01
We start with a conversation
A call to understand how you sell — where leads come from, what your reps actually do all day, and where deals stall. No pitch.
AI advisory for sales teams
Where does AI actually fit in your sales operation?
A free discovery call for teams weighing AI. We map how your team really sells — from where leads come from to where deals die — find where AI genuinely helps (and where it doesn’t), and leave you with a plan you can act on.
One call · free · no obligations
The assessment
A short, focused piece of work — not a software pitch.
Format
One discovery call, and a working session if the scope calls for it.
Time
15–30 minutes to start. Most of the legwork is ours.
You keep
A written AI Sales Audit of your operation and a prioritized roadmap.
Cost
Free. No obligations — the plan is yours either way.
How we work together
An assessment, not a sales call.
02
We map your sales process
Skills, funnel, and tools — end to end. If you have call recordings, we can use them as input. We map process, not customer data.
03
We find where AI fits
An honest read: where AI saves real hours or wins real deals, where it isn’t worth the trouble, and what to be careful with.
04
We hand you the plan
A prioritized roadmap you own, with a clear first step. If we can help you run it, we will — no lock-in.
Who you’ll work with
Run by the people who build the AI.
The CoachCraft team
Builders, not brokers
The CoachCraft team has built AI and enterprise software behind some of the biggest logos in sales and learning. This service is for owner-led sales teams, not big enterprise — and your assessment is run by the people who build the AI.
What you come away with
A plan you own — and can act on.
A written AI Sales Audit
How your sales operation looks today across skills, funnel, tools, and coaching visibility — scored against an AI-maturity model.
A prioritized roadmap
Sequenced from quick wins to bigger moves, so you know what to do first and what can wait.
An honest effort estimate
A realistic sense of the hours each change gives back — based on your team, not a vendor’s claims.
Tooling that fits your stack
Recommendations that work with the CRM and tools you already run — not a rip-and-replace.
Guidance on data & recordings
What’s safe to do with call recordings and customer data today — and the lines a sales team shouldn’t cross.
Do-it-yourself quick wins
Two or three changes you can make the same week, free — the audit is useful even if you never work with us again.
Where AI fits in sales
The places we look first.
Rep skills & practice
AI roleplay on your real objections, scored every time — reps ramp before they touch a paid lead.
Real-call coaching
Record or import sales conversations, turn them into feedback and CRM-ready notes.
Speed-to-lead & after-hours
Every lead answered in minutes — including nights and weekends — instead of tomorrow.
Follow-up that doesn’t die
Sequenced, personalized follow-up on every “not right now” instead of rep memory.
Proposals & admin
Quotes, proposals, CRM entry, and post-sale asks generated instead of typed.
Manager visibility
Who’s ready, who’s stuck, and where coaching time pays — without listening to every call.
Why us
We know sales teams — and we build the AI.
We build, not just advise
CoachCraft is a working AI product in the App Store, not a slide deck. The advice comes from what we’ve actually shipped and run.
An honest read
If AI isn’t your bottleneck, we’ll say so. The assessment is designed to be useful even if you never buy anything.
No data required
We don’t need your customer data to advise you — we map process. Call recordings are optional input, used only with your say-so.
FAQ
Questions teams ask first.
What does it cost?
Nothing. The discovery call and the written audit are free, and there’s no obligation attached. If the roadmap points at CoachCraft, we’re happy to earn that on merit — and if it doesn’t, the plan is still yours.
Do we have to use CoachCraft?
No. The audit and roadmap stand on their own — you’re free to implement them however you like.
Is our data safe?
We map your process, not your customers’ information. Call recordings are optional input — shared only if you choose, used only for the audit, deleted on request.
How much of our time does it take?
A 15–30 minute call to start. If the scope is bigger, one working session with whoever knows the sales motion best. The write-up is our work, not yours.
What size team is this for?
Owner-led teams from a few reps up to about fifty — insurance, solar, home services, D2D, B2B. It helps most when you suspect AI could help but aren’t sure where to begin.
Who actually does the work?
The team that builds CoachCraft. You won’t be handed to a junior analyst or a sales rep with a script.
No obligation
Start with a conversation.
A short call to see whether AI makes sense for your sales team. If it doesn’t, we’ll say so — and you’ll still leave with the audit.
Free · no obligations · the plan is yours either way