B2CExecutive agent for the CEO and CFO
Board Prep Pack
Show your board where the market is going, and why you'll win.
This agent tracks the market and technology shifts reshaping your category, from AI shopping assistants to new low-price competitors, and checks each one against what your customers say and do. It writes the board narrative: where you're well positioned, where you're exposed and what to focus on, with real quotes and the hard questions your board is likely to ask.

Claude can write the board narrative. It can’t remember the last ten months.

of U.S. shoppers who used AI to research products say it changed at least one purchase decision.
27% chose a different brand than they planned.
Market shifts, where you stand, and what to focus on
Three steps. It maps the market and technology shifts in your category, checks each one against what customers are saying and doing, and writes the narrative with a source behind every point.

Ingest
Your market and your customers, side by side

Analyze
Where you’re positioned well, and where you’re exposed
| Market shift | Evidence | Focus |
|---|---|---|
| AI shopping assistants | 2,140 conversations | Get recommended in AI answers |
| Social commerce | 1,760 conversations | Scale creator affiliates |
| Subscription fatigue | 1,030 conversations | Add a flexible plan |

Act
A board narrative you can defend, point by point
5 market shifts, where you stand on each and what to focus on.
Draft saved“Can AI assistants find you?” and 5 more, each with a draft answer.
Answers preppedPull the latest numbers from your BI tool, or brief your leadership team before the meeting.
See MCP connections →Questions
What sources can it use?
Which market and technology shifts does it track?
How does it know if we're well positioned?
Will it prep us for what the board will ask?
Where do the results go?
Walk into your next board meeting with a point of view.
Connect your sources, and get your first board narrative: the market shifts, where you stand and what to focus on.