THE SYSTEM · THE LOOP

Closed-loop enablement.

Human and AI expertise combined.

Most enablement is linear: train, hope, repeat. And most AI tools sit within tabs on a platform — users have to seek them out. Imparta connects assessment, learning, coaching, and performance into one continuous cycle — powered by i-Coach AI and grounded in decades of sales research.

Different entry points for sellers and L&D. Same loop.

👤
Personalised
Adapts to role, goals, deals & competency gaps
Proactive
Initiates actions and follow-through
📖
Primed
Grounded in research-based methodology
🧠
Pull-Based
Empowers thinking, avoids cognitive offloading
🔗
Present
In the workflow — CRM, Teams, Chrome, MCP
🛡️
Protected
Security, explainability, ethics, bias reduction
Nudge
Prepare
Do
Assess
Improve
Follow-through
01 · Nudge

i-Coach AI initiates action — it doesn't wait

Every conversation starts with personalised, proactive tiles — driven by things like coaching agreements, recent conversations, competency data, CRM signals, manager assignments, and upcoming events. i-Coach can also send proactive email or other messages when appropriate.

Why it's different
Proactive nudging tied to multiple triggers
Managers are kept in the loop and can also assign activities via the AI
Can trigger entry into any stage of the loop
i-Coach AI
Maria🔒
Hi again Maria, good to see you. Shall we talk about NovaTech? Or would you like to pick up on our discussion about your lead generation activities? Click a tile below, or tell me what's on your mind!
Review profile
Profile is 80% complete.
Lead gen review
Pick up where we left off last week.
Prep for your NovaTech call
NovaTech is stalled and you have a call on Friday. Shall we prep together?
Coaching follow-up
Formalise next steps from your last session with James.
Negotiation learning
New eLearning is ready for you.
Find a team member
Who has experience with PQR?
i-Coach AI meets the seller where they are — with personalised next steps based on goals, pipeline, and skill gaps.
02 · Prepare

Deal coaching and preparation — before the real conversation

Prepare is where i-Coach AI actively improves the outcome of each call. It applies situational agility to data to understand the call context, talks with the seller about what they know, and coaches them on how to achieve their goals for the call. It uses tools as needed — from MEDDPICC to decision criteria and risk mitigation — to build a rigorous deal qualification, then coaches on what to do next, including practising it through roleplay.

Why it's different
Methodology-aware — draws on over 200 embedded research-based skills, not vanilla AI or simplistic prompts
Personalised — based on a deep understanding of each user's style, strengths, weaknesses and context
Pull-based coaching via i-GROW — empowers thinking rather than making sellers lazy with canned answers
Pre-play™ roleplays with realistic buyer personas and behaviour
i-Coach AI
Maria🔒
MY DEALSNovaTechCoaching session
MEDDPICC · NovaTech opportunity
40/100
Achievability
M
Metrics
Weak
E
Economic Buyer
OK
DC
Decision Criteria
Weak
DP
Decision Process
Weak
PP
Paper Process
Gap
IP
Implicate Pain
Not urgent
Clear business pain but not yet urgent or quantified.
"Behind the curve… hasn't worked"
Ch
Champion
Weak
Co
Competition
Weak
FAILED GATES: DC<2 · DP<2 · Ch<2
i-Coach has identified momentum and urgency as the priority
i-Coach: Pushing for a big proposal or detailed solution often backfires; your primary job is to build momentum and urgency, not to "sell". How could you get Claire to see this as something to do this year?
M
I could estimate the cost of inaction? Or maybe just ask her?
i-Coach: Great! We could plan some questions together and maybe roleplay?
Roleplay next call
Draft account plan
Draft email
ROLEPLAY · AVATAR
Claire — VP Sales Enablement, NovaTech
Avatar Chat
C
Claire: Hi Maria. So — where do you think we got to last time? I know we've been talking for a while now.
M
Maria: Good question. Before I summarise — can I ask, what's been on your mind since we last spoke about the SaaS shift?
Pull-based coaching via i-GROW — Maria thinks first, i-Coach guides; actions follow naturally.
03 · Do

In the moment, in your existing workflow

i-Coach AI can also help while sellers are executing a sales motion — for example, in a call, writing a document, or creating a forecast. Sellers can ask for help in the moment and i-Coach responds with deal-aware, methodology-grounded guidance. In the future our call agent will also surface proactive suggestions when it spots a critical moment, so the seller doesn't default to old habits under pressure.

Why it's different
Lives where the work happens — Teams, Webex, etc.
Deal-context-aware — knows who you're talking to, what's at stake, and what was agreed
Both reactive and proactive — answers questions and (in future) flags critical moments
Designed not to distract — quick, on-point interventions
T
Microsoft Teams
— □ ✕
Activity
Chat
Teams
Calendar
Calls
CT
Claire Thompson
VP Sales Enablement, NovaTech
00:08:42
CT
Claire Thompson
ML
Maria Lima
×
In call · Claire Thompson
M
Claire's still not seeing the urgency.
i-Coach: Tactical pain isn't enough. Try asking about her personal stake — what happens to her if 2026 numbers slip? Or "Who else feels this pressure?"
i-Coach: Heads up — Claire just raised pricing. Don't offer flexibility yet. Anchor on value: reference improved post-merger integration and offer to help quantify.
Ask i-Coach…
Maria asks for help. i-Coach reframes around personal stake and gives her questions she can use right away.
04 · Assess

Reflection, evidence and a clear picture of what to work on next

In Assess, i-Coach AI goes well beyond call summaries and Conversation Intelligence. It gets the seller to think for themselves before showing any analysis. It then layers in objective evidence from the call: what was actually going on beneath the surface, which competencies the user should have used, and well how they did. The result is a far more nuanced and accurate read of call outcomes, next steps, and skill gaps than most platforms can provide.

Why it's different
Deeply insightful call analysis based on the art and science of selling, not an IT template
Competency- and context-aware assessment with evidence, mapped to your own skills model if needed
Reflection-first, to avoid creating lazy sellers
Connects observation to action — what to do differently
Two entry points Sellers usually enter the loop at Prepare. L&D and managers can also start with Assess — running diagnostics across teams to identify priorities, then nudging individuals into a learning cycle. i-Coach also handles a wide range of other assessment types beyond call analysis.
i-Coach AI
Maria🔒
i-Coach: How do you think that went?
M
Claire said she saw the urgency, which is great.
i-Coach: Yes! The prep on building momentum really paid off. Pricing came up before you'd anchored on value though.
Call analysis · NovaTech
14 Nov · 28 minutes · Discovery + Negotiation
Data sources:
Gong
Teams
Detected call type
Need Stage
Explicit Need → Urgent Need · Budget-holder present
Objectives
Build urgency Met
Anchor value before price Missed
Call insights
Claire shifted from sceptical to engaged after Maria reframed around personal stake. The pricing question that came up was a value question, not a negotiation — anchoring would have been more effective than flexibility.
Stakeholders
CT
Claire Thompson
Champion (warming)
GP
Gareth Patel
Co-decider · Not yet engaged
Next steps
Agreed: Send case study from comparable SaaS shift by Friday
!
Recommended: Multi-thread to Gareth before the next call
!
Recommended: Quantify cost of waiting — share with Claire to forward internally
Skills assessment · This call
Six competencies observed · CCV methodology
3D Advantage® CCV
OK
3D Mindset
OK
Product & Market Knowledge
Good
Establishing Needs
Good
Building Momentum
Good
Proving Value
Weak
Quantifying value and building a case for change. You referenced value conceptually (churn, customer success, renewal) but without numbers, hypotheses, or a co-created value model. A simple "if we improve X by Y%" conversation would have made the case for earlier action more compelling.
i-Coach: The biggest opportunity from this call is Proving Value — quantifying impact and building a co-created case for change. It's the skill that would have changed the price moment.
i-Coach: This maps to our discussion about MegaCorp and may be something you could help others with too. Shall we explore Proving Value a bit more?
Reflection first. i-Coach asks Maria what she thinks before showing any analysis — so she does the thinking.
05 · Improve

Adaptive learning — hyper-personalised learning

Improve is where i-Coach AI turns insight into capability. It has multiple learning modes which it chooses based on the user's knowledge, skill, and confidence in a topic. For example, low knowledge gets a micro-asset and a quiz. Low skill but high confidence gets a roleplay (so the seller experiences the gap). Low confidence gets reflection, and so on. The right intervention at the right moment.

Why it's different
It tracks knowledge, skill, and confidence as three separate dimensions for every competency
Chooses the right intervention type at each moment, hyper-personalised for the learner
Methodology-grounded — learning drawn from 200+ research-based skills
i-Coach AI
Maria🔒
i-Coach: Let's explore why proving value helps unlock deals and reduce price pressure.
i-Coach: When buyers see the costs but not the benefits, every conversation becomes a negotiation. Here's how we frame it.
Costs / Benefits / Value model
i-Coach: Let's try that key moment in your call again — I'll play Claire.
i-Coach (as Claire): Maria, honestly the price is just too high for us right now.
M
Maria: Before we get to price — let's look at the upside. If this lifts your close rates by even 10%, that's worth multiples of the investment. Shall we sketch that out?
i-Coach: Nicely done. We can do a full Re-Play if you want, view the eLearning on this topic, or we can calculate the value together for NovaTech.
Re-Play with Claire
View the eLearning
Calculate for NovaTech
Knowledge
72%
Skill
15%
Confidence
10%
Low knowledge → micro-asset. i-Coach picks the intervention that fits the gap. Knowledge moves up.
06 · Follow-through

Action and accountability — closing the loop

Follow-through is where the user completes any actions needed for the customer, and also follows through on their skills and learning. i-Coach can co-create value estimates, draft emails and documents grounded in the methodology, and set reminders for the next moment that matters — closing the loop back into Nudge. Managers can be kept informed or involved when it helps.

Why it's different
Methodology-aware content generation — Insight, Influence and Trust embedded in every email and document
i-GROW coaching applied to deals, not generic prompts
Closes the loop — every follow-through sets up the next nudge
Managers informed and involved when it matters
i-Coach AI
Maria🔒
Value estimate · NovaTech
SaaS sales transformation — annual value
Reps in scope 120
Avg ARR per rep (target) $1.4M
Current win-rate gap on SaaS deals ~12%
Realistic uplift assumption ~5%
Estimated annual ARR uplift $8.4M
3-year value
~$25M
i-Coach: Let's build a value estimate. How many reps does the SaaS shift cover?
M
Around 120, with $1.4M target ARR each.
i-Coach: Even a modest 5% uplift gives ~$8.4M annually. Realistic and credible — let's anchor here.
i-Coach: Your next play here is going to be stakeholder management — we should multi-thread to Gareth and map the wider buying group. Should I prompt you to work on that next week?
Schedule next nudge
NovaTech · Stakeholder mapping with Gareth Patel
Monday · 9:00 AM
Adjust
Confirm
Co-creating the value estimate. i-Coach guides Maria; Maria provides the numbers and judgement.

i-Coach® AI Agents

Each agent is trained on Imparta's methodology and your data. They work as an orchestrated system, not isolated tools.

Analysis & Assessment

Call Analyzer

Identifies call type, generates insightful call reports, and evaluates user competencies and mindset to drive rapid improvement.

Email Analyzer

Identifies the type of email, its goal and audience, and provides feedback to help achieve its goal.

360° Skills Assessment

Combines written skill level definitions with an AI interview to deliver tailored, robust competency/skill assessments at scale.

Performance Analyzer

Connects to your CRM and other tools to conduct a SWOT analysis on user performance and agree actions.

Team Optimizer

Helps managers look for issues and opportunities within the team, to plan time and optimize performance. (Coming soon.)

Learning & Insight

Expert Advisor

Provides insight on a wide range of topics, from best practices to products and accounts, depending on data connections.

Learning Planner

Analyzes patterns of user engagement, knowledge, skill, and results to recommend learning and eLearning & pathways.

Role-player

Provides realistic simulations based on best practices, to deliver learning, assessment and call preparation tailored to each user.

Knowledge Tester

Generates a wide variety of question types to check understanding of best practices and/or product/service data.

Adaptive Learning

Continuously assesses knowledge, skill, and confidence in a given topic, and uses this to drive successive best learning actions toward proficiency.

Application

Deal & Account Planner

Helps to qualify and assess deal/account situations, choose the best approach, and plan specific actions to grow revenue and margin.

Content Generator

Generates written content with the user, aligned with their goals, the audience, and the principles of Insight, Influence and Trust.

Creative Problem-Solver

Uses Imparta's IDEAL problem-solving process and a wide range of practical creativity tools to resolve real-world issues.

Decision Supporter

Help users to make difficult decisions, including complex, multi-outcome, and rapid decision-making.

Live Call Advisor

Provides live insight and advice during customer calls to optimize sales performance in real-time. (Coming soon.)

Coaching & Follow-up

Adaptive Coach

Works with users to achieve their goals and address challenges, while empowering them to think for themselves.

Career Coach

Uses a wide range of tools to help users think about, and plan, their career development including role advancement.

Nudger/Follow-Upper

Drives accountability, reflection and learning by proactively asking questions and following up on user conversations.

Team Collaborator

Connects users to other team members who can support in specific areas, or themselves need support. (Coming soon.)

Insight Generator

Scans a selected set of live feeds to look for insights of relevance to the user, then proactively suggests them. (Coming soon.)

Brandon Hall Gold 2025 — Best Generative AI Sales Enablement Technology

Enhances your workflow

Orchestrator, headless agents, or direct access — i-Coach AI fits your stack

Salesforce
💬 Teams
🌐 Chrome
📹 Webex
🔗 Your LMS
🤖 Headless Agents (MCP/A2UI)
ENTERPRISE-READY
🔒 ISO 27001
🔑 SAML SSO
🛡️ AES-256
☁️ CSA Cloud
Trust Centre →

One subscription.
Continuous improvement.

Replace fragmented budgets with a simple annual fee per person. Platform, curriculum, consulting, and training — all included.

What's included

Full i-Coach platform and i-Coach AI
200+ skill modules — sales, CX, leadership
AI coaching, roleplays, assessments, nudges
Consulting, customisation, and training days
Dedicated Client Director + Success team
Global delivery, local language and context

Ready to close the loop?

See how one continuous system connects assessment, learning, and performance — running on your own deals.