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Gap Selling with Agents

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Gap Selling with Agents

The Wiser Gap Selling Playbook transforms how sales teams identify, quantify, and close the gap between a prospect's current state and their desired future state. Through automated intelligence gathering, real-time coaching, and comprehensive deal insights, Wiser enables sales teams to consistently execute gap selling methodology while reducing administrative burden by 75%.

How Wiser Enables Continuous Gap Selling Excellence

1. Automated Meeting Intelligence & Real-Time Coaching

Post-Meeting Gap Selling Scorecard Every customer interaction, categorized by either call or deal, is automatically analyzed and scored across five critical gap selling dimensions:

  • Current State Discovery (0-10): Measures how effectively reps uncover the prospect's existing processes, technology, metrics, and pain points

  • Future State Exploration (0-10): Evaluates clarity on desired business outcomes, success metrics, and transformation vision

  • Problem Discovery (0-10): Tracks identification of specific problems, root causes, and affected stakeholders

  • Impact Quantification (0-10): Scores the rep's ability to quantify financial, productivity, and strategic impacts

  • Decision Process Mapping (0-10): Assesses understanding of decision criteria, buying committee, and evaluation timeline

Comprehensive Meeting Analysis Beyond scoring, Wiser automatically extracts and documents:

  • Gap Analysis: The specific gap between current and future state identified in each conversation

  • Current State: Verified processes, technology stack, and organizational challenges

  • Desired Future State: Business outcomes, success criteria, and transformation goals

  • Problem Inventory: Each problem discussed, including severity, frequency, and business impact

  • Problem Impact: Quantified consequences in terms of cost, time, risk, and opportunity

  • Compelling Events & Decision Criteria: Deadlines, triggers, and evaluation factors driving urgency

  • Champion Intelligence: Identification of internal advocates, their influence, and coaching needs

2. Seamless CRM Integration & Team Collaboration

Automated Data Capture

  • All gap selling insights sync automatically to Salesforce or HubSpot

  • Custom fields populated without manual data entry

  • Historical intelligence preserved and searchable

Instant Team Updates

  • Gap selling scorecards pushed to Slack/Microsoft Teams after each call

  • Deal updates with key discoveries and next steps

  • Manager alerts for methodology adherence and risk indicators

Gap-Based Follow-Up Automation

  • AI-drafted follow-up emails that reinforce the gap discovered

  • Personalized based on specific problems and impacts discussed

  • Ready for rep review and one-click sending

3. Comprehensive Deal Review & Inspection Framework

Multi-Source Intelligence Analysis 

Wiser continuously analyzes all available deal data—meeting transcripts, emails, and CRM records—to provide:

Gap Assessment & Scoring

  • Master Gap Deal Score based on size and urgency of gap

  • Trend analysis showing gap evolution across interactions

  • Confidence level in gap understanding

Eight Pillars of Deal Intelligence

  1. Gap Assessment: Comprehensive view of current vs. future state gap

  2. Problem & Impact Assessment: Ranked problem stack with quantified business impact

  3. Compelling Events: Identified deadlines and urgency drivers

  4. Stakeholder Discovery: Complete buying committee map with influence levels

  5. Champion Assessment: Champion strength scoring and development needs

  6. Competitive Intelligence: Competitor presence and differentiation opportunities

  7. Decision Criteria Mapping: Technical and business requirements with relative weights

  8. Risk Indicators: Red and yellow flags with recommended mitigation strategies

4. Pre-Meeting Intelligence Briefings

Automated Account Briefings Before every meeting, Wiser generates comprehensive briefings that include:

  • Account gap intelligence from all previous interactions

  • Research on meeting participants and their likely priorities

  • Recommended discovery questions based on gaps in understanding

  • Political dynamics and sensitive topics to navigate

  • Specific problems to validate and impacts to quantify



Measurable Outcomes for Sales Leaders

Types of Custom Reports Accessible

  • Discovery Excellence Rate: # of calls scoring ≥7 on current state discovery

  • Impact Quantification Rate: % of deals with documented business impact

  • Compelling Event Coverage: % of pipeline with identified urgency drivers

  • Gap Score Progression: Average improvement in gap understanding over time

Pipeline Health Indicators

  • Gap Distribution: Pipeline segmented by gap size (1-10)

  • Problem-to-Impact Conversion: % of identified problems with quantified impact

Risk Management Dashboard

🔴 Red Flags (Immediate Action Required)

  • No quantified impact after 3+ calls

  • No compelling event identified

  • Gap score < 3 (minimal gap)

  • No champion after 3+ calls

  • Declining gap score trend

🟡 Yellow Flags (Monitor Closely)

  • No root cause identified for problems

  • Vague future state after 2+ calls

  • Single-threaded engagement

  • Missing decision criteria

  • Static gap score (no progression)

Coaching Intelligence

  • Individual rep scorecards with strengths and development areas

  • Team-wide gap selling competency heatmaps

  • Correlation analysis between gap scores and win rates

  • Best practice examples from high-performing reps

Time Savings & Efficiency Gains

Administrative Time Eliminated

Wiser eliminates the busywork that bogs down sales reps, automatically handling documentation, CRM updates, and prep work so your team can focus on what matters most: identifying gaps, building urgency, and closing deals.

Quality Improvements

  • 🎯 100% consistent gap selling methodology application

  • 📃 Complete data capture (nothing falls through the cracks)

  • 📊 Standardized scoring for objective coaching

  • 🧠 Historical intelligence preserved and accessible

  • 🔎 Cross-functional visibility into deal progress

Strategic Benefits

  • 🧑‍🤝‍🧑 Consistent methodology adoption across the entire team

  • 👟 Data-driven coaching based on objective metrics

  • 🕵️ Earlier identification of at-risk deals

  • 🤝 Improved handoffs between sales and customer success

  • 👣 Complete audit trail for deal forensics

Transform Your Sales Process with Wiser

The Wiser Gap Selling Playbook transforms gap selling from a methodology that relies on individual rep discipline into an automated, measurable, and continuously improving system. By eliminating administrative burden and providing real-time intelligence, Wiser enables sales teams to focus on what matters most: understanding customer problems, quantifying impact, and articulating the value of closing the gap.

Sales leaders gain unprecedented visibility into methodology adoption, deal health, and coaching opportunities, while reps save 5-7 hours per week on administrative tasks. The result is a more efficient, effective, and predictable sales organization that consistently identifies and closes customer gaps.

Get started with Wiser today!

Wiser AI connects to your meetings and your CRM. Our AI agents research prospects and surface insights that help you hit plan.

Copyright © 2025 wiserAI

|

Built with ️ by engineers from Rippling, Waymo, and Google

Get started with Wiser today!

Wiser AI connects to your meetings and your CRM. Our AI agents research prospects and surface insights that help you hit plan.

Copyright © 2025 wiserAI

|

Built with ️ by engineers from Rippling, Waymo, and Google

Get started with Wiser today!

Wiser AI connects to your meetings and your CRM. Our AI agents research prospects and surface insights that help you hit plan.

Copyright © 2025 wiserAI

Built with ️ by engineers from Rippling, Waymo, and Google