SecondAssist — Clarity, Guidance, and Confidence in Every Account
An AI-powered journal, soundboard, and compass for revenue-driving professionals. Find buying signals faster, accelerate deals, identify risks early, and capture true customer value — all tailored to your unique operating style.
What SecondAssist Is
A uniquely personal AI that learns from you. Not a CRM replacement — a daily partner designed to make you elite.
Understands Your Accounts
Knows your contacts, deals, and account dynamics. Built for the way you actually work.
Spots Buying Signals
Identifies momentum shifts and value moments you might miss in the noise of daily work.
Flags Risk Early
Catches pipeline leakage before it happens. Alerts you when relationships or deals need attention.
Learns Your Style
Adapts to your frameworks, strengths, and personal approach. Gets smarter with every interaction.
Creates Clarity
Turns scattered conversations into structured insights. No heavy integrations required.
Lightweight & Fast
60-120 seconds to log context. No forms, no complexity. Just you and your AI partner.
Your Second Brain for People
Tracks momentum, recency, and health of every relationship on a per-account basis. Never let a key contact go cold.
Account Health Score
Every account gets a dynamic health score (0-100) that evaluates all context across four key dimensions:
Account Health Overview
Priority Action Items
Accounts Needing Attention
Missing Next Steps
Prioritizes by Account
Monday morning reports include per-account pipeline summaries and next-step recommendations. Always know which accounts need attention first.
Flags At-Risk Accounts
Automatically identifies relationships losing momentum within each account. Get alerts before deals go cold or key stakeholders disengage.
Per-Contact Context on Demand
Every contact within every account feels warm and remembered. Your AI knows what matters most to each person and their role in the account.
Know Where Value Is Landing — And Where It Isn't
Your internal compass for value. The Reputation Agent continuously tracks where customer value is clear, proven, or at risk — and alerts you before relationships silently degrade.
Value Visibility
Surfaces whether value is being realized at the account level. Anchors reputation to outcomes, not activity — tracking revenue influenced, cost avoided, risk mitigated, or progress achieved.
Value Gaps & Alerts
Identifies accounts where engagement is happening but value is unclear. Flags situations where trust or momentum could erode, and notifies you before problems surface.
Guided Value Recovery
Asks smart questions like "Has the customer seen results yet?" and provides practical advice: suggested reframes, questions to ask, and follow-up strategies to re-establish value.
Evidence-Backed Reputation
Reputation score is based on documented value moments. Shows why the score moved — no black box. Builds a portfolio of real outcomes over time.
"A seasoned operator helping you ensure your accounts are getting what they came for."
Value Health Dashboard
Value Clearly Articulated
5 accounts
Value Gap Detected
2 accounts need attention
Risk Signal Present
1 account at risk
Recent Alerts
Acme Corp: Value not reinforced in 28 days
Last outcome mentioned: Cost reduction. Consider scheduling value review.
TechFlow Inc: Customer outcomes unclear
Active engagement but no documented wins. Ask: "What results have you seen so far?"
Value Timeline
14 days ago
GlobalTech: $250K deal closed
21 days ago
Vertex: 40% time savings documented
35 days ago
Summit: Risk mitigated — security audit passed
Protect relationships before they stall. Turn activity into outcomes.
Bespoke to You — Not Generic AI
SecondAssist defines "elite" with you, not for you.
We Begin With Proven Frameworks
Universal principles that top performers use: great discovery, follow-up, and communication patterns. Examples from elite sales reps and recruiters.
Your Style Becomes the Blueprint
A setup process where your personal style, frameworks, and strengths shape how the AI thinks and recommends. Not a one-size-fits-all system.
The System Learns Your Voice
Over time, it remembers every interaction, creates increasingly accurate insights, and tailors recommendations to your unique strengths and operating style.
Coach, Mentor, Multiplier
This isn't a tool. It's a partner that makes you better at your craft every single day.
Your Personal AI Evolution
How SecondAssist adapts to become uniquely yours
Setup your frameworks, style preferences, and initial account context
AI learns your voice, relationship patterns, and what "good" looks like for you
Proactive insights tailored to your strengths, automatically spotting your best opportunities
Your AI partner knows you better than any CRM. Multiplies your effectiveness daily.
Designed for Revenue-Driving Professionals
Anyone managing relationships that drive revenue
SaaS Sales Reps
Stop losing deals to silence. Know exactly who to reach out to, when, and what to say to keep pipeline momentum high.
Recruiters
Build a reputation for responsiveness and placement success. Track candidate relationships and prove your impact over time.
Customer Success Managers
Never let an account go cold. Surface at-risk customers early and document the value you deliver to prevent churn.
Brokers
Document every dollar of value you deliver. Build portable proof of client impact that travels with you across firms.
Consultants
Capture frameworks and wins as you go. Build a reputation backed by verifiable client outcomes.
Founders
Stay close to early customers without drowning in admin. Build relationships that scale alongside your company.
Real Estate Agents
Track client preferences, property details, and follow-ups. Turn one-time transactions into lifetime relationships.
Enterprise Teams
Revenue teams, GTM, and CX organizations that want AI-powered relationship intelligence at scale.
How It Works
Three simple steps. 60-120 seconds. Maximum impact.
Triggered After Interactions
After a meeting, email, or call — spend 60-120 seconds capturing context through guided prompts.
Instant Intelligence
- • Suggests next steps
- • Drafts messages
- • Updates scorecards
- • Captures value moments
- • Builds patterns over time
Compounding Benefits
- • More clarity
- • More momentum
- • More value creation
- • More time back
- • Less cognitive load
Your Data, Your Way
Import contact lists, accounts, notes, and history via CSV or structured files. SecondAssist transforms them into intelligence — no enterprise permissions required.
CSV Import
Upload your contact lists, account data, and historical records in standard CSV format.
Contact Enrichment
Automatically enrich your contacts with context, relationship status, and interaction history.
Timeline Reconstruction
Build a complete timeline of your relationships from historical data and daily journal entries.
Deal & Candidate Summaries
Generate intelligent summaries of deals, candidates, and accounts from your imported data.
Why This Matters
AI is changing how professionals operate — but most tools are cluttered, overbuilt CRMs that require manual updates.
Lightweight
No heavy integrations or complex setup. Just you and your AI partner working together.
Personal
Learns your style, remembers your context, adapts to your unique way of working.
Value-Focused
Captures real professional impact, not vanity metrics. Build portable proof of your value.
Reduces Work
Built to give you time back, not add to your workload. More leverage, less admin.
Built for Privacy, Ownership, and Professional Use
Purpose-built for relationship management, not general chat
Your Data Is Isolated
- Private workspace per user
- No shared memory across users
- No training on your proprietary notes
Your interactions stay yours.
Designed for Long-Term Memory
Unlike ChatGPT and Copilot:
- Persistent memory, not stateless
- Tracks relationship momentum
- Understands historical context
This isn't a chat — it's a relationship record.
Outcome-Oriented, Not Generic
Purpose-built for professionals:
- Proactive, not reactive
- Context-aware for your accounts
- Built around revenue, risk, and outcomes
We don't answer questions. We surface what matters.
Professional-Grade Security
- Enterprise-level encryption
- Compliant with SOC 2 standards
- Zero-knowledge architecture
Built for trust at scale.
Why Not Just Use ChatGPT or Copilot?
ChatGPT & Copilot
- • General-purpose tools
- • Stateless by default
- • Reactive, prompt-driven
- • No concept of relationship history
- • Not built to track value over time
SecondAssist
- Built to understand relationships
- Tracks value over time
- Surfaces risk before it's obvious
- Proactive insights for your accounts
- Context-aware, outcome-driven
Chat tools are great for writing. SecondAssist is built to understand relationships, track value over time, and surface risk before it's obvious.
Join early access
We're onboarding a small group of founding users to shape v1.
No spam. Just updates on early access and product launches.