Turn conversation evidence
into accountable next actions.
Connect discovery-call evidence to reviewed qualification proposals, CRM updates and assigned follow-up, while preserving what is uncertain.
RevOps, Sales Enablement and commercial operations
Up to 30 transcripts · five agreed fields
Evidence-linked proposals and follow-up
The gap this workflow closes
The useful detail lives in the conversation, while qualification and follow-up depend on someone updating the CRM. A generated summary still leaves questions about evidence, record ownership and the next action.
When it is a useful fit
For teams with permitted transcripts, reliable account or opportunity matching, explicit field definitions and a reviewer who can judge the result. This can cover SaaS discovery or recruitment new-client briefs. We first check what your existing call platform and CRM already handle.
What your team receives
- A reviewed rubric for up to five qualification fields and one follow-up task type.
- Structured proposals linked to source evidence and conversation dates.
- A review queue that preserves unknowns, contradictions and confirmed CRM values.
- An approved update route, assigned follow-up and tested recovery process.
Each build includes the relevant slice of your GTM Ontology: the shared definitions, qualification rules, messaging and reviewed lessons needed to operate this workflow.
How we judge the result
Evaluate extraction and evidence quality on held-out calls before release. Track reviewer acceptance, correction reasons and completed actions separately. A hypothetical budget, an old call or a salesperson’s assumption must remain distinguishable from a current buyer statement.
How the workflow improves
Reviewer corrections expose where definitions, extraction or account matching need work. Proposed changes are tested on examples that were not used to tune the workflow.
A bounded first build
Up to 30 permitted transcripts in one language, up to five qualification fields and one follow-up task type. One transcript source, one CRM and one account or opportunity mapping. Agree the transcript duration limit and set aside evaluation examples before tuning. Candidate interviews need their own scope.
These are proposed limits, confirmed during scoping. The entry package is a 10-working-day build sprint after the readiness check, with one consolidated refinement round and a documented release or keep-the-baseline decision. We agree the completion date, quality thresholds and review points before kickoff.
Your team operates the separate 30-calendar-day observation window unless support is contracted. Event projects follow the dated sponsorship sales window. Additional engineering and review rounds are separately scoped.
Where does your
system break?
Bring the workflow, the tools you use and the decision your team needs to make. We’ll work out a useful place to start.
Talk through your workflow Scope and service fee agreed before any build.