AI-assisted workflows

Sales Call Coach

Records sales calls, generates structured summaries, scores reps against a configurable rubric, and queues coaching moments for managers — instead of uneven note-taking and once-a-month 1:1s.

Full planning bundle — BRAND, MRD, BRD, PRD, DESIGN
Branded styleguide — typography, color, components
4 previewable mockups

Cloning copies the full plan into a new project you own — edit it freely.

Inside the bundle

Styleguide and mockups

A look at the brand palette and screen-level mockups that ship with this plan. Cloning copies all of them into your project.

Mockups

Style guide

Styleguide

What this blueprint gives you

An always-on coach for a sales org. Every call recorded and transcribed, summaries the rep would actually re-read, a scoring rubric the team can argue over and revise, and a stream of coaching moments queued for the manager so coaching becomes a weekly habit instead of a quarterly event.

Five planning documents (BRAND, MRD, BRD, PRD, DESIGN) at senior-team depth covering capture, structured summarization, rubric design, the manager workspace, and the realities of using AI to evaluate humans. The product is opinionated about what coaching is — specific behaviors on specific moments, not generic vibes.

Group

Productivity

Preview the plan

Each blueprint includes the senior-level planning files. These cards show the opening text before you clone the full bundle.

Brand Guidelines Document

BRAND.md

Preview

BRAND — Sales Call Coach One line The hour you can't get back, made useful — every sales call recorded, scored against your rubric, and turned into the one coaching moment that actually matters. Who it speaks to Sales leaders running teams of 5 to 80 reps in B2B or high consideration B2C. They've tried Gong style call review, generic transcription, and managers who promise to "shadow more calls." The work isn't more dashboards — it's getting one specific, named behavior fixed per rep per week. T

Design Specification Document

DESIGN.md

Preview

DESIGN — Sales Call Coach Information architecture Rep view (default landing for reps): My calls (recent recorded calls), My trends (per criterion over time), Upcoming 1:1. Manager workspace: Coaching queue (across reports), Direct reports (per rep page with calls + trends), 1:1 prep, Team dashboard. Admin / VP: Rubric editor, Rubric versions, Team of teams dashboard, Integrations (calendar, meeting platform, CRM), Consent + retention, Audit log. Key screens & layout Call detail (the center of g

Market Requirements Document

MRD.md

Preview

MRD — Sales Call Coach The problem A sales manager has 6–12 reps, 30 calls a day flowing across them, and one hour for 1:1s every two weeks. Coaching happens in fragments — half watched recordings, vague impressions, deals lost without anyone learning why. The conversation worth coaching on is the conversation that didn't quite happen: the unasked timeline question, the unhandled budget objection, the close that was a sentence too soft. Today, those moments evaporate. Transcription is everywhere

Business Requirements Document

BRD.md

Preview

BRD — Sales Call Coach Business outcomes 1. Coaching velocity. Coaching moments delivered per rep per week — the operational pulse. The product is dead if managers don't use it weekly. 2. Behavior change. Score deltas per criterion over time per rep. A real signal that coaching is sticking. 3. Win rate lift on observed criteria. The hard ROI argument — which rubric items correlate with deals closing, and are they improving. 4. Rep adoption. % of reps who open their own calls in the product withi

Product Requirements Document

PRD.md

Preview

PRD — Sales Call Coach Phase 0 — Foundations Auth + roles: rep , manager , vp , admin . Org model: team → reps, manager assignments, optional product line tags. Calendar + meeting platform connections (Zoom, Meet, Teams) with consent join messages. Storage: regional buckets, configurable retention. Audit log: every access to a call recording is recorded. Acceptance: an admin onboards the team, assigns managers to reps, connects Zoom, and the join with bot consent message appears for the next mee