Step 1 of 2 · Discovery

Hi Maya — let's get to know each other.

Five quick questions so I can build a hub that's actually worth your time. Type your own answers or click one of the suggestions.

I already know you're Maya Chen, Director of RevOps at Acme Corp (Enterprise SaaS, 800–1200 FTE) and that your team's been evaluating Algora since March — last touchpoint with Mark Claydon on 2026-05-04.

Discovery profile

Fields fill in as Maya answers — same structured data that flows to CRM.

From CRM · auto-detected

Name

Maya Chen

Company

Acme Corp

Role

Director, RevOps

Industry

Enterprise SaaS

Headcount

800–1200 FTE

Account stage

Discovery · 2 prior visits

From discovery · captured live

Pain

Buying stage

Stakeholders

Timeline

Focus

Where this goes next

Captured fields write to Salesforce as a custom object update on Maya's Lead record. Mark gets notified in Slack with the new context. The hub agent reads the same profile and builds the personalized experience from it.