Nerd holds how your company does a job: the steps, the source each fact has to come from, what the document must contain, and which approval it needs. The assistant your team already uses asks Nerd, and follows it.

Which assistants does Nerd work with?

Any assistant that can add a remote connector. Today that is Claude, ChatGPT, Microsoft 365 Copilot and Gemini Enterprise, and it is the same Nerd and the same address in each one. On a business or enterprise plan your workspace administrator is the one who adds it.

Nerd works with the internal teams responsible for getting a deal right: sales, deal desk, RevOps, pricing, operations, and finance. It is most useful when answering one request means checking several systems, documents, and approval rules.

Is Nerd customer-facing?

No. Nerd works behind the scenes, inside the assistant your team already uses. It has no inbox, no chat presence and no way to reach a buyer. Your team remains the customer-facing voice.

What work does Nerd handle?

Nerd starts with quote work. It holds the steps a request goes through, the source each fact has to come from, what the output must contain, and which approval it needs before it goes out. The same shape covers the next job a company decides to teach it.

How is Nerd different from a CRM copilot or a general agent builder?

A copilot helps inside one product. A general agent gives you tools to build with. Nerd keeps the deal-desk workflow consistent across every assistant conversation: the same procedure, the same sources, the same approvals, whoever is asking and whenever they ask.

Can Nerd fit our deal-desk workflow?

That is the setup rather than a customisation project. Someone records how your team already does the job, reviews the playbook Nerd proposes from it, and publishes it. Different fields, pricing sources, documents, roles and approval paths are what a playbook is for.

What if our data and process are messy?

That is normal. Product specs may sit in PDFs, prices in spreadsheets, and exceptions in someone's head. Nerd holds the rule for which source wins and what to do when two disagree: ask, stop, use once, or propose a correction. You do not need a data migration before finding value.

How do we get started?

Create a workspace, connect Nerd to the assistant your team uses, and turn one real workflow into a reviewed playbook. There is no card to set up. If your company runs its assistant on a business or enterprise plan, adding a connector is something the workspace administrator does, so bring them in early.

Will Nerd act without our approval?

Nerd takes no action at all. It answers questions about how your company does the job. Your own assistant does the reading and writing, under each person's existing permissions, and a person still approves anything that commits.

Get in touch and we will give you a number for a team your size. We are setting pricing with the first teams using Nerd, so there is nothing published yet, and nothing to commit to before you have seen it work.

Our assistant already remembers how we work. Why do we need Nerd?

Your assistant remembers you: your wording, your habits, what you asked it last week. What it cannot know is how your company does the job, because that was never in your conversation. Nerd holds the company layer, so the steps, the sources and the approvals are the same whoever is asking. The two do not compete. Your own memory stays yours, and the playbook is shared.

Why do B2B quotes take days to produce?

A quote request is rarely one question. It is an account lookup, a contract-terms check, a stock check, sometimes a margin review, and then a decision about whether anyone needs to approve it. Each step is quick. Queued behind twenty other requests, they become days.

In a 2025 survey of 200 decision-makers at manufacturers, wholesalers and distributors, 71% said a quote takes a day or more. The delay is usually not one difficult task; it is a sequence of small checks waiting in different systems and approval queues.

What the delay costs

Slow responses create avoidable deal risk, but the cost rarely appears in a CRM as a clean line item. It shows up as extra follow-up, stalled decisions, and opportunities that quietly go elsewhere.

Why adding people does not fix it

The work is not hard, it is fragmented. A coordinator hired to clear the queue spends their day moving between the same systems, and the queue reappears the moment volume rises. Hiring converts a variable problem into a fixed cost.

What actually compresses it

Separate the preparation from the judgment. Preparation, meaning reading the account, pulling the contract price, checking stock and assembling the draft, is mechanical, and an assistant with the right permissions can do it the moment the request lands. What it needs from you is not more intelligence but the rules: which source wins, what the document must contain, and which approval to stop for. Judgment stays with your rep: the discount, the exception, the relationship call.