Discovery
just now
Qualify decision authority
They said “I’ll need to run this by my team”
- Ask who else is involved in the decision
- Offer to include them in the next conversation
How it works
Write the playbook once. It runs on every call.
Your must-ask questions and talk track, coached live on every rep’s meetings — then saved with the transcript so you can see how it went.
Live coaching
Coaching in the moment, not the post-mortem.
Tips appear while the conversation is still happening — the question they forgot, the signal they missed — so the deal improves today, not in next week’s review.
- The missed question, surfaced while they can still ask it
- Tips tuned to your playbook, not generic advice
- On the rep’s own screen — nothing joins the call
- Coaches in English, Spanish, Portuguese & French
Prospect says
“…honestly, we’d need this rolled out before Q4 planning kicks off…”
Chief suggests
Lock the timeline: ask what happens if they miss Q4 — and confirm who signs off before you hang up.
Checklists
The checklist is the playbook.
Your signals come in two halves, defined once per meeting type: during-call checklist items, ticked off live as the conversation covers them, and after-call note fields, filled in when Chief writes the meeting up. One definition, and every rep runs it on every call.
- During the call: must-ask questions, ticked off live
- After the call: your note fields, filled in the write-up
- New starters ramp on the same questions your best rep asks
Discovery call — twenty minutes in
Checklist
2 of 3 covered Update
Budget
- Signed off before the call
Decision maker in the room
- Yes — the CFO joined
Next meeting
Not booked yet — ask before you hang up.
Half an hour with your playbook and you’ll watch the checklist tick through your own must-asks.
Book a demoNo bots
Coaching on every call, not just the recorded ones.
Chief captures from the rep’s device audio, so nothing joins the meeting. There is no bot for the buyer to admit and nothing for their IT to block — which is why the coaching reaches every call rather than the ones a prospect agreed to record.
- No bot to admit, ever
- Works even when the client blocks recorders
- Nothing for your reps to set up per call
On the call
✓ Capturing
Recording from your audio — no participant added to the meeting.
✗ Not this
“Notetaker bot has joined the meeting”
Deal health
See which deals need you, without sitting in.
Chief analyses every conversation and says what a deal is missing — the gatekeeper nobody has engaged, the requirement nobody asked about, the momentum that has quietly stopped.
- Surfaces risks and missing information
- Flags stalled momentum
- Analyses every conversation
Deal Health — Acme Corp
⚠ Needs attention
Captured on the call
Clear pain identified
2hrs/day lost
Budget holder
Engaged
Specific timeline
Mentioned
⚠ Risks identified
IT gatekeeper not yet engaged
No technical requirements discussed
Competitor not mentioned (ask!)
CRM write-back
The notes get written whether or not the rep writes them.
Budget, timeline, decision-makers and next steps are extracted from every conversation and written back to your CRM, so the pipeline you review on Monday is the pipeline that actually happened.
- Budget, timeline, decision-makers, next steps
- Extracted from every conversation
- No manual entry, no forgotten notes
After the call
Deal stage
Discovery → Evaluation
Decision maker
CFO signs off
Next step
Security doc · Thu
CRM
Synced ✓
Every rep coached, every deal read, the CRM written — see the whole loop running on your own playbook.
Book a demoVisibility
See what actually happened.
Every meeting is saved with its transcript, summary and captured fields. Admins can review any team meeting — and everyone you invite is told that up front, so the ground rules are clear.
- The full transcript, kept with every meeting
- Summary and captured fields, exactly as the call left them
- Admin review is disclosed on the invite — no surprises
Your team’s meetings
AllSarahTomPriya
Discovery — Acme LtdSarah · 2 hours ago
6/6 captured
Demo — Bramwell GroupTom · Yesterday
5/6 captured
Qualification — Northline LtdPriya · Monday
6/6 captured
Review is disclosed to everyone you invite.
Rollout
Rollout is an afternoon.
Invite reps by email, or verify your domain and anyone signing up with a company address joins your team automatically. Roles keep edit rights with the people who own the playbook.
- Email invites — reps join in one click
- Domain verified: work-email signups join automatically
- Edit rights stay with whoever owns the playbook
Rolling out
Invites sent
12 reps invited — 9 joined already.
Domain verified
Anyone signing up with a company address joins automatically.
Roles
Member, manager, admin — editing the playbook stays with its owners.
The afternoon can start now — set up your playbook, then invite the team.
Get started free