All Fibi agents
Meeting and team analytics
Advanced Fibi configuration
Team analytics — member usage & activity
2400 meeting mins / month · 120 mins meeting duration
Need more seats or custom terms?
Pay for specialists, not just for transcript recordings
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
Save 20%
Pay monthly
Basic
For anyone who wants to try out Fibi
$0
forever
Upgrade possible
What's included
Support for Zoom, Google Meet and MS Teams
Live Q&A with Fibi agents
Real-time notes & transcription
AI summary + action items
Full meeting transcript
120 mins / month - 30 min meeting duration
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
· save $84/yr
Everything in Free, plus
Schedule Fibi joining
Calendar integration — auto-detect meetings
Pre-meeting briefing
Post-meeting analysis & AI insights
Notion integration
900 meeting mins / month - 60 mins meeting duration
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
· save $132/yr
Everything in Solo, plus
Fibi past meeting referencing
AI coaching & tips
Customer and Participants intelligence
Ask Fibi
Up to 5 Fibi agents
1500 meeting mins / month · 90 mins meeting duration
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
· save $204/yr
Everything in Team, plus
Performance insights
All Fibi agents
Meeting and team analytics
Advanced Fibi configuration
Team analytics — member usage & activity
2400 meeting mins / month · 120 mins meeting duration
Need more seats or custom terms?