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Executive Plan
The deal at a glance — SCOTSMAN total, recommendation, owner.
Win the deal. Win the account. Win the forecast. Same engine. Same forensic data. Three altitudes.
Install the methodology. Sellers complete four units; leaders complete BLIC. The belief system is installed.
Run the SCOTSMAN process on every deal. Qualify RAG. Capture customer commitments. Plan the next campaign step.
Track the evidence. Quality drives pipeline velocity. Forecast on commitments honoured, not seller optimism.
Strategic account altitude. Climbing the preferred supplier ladder. Winning the policy sale.
Portfolio & forecast altitude. Builds, converts, forecasts. Diagnoses why — and what to do.
The heart of the platform. Deal coaching · customer commitments · SCOTSMAN qualification · campaign planning. Where the methodology runs daily.
Start with Opportunity. Every deal coached, every commitment captured. Account and Pipeline build on the same forensic data — same engine, higher altitudes.
Where deals are coached. Where customer commitments are captured. Where the methodology runs daily — the seller’s working surface.
See it in action →
One platform. One engine. Three altitudes. Start with Opportunity. Expand when ready.
whichever you prefer
Just answer the questions. Coach AI runs the methodology in the background — SCOTSMAN, planning, political mapping, commitments — and turns your answers into a working campaign plan.
Coach AI runs the Account Management Process — tracking the climb up the supplier ladder, maximising share of the customer’s purse, and protecting it.
Climb from approved to entrenched — the supplier they won’t replace. At the top you’re besieged: rivals lay siege, and a strong account plan keeps them out.
Qualified → Approved → Sole → Entrenched → Besieged.
Outcome: an entrenched position rivals can’t break.
Information → analysis → strategy → planning → implementation → review.
Outcome: retain, add & grow — more share of the purse
Price / Criteria → Application Replication → Consultative Selling.
Same engine. Same forensic data. Applied at the account altitude.
Pipeline Coach works for sellers and leaders. Sellers are coached on their own pipeline — the ratios, conversions and timing that show whether they’ll hit plan. Leaders get the forecast, the predictability and the corrective actions at individual and team level.
Built for transactional sales — stages, activity reports, what happened last week. They don’t look forward. Not built for political sales where there’s one winner and three losers.
Built for political sales. Tracks each seller’s prospect bank and personal conversion ratios — learning every month. Forecasts three ways: against the bank, the outlook, the plan. Then diagnoses what’s off and prescribes the corrective action — for the seller, and for the team.
Forecasts get more accurate every month, not less — each seller’s Personal Ratio learns from their actual conversions.
Complete data in, trusted forecast out. The forecast is a result, not an input.
Concept preview — real screens to follow.
SCOTSMAN® AI is the durable methodology layer. Standalone today. CRM-integrated where it helps. Ready for whatever buyers move to next. The interface changes; the method doesn’t.
Captures activity. Reports pipeline. Necessary but not sufficient. Live on Microsoft Dynamics. Salesforce and HubSpot next.
The missing layer. Qualification. Campaign planning. Customer commitments. The thing that connects CRM data to outcomes.
The interface changes. The method doesn’t.
Without methodology, even the best AI is just a chatbot. SCOTSMAN® AI is the methodology layer that makes any of them worth using for complex sales.
The way adults actually learn. Sellers don’t sit through a week of classroom — they pick up the methodology while Coach AI runs every deal alongside them. Capability builds through use, not before it.
days to impact
No consultants. No workshops. No 6-month rollout.
Asking the right questions, preparing meetings
Commitments captured · showstoppers surfaced
Coached consistently in multiple languages, anywhere your sellers are. A human trainer can’t scale across languages. The platform can.
Become a founding customer
Be one of the first sales teams to put SCOTSMAN® AI to work — with locked-in early-adopter pricing and a direct line to our team as the platform grows.
Tell us a little about your team and we’ll set up a quick call to get you started.