User Guide
Get your first useful Next Move.
Bring a deal you’re working on. Talk it through with your coach. Put your next move into action.
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Create your first deal
Create an account, verify your email and choose Start a new deal. Add the prospect, what you’re selling and the challenge you want help with.
Find your way around
Open a deal from your dashboard to return to its conversation. The tools above the chat bring together your Next Move, research, preparation and saved work. Use Back to workspace to return to coaching.
Talk the deal through
Tell your coach what’s happening and where you need help. Bring the buyer’s words or add an email, document or screenshot with the paperclip. Ask your question, then explore the situation together.
Put your Next Move to work
Open Next Move to read the recommended action and why it matters. After you act, tell AdMar what happened. Use Commitments here to keep track of what you and the buyer agreed to do.
Pause and pick up later
End your session when you’re ready. Return to the deal to continue from its saved context. Resuming an unlocked coaching cycle uses no extra credit while its allowance remains.
Prepare a Decision Brief
Open Brief when you want to turn your deal thinking into a document. Prepare the brief, review and edit it, then save, copy or print the version you want to use.
Find your saved work
Open Saved to browse, search and reuse outputs from the deal. Open Deal files for the documents and screenshots you’ve added. Save your edits before leaving the dashboard.
Research the account
Use Insights for company research and Contact path for possible routes into the account. Check the sources and the company website to make sure you’re looking at the right organisation.
Get ready for a pipeline review
Open Prep, choose your deals and add what your manager wants to discuss. Generate your preparation to work through likely questions, your answers and credible next steps.
Practise a difficult conversation
Open Pressure Test, choose who you want to practise with and start the conversation. Respond as you would to the buyer, then finish to review the feedback. Past practices are available to revisit.
Plan your selling time
Choose Plan my selling time from the dashboard. Select your deals, available time and goal. Build a plan to see suggested actions, time allocations and the reasoning behind them.
Explore your development
Open My development and choose which deal conversations to review. Select Show me what you’ve noticed. Read the observation and its source, then accept a focus, adjust it or explain what was misunderstood.
Build your product memory
Open Product memory to find and manage reusable product knowledge. Connect a deal to a saved product, confirm useful facts and correct or exclude anything you don’t want reused.
Manage your workspace
Open Account settings for preferences, security and privacy controls. Access & credits shows personal and sponsored capacity. Archive deals you want out of the active view, or resume an unfinished draft from your dashboard.