The setup
Create a Playbook for each type of sales conversation you run. Most sales teams end up with two or three: Discovery call Playbook:What to expect during a call
With a good Playbook, signals tend to fire at the moments that matter:- Early in the call: reminders to ask about their situation before you start talking about yours
- Mid-call: alerts when you’re monologuing or when they’ve dropped an important detail you should explore
- Late in the call: nudges to lock down next steps or address unresolved concerns
After the call
The session review gives you a structured view of what happened:- A checklist showing which qualifying topics you covered and which you missed
- The full transcript with your coaching signals embedded at the timestamps they fired
- Insights flagging key moments like objections, commitments, and tension