Relate Research and Technology Co

Relate is a comprehensive meeting enablement platform, rooted in helping companies scale and objectively measure the most important element of any business relationship – TRUST. The team have been working together for years on solutions for this US$70bn+ addressable market and have proven that trust can be objectively measured, can be coached and linked to top line performance. Embedded in Relate is Sandi - a Generative AI coach who provides structured feedback on all aspects of a business meeting, measuring 28 different criteria to standardize and objectively measure the development or erosion of trust. Building on the insights from the bestselling book, “The Trusted Advisor”, 20th Anniversary Edition (Galford, Green, Maister, 2021), and Trusted Advisor Associates LLC best practices, Sandi quantifies the Trust Equation in a timely, objective and comprehensive manner. Coaching and recommendations on what could be done to improve those scores is a key part of the analysis after every meeting. In addition, Sandi will also provide a summary of the meeting, key questions asked, and commitments made. Relate encourages human connection, while maximizing the discipline and rigor essential to building trust and increasing top line business performance. Relate seamlessly integrates with existing client facing tools like Teams and Zoom, as well as existing CRM software. The platform is designed for all types of interactive sales meetings: one-on-one, small group, and larger events whether in person or online. Relate w/ Sandi offers significantly better and faster ROI compared to implementing a CRM system. There is no install required, the learning curve is short, and benefits are usually seen within weeks, while license fees are a fraction of most CRM systems. Clients will also benefit from Relate Research and Technology’s ongoing research and investments in this field. Participation in our Client Pilot Programs will enable you to shape some of those research priorities.