USE CASES
From SDRs to Customer Success, Performy adapts the same sales execution system to every role on the team.
USE CASE 01
The problem: managers can't hear every cold call, so SDR habits drift. Performy is the AI Sales Coach that audits every call against your Playbook and coaches each rep.
HOW IT WORKS
The rep runs the call. The AI listens and scores it against your Playbook. Each SDR gets specific feedback on what to fix next.
Every call
Audited, not sampled
Per rep
Coaching plan
Full visibility
Manager, no listening
FEEDBACK
Each call gets a Performance Score and clear feedback within a minute. The rep knows the skill gap to work on before the next call.
Under a minute
Feedback delivered
Performance Score
On every call
Skill gap
Named for the rep
TRANSFORMATION
Every SDR's Playbook Execution shows up in a Ranking. The manager spots skill gaps and coaches on data, not on the few calls they had time to hear.
Call Volume
Tracked
Lead Quality
Scored
Playbook Execution
Ranked
Coaching Gaps
Detected
USE CASE 02
The problem: deals slip and nobody knows why. Performy is the AI Sales Coach that audits every deal call and coaches discovery and closing.
HOW IT WORKS
The AE runs the call. Performy drafts the Follow-up and updates the CRM, so the AE spends the saved time selling, not typing.
BEFORE PERFORMY
Total: ~1.5 hrs lost daily
WITH PERFORMY
Total: ~5 min — most admin time back
FEEDBACK
Performy maps each call against your Playbook, stage by stage. The AE sees where discovery was thin and what to fix on the next call.
Introduction & Rapport
Completed — 2:30
Discovery Questions
Completed — 8:15
Value Proposition
In progress — partial coverage
Close & Next Steps
Pending
TRANSFORMATION
Performy flags where objections were mishandled and points to the Playbook move that works. The AE closes more with the same pipeline.
USE CASE 03
The problem: churn shows up after the fact. Performy is the AI Sales Coach that audits every account call and coaches reps to protect retention.
HOW IT WORKS
The rep runs the call. The AI listens and audits it against your Playbook in about a minute. No more random manual listening.
3h
Manual review
COMPRESSED
60s
AI analysis
FEEDBACK
Each call becomes specific feedback. Performy shows the rep what met your Playbook and the skill gap to work on next.
Maria G. — Rep Feedback
Call #4872 — 12 min duration
TRANSFORMATION
Performy detects the commitments made on each call and tracks their Follow-up. The manager sees retention risk early, without listening to a single call.
THE DIFFERENCE
Efficiency score — higher is better.
CRM Efficiency
45 min/day → 0 min
Call Analysis Speed
3 hrs → 60 sec
Coaching Coverage
~10% → 100%
Follow-up Speed
24 hrs → Instant
GET STARTED
Send us one call. We'll audit it against a Playbook and show the coaching your reps would get.