Sales Coach Pro learns what you sell, who you sell to, and what happens in your customer conversations. Coach uses that context to help you decide what to ask, change, or practice next.
Start with a conversation you want help with. It could be a call that left you unsure why the customer hesitated, or a meeting you have coming up. You do not need to choose a sales framework or build a library of scenarios before asking for help.
Help Coach understand your business
Start your seven-day free trial (opens in a new tab). During onboarding, Sales Coach Pro learns about your business, products, services, and customers.
That gives Coach a starting point. As you work together, add the details that matter to the conversation at hand. If a recommendation misses something, explain what is different about your business or this customer.
Bring in a real conversation
Review a customer conversation you already had. A recording or transcript gives Coach something specific to work with. If you are preparing for a future meeting, describe the situation and what you want help understanding.
For example, you might ask Coach to help you understand a customer's hesitation or decide what to ask in a follow-up. Let Coach ask for missing context rather than guessing at the answer yourself.
Choose a useful next move
Work with Coach to decide what deserves attention before your next conversation. That could be a question you did not ask, a point you need to explain more clearly, or a response you want to work through.
Keep the focus small enough to use in your actual work. You can return to the rest later. The seven-day guide for health insurance brokers shows how to fit this into ten minutes a day.
Practice when it will help
When speaking through the situation would be useful, ask Coach to help you create a practice scenario. Coach already has your business context, so you can focus on the customer and the moment you want to work on.
Open the scenario, try the conversation out loud, and read the feedback. Decide what you want to change and try again. The purpose is to be better prepared for the real conversation, rather than to complete a certain number of sessions.
Bring the next conversation back
After the customer conversation, return to Coach with what happened. Review what changed and where you still need help. New conversations give Coach more context about your business and give you evidence to work from.
For a team, use a situation people are actually encountering. Work from the same business context and customer evidence so feedback stays relevant to their work.
Bring your next conversation to Coach
Coach learns your business and helps you decide what to improve before your next customer conversation. Try it free for 7 days.
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