Conversation Intelligence
AI Sales Roleplay Trainer
Lets your reps practise voice and text sales calls with up to 5 AI buyer personas built from your real calls, scored…
Conversation Intelligence
AI Sales Coaching
Reviews every call against your own sales methodology and gives each rep coaching notes.
Sales managers want to coach every rep, but there are never enough hours to listen to enough calls. This build reviews recorded calls against the methodology your team already uses and gives each rep private, specific coaching notes: what they did well, what to change, and one thing to try on the next call. Managers get a team view to focus their own time.
- Every call scored against your own sales methodology
- Private coaching notes for each rep, with real examples
- A recurring team report that shows managers where to focus
$3,500
20–30 working days
Optional maintenance $249/mo
What it is
AI Sales Coaching reviews recorded sales calls against the methodology your team already uses, then gives each rep specific coaching notes: what they did well, what to change, and one thing to try on the next call. Each note uses examples from the rep's own calls, and managers receive a recurring team coaching report.
Why businesses buy it
Coaching is one of the fastest ways to lift win rates, yet most reps get feedback only when a big deal goes wrong. Managers simply cannot review enough calls. This build gives every rep regular, specific feedback grounded in their own conversations and your methodology, not a generic scorecard. Top performers stay sharp, new hires ramp faster, and managers spend their time on the coaching moments that matter. The methodology, scoring stages and report format are written into the scope before you order, so you know exactly what reps will receive.
Problems this solves
Managers have no time to coach every rep individually
Recorded calls are reviewed against the methodology your team already uses. Each rep gets coaching notes on what went well, what to change and one thing to try on the next call.
Sales feedback is generic and hard to act on
Every note uses examples from the rep's own calls, so the advice points to a real moment. Reps can see exactly where a question landed or where it fell flat.
Managers lack a view of skill gaps across the team
A recurring team coaching report shows patterns across all reps against your methodology. Managers can plan group sessions around the gaps that appear most often.
A good fit if
You train reps on a specific methodology, such as a discovery framework or a qualification checklist, and want every call scored against it.
Your sales managers don't have time to listen to enough calls to coach each rep consistently.
You want coaching notes delivered privately to each rep, not just a team-wide scorecard nobody reads.
You already record calls and want the coaching layered on top, rather than starting a new recording habit.
Not the right fit if
You want raw call metrics like talk ratio and risk flags, not individual coaching notes. See AI Sales Call Analysis.
You want the system to act on what it learns, such as flagging a rep's deals for manager review automatically. See AI Revenue Operations Assistant.
You need coaching insight bundled with scoring and pipeline forecasting in one connected system. See AI Revenue Intelligence.
You have no defined methodology yet to coach against. Start with a written playbook, or use our Custom AI enquiry form to scope a broader build.
How it works
- We connect read-only to your call recording source and load the methodology or playbook you coach reps against today.
- Each call is transcribed and scored against your own criteria, not a generic sales framework that doesn't match how your team sells.
- The agent identifies specific moments, such as a skipped discovery question or a strong objection handle, and ties feedback to that moment in the call.
- Each rep receives private coaching notes: what worked, what to change, and one concrete thing to try on their next call.
- A manager-level summary rolls up trends across the team, so patterns across reps are visible without listening to every call.
- We check the scoring against three months of your own historical calls before handoff, so it reflects your methodology, not ours.
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 CRM.
- Your sales methodology or playbook, in whatever written form you currently use to train reps.
- At least three months of historical call recordings for testing the scoring against.
- The names of the reps who should receive coaching notes, and where you want them delivered.
- 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, usually your sales manager, who can approve the coaching criteria.
- 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 your methodology confirmed.
Weeks 1–2
Coaching criteria and scoring rules built.
Week 3
Rep-level delivery and manager rollup configured.
Weeks 3–4
Scoring 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 | $3,500 |
| Express | 15–25 working days | $4,100 |
| Rush | 10–20 working days | $4,750 |
What you receive at handover
- AI Sales Coaching configured, sending coaching notes to reps through one channel
- Your sales methodology set up as the standard every call is reviewed against
- A recurring team coaching report for managers, plus up to five alerts
- A test report checked against three months of your historical calls
- An admin guide, a recorded handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Helps every rep get regular, specific feedback
- Can make one-to-ones more focused on real moments from calls
- Makes your sales methodology easier to apply consistently
- Methodology adherence
- Track the team report's adherence scores monthly from launch and compare the first month with the third.
- Rep ramp time
- Compare time to first full month on target for reps hired after launch with recent hires before.
- Win rate by rep
- Use your CRM's win-rate report per rep for the quarter before launch and the quarter after.
Before you start: Save each rep's current win rate. Note how many coaching sessions managers ran last month.
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 coaching layer 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 coaching in line with your methodology: monitoring, fixes and monthly change hours to update the coaching criteria after a methodology refresh. 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 coaching platform charges a monthly fee per rep seat | A sales enablement agency quotes after a discovery phase | Ours is one fixed price, shown before you buy |
| Scope | A coaching platform scores against its own built-in framework | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | A coaching platform is quick to connect but slow to tune to your methodology | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Methodology | A coaching platform pushes you toward its own framework | An agency build depends on what was agreed | Ours is scored against the methodology you already teach |
| Delivery | A coaching platform often shows scores in its own separate app | An agency build depends on what was agreed | Ours delivers private notes to each rep on your schedule |
Questions about this product
Can it coach against our own sales methodology?
Yes. You provide the playbook or framework your team already trains against, and the scoring is built from that, not a generic template. If your methodology changes later, updating the criteria is exactly the kind of change monthly maintenance covers.
Do reps see their own scores, or just managers?
Reps receive their own private coaching notes, and managers get a rollup showing trends across the whole team. You choose the exact split of what each role sees during intake, inside the up to five alerts included in the standard scope, and that split can change later.
How specific is the feedback?
It ties feedback to a specific moment in the call, such as a skipped discovery question, rather than a generic score. Each rep gets one concrete thing to try on their next call, not just a number out of ten.
How much does it cost to keep coaching 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 of the criteria.
How quickly can this be up and running?
The build follows a fixed schedule that starts once your call recordings and methodology are confirmed. The exact date is shown on this page before you buy, along with express and rush options if you need it sooner. Your call recordings, methodology and scoring stages are due within 72 hours of ordering, and each day late moves delivery by 3 working days.
What if two reps use different approaches?
Coaching criteria can weight differently by role or seniority if you tell us during intake, so a senior rep and a new hire are not held to an identical bar. This is agreed before the build starts, inside the standard scope.
Does this replace one-on-one coaching from a manager?
No. It gives managers specific, evidenced starting points for those conversations instead of a blank page to work from before every call. The time managers do spend coaching goes further because it is grounded in the transcript, not away entirely from the relationship they build with each rep.
Can I see how the score was calculated?
Yes. Each note references the exact transcript moment it is based on, so managers and reps can check the reasoning rather than take the score on faith. Nothing is a black-box number, and the criteria behind it are the ones your own methodology already defines.
Give every rep a coach, not just the top performers.
Order AI Sales Coaching and every rep gets specific, private feedback from their own calls, on a delivery date you see before you pay.
Works well with
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 for Recruitment
Transcribes and analyses sales calls for talk ratio, next steps and risk signals, adapted for Recruitment businesses that want to coach consultants…