Playbook
Drop in playbooks, battle cards, and enablement docs. Almanac pulls out your products, personas, pain points, objections, and customer stories.
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Managers coach after the call.
Almanac coaches during it.
Close more deals with Live Coach, live AI coaching that gives reps answers, company resources, and guidance while the call is happening.
Live coaching cards
only the rep can see.
Almanac follows the conversation and puts a card on screen the moment one would help.
Onboard Almanac with
your company docs.
Upload the playbooks, battle cards and one-pagers you already have. Almanac reads them and automatically builds your playbook for you, so there is nothing to type in by hand. Almanac learns how your team sells.
Almanac/Playbook
CompanyValue ModelTags
Upload a document
Fill playbook from docsPDFSales_Playbook_Q3.pdf
DOCXBattle_Cards.docx
DOCXSecurity_FAQ.docx
PDF, Word, or plain text
Apply extracted playbook fields
Objection Answer“We already work with a vendor.”
“Is it working well enough that you’re not looking, or are you keeping an eye out?”
From Battle_Cards.docx
Ramp new reps
faster.
New hires practice live role play calls with a voice AI buyer, not a real deal. They can run the same call again until it sticks.
Almanac/Practice/Train
Buyer situation
SOSkeptical OperatorDoubts every claim. Wants proof from teams like theirs.
EBEconomic BuyerCares about payback and risk. Short on time.
PRProcurementPushes on price, terms and the paper process.
ISInfoSec ReviewerAsks about SSO, data retention and SOC 2.
Uses your playbook’s personas and objectionsStart practice call
Walk in already
briefed.
Almanac builds the brief before you join: what is captured, what is missing, and who still needs the story. Ask the deal agent anything else.
Almanac/Harbor Co./Call briefDemo · in 10 min
Before you dial
They want to simplify their current setup. A demo was agreed on call 2. Budget owner still unknown.
Objectives for this call
Must hitName who signs off on budget
Must hitShow the reporting workflow they asked about
Should hitBook the security review with IT
If it comes upPricing for the second region
Open questions to weave in
“Who else needs to be comfortable with this before you’d sign?”
ROI models that
fill themselves in.
You set the model once. Almanac fills the inputs from what the prospect says, so every rep works the same math.
- Each input carries a confidence score, so nobody quotes a guess
- A full ROI deliverable to send and walk through
Maya 18:37“We’ve got about a dozen reps doing discovery, maybe four calls a week each.”
Almanac/ Northwind Logistics/ROIBase Case
Annual time savings
EfficiencyReps doing discovery812EstimatedConfirmed
Calls per rep per week34EstimatedConfirmed
Hours of follow-up per call0.75Estimated
Annual Benefit$73,440$146,880
Payback Period14 months7 months
QuestionFill the model
↳ responding to Maya · “four calls a week each”
“And after each call, how long does the write-up usually take?”
Every call comes back
with a report card.
Hang up and the grade is waiting. What went well, what to fix, and the next step. Nobody has to write it up.
- What to ask on the next call
- A follow-up email from what was actually said
Almanac/Calls/Post-call report
Post-call reportDiscovery with Northwind Logistics
PositiveGoal achievedNext step confirmed
Scoring…
B+86/100
RecapTranscriptAwareness
✦ Call summary
Maya confirmed a funded project to cut reporting time before the Q4 peak. The Dallas hub adds 120 seats. Security sign-off is the open item, so Raj from IT joins the demo.
Talk ratio48%Good
Questions asked97 open-ended
Filler words0.8/minLow
Next steps
Send the SOC 2 Type II reportJordan · today
Demo with Raj from IT SecurityOct 14
Maya confirms who signs off on budgetBefore Oct 14
Pipeline and notes that
never go stale.
Almanac fills in stage, notes, and next steps from the call. You check the record instead of typing it from memory.
- Each change ties back to the moment that caused it
Call transcriptMaya Chen · Northwind
Maya 09:41“This is worth a proper look. Can you demo it for the team?”
Maya 14:22“We’d add the Dallas hub too. That’s 120 more seats.”
Maya 21:05“Wednesday the 14th works. I’ll bring Raj from IT.”
Maya 27:30“Security sign-off is the one thing that could slow us down.”
Northwind LogisticsDeal record
StageQualificationDemo
Amount$96,000$118,000
Next stepNot setDemo with Raj, Oct 14
NotesNo notes yetRisk: security sign-off
Connected to your CRM
and your calendar.
Two-way sync with HubSpot and Salesforce keeps every deal in step. Google Calendar and Outlook put your buyer meetings on Home, matched to the right deal.
- Stage, amount and close date sync both ways
- A call note lands in your CRM after every graded call
Built for the moments
that win deals.
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Pipeline and account journey
One record per deal: stage, deal size, stakeholders, and open risks. Almanac updates the fields after each call, and you can ask the deal agent anything about the history.
Learn more → -
Objection handling
Every objection already has an answer in your playbook. Almanac surfaces it while the prospect is still on the line, so nothing catches your rep off guard.
Learn more → -
Discovery questions
Based on prior-call context, Almanac flags what is still missing and suggests the next question so gaps close live, not on the recap.
Learn more → -
ROI on the call
A per-deal ROI calculator built from your value model, ready the moment the conversation turns commercial.
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Practice
Ramp new reps on a live AI buyer or a full simulated call before they take a real deal. Same coach, same playbook, as many times as it takes.
Learn more →
Your whole sales cycle.
One workspace.
Prepare
- Company Context
- Company Research
- Opportunities
- Trainer
Live
- Live Call
- Coaching
Review and handoff
- Post-call Review
- Analytics
- Handoff
Common questions
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What does a rep actually see during a call?
A dynamic sidebar next to the meeting window. When a useful moment arrives, a card appears: the answer to give, the next question to ask, or the proof point to send, each citing the line that triggered it. See how live coaching works. -
Do reps have to use the suggestions from Almanac?
No. Cards are there to reference, never to follow. A rep can run the call their own way and glance at a card only when they want it. -
Can the prospect see the coaching?
No. The coaching lives in a sidebar on the rep's screen, outside the meeting itself. The call the prospect is in looks and sounds exactly the same. -
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