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Record every call, update the CRM and coach each rep one on one.
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Discovery call — Tech Print

updated: just now

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Laura M.

Great listening on this call. Talk ratio held at 70/30. 👍

Follow-up sent automatically

Performance Score

70%

Playbook Execution

80% ↑ 12%

Talk ratio

70/30

Ranking

9/25 on the team

Call 8  •  Thursday, June 12, 2026 • 32min

Summary Playbook Performance Learnings ★ Generate proposal insights

Playbook Execution

Excellent

The rep correctly followed the sales Playbook.

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Talk ratio

Excellent

Excellent active listening (70/30).

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Budget and authority

Excellent

Budget and authority were correctly validated.

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Discovery

Excellent

Good discovery of the customer's needs.

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Alignment

Excellent

Participants understand the goals.

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Next steps

Needs work

The owner of the next step was left undefined.

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Buying signals

Needs work

Signals of interest were detected, but they could be explored further.

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Proposal timing

Needs attention

The proposal was presented before validating the customer's decision criteria.

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Learning points

Pitching too early

Needs attention

The rep moved to the proposal before fully understanding the customer's need.

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High impact

Prioritize questions before pitching. Let the customer express the pain in their own words.

Suggested

Seamlessly integrate your tools

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THE PROBLEM

The Manager can't listen to every call.

Less than 5% of conversations get reviewed. Coaching depends on sampling and memory, so the team repeats the same mistakes and best practices don't scale. It's not an acquisition problem: it's what happens inside the call.

WHY PERFORMY

Others analyze conversations.
Performy improves sales execution.

Recording, transcribing and summarizing no longer sets anyone apart. Performy turns every conversation into better reps, better execution and better results.

INSTEAD OF…

  • Insights
  • Recording
  • Summaries
  • CRM notes
  • Analysis

PERFORMY GIVES YOU…

  • Execution
  • Coaching
  • Behavior change
  • Automatic CRM
  • Revenue improvement

HOW IT WORKS

From the video call to a better rep.

Every call goes in one side and comes out as coaching, an audited Playbook and an up-to-date CRM.

Video call analyzed by Performy: Playbook, performance and skills

Video call

The real call with your customer.

AI listens

It understands every moment of the conversation.

Playbook

It's audited against your standard, on its own.

Feedback

One-on-one Coaching for the rep.

CRM updated

And the Follow-up, ready.

THE PLATFORM

AI Sales Coach

It audits, scores and coaches every call against your Playbook.

See the platform →

THE METHODOLOGY

DOER Framework

The system that guarantees behavior change.

Discover DOER →

THE COST OF INACTION

Every call no one listens to has a price.

Real data. Real losses.

If your close rate is 20-30 points below its potential, every euro you invest in acquisition returns less than it should. The question isn't how much Performy costs, but how much you leave on the table every month.

Quota is missed

More than half of reps miss quota for lack of real-time Feedback and structured Coaching.

57%

Time lost on admin

Two out of every three hours a rep spends could be automated: CRM, notes, Follow-up. Today they're manual.

2 of 3 h

Zero visibility on calls

The Manager can review no more than a fraction of the calls: 99% of Coaching opportunities are lost.

1%

Expensive turnover

Every rep who leaves costs six figures in hiring, onboarding and lost pipeline. Retaining by developing is far cheaper.

$100k+

Sources: Salesforce — State of Sales 2024  ·  Gartner — Future of Sales 2030

THE ASSISTANT YOU ALWAYS WANTED

And along the way, it does what no one has time for.

No fatigue, no excuses. Exactly the three things your rep never has time for.

Updates the CRM

Captures commitments and updates the CRM automatically.

Generates the Follow-up

Email ready with agreements and next steps.

Coaches the rep

Actionable Feedback to improve the next call.

USE CASES

Cold call. Discovery. Closing. Follow-up.

Every conversation, with objective Feedback in seconds.

SDR

Pipeline generation

Turn cold calls into qualified meetings.

→

AE

Discovery and closing

Standardize your sales process and speed up closing.

→

CS

Retention and expansion

Spot risks and opportunities before anyone else.

→

COMPARISONS

Evaluating alternatives? A direct comparison, category by category.

CATEGORIES

vs CRM → vs LMS → vs Notetakers →

COMPETITORS

vs Gong → vs tl;dv → vs Piper → vs Samu → vs Hyperbound → vs Winn AI →

TESTIMONIALS

Teams that stopped coaching blind.

AR

Agustín Rozadas

COO, Oliver Sports

“Performy gave us radical visibility: now we audit Playbook Execution in real time.”

DR

Daniela Reyes

Founder, Pantrh

“It removed our total dependence on the star performers. Now the system produces results, not the individuals.”

SC

Santiago Castiella

CoFounder, Polyneo

“We didn't buy a tool: we installed a system that changed the team's habits.”

LET'S START

This is what leading a team
that improves on every call looks like.

The system you lead from: every call audited, every rep with their plan, every improvement visible.

We read your website to build your team's Playbook automatically.

or explore the platform →