A sales hub that trains reps and answers like the top rep

Source Forward helps New York property owners access utility incentive programs for energy upgrades. Their knowledge lived in founders and senior reps, which meant onboarding was slow and answers were inconsistent.

We built their sales hub: the full playbook as a living document library, an AI assistant grounded in it that answers rep questions the way the founders would, and a call simulator for practicing pitches before real prospects hear them.

New reps ramp against the system instead of against a senior rep's calendar.