Sales copilot

Turn every rep
into a pro

Never miss an opportunity. Always have the answers, always ask the right questions. Almanac gives reps and leaders the confidence that a moment on the call will never be missed.

Live Call · Northwind Logistics
MayaWhy trust nudges over what my managers coach after calls?
You
MayaProcurement still has to sign off above fifty.
Almanac Listening
Answer Live vs after-call
in response to "managers coach after calls"
Try: "Managers coach after the call. Almanac coaches during it."
Question Procurement path
Ask: "What usually slows procurement down: pricing, security, or contract terms?"

What your reps see,
the moment it matters.

  • Enterprise SaaS

    "Procurement still has to sign off above fifty."

    Question Procurement path
    in response to "Procurement still has to sign off above fifty."
    Ask: "Got it, when procurement reviews a deal like this, what usually slows it down: pricing, security, or contract terms?"
  • SaaS sales team

    "Why should I trust your nudges are better than what my managers coach after calls?"

    Answer Live vs after-call
    in response to "Why should I trust your nudges are better than…"
    Try: "Managers coach after the call. Almanac coaches during it, using your specific playbook, so reps get the nudge when they actually need it."
  • SaaS · 120 reps

    "What's the hard evidence this drives measurable improvement for teams my size?"

    Resource Proof for your size
    in response to "What's the hard evidence this drives measurable…"
    Try: "Northwind SaaS, 120 reps, cut ramp time by 3 weeks, 80% adoption of the discovery checklist."
    Northwind SaaS case study
  • RevOps buy-in

    "I'd want my RevOps team involved before going further."

    Callout Loop in RevOps
    in response to "I'd want my RevOps team involved before going f…"
    Try: "Great, let's get RevOps in the working session too. I'll send a few time slots today so you can loop them in."
  • Team adoption

    "My real concern is that top reps will find it annoying, and bottom reps will ignore it."

    Reframe Help vs. in the way
    in response to "My real concern is that top reps will find it a…"
    Try: "Sounds like the real question is whether this helps your team or gets in their way."
  • AI skepticism

    "Honestly, I think this is just AI hype. Every vendor is slapping 'AI-powered' on their product this year."

    Reframe Outcome, not hype
    in response to "Honestly, I think this is just AI hype. Every v…"
    Try: "Sounds like the real question isn't whether we use AI, it's whether this actually changes an outcome you care about, or if it's just a feature you'll stop noticing in a month."

Before, during, and after
every call.

  1. Pre-call Brief

    Running context

    Must · Name economic buyer Should · Security owner Opp · ROI model

    Still open from last call: procurement path, timeline pressure. Notes + ROI calculator loaded.

    Before

    Pre-call brief

    Walk in already briefed.

    • Running context notes and recall from prior calls
    • Gaps still open: what you still need to learn
    • Must / Should / Opp objectives loaded
  2. Live Call
    Answer Live vs after-call
    Try: "Managers coach after the call. Almanac coaches during it."
    Question Where reps freeze
    Ask: "What do you wish they had ready: talk track, next question, or proof?"

    During

    Live coaching

    The answer is there before the silence lands.

    • Answer + Question chains that keep the thread going
    • Resource, Callout, and Reframe cards when the moment shifts
    • No bot joins the meeting
  3. Post-call Review
    B+

    42%

    Talk ratio

    8

    Questions

    78

    Awareness

    85%

    Qualified

    After

    Structured debrief

    Close the loop before the next call starts.

    • Call scoring, stakeholder map, and deal qualification gaps
    • Report card with coaching KPIs
    • Handoff docs for CS and leadership

Drop in your company docs.
Almanac builds the playbook.

Upload your context

Playbooks, battle cards, one-pagers, enablement decks: store them once in a single place.

Auto-extract the playbook

Almanac turns long docs into structured coaching knowledge your agent can use live.

Running context

Notes and recall that
ride with every account.

Almanac keeps a living brief: what was said, what still needs to be learned, and the tools to prove value when the conversation turns commercial.

  • Account notes and recall ready before you join
  • Open gaps from prior calls surfaced as discovery questions
  • ROI calculator and value model on hand when pricing comes up

Built for the moments
that win deals.

  • Company context

    Drop in playbooks, battle cards, and enablement docs. Almanac extracts products, personas, talk tracks, objections, notes, and your ROI model automatically.

  • Account journey

    Running context accumulates across calls: deal qualification framework, stakeholders, open risks. Almanac tracks what you still need and weaves those gaps into the next conversation.

  • 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.

  • 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.

  • Post-call awareness

    After each call: how the conversation flowed, who showed up, and which qualification gaps are still open, so the next session starts sharper.

  • Trainer practice

    Practice every scenario before you're on the real call. Same live coach, same playbook, without the cost of a real meeting.

Your whole sales cycle. One workspace.

Prepare

  • Company Context

    Playbook, notes, value model, PDF resources, and ROI calculator.

  • Opportunities

    Deal workspace with qualification rollups and open gaps.

  • Trainer

    Voice practice against an AI prospect persona.

Live

  • Live Call

    Mic + tab audio to live transcript and coaching cards.

  • Coaching

    Answer + Question chains, resources, and reframes mid-call.

Review & handoff

  • Post-call Review

    Recap, transcript, scoring, and remaining gaps per call.

  • Analytics

    Team performance trends across analyzed calls.

  • Handoff

    CS, partnerships, leadership, and technical handoff docs.

Ready answers for the questions
that come up every time.

Your team's best answers for onboarding, security, legal, and objections: loaded once and ready every time a prospect asks. No more scrambling for the right response live.

Onboarding

"What does your onboarding process actually look like?"

Almanac suggests

Standard onboarding runs 4-6 weeks: kickoff and data connect in week one, configuration and training weeks 2-4, go-live by week six with a dedicated CSM.

Security

"Are you SOC 2 certified? Our security team will need the report."

Almanac suggests

Yes I can share the SOC 2 Type II now. Typical turnaround for security questionnaires is 24 hours.

Legal

"What's your typical turnaround on MNDAs and redlines?"

Almanac suggests

We turn standard MNDAs in 1-2 business days. Custom redlines go to legal within 48 hours.

Objection

"We're already working with a vendor on this. Why switch?"

Almanac suggests

Makes sense, most teams we talk to already have something in place. Out of curiosity, is it working well enough that you're not looking, or are you keeping an eye out in case something better comes along?

Live resources

"Can you send something that shows how this works for our use case?"

Almanac suggests

Almanac surfaces the right case study, demo clip, or one-pager for their industry and pain, live on the call.

Almanac handles the context. You handle the conversation.

No hype. No autopilot. You've already seen what live coaching looks like: load your playbook once and every rep walks into every call with the same preparation your best rep has.

Your playbook

The whole line of questioning, not just one answer.

Almanac doesn't drop a reply and leave you hanging. It carries you through the conversation end to end, so the next question and the next answer stay ready as the deal unfolds.

Missing intel

Know what you still need, then ask for it.

Prior-call context shows which facts are still open. Almanac tracks those gaps and helps weave the right discovery questions into the live conversation.

Post-sale & coaching

Coach reps. Hand off customers. Keep momentum.

Post-call analysis shows what landed and what to sharpen. After close, deal context hands off to customer success in one doc, so nothing gets repeated and nothing gets missed.

Early access

You're early.
Stay early.

You've seen how Almanac coaches a live call. Be in the first group that uses it. We're opening early access to a small set of sales teams.

You're already ahead. Lock that in.

Almanac · Early Edition

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