Live Workshop · Thursday, October 29 · Registration Closed
Mining the Gold in
Your Sales Calls
It's Not AI Training. It's Knowing What to Look For, and What It Gets You: Faster Onboarding, Higher Retention, and More Expansion Revenue.
Before they ever signed, your customers told your sales team what they're trying to do, by when, how far this could go, and what would get in the way. It's all recorded. Almost nobody goes back and listens. In two hours, I'll show you how I mine those calls, and you'll do it on your own while we're on Zoom.
Registration is closed.
This Isn't AI Training
Everyone knows how to use AI by now. Everyone has a note-taker on their calls. The real question is whether you're using it right.
And what's right? Using it to get what you actually need: what each customer is trying to get done and by when, what's standing in the way, and what comes next. Most teams point AI at a call and ask for a summary, because nobody ever showed them what to look for or what it takes to get there.
Using AI well is more of a mindset than a skillset. That's what this workshop is about. You'll leave knowing what to look for, what to ask, and how to approach it, with whatever AI you already use.
What's In Those Calls
A sales call isn't just how a deal got closed. It's the most honest record you'll ever have of what the customer actually wants, and most of what happens to that account afterward is decided right there.
That's gold for everything after the signature: onboarding, adoption, the renewal, and the latent revenue you haven't collected yet. And right now it's sitting in recordings nobody opens.
What We'll Do
This isn't a presentation. I'll show you how I do it, then you'll do it on your own calls, with me there to help.
We'll go through what to pull and how I ask for it, because "summarize this call" gets you a summary and a to-do list and misses everything that matters. Then you'll run it on a few real customers' sales process, live, in your own AI account, and we'll read what came back together. What's there, what isn't, and what it means. Some of it won't be in there. That's a finding too. It means nobody asked.
Last, what changes Monday: how to do this for every new customer before onboarding starts, so the handoff carries the goal and not just the contract.
What You Leave With
Findings on a few of your own customers, from calls you already paid to record. The question set I use, so you can run it again tomorrow. And a clear read on whether your company knows what your customers are actually trying to do, or just what they bought.
You can't grow a customer toward a goal nobody wrote down.
Who It's For
Sales Ops, RevOps, CS Ops, and revenue leaders. The people who own the process between the first call and the next sale, and who can actually change what happens to what gets said on those calls.
It's a Zoom meeting, not a webinar, so you can talk, share your screen, and ask about your calls specifically. That's also why it's capped at 25. I want to make sure everyone who needs help gets it.
What To Bring
Every sales-call transcript for a few recent customers. All the calls, not just the closing one, because most of what matters gets said early. Three or four calls per customer is typical.
Access to Claude or ChatGPT. Your transcripts stay in your account. Nothing gets sent to me.
If you can't get transcripts for a single customer, come anyway. That's the first finding, and it's an important one.
Registration Is Closed
This workshop is no longer taking registrations.