Leo, our Sales Coach Agent, reviews the call transcripts, emails, and opportunity data to find real coaching moments — what a rep handled well, and what could've gone better. On active deals, Leo provides coaching that's specific to the current stage, the buyer's actual concerns, and the competition, not a generic script. Reps can also roleplay a live deal against a buyer persona built leveraging real CRM data, and managers get a rollup of where coaching would move the needle fastest across the whole team.
Coaching tied to the actual opportunity: the stage it's in, what the buyer has said they care about, and who else is in the running. Not a generic "handle objections better" tip.
Reads call transcripts and email threads to spot what worked and what didn't, without a manager having to sit through every recording.
Reps can practice a pitch or a tough conversation against a simulated buyer built from the actual account, not a made-up scenario that doesn't match the real-world deals.
After a practice session, Leo breaks down what happened: a summary of the conversation, feedback on skills and knowledge, and a recommended next step.
Reps launch Leo directly from the opportunity record, no extra setup per deal, and it works day one, with room to tune it to how your org actually sells.
A rep has a high-stakes call coming up and their manager is booked solid. Leo steps in as the practice partner, using the real account data, so prep doesn't depend on someone else's calendar.
A newly ramped rep doesn't yet have the instincts a five-year veteran has. Leo gives them deal-specific coaching on every call, closing the gap faster than waiting for it to happen through real-deal experience alone.
A rep keeps fumbling the same type of pushback on price or competitors. Leo gives them a chance to rehearse it multiple times before it costs another deal.
Ahead of a big proposal walkthrough, a rep runs through the pitch against a buyer persona pulled from the actual account, so the first time they say it out loud isn't in front of the real buyer.
Every top performer had someone in their corner early on. Now every rep can.
