For sales teams & leaders

Your whole team, selling like your best rep.

Chief coaches every call live against your playbook — the next question, the objection, the must-asks ticked off as reps talk — and writes each meeting up so you can see how it went.

“…honestly, we'd need this rolled out before Q4 planning kicks off…”
Coach live
They mentioned the CFO — ask who else signs off.
Checklist 3/6 captured
Pain Reporting chaos
Decision maker CFO signs off
Competition Spreadsheets
Budget
Timeline
Next step
How it works

The playbook leaves the wiki and joins the call.

Your must-ask questions and talk track, coached live on every rep’s meetings — then written up and kept, so the team improves on evidence rather than memory.

Playbook coaching

Coached live, against your playbook.

Chief listens with your playbook in mind and puts the next move on the rep’s screen while the conversation is still happening — the question they forgot, the objection worth answering now — so the deal improves today, not in next week’s call review.

  • The missed question, surfaced while the rep can still ask it
  • Knows your process — MEDDIC, BANT or your own
  • On the rep’s own screen — nothing joins the call
Prospect says

“We’re happy with our current solution. Maybe we can revisit this next quarter?”

Chief suggests

Uncover the real blocker: ask what would need to change for this to become a priority — surface the pain before accepting a timeline objection.

Checklists

Your must-ask questions, ticked off live.

Define the checklist once per meeting type — the questions every call has to answer — and Chief ticks the items off while the rep talks. Whatever is still open on screen is the thing to ask next, while the buyer is still on the line.

  • During the call: must-ask questions, ticked off as the rep talks
  • An open item is a prompt to ask, not a note for later
  • New starters ramp on the same questions your best rep asks
Discovery call — twenty minutes in
Get tipsChecklist
Listening

Checklist

2 of 3 covered Update
Budget
  • Signed off — decision with the CFO this month
Decision maker in the room
  • Yes — the CFO joined
Next meeting

Not booked yet — ask before you hang up.

Bring your playbook to a demo and watch the checklist tick through your own must-asks on a live call.

Book a demo
Team review

Review the call, not the recollection.

Every meeting is kept with its transcript, summary and captured fields. Admins can open any team meeting and read exactly what happened — 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
  • 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

The whole team on it by Friday.

Invite reps by email, or verify your domain so anyone signing up with a company address joins your team automatically. Roles keep the playbook editable by the people who own it — and nobody else.

  • 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.

Set the playbook up now and invite the team this afternoon — the first coached call can happen today.

Get started free

Everything here is part of Notetaker & Coach, priced per seat — see pricing.

See it on your team’s calls.

Book half an hour: we’ll set up your meeting types and must-ask questions, and show you exactly what your reps will see mid-call.