01
Discovery quality
Assess whether required questions were asked and meaningful answers obtained, using your own definitions of a complete discovery conversation.
For sales teams
Make your sales methodology visible in every review.
Evaluate recorded customer conversations against your sales process. See what was explored, how your product was presented, and whether the next step was clear—with evidence your team can discuss.
Coach from the conversation itself.
A useful review connects a specific requirement to what was actually said. Give managers and representatives a shared starting point for discussing strengths, missed questions, and follow-up.
Your definition of a good conversation
A complete review, step by step.
- 01 Company standards
What matters, what counts as success, and what earns points
- 02 Focused evaluation
Examine each requirement and explain it with conversation evidence
- 03 Completeness checks
Make sure the required answers and supporting details are present
- 04 Precision + Arbiter Optional
Take a second look and resolve scoring disagreements
- 05 Consistent scores
Calculate totals from the accepted results using your scoring rules
Evidence for review. Results for action.
Capabilities
Focus the review on what matters to your team.
02
Relevant messaging
Evaluate the delivery of key messages against approved product information and the customer’s stated needs.
03
Objections and follow-up
Configure analyses to surface objections and next actions. Require practical improvement guidance for scorecard requirements that were missed.
In practice
Start with the way you already sell.
01
Bring your methodology
Use your discovery framework, messaging guidance, and review criteria to define the scorecard.
02
Evaluate a conversation
Process recorded audio or video and assess it against the appropriate meeting category and standards.
03
Review and follow through
Discuss the supporting passages, use improvement guidance, and make structured results available to connected systems through APIs or exports.
Your company chooses the standards and follow-up information its reviewers need. Connections to a CRM can be built through supported APIs to make results useful in your existing workflow.