Conversation Intelligence
AI Sales Call Analysis for B2B Services
Transcribes and analyses sales calls for talk ratio, next steps and risk signals, adapted for B2B Services businesses that run long, relationship-driven…
Conversation Intelligence
AI Sales Call Analysis
Transcribes every sales call and flags talk ratio, next steps and risk signals automatically.
Your reps record their sales calls, but almost nobody listens back. This build transcribes every recorded call and checks it for talk ratio, agreed next steps and risk signals such as a competitor mention or a missed budget question. The findings are matched to the right deal and owner in your CRM, so managers know which calls need attention without hours of listening.
- Every recorded sales call transcribed and analyzed
- Talk ratio, next steps and risk signals flagged automatically
- Findings written back to the right deal and owner
$2,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Sales Call Analysis transcribes recorded sales calls and analyses each one for talk ratio, agreed next steps and risk signals such as a missed budget question or a competitor mention. It writes the findings back to the deal record. A recurring report highlights at-risk deals.
Why businesses buy it
Calls hold the truest picture of every deal, yet most recordings are never reviewed. Managers miss the moment a competitor was named or a budget question went unasked, and deals stall for reasons nobody saw. This build reviews every call for you, consistently, and flags what matters on the deal record. Coaching becomes specific and deal reviews start from evidence. The recording sources, risk signals and report schedule are written into the scope before you order, so you know exactly what it checks and where results appear.
Problems this solves
Managers can only listen to a handful of calls each week
Every recorded sales call is transcribed and checked for talk ratio, agreed next steps and risk signals. Managers read findings across all calls instead of sampling a few at random.
Risk signals heard on calls never reach the deal record
Findings such as a missed budget question or a competitor mention are written back to the deal. Anyone opening the record sees what was actually said on the call.
At-risk deals look healthy in the CRM until they close lost
A recurring report pulls together deals whose calls show risk signals. Up to five alerts can push the most serious ones to your chosen channel as they appear.
A good fit if
Your reps already record calls through a dialer, video tool or telephony platform, but nobody reviews most of them.
You want to know which reps talk too much on discovery calls without listening to every recording yourself.
Deals stall and you want a way to check whether next steps were actually agreed on the call, not assumed afterward.
You want risk signals such as a competitor mention or an unanswered budget question flagged automatically, not caught weeks later in a deal review.
Not the right fit if
You want each rep to get individual coaching notes against your own methodology, not just call metrics. See AI Sales Coaching.
You want the findings to trigger an action, such as drafting a follow-up or updating a renewal risk flag. See AI Renewal Agent.
You need call analysis bundled with scoring, forecasting and territory mapping in one connected system. See AI Revenue Intelligence.
Your CRM stage rules are unreliable, so even good call data won't report cleanly. See AI Revenue Operations Assistant first.
How it works
- We connect read-only to your call recording source and your CRM, pulling recordings and matching each one to its deal record.
- Every call is transcribed, then scanned for talk ratio, the questions asked, and the next steps that were actually agreed out loud.
- Risk signals you define, such as a competitor name, a stalled budget question or silence from the buyer, are flagged on the transcript.
- A short summary and the outcome are written back to the deal record, so a manager can scan it without replaying the call.
- Findings appear in the one dashboard, report or alert channel you chose, refreshed on the schedule you set.
- We check the output against three months of your own historical calls before handoff, so the flags match what actually matters in your deals.
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 recording platform and your CRM.
- Your definitions of the risk signals and metrics that matter, such as competitor mentions or an unanswered budget question.
- At least three months of historical call recordings for testing.
- The report recipients and the channel you want findings delivered to, whether that is email, Slack or a dashboard.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can approve the risk signals before launch.
- 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 and risk signals agreed.
Weeks 1–2
Transcription pipeline and analysis rules built.
Week 3
CRM matching and write-back configured.
Weeks 3–4
Results checked against three months of historical calls.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $2,900 |
| Express | 15–25 working days | $3,400 |
| Rush | 10–20 working days | $3,900 |
What you receive at handover
- AI Sales Call Analysis configured, transcribing recorded calls and writing findings to deal records
- Connections to the agreed systems, such as your call recorder and CRM
- A recurring at-risk deals report plus up to five alerts in one channel
- A test report checked against three months of your historical data
- An admin guide, a recorded handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Helps managers spot risk on deals they never had time to listen to
- Can make coaching more specific, using what was actually said
- Makes next steps agreed on calls easier to follow up
- Calls reviewed per week
- Compare the calls managers reviewed by hand before launch with the calls analyzed after launch.
- Calls ending with an agreed next step
- Read the figure from the call findings report each month and watch the trend over the first quarter.
- Win rate on flagged deals
- Compare outcomes of deals flagged at risk with similar deals from the quarter before launch.
Before you start: Note how many calls managers review each week today. Save your win rate and average sales cycle 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 price is one-time. Running the analysis costs roughly $20 to $150 a month, covering AI model usage and the hosting or scheduler that processes new calls.
AI usage during the build and testing is billed to your own accounts, so every provider relationship stays yours. Nothing runs through us.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the analysis matched to your sales process: monitoring, fixes and monthly change hours to add a new risk signal or adjust the scoring after a methodology change. It starts 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 tool charges a monthly fee per recorded seat | A data agency quotes after a discovery phase | Ours is one fixed price, shown before you buy |
| Scope | A conversation intelligence tool ships generic call metrics for every industry | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | A conversation intelligence tool is quick to connect but slow to tune well | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Risk signals | A conversation intelligence tool ships a fixed list of signals | An agency build depends on what was agreed | Ours is built from the risk signals you define |
| Deal record | A conversation intelligence tool often lives in its own separate app | An agency build depends on what was agreed | Ours writes the summary and outcome back to your CRM |
Questions about this product
Which call recording platforms does it work with?
Any platform that stores recordings and exposes read-only access, including common dialers, video meeting tools and telephony systems. We confirm your specific platform during intake and connect it as one of the up to three data sources included in scope.
What counts as a risk signal?
Whatever you define during intake, such as a competitor name, an unanswered budget question, or extended buyer silence. You can set up to twenty-five metrics or recurring signals, and the two included revision rounds cover adjusting them after you see the first results.
Does it replace listening to calls entirely?
No. It flags the calls worth a manager's time and summarizes the rest, so review time goes to the deals that actually need it instead of a random sample. Managers can still open any transcript and listen to the full recording behind a flagged signal whenever they want the original context.
What's the monthly cost once it's running?
Roughly $20 to $150 a month for AI model usage and the hosting or scheduler that processes new calls, paid directly in your own accounts rather than through us. Monthly maintenance is optional if you want ongoing tuning handled for you.
What's the timeline to launch?
The build follows a fixed schedule that starts once your recording and CRM access are confirmed. The exact date is shown on this page before you buy, along with express and rush options if you need it sooner. Recording access, CRM access and your risk signals are due within 72 hours of ordering, and each day late moves delivery by 3 working days.
Can it tell which rep talks too much on a call?
Yes. Talk ratio is tracked per rep and per call, and shows up in the dashboard or report you chose. It is one of the standard metrics, not an add-on, so it is included in the base build at no extra cost.
Where does the summary get written?
Back into the deal record in your CRM, alongside a short outcome note, so a manager sees it without leaving the tool they already use every day. You choose the exact fields it writes to during intake, and those fields are covered by the two included revision rounds.
What if a call has poor audio quality?
Low-confidence transcripts are flagged rather than guessed at, so a bad recording shows as unclear instead of producing a false risk signal that misleads a manager. This is part of the fifty documented test scenarios we run against real recordings before your launch date.
Stop losing what was said on the call.
Order AI Sales Call Analysis and every call is transcribed, scored and flagged against your sales process, on a delivery date you see before you pay.
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