Features
Built for the entire sales cycle
From cold prospecting to closed-won, Relatik gives your team the AI-generated artifacts they need at every stage.
The artifacts
Seven artifacts, one workflow
Each artifact is generated from the seller knowledge you upload once and the buyer sources you add per prospect. Regenerate any time. Keep version history.
01
Account briefs
A complete picture of your buyer before the first call — their business, industry, recent news, key people, and pain points, all synthesized from the sources you upload.
Read in-app or export
02
Fit assessments
Verdict-based qualification scoring against your ICP. Strong fit, possible fit, or skip — with reasoning, so you know whether to pursue, nurture, or move on.
Read in-app
03
Positioning
How to frame your offer for this specific buyer. Their language, their priorities, their objections, your value props — sequenced for impact.
Read in-app
04
Discovery questions
A tailored set of questions to uncover budget, authority, need, and timeline. No more awkward silences or generic checklists.
Read in-app
05
Meeting prep
Personalized briefs for any meeting — discovery, demo, technical deep-dive, exec alignment. Walk in knowing exactly what to cover and why.
Read in-app · custom prompt input
06
Proposals
Drafted proposals tailored to the buyer reality, not boilerplate. Includes situation, solution, scope, pricing, and next steps.
Word, PowerPoint, PDF
07
Follow-ups
Stop disappearing after good meetings. Send the right follow-up every time — thank-you notes, recap emails, next-step proposals.
Read in-app · custom prompt input
How it fits together
One knowledge base. Every buyer. Every artifact.
Seller knowledge base
Upload your decks, case studies, pricing, ICP — once. Used as the foundation for every artifact, for every buyer. Add or update sources any time.
Buyer workspaces
Every prospect gets its own workspace with sources, artifacts, and version history. Switch between buyers without context loss.
Bulk lead processing
Paste a list, upload a CSV. Relatik processes the sources for every buyer in parallel — perfect for outbound qualification and pipeline triage.
Team collaboration
Multi-user organizations with shared seller knowledge. Everyone on the team draws from the same foundation.