Making your best salespeople’s playbook visible, repeatable, and teachable… without writing a single report
A client in the insurance industry wanted to lift sales conversion but was flying blind. There was no real insight into what happened inside advisor meetings, emails, and follow-up tasks: the very moments where deals are won or lost. Without visibility into those interactions, coaching was guesswork, best practices stayed locked in the heads of top performers, and there was no reliable way to know why one advisor closed and another did not. If you can’t see what’s working, you can’t repeat it.
What if the strongest techniques on your team became visible, repeatable, and teachable, without anyone manually writing up a single report? What if every meeting took notes on itself? What if each conversation was automatically rated, turned into actionable feedback, and shared in a way that let advisors learn from one another instead of working in isolation?
We built a fully fledged platform in under two months, with an integrated AI that takes notes across all meetings, summarizes them, and delivers feedback advisors can act on, fully integrated with their CRM. Adoption was driven by tools that made advisors’ day-to-day easier: AI-assisted emails, formerly manual forms now filled automatically by the AI with a human in the loop to verify every result before it reaches the client, and a social layer that lets advisors share meeting notes to get feedback or show off. Management finally gets a clear view of what works and what doesn’t. The outcome: sharper coaching, faster onboarding, and a team that improves with every conversation.
Experts on this case
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Benjamin Fritze -
Arthur Lindhardt