Sales process system

The Sales Process You Never Wrote Down

RevenueCallout turns how your 1-3 person team actually sells into a documented process — then enforces it on every call, flagging ghost risk and follow-up leaks before deals quietly die.

Built for professional services firms doing $1M-$10M in revenue, where sales still lives in one partner's head.

Structured
Review each call
1-3
Person teams, by design
Flat
No per-seat pricing
100%
CRM pushes need your OK

Connects with your CRM

ZoomGoogle MeetMicrosoft TeamsKeapHubSpotStripe billingWeekly email briefs.docx uploads.vtt transcriptsZoomGoogle MeetMicrosoft TeamsKeapHubSpotStripe billingWeekly email briefs.docx uploads.vtt transcripts

Platform capabilities

Formalize the process, enforce it on every call

Detection is a feature. Formalization is the category — everything below builds on the process your firm never wrote down.

Sales Process Calibration
Core

The wedge: a guided review turns how your firm qualifies, advances, and closes into a documented process — instead of something only one partner can run.

Trained onYour calls
Call Scoring
AI

Every call scored against that process — not generic transcription. Surface ghost-risk, missed follow-up, and deal momentum in seconds.

OutputStructured
Ghost-Risk Detection
Live

Detect deals going silent before they vanish. Pattern-matched against your own labeled win/loss archetypes, not generic best practices.

Flags
6
Follow-Up Intelligence
Actions

CRM task drafts, next-step recommendations, and coaching notes — generated from call context, confirmed by you.

Drafted, thenYou confirm
Weekly Briefs
Auto

Automated pipeline snapshots delivered every week. Trends, risk flags, and coaching priorities in one view.

DeliveryWeekly
CRM Integration
Sync

Push confirmed actions to your CRM. Human-in-the-loop — nothing syncs without your approval.

Push typeConfirmed only

How it works

Revenue clarity in three steps

Step 01
Onboarding

Map your sales motion

Start with the guided sales process review so the system understands how your firm qualifies, advances, and closes deals.

Step 02
Calibration

Train the success model

Label four archetype calls — won, lost, unqualified, not now — so scoring reflects your actual deal patterns.

Step 03
Analysis

Inspect every call

Ghost-risk, follow-up leaks, coaching notes, and CRM task drafts — tied to your pipeline, not generic summaries.

Product tour

Your entire revenue motion, at a glance

A workspace that scores calls in real time, not after a weekend spreadsheet session.

DashboardResultsWeekly briefSettings
Calls
11
Leaks
8
At risk
6
CRM synced
9/11
ProspectRiskSaved
Prospect A6/10Mar 11
Prospect B3/10Mar 11
Prospect C5/10Mar 10
Prospect D8/10Mar 9
Prospect E4/10Mar 8

Pricing

Simple pricing, serious results

One flat workspace subscription. No per-seat traps, no usage meters — every call your team takes gets scored.

Starter

$500/month

up to 3 users · 20 calls/mo

  • Up to 3 team members
  • 20 scored calls per month
  • Ghost-risk detection
  • Meeting bots for Zoom, Meet & Teams
  • CRM task sync — Keap & HubSpot
  • Email support
Start free review
Recommended

Workspace

$1,500/month

whole team included · unlimited calls

  • Unlimited call scoring & ghost-risk detection
  • Meeting bots for Zoom, Meet & Teams
  • CRM task sync — Keap & HubSpot
  • Weekly email briefs & high-risk alerts
  • Email drafts in your brand voice
  • White-glove onboarding & training
  • Guided sales-process onboarding
  • Priority support
Start with the free review

Agency

Custom

for fractional CMOs and consultancies running several client workspaces

  • Multiple client workspaces
  • White-glove onboarding & training
  • Custom playbook calibration
  • Dedicated success contact
Talk to us

Why this wins

Built for smaller teams that need precision, not sprawl

Detection is a feature. Formalization is the category.

The others assume you already have a sales team and a process someone coaches. RevenueCallout builds the process a 1-3 person team never had, then enforces it on every call.

Gong, Chorus, ClariBuilt for reps-and-manager sales orgs — they assume a team and a process you don't have yet.
ChatGPT by handOne-off summaries, not a system — nothing calibrates to your process or repeats consistently.
Fathom / OtterGreat at notes. Not built to flag ghost risk or enforce a process.
Gut instinctStill the real incumbent. Fast, familiar, and dangerously hard to inspect.

FAQ

Common questions.

Who is this for?

Professional services firms doing consultative sales over calls or Zoom — usually $1M-$10M in revenue with a founder- or partner-led sales motion.

Can't we just use ChatGPT?

You can get one-off summaries. RevenueCallout is for teams that need calibrated analysis, reusable sales context, and a workflow they run consistently.

Our sales process is too custom for an off-the-shelf tool.

That's what the calibration step is for — RevenueCallout trains on your own labeled calls and pipeline stages, not generic best practices, so it adapts to how your team actually sells.

Does it update the CRM automatically?

No. It drafts CRM tasks and next steps, but the final push stays behind user confirmation.

When is this not a fit?

If you sell low-ticket, self-serve, or product-led with little human selling — this is more process than the problem warrants.

Ready to close more?

Start closing quarters with confidence, not guesswork

Give RevenueCallout the context it needs to spot where revenue is leaking — ghost-risk, weak follow-up, and stalled opportunities.