App · 00 · Field Tool

The pocket caddy.

Voice briefs before every meeting. Automatic recording + transcription. Follow-up capture. CRM writes with zero manual entry. Your vault goes with you — portable, always.

Tier Comparison · Basic vs. Pro

TIER_01 · BASIC

$79 / MONTH

Voice-first workflow for reps who want pre-meeting briefs, automatic recording, and outcome capture — without CRM integration. Your vault stays portable.

WHAT YOU GET

✓ Voice brief before every meeting
SEDC calls you 15 min before. Reads the brief out loud. Hands-free in the truck.
✓ Automatic meeting recording
On-device transcription. Privacy controls per-meeting.
✓ Follow-up capture call
SEDC calls you 10 min after. Three voice prompts. Outcome logged.
✓ Private vault (unlimited storage)
Transcripts, outcomes, validated assumptions. Yours forever. Portable to next employer.

WHAT YOU DON'T GET

✗ CRM write-back (you export manually)
✗ Market intelligence layer (no weekly reports)
✗ Brief-outcome validation loop (briefs don't learn from outcomes)

TIER_02 · PRO

$149 / MONTH

Everything in Basic + the full closed-loop system. Briefs learn from outcomes. CRM writes happen automatically. Market intel flows weekly. This is the moat.

EVERYTHING IN BASIC, PLUS:

✓ Brief-outcome validation loop
After 1,000 validated meetings, your briefs are calibrated to reality. Competitors can't replicate.
✓ Automatic CRM write-back
Opportunity updates, contacts touched, next steps, follow-up date. Zero manual entry.
✓ Weekly market intelligence reports
5-source briefs on your top 20 accounts. News, leadership changes, buying signals.
✓ Voice confidence scoring vs. top performers
Tone, pacing, confidence markers. Benchmarked against your org's best.
✓ Priority phone support
Direct line. 15-min response time during field hours.

"Pro is the switching cost. After 1,000 validated calls, you're not leaving. The moat is your accumulated intelligence, not a contract."

— CADDIE BRIEF MOAT STRATEGY, 2026-05-30

Try Pro free for 30 days. Cancel anytime. No credit card required. Auto-renews at $149/mo.

FAQ · 01

Common questions

Can I switch from Basic to Pro later?

Yes. Your vault carries over. Upgrading to Pro starts the validation loop from that point forward.

What if I switch employers?

Your vault is yours. Transcripts, outcomes, validated assumptions — portable. Pro CRM integration reconnects to the new org's system.

Do I need a company sponsor?

No. Basic and Pro are individual subscriptions. Companies can sponsor reps at higher tiers ($450/rep or $8,500 divisional), but you don't need that to use the app.

How does the 30-day Pro trial work?

Full Pro access. No credit card required. We send a reminder email 3 days before day 30. One-tap cancel. If you do nothing, you're auto-enrolled in Pro at $149/mo.