What you get
- A written summary and next step for each recorded call
- Consent rules set before anything is recorded
- A score and one coaching point per call
- your phone system
- your CRM
- your calendar
Solutions · For sales
Call notes and coaching
Calls written down, summarized into your CRM with the promised next step, and scored for coaching.
The problem
After a call the notes are short or missing, and what was promised is forgotten. A manager cannot listen to every call, so coaching is guesswork.
At a glance
Where it sits in your day.
- It starts withA call you chose to recordWith the notice and consent you set up
- The systemCall notes and coaching
- Writes the call down, speakers apart
- Files a summary and next step
- Scores it and suggests one thing
- Hands off toYour CRMWhere your team already looks
- You end up withNotes and a next stepFor each recorded call
What changes
The same work, before and after.
TodayAfter a call the notes are short, or missing.
With the systemA written summary is filed in your CRM for each recorded call.
TodayWhat was promised on the call is forgotten.
With the systemThe promised next step is pulled out and filed with the summary.
TodayA manager cannot listen to every call.
With the systemEach recorded call has a transcript and a score to read in a minute.
TodayCoaching is a guess based on one call someone happened to hear.
With the systemEach call comes with one thing to do better next time.
Illustration · a made-up example
Watch it work
Call notes and coaching, step by step.
A moving company. The sales team has chosen to record its quote calls, and every call opens with a notice that it is recorded.
YouMon 9:00 am
You set which calls are recorded
Before anything is recorded, you and we agree the rule and the notice, with the consent the law requires where you and your callers are.
Which calls are recorded
Quote calls with new customers: recorded
Calls with your crew and drivers: not recorded
Notice at the start of every recorded call
The notice wording is yours to approve
CustomerTue 2:05 pm
A recorded quote call takes place
Tom, a salesperson, speaks with a customer planning a move. The call is recorded after the notice.
- Tom · 2:05 pm
This call is recorded so we can keep accurate notes. Is that all right?
- Priya · 2:05 pm
Yes, that’s fine. I’m moving a two bedroom flat, third floor, no lift.
- Tom · 2:09 pm
Got it. I’ll send you a written quote by tomorrow noon.
- Tom · 2:05 pm
The system2:21 pm
A summary and the promised step land in your CRM
The call is written down with the two speakers kept apart. A short summary and the next step Tom promised are filed on the customer.
Priya · quote call
- Move
- Two bedroom flat, third floor, no lift
- Promised
- Written quote by Wed 12:00 pmnext step
- Owner
- Tom
- Transcript
- Attached
The system2:22 pm
The call is scored, with one coaching point
It scores how the script was delivered. The coach may suggest how to say something better. It never changes what the script claims.
- Script delivery7 / 10
- Questions askedAll 5
- Next step agreedYes
One point: ask about stairs and parking before the price, not after.
YouWed 8:30 am
The next morning, nothing is left to remember
Tom opens his promised steps for the day. The quote to Priya is first on the list.
- PriyaSend written quote by 12:00 pmdue
- M. AlvarezCall back about storage, Thulater
- Brook DentalOffice move, send checklistlater
We run one on our own sales calls. They are transcribed, measured and coached, and the coach may only change how the script is delivered, never what it claims.
IN OUR OWN BUSINESS
What it costs
A fixed price, in writing, before you pay for a build.
What it costs depends on how many of your tools it connects and how much it decides on its own. The map works that out for your business. The first call is free.
Systems map
$500one time
A written plan of which systems to build first, what each costs and what it will not do.
- Your tools, data and repeated steps mapped
- Systems ranked by the hours they save
- A fixed quote for each one
- Yours to keep, whoever builds it
Credited in full to your first build
Build
from$2,500per system
One system, built to the map, at the fixed price quoted in it.
- Built in accounts you own
- Connected to the tools you use, or built new
- Run on your real work in a test mode first
- Runbook and brain notes handed over
Fixed quote in writing before work starts
Run and improve
from$500/month
We host it, watch it, fix it, and turn what it gets wrong into rules.
- Hosting and monitoring
- Every miss logged as a lesson
- A monthly note on what changed
- Month to month, stop any time
Priced per system in the map
Same team
More for sales.
Free 30-minute call
Tell us how this work is done today.
Bring the tools you use and the steps your team repeats. You leave the call knowing whether this system is worth building for you, roughly what it costs, and whether we are the right people to build it.
Pick a time on the calendar. It is a 30-minute call, and the invite lands on your calendar when you book. Prefer email? [email protected]
We reply by email within 24 hours.
October 2026
MoTuWeThFrSaSu
Checking the calendar…
Questions
What people ask about this system
No. It only writes down the calls you choose to record, and you set which ones before anything starts.
We set the notice and the consent rules with you before anything is recorded, based on the law where you and your callers are. What counts as enough there is for you to confirm.
No. The coach may only change how the script is delivered, never what it claims.
Yes, on our own sales calls. They are transcribed, measured and coached, and the coach may only change how the script is delivered, never what it claims.