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
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.
Level 1 · Discovery
RS
🎲 YOUR LEAD

Your discovery target

The four locked cards must be uncovered on the call.

Marcus Chen
Marcus Chen
Chief Operating Officer · Aethelgard Life Holdings · Singapore
Insurance · L&A3 Acquisitions · 24 monthsEU / APAC OpsCost-to-Serve +15%
🏛️
Aethelgard Life
Multi-market insurer · No big-bang replacements
🔒 UNCOVER ON THE CALL
🔒Current Challenge
🔒Where It Hurts
🔒What They've Tried
🔒Non-Negotiables
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.
Pillar Scores
Introduction
0%
Mirroring
0%
Curiosity
0%
Implication
0%
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.

🤝
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
Drag slides into your deck. Required slides must stay. Add the ones that matter to Marcus.
Your Pitch Deck — 5 slides
Trust — carries from discovery
+0
Drag slides from the library into your deck. 3 slides need fixing — adding the right ones raises trust, wrong ones lower it.
🎯
DECK READY

Smart deck. Sharp pitch.

Your pitch now speaks directly to Aethelgard's three biggest concerns.

Changes made

✅Phased rollout — entity by entity
✅Managed support — EXL owns it
✅99.8% uptime SLA + compliance
Pitch Meeting · Aethelgard Life
⏱ 00:00
SLIDE 1 OF 7
EXL Operations Orchestration Suite
A phased path to harmony
💬 Your move: Deliver a strong opening — connect this solution directly to what Marcus told you in discovery.
Room Trust
Score Levers
Outcome Stories
0%
Evidence
0%
Objections
0%
Reality
0%
😓

Meeting Cut Short

"This doesn't feel like the right fit right now." — CEO

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
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