AI sales systems · Coaching
Coach from
every call.
Managers coach from the one call they happened to hear. Transcripts let you coach from all of them. The point isn't scoring reps; it's finding the habit that costs the most deals and fixing that.
How it works: every sales call is transcribed and reviewed by AI against your playbook. Each rep gets feedback on patterns across all of their calls, as one strength and three changes, rather than criticism of a single call. Possible compliance issues are flagged for a person the same day.
01 / The rules we coach by
Trends,
not instances.
This is how Shake coaches callers on the Canadian Funding Partners sales floor, and the system is built the same way.
- 01
Look across all calls
A pattern needs to show up across a rep's calls before it becomes feedback. One bad call is noise.
- 02
One strength, three changes
Short enough to act on this week. The strength keeps what's working.
- 03
Compliance is the exception
A possible legal or liability issue is flagged from a single call, and a person reviews it the same day.
- 04
Your playbook, not a generic one
Feedback is checked against how your team is meant to sell, and the playbook changes when the evidence says so.
02 / What we build
From recording
to rep feedback.
- 01
Capture
Calls recorded with notice, transcribed and attached to the CRM record.
- 02
Review
AI reviews each call against the playbook and tags what happened.
- 03
Summarise
Weekly patterns per rep and for the team, with examples linked.
- 04
Close the loop
Managers confirm or override; overrides become test cases, so the reviews get better.
Questions
Straight
answers.
Do reps need to know their calls are reviewed?
Yes. Callers are told calls are recorded, and reps know how reviews work and see their own data. Coaching works when it's open.
Does it replace the sales manager?
No. It gives the manager every call instead of one, and leaves the judgment to them. Their overrides are what make the reviews better.
Which call platforms does it work with?
Most that can export recordings or transcripts, including the dialers built into common CRMs.
Insights
In the
news.
Next step
What is your floor
really saying?
Book a 30-minute call. We'll check whether coaching is your bottleneck, or whether leads never reach the reps in the first place.