Sales Intel ProtocolSource-grounded

From sales calls to a managed deal-intelligence workspace.

Convert buyer conversations into BANT scoring, stakeholder maps, named champions and blockers, cost-of-problem extraction, deal risk, forecast confidence, and CRM-ready next actions. MCOS runs on the call transcript you already have, with no vector store to build first. While a competitor configures the data plumbing, MCOS is already analyzing.

Run Sales Intel View Sample Output

Deal intelligence

Live

64%

Win
probability

2/3

Stages cleared

ConfirmedBudget

NamedAuthority

StrongNeed

Q3Timeline

Deal stages

DiscoveryDemoNegotiationClose

64%

Win prob

3/4

BANT

2/3

Stages

Low

Risk

Operating flow

Evidence becomes operating state.

The protocol structures source evidence, applies its method, records management actions, and updates the resulting operating state.

Source evidence

Call recordings, transcripts, CRM notes, deal context, stakeholder comments, and account history enter the protocol.

Deal graph

Buyers, champions, blockers, pains, budgets, authority signals, timelines, objections, and competitors become mapped.

Deal scoring

MCOS calculates BANT, risk, champion strength, forecast confidence, next-action priority, and pipeline quality.

Management actions

Teams validate champions, update buying committees, resolve blockers, assign next actions, flag risks, and sync CRM fields.

Recalculated outputs

Actions update deal risk, forecast confidence, BANT score, champion map, next steps, and CRM-ready summaries.

Vudu Copilot

Ask anything about the deal; answers return as Finding, Move, and Evidence cards. Every claim opens to its source quote in the call, attributed only to a proven participant.

Workspace modules

The durable asset is the working system behind the report.

Dashboards and exports matter. The deeper value is the structured evidence, operating state, decision logic, and management workflow that can be revisited and updated.

Deal Dashboard

Shows deal health, qualification status, risk, next actions, timeline, stakeholder evidence, and CRM-ready intelligence.

Deal healthRiskNext actionsTimeline

BANT Scorecard

Scores budget, authority, need, and timeline using buyer evidence instead of rep memory.

BudgetAuthorityNeedTimeline

Champion Map

Identifies named champions, blockers, skeptics, influencers, decision makers, and evidence behind each role.

ChampionsBlockersDecision makers

Risk Flags

Highlights missing buyer, weak timeline, budget uncertainty, competitor mention, procurement risk, and stakeholder gaps.

Deal riskObjectionsCompetitorsGaps

Forecast Confidence

Converts call evidence into forecast confidence and coaching signals for managers.

ConfidenceCoachingPipeline quality

CRM Sync

Packages call intelligence into structured CRM-ready notes, fields, and next actions.

CRM fieldsNext stepsEvidence

Management actions

A correction should change the operating record.

Validations, owner assignments, risk decisions, and approved changes are operating events. They should update the underlying state rather than remain comments beside a static report.

Management action → state update → recalculated dashboard → revised output.

Validate Champion

Recalculates state

champion strengthforecast confidencedeal risk

Update Buying Committee

Recalculates state

authority scorestakeholder mapnext-action plan

Resolve Blocker

Recalculates state

deal riskwin planforecast status

Assign Next Action

Recalculates state

next-action priorityCRM summarymanager review

Update Deal Stage

Recalculates state

pipeline qualityforecast confidenceBANT score

Operating view

Call evidence becomes deal operating intelligence.

Sales Intel gives revenue teams a repeatable, evidence-backed way to qualify, coach, forecast, and move deals forward.

Signal

Score

Evidence

Risk

Action

Budget

Approved this year

Low

Confirm procurement path

Authority

VP Ops leads internally

Low

Map final approver

Need

Manual processes causing losses

Medium

Quantify cost

Timeline

Implementation target stated

Medium

Confirm decision date

Inside the dashboard

Eight modules, from deal posture to decision trail.

Every call opens as a working deal picture. Each module answers one qualification question and traces back to the buyer's own words.

Executive Snapshot

Deal posture and qualification, with the signals behind them.

BANT radar, pain-point impact bars

Stakeholder Map

Influence, sentiment, and the path through the committee.

Influence-by-sentiment quadrant, buyer-path band

Financial Truth

Verified budget, ROI, and quantified opportunities.

Value-bridge waterfall, financial proof chain

Risk Watch

Severity-mapped threats to performance and to value.

Severity-by-category heat grid, remediation cards

Technical Requirements

Constraints and integrations mapped to the pains they touch.

Constraint constellation with evidence

Roadmap

Decision timing, milestones, and sequencing.

Horizontal roadmap timeline

Action Brief

Immediate next moves, ownership, and value plays.

Action path, value-play bars

Decision Trail

Every recommendation traced to its source evidence.

L1-to-L4 provenance pipeline, evidence-by-speaker

One click from any module

Every module turns a finding into a grounded next move.

Most actions launch the grounded Deal Copilot with a source-grounded prompt, so the draft comes back written from the call, not from a template. A few produce a file you can hand off.

Generative: grounded copilot outputPrompt: grounded handoff to another toolExport: structured file or scoped document

Draft Outreach

Generative

A tailored talk track for any stakeholder, grounded in their role, sentiment, and concerns.

Build the Business Case

Generative

A CFO-ready financial case assembled from the call's verified figures.

Build ROI Case

Generative

The ROI case for a specific opportunity, drawn from the grounded record.

Draft CFO Follow-up

Generative

A follow-up that makes the financial case, ready to send.

Neutralization Strategy

Generative

A step-by-step plan to clear a specific blocker.

Risk Containment Plan

Generative

A grounded mitigation plan for a specific risk, top-severity first.

Trace in Knowledge Graph

Generative

Follow any quote through who said it and which moves rest on it.

Deal Notes

Generative

Resolve a risk or name a champion and the live deal-health score moves, on an audit trail.

Deal Copilot

Generative

Ask anything; answers return as Finding, Move, and Evidence cards.

Slide Deck Prompt

Prompt

A copy-ready prompt to build the deck in your own tool.

Deal Brief

Export

The full deal-intelligence brief as Markdown.

Text Report

Export

The strategic call-intelligence report as plain text.

Knowledge Graph

Export

Nodes and edges exported to institutional memory as JSON.

Every generated draft and answer is grounded in the call record; the copilot cannot assert a figure the conversation never stated.

Why the numbers hold up

Every number sourced to the conversation.

Every claim opens to its source quote

Any figure or finding traces to the exact line in the call, attributed only to a proven participant across the L1-to-L4 record.

Protected revenue kept separate

At-risk existing revenue never counts as savings or inflates ROI; it is shown on its own line.

No silent inflation

Money parsing reads the stated magnitude only, and the one derived figure is labeled as derived.

A confidence ladder on every figure

Only stated or verified opportunities are summed; strategic plays are counted, never summed, and labeled as such.

These mechanisms are engineered to enforce accuracy by construction, but the system is under continuous improvement, and defects are corrected as they surface.

Governed output layer

CRM-ready intelligence from buyer evidence.

Sales Intel produces deal summaries, BANT scores, stakeholder maps, risk flags, forecast signals, next-action plans, and coaching-ready evidence.

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Output package

Deal intelligence report

BANT scorecard

Champion and blocker map

Buying committee map

Cost-of-problem summary

Risk flags

Next-action plan

Forecast confidence

CRM-ready summary

Verbatim evidence package