AI-guided discovery · Built for smaller B2B teams

Ask better questions.Know yournext move.

Bring your opportunities, customer context and team together. GotThisNow helps sales and consulting teams turn the information they already have into better discovery questions, visible risks and clear next steps.

An initial working version. A focused pilot next. Help shape what comes after.

Your own company workspaceAccess by roleYou choose the AI sources
GotThisNow OpportunitiesIllustrative example

A smoother order process

Discovery

Customer context

Orders are copied between two systems. The team spends around eight hours a week correcting and re-entering information.

Customer_notes.txtSelected for analysis

A question worth asking next

“Where does the team lose the most time, and what would a measurable improvement look like?”

Still to explore: the cost of errors, who owns the process and what success means to the customer.

✓ Customer problem✓ Risks & missing evidence✓ Next steps
A fictional example of the discovery output. AI findings need your review and a conversation with the customer.

Less scattered context. More useful conversations.

A practical workspace for the work before the proposal.

You do not need a large sales operation to run a thoughtful discovery. Start with one opportunity, the context you have and a shared view of what to investigate next.

01

Keep the opportunity together

Capture the customer question, supporting documents, opportunity stage and analysis history in one place. Spend less time piecing the story back together.

02

Prepare a better next conversation

Use AI to suggest discovery questions, surface risks and identify missing evidence. Review the findings, then validate them with your customer.

03

Give your team clear access

Work in a company workspace with owner, admin, member and viewer roles. Keep your opportunities separate from other organizations.

A small start. A useful next step.

From customer context to a focused discovery.

A straightforward flow for account managers, sales consultants and implementation teams. You decide which context is relevant and when to use AI.

  1. Create an opportunity

    Describe the customer’s situation, the problem you want to understand and the stage of the conversation.

  2. Add the context you already have

    Keep relevant notes and documents with that opportunity. The first version supports UTF-8 TXT and Markdown files; richer formats follow later.

  3. Choose what goes into the analysis

    Select the documents and explicitly confirm that the opportunity context and selected content may be sent to OpenAI. Uploading alone does not start an AI analysis.

  4. Review, ask and move forward

    Read the suggested questions, risks, evidence gaps and next steps. Check the output and use it to guide the next customer conversation.

Clear boundaries for customer information

Good discovery starts with trust.

For smaller businesses, control over customer information matters just as much as ease of use. We are building the first version around company access, private documents and deliberate use of AI.

A separate workspace for your organization

Access is tied to your organization and your role. Other organizations cannot access your opportunities, documents or analyses through their accounts.

Private documents, controlled access

Documents are accessed through the application after an access check. They are not published as public links when you upload them.

AI when you choose to use it

An analysis uses the opportunity context and the documents you select. You can review the result; it does not make decisions or take actions for your team.

What happens when you use AI?

Selected context is sent to OpenAI through its API for analysis. The first version is a SaaS service, so this processing does not take place entirely inside your own company or Microsoft environment. We will discuss data handling and pilot requirements with participating teams before using real customer information.

MKB-first. SME-first. Team-first.

For teams where understanding the customer makes the difference.

Our first focus is small and medium-sized B2B businesses: short lines, limited time and a real need to understand the opportunity before making a promise.

B2B sales & account teams

Prepare discovery calls and identify the questions that still stand between a customer request and a well-founded next step.

Consultants & specialists

Bring structure to an initial client question and make assumptions, risks and missing information easier to discuss.

Implementation partners

Explore the business problem before jumping into a solution. Build a clearer picture of scope and the outcomes the customer needs.

A focused first version

Start useful. Grow with the teams using it.

We are building in stages and inviting early interest now. A working foundation is in place; pilot preparation comes before a broader release.

Working foundation

Opportunities, team & discovery

Company workspaces, roles, opportunity management, private text documents and a first AI discovery analysis.

Pilot preparation

Onboarding & operational readiness

Safer invitations and account recovery, usage limits, Azure storage validation and the operational checks needed for a small pilot.

Later development

More context. A wider workflow.

Richer document formats, your own discovery playbooks and conversation context. Larger-enterprise integrations are a separate, later step.

Roadmap items describe direction, not availability or release dates. SharePoint and Azure OpenAI are not part of the first version.

A few things worth knowing

Before you join.

Can we use GotThisNow today?

There is an initial working version, and we are preparing a focused pilot for small and medium-sized teams. Early access is an expression of interest, not immediate production access. We will contact suitable teams about next steps.

Does our information stay entirely inside our company?

No. The initial product is a hosted SaaS service. When you explicitly start an analysis, the selected opportunity context and documents are sent to OpenAI. Private access and organization separation do not mean AI runs inside your own environment.

Are prospect documents used to train AI models?

Not by default under OpenAI’s API policy. Training requires an explicit data-sharing opt-in. See the data section for the distinction between training and retention.

Can we use our own Azure or SharePoint environment?

Private Azure Blob storage is the deployment target being validated. Customer-specific storage, SharePoint connections and Azure OpenAI are later enterprise options, not included in the first version.

Which documents can we use?

The current foundation accepts UTF-8 TXT and Markdown files up to 2 MB each. PDF, Word documents and other formats are planned with additional processing and security checks.

Is there a price or launch date?

Pricing and broader availability have not been announced. The first focus is a useful, manageable product for smaller B2B teams. Leave your details if you would like to hear about the pilot.

Help shape the next step

Interested in a better way to do discovery?

Tell us a little about your team. We are looking for B2B sales and consulting professionals who want to explore the pilot and help shape the product.

  • Hear about early-access opportunities
  • Share the discovery challenges your team faces
  • Help prioritize what we build next

No customer documents needed. Early access is not a purchase or a guarantee of a pilot place.