- Signed off — decision with the CFO this month
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.
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.
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.
“We’re happy with our current solution. Maybe we can revisit this next quarter?”
Uncover the real blocker: ask what would need to change for this to become a priority — surface the pain before accepting a timeline objection.
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.
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 demoEvery 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.
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.
12 reps invited — 9 joined already.
Anyone signing up with a company address joins automatically.
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 freeEverything here is part of Notetaker & Coach, priced per seat — see pricing.
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.