Call details
Targeting
Script preferences
Diagnostics

          

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Conversation Guide

Call notes

Notes are downloaded to your device.

What changed

    Recent activity

      Follow-up email

      About this tool

      This Sales call scripting and emailing tool is designed to save you time. In just a minute, you can prepare a sharp, buyer-centred conversation guide for sales calls, and then turn your call notes into a concise follow-up email. Scripts and emails blend your inputs (prospect, product, USPs, context and desired next step) with our call-library templates and current buyer intelligence to produce high quality sales content fast.

      How to use it

      1. Set the sales model: choose Direct or Partner at the top.
      2. Complete Call details: your name/company and the prospect’s name, role and company.
      3. Targeting: pick the Product and Buyer behaviour. The Buyer needs panel on the right updates to match.
      4. Script preferences: choose tone and length. Add:
        • Unique Selling Points – the core advantages you want emphasised.
        • Other points to cover – any extra themes or constraints.
        • Your desired next step – if you have a preferred CTA.
      5. Generate script: click Go. The Conversation Guide appears in the middle, with clear sections (Opening, Buyer Pain, Buyer Desire, Example, Objections, Next Step).
      6. Use it: copy or download the script using the buttons under the guide. The tips card gives three quick coaching pointers.
      7. During the call: type into Call notes (saved locally in your browser).
      8. After the call: click Create follow-up email to generate a short, crisp email that stitches together your script and notes.

      What the tool assures

      • These tools save you time and assure that every call you make is the best it could be.
      • All scripts follow proven best practice sales methods focused on delivering value to the prospect in ways that build trust and lead to well qualified opportunities.
      • You can choose from a professional, more corporate tone of language, or a warmer one if you prefer.
      • Uses your Next step if provided. If not, it uses the follow up from the researched sales pitches that are centred on what prospects have said they would value.
      • The scripts produced are an elegant blend of your requirements for the call and the researched sales pitches.

      Where the insights come from

      Buyer information and behaviours are refreshed monthly. The underlying sales pitches are researched every six months across technology buyers and indirect channel players. Together, this gives you a gold-standard view of current commercial status, pains, priorities, triggers, proof points, objections and CTAs for each buyer behaviour.

      Tips for best results

      • Be specific in USPs (e.g., “Starlink for remote sites; pooled mobile data across teams”).
      • Use Other points for constraints (timelines, budget signals, existing suppliers) to steer the tone.
      • Always enter a practical Next step if you have one; it takes precedence.

      Privacy & storage

      • Call notes are stored locally in your browser only.
      • The script is generated server-side; if you see a 401 error, sign in again via the Diagnostics link.

      Troubleshooting

      • If a required field is missing, the status bar will say what to complete.
      • If generation fails, open Diagnostics to view the error and try again.
      • Product list empty? Check you’ve selected the correct sales model (Direct/Partner).

      Feedback

      We want these tools to be the best for you. If you have ideas for improvements or suggestions that would make this even more valuable to you, please contact us through our website.

      More winning info