Workflows and guides
Workflows. One question each.
Start here
The flagship first, then the two that make kickoff easier.
Three plays from your best reps’ calls, drafted for kickoff
Calls read-only. Three plays from won deals, ready for your edits.
Your story bank
Twenty minutes with one top rep. Three win stories, yours either way.
Deck check
Your kickoff deck against what wins, slide by slide.
Nothing to connect
Start before anyone signs anything.
A CRM export
A CSV is enough for these.
Calls or CRM, read-only
About ten minutes each. Nothing written back.
Who should teach what
The best rep at each moment, so each session has the right teacher.
Kickoff, 30 days later
Which kickoff ideas reps say on calls, and which never left the room.
Did the session change the calls?
Calls since that used the move, rep by rep. Proof for your CRO.
The best first call, in three clips
Three moments from the team’s best first calls, each under a minute.
Your best rep, on one card
One top rep’s strengths, moment by moment, with the deals behind each.
By email
Read it where you already read.
Then, on request
Every tool above is one slice of this.
Prove it yourself. One small step at a time, each a slice of what a read-only review shows.
The ladder
✓Three plays from your top reps’ calls · 30 min
✓Story bank · 20 min
✓A readout on request, then a test of lift
What we never do
×Write to your CRM
×Show a rep a play you haven’t approved
×Ask for a card
FAQs
Are the tools really free?×
Guides are free to read. Workflow cards open an email access request; they do not start an account, tool run or payment.
Three plays, draftedfor kickoff.
From your best reps’ calls, read-only, in about 30 minutes.