Sales
On demand
Sales Call Quality Coach Agent
Turn call evidence into practice.
Review a sales call and suggest a small number of practical improvements for the next one.
Review this call and suggest one improvement to practise before the next conversation.
- Read the request and supporting information
What it does
Choose a specific skill to improve before the next call.
Review a sales call and suggest a small number of practical improvements for the next one. Built for salespeople and their coaches.
Observe the conversation
Provide a call transcript and the skills the salesperson wants to practise. Earlier coaching goals and approved call examples can make feedback more useful.
Explain useful improvements
Identify useful examples from the call and suggest focused changes to questions, listening or next steps.
Prepare focused practice
Get specific feedback and a short practice exercise, rather than a score for the salesperson.
How it works
Review a sales call and suggest a small number of practical improvements for the next one. Built for salespeople and their coaches.
- Approved documents and context
- Use the agreed rubric and meeting purpose to explain why a behavior matters. Give at most two focused improvements and mark incomplete transcript sections unassessable. Links to the original information and the date it was checked Optional: the salesperson's agreed coaching goals and previously reviewed feedback, to assess progress on a small number of behaviours. Optional: consented exemplar call excerpts for the same meeting type, to illustrate a practical alternative.
- Know what to keep and improve
- Review concrete examples of effective moments and unclear communication so coaching has a clear basis in the call.
- Turn feedback into practice
- Try one or two focused exercises before the next conversation, making the feedback easier to put into use.
- Google Drive · Read authorized timestamped transcript (read)
- Ground coaching in observable wording.
- Notion · Read agreed coaching rubric (read)
- Apply transparent behavior criteria.
- Salesforce · Read call purpose and buyer context (read)
- Interpret behavior within the actual meeting goal.
- Human review and permissions
- Salespeople and their coaches review the call feedback and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Google Drive, Notion, Salesforce.
02Check what matters
Identify useful examples from the call and suggest focused changes to questions, listening or next steps.
03Prepare the result
Specific examples of what worked and what could be clearer in the call. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Salespeople and their coaches review the call feedback and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
Documents
Google Drive
Microsoft OneDrive
Knowledge
Notion
Confluence
CRM
Salesforce
HubSpot
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Improve the next sales conversation with specific feedback and practical exercises drawn from the last call.
- Know what to keep and improve
- Review concrete examples of effective moments and unclear communication so coaching has a clear basis in the call.
- Turn feedback into practice
- Try one or two focused exercises before the next conversation, making the feedback easier to put into use.
More for sales teams
Meeting Prep & Follow-up
Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates.
Account Research
Turn company information and sales notes into a short brief before contacting an account.
Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.