Coach Pilot converts a company’s sales playbook into an AI‑driven coaching system that delivers real‑time, contextual guidance to reps during calls and deal stages. Integrated with tools like Microsoft Teams, it captures performance data, updates the playbook automatically, and provides analytics on pipeline growth and deal velocity.
Funding
Funding not disclosed
Founders
Product
Problem
Sales teams often rely on static playbooks in PDFs and intermittent workshops, leading to inconsistent execution of proven strategies. Managers lack real-time tools to coach reps during calls or complex deals, resulting in missed revenue opportunities.
Solution
Coach Pilot transforms a company’s documented sales processes, messaging, objection handling, and proof points into an AI‑driven coaching system. The platform ingests the organization’s own playbook and uses it to provide contextual, real‑time guidance to reps as they engage with prospects. By delivering actionable prompts and recommendations within the sales workflow, the AI ensures that every interaction aligns with the best‑in‑class approach. The system also captures performance data, enabling continuous refinement of the playbook and measurable improvements in pipeline growth and deal velocity. Integrated with tools like Microsoft Teams and ChatGPT, the coaching experience fits naturally into the rep’s existing tech stack.
Target Audience
Primary customers are B2B sales organizations—sales managers, enablement teams, and revenue leaders—seeking to scale consistent execution of their sales strategy across inside and field reps.
Features
- AI-powered real‑time coaching that references the company’s custom playbook during calls and deal stages
- Automated capture and codification of winning sales processes, messaging, objection responses, and proof points
- Integration with collaboration platforms (e.g., Microsoft Teams, ChatGPT) to deliver guidance within the rep’s workflow
- Analytics dashboard that tracks pipeline growth, close rates, and sales cycle reductions attributable to AI coaching
- Live workshop modules to train reps on the AI system and reinforce habit formation
- Continuous learning loop that updates the playbook based on successful outcomes and rep feedback