Pipeline & Deals
AI Deal Intelligence
Summarizes every deal's status, stakeholders and risks before key calls.
Conversation Intelligence
AI Sales Call Analysis for B2B Services
Discovery, proposal, onboarding and account review calls tracked across long B2B sales cycles, so stalled deals show early.
B2B service deals run for months across many calls, and the reason one stalls is usually buried in a recording nobody revisits. This edition transcribes discovery, proposal, onboarding and account review calls, then reads each against the deal's history so the whole cycle is followed call by call. It flags signals you define, like no decision-maker identified or a slipping next-step date.
- Long sales cycles followed call by call against each deal
- Missing decision-makers and slipping next steps flagged early
- Expansion and risk signals from account reviews captured
$3,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Sales Call Analysis for B2B Services transcribes discovery, proposal, onboarding and account review calls, then reads each against the deal's history so a months-long cycle is followed call by call. It flags signals you define, such as no decision-maker identified or a slipping next-step date. Every source is read-only.
Why businesses buy it
Founders and senior consultants often sell alongside delivery work, so there is little time to revisit calls. Proposals go out before budget, timeline or the decision-maker are confirmed, and deals stall without a clear reason. This edition gives you a short, reliable read on every call, so stalled deals show up several calls earlier and account reviews feed real signals into your pipeline. You keep selling while it keeps watch. The calls, signals and reporting channel are written into the scope before you order.
Problems this solves
Long sales cycles lose the thread between one call and the next
Discovery, proposal, onboarding and account review calls are each read against the deal's history. Every new call is judged alongside everything said before it, not in isolation.
Deals reach proposal stage without a decision-maker identified
You define signals for the B2B Services scorecard, such as no decision-maker identified. Calls that raise one are flagged in your chosen channel before a proposal is written.
Next-step dates slide and nobody notices for weeks
Slipping next-step dates are among the signals watched across calls. The recurring report lists these deals so a partner can step in while the buyer is still engaged.
A good fit if
Deals run for months across several calls, and the reasons one stalls are buried in recordings nobody revisits.
Founders or senior consultants sell alongside delivery work and need a short read on every call, not a backlog of recordings.
Proposals go out without the budget, timeline or decision-maker being confirmed on a call first.
Account review calls with existing clients raise expansion or risk signals that never reach the CRM.
Not the right fit if
You want proposals drafted from discovery notes. See AI Proposal System for B2B Services.
You want a briefing on each deal's stakeholders and risks before key calls. See AI Deal Intelligence.
You want inbound enquiries qualified before a call is ever booked. See AI Lead Qualification Agent for B2B Services.
You want account review summaries prepared ahead of each client meeting. See AI Account Review Agent.
How it works
- Three read-only sources are connected: call recordings, your CRM, and the calendar used for client meetings.
- Each call is transcribed and attached to its deal, and the B2B Services workflow template tags it as lead qualification, proposal discussion, onboarding or account review.
- Signals are defined with you, up to 25, such as decision-maker not named, budget or timeline unconfirmed, an incumbent supplier mentioned, or scope requested beyond the proposal.
- Next steps are tracked across the cycle: a date agreed on one call is compared with the calendar and with the following call, so a quietly slipping deal shows up.
- One dashboard or recurring report reaches your chosen channel, with up to five alerts, such as a proposal call ending with no follow-up meeting.
- Before launch, results are replayed over three months of your calls against deals you won and lost.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Read-only access to your call recordings, your CRM and the calendar used for client meetings.
- Your deal stages and what must be confirmed before a proposal is sent.
- The signals you want watched, such as incumbent mentions or scope requests.
- At least three months of recorded calls, including deals won and lost.
- Report recipients and the delivery channel.
- Admin access and API keys for each source, shared securely, never by email, and one decision-maker.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; deal stages and signals agreed.
Weeks 1–2
Recordings, CRM and calendar connected; transcription built.
Week 3
B2B Services template, next-step tracking and alerts configured.
Weeks 3–4
Results replayed over three months of won and lost deals.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded 60-minute handoff, support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,900 |
| Express | 15–25 working days | $4,600 |
| Rush | 10–20 working days | $5,250 |
What you receive at handover
- AI Sales Call Analysis for B2B Services configured for discovery, proposal, onboarding and review calls
- A B2B Services call scorecard and risk-signal library
- Read-only connections to up to three systems, such as your CRM and call recorder
- One dashboard or recurring report with up to five alerts
- A test report using industry scenarios, checked against three months of your data
- An admin guide, a recorded handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Helps partners keep months-long deals moving
- Can surface missing stakeholders earlier in the cycle
- Makes account reviews more useful for spotting expansion or risk
- Sales cycle length
- Compare average time from discovery to close in your CRM for deals opened before launch and after.
- Proposals with a named decision-maker
- Sample proposals each month and check whether the CRM records a decision-maker on the deal.
- Deals with slipped next steps
- Count flagged deals in the recurring report each month and compare the first and third months.
Before you start: Record your average sales cycle and your win rate at proposal stage for the last two quarters.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is a one-time payment. Analyzing calls afterwards runs roughly $20 to $150 a month for AI model usage and a hosting or scheduler service, billed in your own accounts; firms with fewer, longer calls tend to sit at the lower end. Your CRM and calendar are only read.
AI usage during build and back-test is billed to your own accounts too.
Ask about running costsCustom requirements
Reading proposal documents from storage as a fourth source, writing summaries into CRM deals, or a second call language sit outside this Scope Card. Add a note at checkout for a written Change Quote.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the analysis aligned with your services: monitoring, fixes and monthly change hours to add a signal when you launch a new service line or adjust stage rules. It begins after the 30 days of support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A conversation intelligence platform bills per seat annually | A sales consultancy quotes a retainer | Ours is one fixed price, shown before you buy |
| Long cycles | Reviews each call largely on its own | A consultant reviews deals at set intervals | Ours follows next steps from call to call across the deal |
| Account reviews | Often only new-business calls are licensed | Depends on the retainer | Ours covers account review calls in the same build |
| Delivery | A platform connects fast but needs tuning | A consultancy usually needs several weeks | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How does AI Sales Call Analysis for B2B Services follow sales cycles that run for months?
Every call is attached to its deal in the CRM, and the next step agreed on one call is compared with the calendar and the following call. If a follow-up meeting was promised for a date and never happened, or each call pushes the decision back again, the report shows it. That makes a slowly stalling deal visible.
Can it tell whether we are talking to the real decision-maker?
It can check whether a decision-maker, budget holder or approval process was named on the call, if you define those as signals. It cannot verify a person's actual authority, but a deal where nobody with authority has been mentioned after several calls is a useful flag for the owner to act on.
Does it analyze account review calls with existing clients?
Yes. Account reviews are one of the four call types in the B2B Services template. You can watch for signals such as new needs mentioned, dissatisfaction with a deliverable, a contract end date discussed, or a competitor raised, and send those to the account owner through one of your five alerts.
What counts as a scope creep signal on a client call?
Whatever you define. Firms often flag requests for work not in the agreed proposal, extra deliverables mentioned as if included, or new stakeholders asking for changes. The analysis lists those moments with the surrounding conversation, so the account owner can decide whether to raise a change order with the client.
Can the B2B Services call analysis edition be delivered faster?
Yes. Express and rush delivery are both available, and the date and price for each are shown on this page before you buy. The scope stays exactly the same whichever you choose. Testing still covers discovery, proposal and review calls. Running costs of roughly $20 to $150 a month for AI usage and hosting are separate and paid in your own accounts.
Does a small firm with only a few sales calls a week get value from it?
That depends on what each deal is worth to you. The build price is fixed whatever your volume, and running costs fall toward the low end with fewer calls. The case is strongest where deals are high-value and slow, because one person can then keep track of every call without listening back.
Catch the stalled deal three calls earlier.
Order AI Sales Call Analysis for B2B Services and every discovery, proposal and account review call is read against its deal, with slipping next steps flagged, on a delivery date shown before you pay.
Works well with
Conversation Intelligence
AI Sales Coaching
Reviews calls against your methodology and gives each rep coaching notes.
Reviews & Feedback
AI Account Review Agent
Prepares account review summaries before every customer meeting.