effyPitchPitch · PrepareDemo · EngageDoc · Convert
effyPitch · 01 · PREPARE

Walk into the customer conversation ready.

Give every rep the product knowledge, approved messaging, buyer context and practice they need to walk into the conversation ready.

Know what to say — and why it mattersAI roleplayReadinessContent grounded
Pitch readiness workspace92% ready
OpeningValue storyProof pointObjectionNext step

Enterprise value story

Problem
Impact
Solution
Proof
Content readiness92%
Practice status3 / 4
Real product experience

See how a rep actually prepares and practises.

These are product screens from the AI roleplay experience — scenario selection, buyer persona and call format, live practice, and post-session analysis.

PITCH · AI ROLEPLAY

Choose the buyer. Choose the conversation. Start practising.

PersonaPhone CallOnline MeetingLive SessionAnalysis
Explore the roleplay flow →
AI roleplay buyer persona and phone or online meeting options
What Pitch covers

From uncertainty before the meeting to confidence in the meeting.

Pitch combines content, structure and practice so readiness is built before the customer conversation.

Know what to say — and why it matters

Opening, value story, proof points, objection handling and a clear next step.

Make the story relevant to the buyer

Adapt the story to the buyer role, industry, use case and stage of the deal.

Give every rep the same trusted foundation

Keep product claims, collateral, proof and messaging consistent across the team.

How to create a pitch

Build a pitch around the buyer, then practise until it is ready to use.

Start with the buyer and business context, then build the story, practice it and publish a ready-to-use version for the sales team.

01

Start with who you need to convince

Select the buyer role, industry, use case and sales stage.

Persona library
VP · OperationsAdoption · ROI · Scale
02

Turn the business problem into a clear value story

Arrange the opening, problem, impact, solution, proof and next step.

ProblemImpactProof
03

Ground the story in proof your team can trust

Ground the pitch in product content, proof points, URLs, documents and playbooks.

ProductProofPlaybook
04

Rehearse the moments that can make or break the meeting

Run AI roleplay by phone or online meeting against realistic buyer personas.

Online meeting roleplay
CALL IN PROGRESS04:18 · Live
05

See where the rep is ready — and where they need work

Review readiness, message fit, objection handling and the next drills to complete.

Session analysis scorecard
84%Ready91%Fit
06

Put the approved story into the hands of every rep

Publish the approved pitch so reps use one consistent story in the field.

READY TO USESales team →
See it in action

See the real roleplay experience.

See the actual product flow — choose a scenario, select the buyer persona and call format, practise by phone or online meeting, then review the session.

AI roleplay practice scenarios
01 · Choose a scenarioAssigned team roleplays, personal roleplays and scenario library.
AI roleplay persona and call format selection
02 · Choose the buyer & formatSelect the buyer persona, scenario context and Phone Call or Online Meeting.
AI roleplay session analysis and scorecard
03 · Review & improveScorecard, transcript, analytics and next practice actions after the conversation.
Built for realistic practice

From persona setup to a live call.

Use the same experience across phone simulations and online meetings, with the buyer context visible before the session starts.

AI roleplay persona library
Persona library
AI roleplay phone call selection
Phone call
AI roleplay online meeting
Online meeting
Learn to read the room

Practise one conversation with the whole buying committee.

Different buyers ask different questions. Build roleplays that make the rep handle commercial, technical, business and adoption concerns in the same conversation.

Multi-persona AI roleplay showing CFO, IT Head, Champion and sales rep

One rep. Multiple perspectives.

Move beyond a single buyer simulation. Create a realistic buying committee and practise how the conversation changes as each stakeholder weighs in.

CFOROI · Budget · Business case
IT HeadSecurity · Integration · Risk
ChampionAdoption · Ease · Internal buy-in
“What is the ROI?” → The rep must respond, then handle the next stakeholder.

Practise the way the real conversation will happen.

Choose the format that matches the selling motion. Build confidence for voice conversations, video meetings, presentations and screen-sharing situations.

Phone CallVoice conversation · listening · response
Online MeetingCamera · screen share · buyer reactions
Call in progressLive timer · conversation · controls
Phone call and online meeting AI roleplay formats
AI roleplay

Practise the decisions and responses that happen in a real buyer conversation.

Create realistic conversations around your actual product and sales situations. The rep chooses a persona, chooses how to practise, has the conversation and gets immediate coaching.

  • Real buyer personas with role, priorities, objections and context.
  • Scenario types: discovery, pitch, demo, objection handling, negotiation and follow-up.
  • Objective scorecards for message fit, clarity, discovery and objection handling.
  • Repeat the weak moments until the rep is ready.
AI Roleplay · Enterprise DiscoveryCALL IN PROGRESS
Buyer personaVP · Operations
Practice mode
VP
BUYER PERSONAVP · OperationsConcerned about adoption & ROI
BUYERHow would you prove this will actually improve rep performance?
REPWe start by measuring readiness before the first customer conversation…
Phone simulation · voice conversation
04:18 · Live
84%Readiness
91%Message fit
76%Objection handling
3Next drills
CERTIFICATION · VERTICAL READINESS

Don't just practise the pitch. Prove the rep is ready to sell it.

Build roleplays around your actual product, market, claims, competitors and buyer personas. Score the skills that matter for the industry — then certify only when the rep reaches the required standard.

PHARMA · PRODUCT READINESSCertification
Product knowledge packClaims · FAQs · Competitors · Playbook
SCENARIO 01Competitor is 20% cheaper.
SCENARIO 02Why should I switch?
SCENARIO 03Question the product claim.
Product knowledge82%
Discovery71%
Objection handling63%
Value proposition91%
Compliance95%
Closing68%
NOT CERTIFIEDTarget 85%+ across required skills

Certification that reflects the job — not a generic quiz.

For a pharma field force, certification can test product knowledge, approved claims, competitor positioning, compliance, discovery, objection handling and closing in the same realistic conversation.

01 · Ground itUpload product knowledge, approved claims, FAQs, competitor information and sales playbooks.
02 · Stress-test itChallenge reps with realistic personas, objections, unexpected questions and industry-specific scenarios.
03 · Score itSet weighted thresholds for knowledge, discovery, value, objections, compliance and closing.
04 · Certify itTargeted practice continues until the rep meets the required standard.
89%Final score
CERTIFIED
4Targeted drills completed
VERTICAL + CERTIFICATION

Make readiness specific to the market your people sell in.

The same roleplay engine can be configured for different industries, products, regulations, buyer personas and selling motions.

PH

Pharma

Product claims, medical objections, competitor positioning, compliance and doctor conversations.

Certification focus: Product + Compliance
BK

BFSI

Risk, trust, product suitability, objections, documentation and customer conversations.

Certification focus: Knowledge + Objection handling
IN

Insurance

Needs discovery, policy positioning, objections, disclosures and closing.

Certification focus: Discovery + Compliance
MF

Mutual Funds

Product positioning, investor suitability, market conversations and objection handling.

Certification focus: Product + Value
AG

Agri

Crop context, dealer conversations, product positioning, competitive responses and field scenarios.

Certification focus: Product + Field readiness
BM

Building Materials

Contractor, dealer and influencer conversations, technical value and competitive selling.

Certification focus: Value + Objection handling
FM

FMCG

Retailer conversations, assortment, visibility, schemes, competition and execution.

Certification focus: Product + Commercial
AU

Automotive

Product comparisons, feature-to-value selling, financing objections and buyer needs.

Certification focus: Discovery + Value
One platform. Your industry's rules.Build different certification tracks for products, roles, regions and levels of responsibility.
What effyBiz adds

Practice becomes part of sales readiness — not a separate training event.

Unlike a standalone training experience, effyPitch can ground practice in the same content the rep uses to pitch, demonstrate and follow up.

  • Ground roleplay in your approved product content, URLs, documents and playbooks.
  • Connect readiness signals to Demo preparation and Doc follow-up.
  • Use Call Intelligence and Sales Intelligence to identify the next skill gap.
  • Make practice measurable instead of a once-a-quarter training event.
Readiness loopContinuous
ContentRoleplayScoreImprove
12Scenarios
8Personas
24Drills
92%Ready
Next in effyPitch

Prepare the rep first. Then give the buyer a better experience.

Demo · ENGAGE

Interactive demos, sandbox experiences, personalised journeys and buyer engagement signals.

Know more →
Doc · CONVERT

Interactive, personalised and trackable digital proposals that keep momentum after the meeting.

Know more →