Your playbook, scored on every call.
Turn your playbook into scorecards, built with our specialists, and see how every call follows it.
Know how every call follows your playbook.
Team reports.
See each person’s score on every scorecard and how it changed since the last period.
Automatic call scoring.
Every call is scored on the steps in your playbook, with no manual review.
Feedback on every step.
See why each step scored the way it did, with what happened on the call.
Scores by section.
Find which parts of your playbook the team follows and where it falls short.
Compare with a top performer.
Compare anyone with a teammate or the team average to see where they differ.
Coaching plans from the gaps.
The AI Coach turns each person’s weakest steps into a coaching plan.
Every step of the call scored, with feedback.
See how each call followed your playbook, with feedback on every step and the moments that show it.
Built from your playbook
Our specialists turn your playbook into scorecards with you, and help write the steps that aren't documented yet.
Weighted steps
Mark each step Critical, Important or Encouraged, so the score reflects what matters most on that call.
Any methodology
Use MEDDICC, SPICED, BANT, Challenger or a process that is only yours.
Scores by section and step.
See which parts of your playbook the team follows and which steps hold the score back.
See who needs coaching on each step.
Team reports by person and scorecard.
Track each person’s score on every scorecard and see how it changes over time.
Compare anyone, section by section.
Compare anyone with a teammate or the team average, and turn the biggest gap into a coaching plan.
Before you book a demo
What teams ask about building scorecards, scoring calls and the reports.
What is a custom playbook?
Your playbook turned into scorecards, one per call type. Each scorecard has sections (Opening, Pain, Impact, Next Steps…) and the steps in each: what someone should do on that kind of call. Every call is scored on the scorecard for its type.
Who builds the scorecards?
Both of us. Our specialists work with your team to turn the playbook into scorecards, suggest what to add, and calibrate the AI to them. Your team can edit them at any time, and we review them with you as your process changes.
What if our playbook isn't written down?
That's common. We help you write down the steps your best people already follow, fill the gaps, and turn them into scorecards.
Which methodologies are supported?
Any. MEDDICC, SPICED, BANT, GPCTBA/C&I, Challenger, or a process that is only yours. If you use a known methodology we configure it as you run it.
How is a call scored?
Each step is marked met, partly met or missed, with feedback that says what happened on the call and why. Steps are weighted Critical, Important or Encouraged, and the section and call scores follow from them. When a step doesn't apply to a call, it is skipped instead of counted as missed.
Can we use different scorecards for different calls?
Yes. Each call type gets its own scorecard (discovery, demo, renewal, kickoff and so on), and every call is scored on the one for its type. Reports show each scorecard separately.
What reports do managers get?
Scores per scorecard and per person with their trend, a daily or weekly overview of scores and volume, a section breakdown with each step's met, partly met and missed split, a team performance map, and a side-by-side comparison of anyone with a teammate or the team average.
How do scores turn into coaching?
With the AI Coach, the weakest steps become each person's coaching focus, and the plan assigns the sessions, roleplays (on Academy Pro + AI Coach) and teammates' moments that teach them. How coaching plans work →
How much does it cost?
Custom playbooks and call scoring are part of the AI Coach plan, at $55 per user per month, billed annually. Onboarding, which builds your scorecards with you, is a one-time fee.
Still have a question? Ask us on a demo
Score every call on your playbook.
Build scorecards from your playbook and know what to coach next.