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The Kickoff · Onboarding

You bring the calls. We build the system.

Our team has learned and written down hundreds of sales processes. We'll do yours from calls you've already recorded, show you where it can be tighter, and train your team on it. Live coaching in 2–4 weeks.

What onboarding leaves you withA system, not a login.
Your playbook, written down — most teams' first real standard
Every recorded call scored, automatically
Your reps and your managers, trained by us
A dedicated account manager once it's running
Included with every plan. Live coaching in 2–4 weeks.Start your kickoff →

Done for you, not dropped on you.

Week 1

Intake

We do
  • Work from calls you've already recorded — nothing new to run
  • Map the call types worth scoring
  • Read your playbook, or your three best calls if there isn't one
You get

Your sales process mapped: the call types you run, and what a rep is measured on in each.

Your part · about an hour
  • Send the playbook (or three good calls), CRM fields, team emails
Week 2

Playbook v.1

We do
  • Build custom scorecards per call type, conditional logic included
  • Score your real calls, tune, score again — as many rounds as it takes to match your judgement
  • Wire the integrations — Meet, Zoom, Aircall, Teams · HubSpot, Salesforce
  • Create the workspace, teams, and accounts
You get

Your scorecards live, scoring every call that comes in.

Your part · 90 minutes
  • One review session: tell us where our reading of "good" is wrong
Week 3

Training

We do
  • Train the team — every rep sees their own calls scored
  • Train leadership on the reports and what to do with them
  • Deliver the first coaching reports to your managers
You get

Everyone trained, and managers holding their first reports.

Your part · two hours
  • Show up to both sessions — we run them. Reps log in.
Week 4

Running clean

We do
  • Coaching runs on every recorded call, scores watched and tuned
  • Daily and weekly reports flowing to your managers
  • Global insights open up — by rep, by team, company-wide
  • A dedicated account manager, once it's all running clean
You get

Scores and reports by rep, by team, and company-wide.

Your part · none
  • Nothing this week. It's all on us.
Start your kickoff

Week one starts after one call.

Four weeks from that call your playbook is written down, every recorded call is scored against it, and your managers coach from a report instead of a hunch. The building is on us.

Talk to us →Included with every plan · live coaching in 2–4 weeks