Try it now · sales meetings

Paste your last sales call.

Most forecasts are written from memory. We score the deal on what the buyer said, and give your buyer a record to take into the room you are not in. A sample call is loaded; paste your own in its place.

You get back four things: what the buyer committed to, who was missing, what was dodged and a recap you can send. In this preview the sample call is read; your own calls are read in the starter pack below.

Read this call

Sample call · fictitious company · Friday 2 October · 45 minutes · 5 people

One meeting. Two records.

The same 45 minutes, read twice. One record stays with your team. The other goes to your buyer, once you have approved it.

Internal recordStays with your team
Kestrel Cold Chain
Deal · Proposal stage · call of 2 October
2buyer commitments with an owner and a date
4 of 6agenda items covered
What the buyer committed to
Security questionnaire back by Friday 9 October
"I will get the security questionnaire back to you by Friday." Priya, 2 October
Pricing taken to finance on Wednesday 14 October
"Send me pricing for 40 seats and I will take it to Dev on the 14th." Priya, 2 October
Who was missing
Dev, finance. Named as sign-off. Never met
"Dev in finance. He is not on today, I will brief him." Priya, 2 October
What was dodged
Budget for this year Asked, not answered
"Let's come back to that." Priya, 2 October
Open gaps, leading the next agenda
  • Technical session: no owner, no date. "At some point" is not a commitment.
  • Decision process and timeline: on the agenda, never reached.
  • Budget: ask again, first item.
Carries forward in the full solution. These three gaps would lead your next Kestrel call, and the deal score would build on this one. In the starter pack each call stands alone. See the full solution
Team note. Priya is carrying this to finance alone. This note cannot cross into the client record.
Client recordApproved by you before it goes
Kestrel Cold Chain and Northfield
Call recap · Friday 2 October
What we heard

"We lose about a day a week reconciling dispatch notes. That is the thing I need gone."

Priya, Head of Operations
What we agreed
Pricing for 40 seats
Tom, Northfield · by Wednesday 7 October
Security questionnaire returned
Priya, Kestrel · by Friday 9 October
Pricing reviewed with finance
Priya, Kestrel · Wednesday 14 October
Ready to forward
One page for Dev in finance
The problem in Priya's words, the 40-seat scope and the three dates. Written for someone who was not on the call.
Quote
40 seats · R96,000 a year · attached when Tom sends it
Viewing this record is free for everyone at Kestrel. Each viewer can discover their meeting type in a few questions.
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A sales meeting evaporates on both sides of the table.

Your rep rebuilds it from memory for the CRM. Your buyer retells it from memory to the people who decide.

40%

of a seller's time is spent selling. The rest is admin, data entry and rebuilding what was said.

Salesforce, State of Sales, 2026

22

people shape a typical B2B buying decision: 13 inside the buyer, 9 outside. Most of them never meet you.

Forrester, The State of Business Buying, 2026

86%

of B2B purchases stall during the buying process.

Forrester, The State of Business Buying, 2024

Deals don't die of "no". They die of silence.

No quote, no claim

Every line in both records traces to a sentence, a speaker and a date.

Silence counts

A deal nobody has spoken to cannot show green.

Deals are scored. People are not.

It measures the work, never the rep doing it.

Internal stays internal

Team notes and gap questions never reach the client record.

This isn't for everyone.

It's for teams that would rather get work done than meet about it.

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