We run a pretty structured client partnerships operation — discovery processes, defined stages, multiple people touching the same accounts at different points. The problem was always consistency. Not everyone shows up to a client call with the same level of context, and that can show. What Codia does is standardize that baseline. Everyone on the team can see the account history, where the deal sits, what was covered last time. It's less about saving one person time and more about making sure the whole team can operate from the same playbook.

The meeting prep alone is worth it. As a founder you're across everything - product, customers, investors - and finding 30 minutes to dig through old notes before a customer call just isn't realistic. Codia surfaces everything I need in seconds: previous interactions, where the deal stands, what came up last time. I walk in knowing everything without having to carve out time I don't have. The follow-up is just as good - right after a call it's already helping me capture what happened and what's next. It fits into how I actually work, which is rare for these kinds of tools.