BoardSnap is an iOS app that turns whiteboard photos into structured summaries and action plans in ten seconds. For account executives, that means discovery sessions, solution design whiteboards, and proposal strategy boards produce clean written deal artifacts — the follow-through material that moves deals forward instead of living in a blurry camera roll photo.
Paste your product's website, your competitive overview, or your sales playbook URL. BoardSnap AI learns your product's feature names, your ROI framework, and your competitive vocabulary — deal summaries reference your actual product and value proposition.
Each strategic deal gets its own project. Discovery boards, solution design sessions, and deal strategy discussions all organized per account — the full deal context is searchable when the deal goes to procurement six months later.
Pin the account's strategic profile, the competitive battlecard, or the proposal draft. Every board session already knows the deal context — the AI chat gives AE-relevant answers grounded in the specific deal situation.
Prospect offices and executive briefing centers have variable WiFi. BoardSnap queues on-device and processes when signal returns — the discovery board gets documented on the ride back to the office, not written up the next day.
Deal next steps with owners and status — mutual action plan items tracked from the discovery session through close. The deal momentum mechanism that actually has owners and timelines attached.
Yes — this is the core use case. Map what you learned in the discovery session on the board: the business problems, the stakeholder map, the decision criteria, the competition. Snap. BoardSnap produces a structured discovery summary that becomes your CRM opportunity update — specific, accurate, and complete. Not the vague 'meeting went well' notes that live in most CRMs.
When you're sketching the proposed solution at the prospect's whiteboard — how your product addresses their specific problems, what the implementation looks like — snap the board before you leave the building. BoardSnap produces a written solution brief that you take back to develop the proposal from. The shared understanding from the session is documented before it fades.
Yes — map the negotiation at the whiteboard before the negotiation: the prospect's likely asks, your walk-away positions on each, the value levers you can trade on, the concession sequence. Snap. BoardSnap produces a structured negotiation brief — the prep document that ensures you go into the negotiation with a plan rather than reacting in the moment.
Yes — map the stakeholder landscape on the board: who's involved, their role in the decision, their position, their concerns, the influence relationships. Snap. BoardSnap produces a structured stakeholder map — the political analysis that goes into the CRM and informs your engagement strategy for each stakeholder.
Paste your product's feature pages, your ROI calculator URL, or your competitive battlecard. BoardSnap AI learns your product's value language, your competitive positioning, and your ROI framework — deal summaries describe the customer's problems in terms of your product's specific solutions, not generic software sales language.
CS managers using BoardSnap for QBRs, onboarding, and expansion planning.
PMMs building the sales playbooks and competitive battlecards AEs work from.
Consultants using BoardSnap in client advisory and business development contexts.
How to run a client kickoff session at the whiteboard and produce a clean project plan.
Snap a whiteboard. Ship the action plan. In ten seconds.