How it works

Configure. Connect. Apply. Produce proof.

Four steps from playbook setup to evidence-backed deal reviews and commit validation.

1

Configure the playbook

Encode qualification criteria, stage rules, inspection prompts, coaching standards, and commit expectations inside PROOF.

2

Connect evidence sources

Connect Salesforce or HubSpot, layer in Google Workspace or Microsoft 365, and capture rep updates via Voice-to-CRM. Evidence flows in automatically.

3

Apply logic in workflow

Run the configured standard across prep, deal reviews, coaching, inspection, and progression.

4

Generate proof and next steps

Create review support, commit validation, warnings, and next best proof without rebuilding the deal from scratch.

Two paths, same flow
Direct buyers

Run the playbook inside your team.

Teams use PROOF to reduce prep, improve reviews, standardise inspection, and increase confidence in commits.

Partners

Deploy executable playbooks for clients.

Agencies and methodology firms use the same flow to audit, configure, deploy, and extend client execution.

Simple by design

Configure once. Evidence flows in from CRM, email, calendar, and voice. PROOF does the rest.

The path from configuration to deployment is designed to take days, not months. Start with CRM, layer in email and calendar, and run your first evidence-backed deal review in week one.