Hear the call. Coach the next one.
Cash turns recorded sales calls into playbook scores and coaching priorities. Hear the moment behind the feedback, then work through it with your rep.
Updated September 2026 · 4 sections
- Connect00:00–03:109
- Discover03:10–13:457
- Inspect13:45–25:309
- Present25:30–36:004
- Close36:00–41:207
“Let me think about it and get back to you.”
CashThe concern behind the pause was never asked for. Coach one clarifying question before the recap.
Your playbook. The actual conversation. A clear next step.
Set the standard
Use a company playbook that describes the sales conversation you want your team to deliver. Make expectations concrete enough to discuss, such as clarifying a homeowner's concern before recommending an option.
Bring in the recording
Cash supports audio upload and import from a connected Plaud account. Confirm the recording method, connection, device requirements and permissions for your setup. Processing follows the recording.
Hear what happened
Read the playbook-based assessment and coaching priorities. Use the transcript and timestamped audio to examine the relevant passage, including the context before and after it.
Coach and follow up
Ask the rep what they noticed. Agree a behavior to practice, then review a later appointment to see whether it appeared. The manager owns that judgment and conversation.
Get past “the call went okay.”
Open the playbook breakdown, choose a coaching priority, and jump to the transcript and audio behind it. Listen to what the homeowner asked and how your rep answered before deciding what to coach.
A team view brings call activity and playbook scores together. Use it to decide what deserves a closer look. A score or recorded outcome does not establish why a customer bought or what caused a change in revenue.
They want another quote. What do you coach?
Consider a replacement consultation where the homeowner asks for another quote after the advisor presents the options. Before coaching the close, a manager can review whether the advisor asked what the homeowner wanted to compare.
The answer might concern the proposed scope, confidence in the recommendation, the cost, or a decision the customer wants to make later. The recording gives the manager something to examine. It does not make one explanation automatically correct.
A useful next action is to practice a question that clarifies the concern, then check for it in a later appointment. This is an instructional example, not a customer result.
What to confirm before your team starts
Your setup needs an approved way to record and provide audio, a playbook, and people responsible for the review. Confirm the current device and account requirements before buying hardware or changing a field workflow.
- Which recording and import route will your reps use?
- Who configures the playbook and reviews its expectations?
- Who can access the recording and handle a concern about it?
- What notice, consent and handling requirements apply to your work?
- How much manager time will you reserve for review and coaching?
Before you decide.
01Do I need a particular recorder?
02Should a manager accept every AI assessment?
03Does this replace our CRM or a training course?
See how the review becomes coaching.
Explore the recording-to-coaching workflow before choosing your next step.