How Mycroft Uses Quivly to Deliver Value at Every Stage of the Compliance Journey

Customer Profile

Mycroft is a GRC (Governance, Risk, and Compliance) platform based in Toronto that helps companies achieve and maintain security certifications for highly regulated industries like CMMC, FedRAMP, SOC 2, ISO 27001, ISO 42001, GDPR and more. Their post-sales team acts as a virtual CISO for each client — guiding them from onboarding through audit readiness, managing compliance milestones, and ensuring customers realize the full value of the platform.

With a growing book of accounts at different stages of their compliance journey, Mycroft's post-sales team needed a way to move faster, track outcomes more precisely, and demonstrate clear time-to-value metrics to leadership.

The Challenge: Scaling a High-Touch Post-Sales Motion Without the Overhead

Before Quivly, the Mycroft post-sales team ran a deeply hands-on operation, but the tools weren't keeping pace.

• Manual Sales-to-Customer Engineering Handoffs: When a deal closed, field engineers had to piece together context from sales calls in Fathom by hand. There was no automated way to pull compliance pain points, tech stack, and customer priorities into a structured handoff note. Onboarding started slow, and if a different field engineer picked up the account later, they were starting from scratch.
• Manual Follow-Ups: After every customer call, someone had to go back through the conversation and write up the follow-up emails and notes themselves. With a growing book of accounts, this ate into the time field engineers should have been spending with customers.
• No Way to Track Framework Implementation: Every customer is running a security framework implementation, and across the book that spans 10–15 different frameworks, each customer at a different milestone. Field engineers bill against those engagements, so tracking who was working on what, how far along each framework was, and how many hours each field engineer was spending all happened manually in spreadsheets. It was tedious to maintain and impossible to get a clean view across the book.
• Limited Leadership Visibility: Leadership was asking for clear milestones, time-to-value (TTV) metrics, and customer engineering performance data. Without it, Robyn's team struggled to tell the full story of the results they were delivering. There was pressure to build custom solutions just to fill the data gap.
• Fragmented Tooling: Customer data lived across Salesforce, Pylon, and Fathom, with no unified view of account health, open projects, or upcoming renewals.

The Solution: Quivly as the Post-Sales Operating System

Mycroft deployed Quivly to unify their post-sales workflows, from the first sales touchpoint to renewal, across six core areas.

1. AI-Powered Sales Handoff Notebooks

Mycroft's first major use case was eliminating manual sales handoffs. The moment a deal closes, Quivly automatically builds a handoff notebook that unifies the sales calls, emails, recordings, and CRM data into one place and extracts:

• Company and product summary
• Security maturity level
• Compliance and risk pain points
• Prior GRC tool migrations
• Tech stack and communications channels

What used to require manual synthesis across multiple recordings now happens on its own. The handoff is waiting when field engineers log in, with zero effort. The same notebooks have become how the team preps for QBRs and customer meetings, so any field engineer can pick up any account already knowing the history and the open pain points.

2. Automated Follow-Ups and Call Summaries

Every customer call now logs to Quivly automatically, with a structured summary, key items discussed, Mycroft and customer action items, and AI-inferred sentiment. On top of that, Quivly's agents draft the follow-up emails and notes from the actual conversation, so field engineers aren't going back through a call to rewrite what was just said. The work that used to happen after every meeting now happens for them.

3. Projects for Framework Implementation

Mycroft runs every security framework implementation as a Quivly project. Each engagement tracks time and effort per field engineer against billable hours, sets milestones, and manages progress, replacing the spreadsheets the team used to maintain by hand. It gives leadership a clean, real-time view of where every implementation stands and how the team's time is being spent.

4. Market Signals on the Customer Base

Quivly continuously monitors the news across Mycroft's customers so field engineers can act on what's happening instead of finding out late. For a GRC platform, the signals that matter are specific: a new funding round that triggers fresh compliance requirements, a new CISO coming on board, a disclosed breach, an acquisition, or expansion into a market like the EU that brings new frameworks into scope. Each one is a reason to reach out with the right context, turning customer news into timely outreach instead of something a field engineer stumbles onto weeks later.

5. AI-Created Projects by Framework

When a customer opts into a compliance framework, Quivly's AI agents automatically spin up a project for that implementation, with the right tasks, milestones, and success tracks already in place. There's no manual setup. As a customer takes on additional frameworks, new projects are created for each one, so every engagement is tracked from day one without a field engineer building it out by hand.

6. Field Engineer Performance Dashboards

Quivly now surfaces the leadership metrics Mycroft had been missing, including:

• ARR and customer count by field engineer
• Milestone and time-to-value tracking by framework
• Upcoming renewals with filters by month, quarter, and segment

These dashboards have become the first screen field engineers open each day, replacing ad hoc reports and manual tracking.

The Results

Mycroft's adoption of Quivly removed the manual overhead that had been holding the post-sales team back, and gave leadership the visibility they needed to scale the team's impact.

• Sales handoffs: Handoffs that once required field engineers to scrub recordings and synthesize notes before every kickoff now happen automatically the moment a deal closes.
• Follow-ups: Follow-up emails and notes are drafted automatically off each call, so field engineers aren't going back through conversations to write up what was just said.
• Framework tracking: Implementations run as projects, with time per field engineer, milestones, and progress all in one place, replacing the spreadsheets the team used to maintain by hand. Leadership gets a clean, real-time view of where every customer stands.
• Dashboards: Leadership now opens Quivly to a live view of TTV, milestones, renewals, and field engineer performance, so they can see how the team is doing and where customers stand without anyone building reports by hand.

The net result: Mycroft has scaled its book of accounts 3–4× without adding headcount, and field engineers spend their time on audit readiness, exec relationships, and compliance milestones instead of typing notes and chasing data.

The Future: A Strategic Partnership

The Mycroft and Quivly teams operate as genuine partners, with Mycroft actively shaping Quivly's post-sales product roadmap. The Quivly team sits in Mycroft's Slack channel daily, answers questions in minutes, and ships fixes within hours. The next wave of collaboration centers on a set of agents that take on more of the post-sales workflow:

• Sold-but-Not-Implemented Agent: Flags customers who've purchased but aren't making progress, haven't scheduled a kickoff, or have stalled on their framework, so field engineers can step in before time-to-value slips.
• Renewal Agent: Proactively flags upcoming renewals at risk based on usage, sentiment, and milestone progress, and preps the field engineer with the context to act.
• QBR Agent: Assembles the full quarterly business review from notebooks, call summaries, and dashboard metrics so field engineers walk in with a finished narrative.
• Onboarding Agent: Drives framework implementations forward by nudging on stalled milestones and surfacing the next best action per account.
• Product Feature & Bug Report Agent: Detects feature requests and bugs raised in calls, Slack, and emails, validates them, and routes them to product and engineering as Linear issues.