RS
Rahul S.
YOUR LEARNING JOURNEY

Three levels to close-ready.

Master every stage of a consultative sale — from first discovery call to signed deal.

LEVEL 01
Active
🎯
Discovery
Learn to ask the right questions. Build trust. Uncover hidden pain. Earn the right to a meeting.
LEVEL 02
Active
📊
Craft the Pitch
Build a pitch deck tailored to your client's real concerns. Get real-time coaching as you customise.
LEVEL 03
Coming soon
🎤
Deliver to Coach
Pitch live to an AI coach or industry expert. Get evaluated on tone, structure, and objection handling.
Available in next release
Level 1 · Discovery
RS

Which vertical do you sell into?

Scenarios and personas are tailored to your vertical.

🏛️
Insurance
L&A · P&C · IFRS 17
Available now
❤️
Healthcare
Payer · Provider · RCM
Coming soon
🏦
Banking & Capital Markets
Retail · Compliance · Risk
Coming soon
⚙️
Diversified Industries
Manufacturing · Logistics
Coming soon
Insurance · Select Your Case
RS

Choose your case.

Each case puts you in front of a different buyer with a different challenge. Pick one to begin.

Available now
Marcus Chen
Marcus Chen
Chief Operating Officer
AETHELGARD LIFE HOLDINGS
Post-acquisition ops chaos. Three legacy PAS systems. Cost-to-serve up 15%. Hostile to big-bang transformation.
L&A IFRS 17 Singapore Cost-to-Serve +15%
Start case→
🔒 Coming soon
Elena Vasquez
Elena Vasquez
VP of Claims
CORNERSTONE P&C
Claims leakage crisis. Manual adjudication backlog growing 40% YoY. Regulator audit in 90 days.
P&C Claims USA
🔒 Coming soon
James Okafor
James Okafor
Group CTO
ATLAS RE GROUP
Legacy reinsurance platform hitting scaling limits. Board mandated cloud migration by Q4 with zero downtime.
Reinsurance IFRS 17 UK
RS
DISCOVERY PILLARS

In this call, you need to...

Do these five things — and the trust takes care of itself.

01
Start strong. Say who you are, EXL, and why you're calling Marcus specifically.
02
Listen, then reflect. Repeat Marcus's exact words back to him.
03
Dig one level deeper. After he answers, ask the follow-up — not the pitch.
04
Make the cost of doing nothing real. Help him feel what staying put costs.
05
Don't pitch yet. Your only job today is to earn the right to a meeting.
Discovery Call · Marcus Chen, COO
⏱ 00:00
Trust Score
0
/ ±100
Move Log
Hidden Insights
Current Challenge
Where It Hurts
What They've Tried
Non-Negotiables
Marcus Chen
COO · Aethelgard Life Holdings
listening…
Intro
0%
Mirror
0%
Curiosity
0%
Implication
0%
✓ Trust built — ask for a meeting now.
💡 Introduce yourself and explain why you're calling Marcus specifically.
Coach Hint
Start with a warm intro — who you are, EXL, and why this call makes sense for Marcus.
Your 5 Steps
01○Start strong — say who you are, EXL, and why you're calling Marcus.
02○Listen, then reflect Marcus's exact words back.
03○Dig one level deeper — ask the follow-up, not the pitch.
04○Make the cost of doing nothing real.
05○Ask for the meeting — not the sale.
Pillar Scores
Introduction
0%
Mirroring
0%
Curiosity
0%
Implication
0%
Next Move
Suggestions appear after Marcus responds.
STEP 1 OF 4
Trust Score
The chess bar shows how well you're building trust. Green = good. Red = bad. Every message moves the needle.
📉

Call Ended Early

Trust dropped too low.

🤖AI Coach Feedback
Generating your personalised feedback…
🤝
MEETING CONFIRMED

That's how it's done.

"Send me a Tuesday 3 PM invite — I'll loop in the Head of CS and CFO."

— Marcus Chen, COO

Marcus
Marcus Chen
COO · Aethelgard Life

What you uncovered

Level 2 · Solution Mapping
PICK THE RIGHT FIT

Which solution fits Marcus?

Two are wrong. Think about his constraints.

📊
Analytics Cloud
BI dashboards and predictive modelling for data-first mandates.
Data · Insights
🔗
Operations Orchestration Suite
Workflow layer across legacy PAS. Coexistence-first. Phased rollout. No core replacement.
Operations · PAS
🤖
AI Underwriting Engine
Automated risk scoring for underwriting teams.
Underwriting · AI
Level 2 · Craft the Pitch
Trust: +0 Slides needed: 3
Slide Library
Add the 3 Marcus-specific slides. Leave the wrong moves out — they cost trust.
Your Pitch Deck — 5 slides
Trust — carries from discovery
+0
The four core slides are locked in. Now add the 3 Marcus-specific slides from the library — each one directly addresses something he told you in discovery. Wrong slides cost trust.
Level 2 · Your Pitch Document
DECK SUMMARY
DISCOVERY TRUST
+0
Your deck mirrors what Marcus told you in discovery. The pitch document is built around his exact words — read it, then walk into the room.
Generating your pitch document…
Analysing deck selections
Pitch Meeting · Aethelgard Life
⏱ 00:00
🎯 Open 💥 Problem 🖥️ Demo 📅 Rollout ⚙️ Ownership 🛡️ No Migration 🤝 Close
Room Trust
Score Levers
Outcome Stories
0%
Evidence
0%
Objections
0%
Reality
0%
Session
Turn 0
● STARTING
😓

Meeting Cut Short

"This doesn't feel like the right fit right now." — Marcus Chen, COO

Session Debrief
🏆
DEAL CLOSED

You closed it.

+82
TRUST SCORE
4/4
INSIGHTS
94
ROOM TRUST

Pillar Performance

Key Moments — What you said vs. what you should have said

Your Final Pitch Deck

Based on your discovery insights, here's the version that closed the deal.

WHERE TO IMPROVE
🤖AI Coach Feedback
Generating your personalised feedback…
EXL SERVICE LIMITED · TECH SALES PRACTICE
🏆
CERTIFICATE OF COMPLETION

Level 1: Discovery

Awarded to
Rahul SharmaTrust Score +82 · Closed Aethelgard Life
L&D Programme Lead
EXL Sales Excellence
Issued