FeaturesCall prep
Sales call preparation in one minute.
Sales call preparation is the work you do before a meeting: who you're talking to, what happened last time and what to ask. Koachly, an AI sales coach, writes that brief for you before every call on your calendar.
Free account. No credit card.
Call prep Made by AI
Priya Shah · Northwind
Today, 2:00 PM · Zoom · Demo · $24,000 in HubSpot
What we know
Priya Shah, VP of Sales at Northwind
40 reps · hiring 12 this year
- •New reps take about 4 months to ramp.
What to ask
- 1.How long does it take a new rep to close their first deal?
- 2.What have you tried to speed that up?
What they might push back on, and what to say
“It's more than we budgeted.”
Say: Ask what they're comparing it to. Then show the cost of a 4-month ramp.
What success looks like
Priya agrees to a 5-rep pilot and books a date to review it.
Call prep Made by AI
Priya Shah · Northwind
Today, 2:00 PM · Zoom · Demo · $24,000 in HubSpot
Priya Shah, VP of Sales at Northwind
40 reps · hiring 12 this year
- •New reps take about 4 months to ramp.
- •Last call she asked about pricing for teams.
- 1.How long does it take a new rep to close their first deal?
- 2.What have you tried to speed that up?
- 3.Who else needs to agree before you start a pilot?
“It's more than we budgeted.”
Say: Ask what they're comparing it to. Then show the cost of a 4-month ramp.
“We already record our calls.”
Say: Recording helps after the call. Koachly helps during it.
Priya agrees to a 5-rep pilot and books a date to review it.
What is sales call preparation?
Good reps walk into a call knowing the person, the deal and the next step they want. Busy reps often skip it, and it shows in the first five minutes.
Call prep in Koachly does the reading for you. It pulls in your notes and past calls with that person and turns them into one short brief.
You still decide what to say. The brief just makes sure you start the call with context instead of a cold “so, tell me about your business”.
How it works
How pre-call planning works in Koachly
- 01
Connect Google Calendar
Koachly sees your upcoming calls. No calendar? Start a Call prep by hand.
- 02
Open the brief
Before the call, open Call prep for that meeting. It takes about a minute to read.
- 03
Walk in ready
Start Live coaching from the same screen. Your brief carries into the tips.
What's in a pre-call brief
- Who they are and what happened last time.
- Three questions worth asking.
- Likely pushback, with an answer ready.
- Upcoming calls from Google Calendar.
Call prep is on Pro, Business and Enterprise. Compare plans and pricing.
Manual prep vs Koachly Call prep
| Topic | Prep by hand | Koachly Call prep |
|---|---|---|
| Time per call | Varies, and often skipped | About a minute to read |
| Past calls | Search your notes and CRM | Pulled into the brief |
| Questions to ask | From memory | Three suggested, based on the deal |
| Likely pushback | Guesswork | Listed, with an answer ready |
FAQ
Questions about Call prep
Get live coaching on your next call.
Free plan. Works on Zoom, Google Meet and Microsoft Teams. No credit card.
Free account. No credit card.