Every sales team has some kind of structure such as a script, a CRM-based checklist, or just a list of key points every rep should cover. But few teams have the time or bandwidth to manually check if that structure is actually followed on every call. Even fewer deliver fast, consistent feedback.

This is where smart use of AI makes a real difference.

How it works, step by step

For the first step, you’ll need two things to get started:

  1. A tool for recording and transcribing sales calls (e.g., Google Meet, Fireflies, Tl;dv, MyGoodTape).

  2. An AI model that can analyze text. For example, ChatGPT or an open-source alternative like Llama 3.1B, available in the IONOS AI Model Hub.

For the 2nd step, once your call is transcribed, feed it into the model along with a simple checklist. For example, your 10 must-ask questions (like budget, decision-maker, timeline, customer needs, etc.).

Instead of vague insights, AI will walk through the conversation point by point and tell you:

  • What was covered

  • What was missed

  • When missing questions could have been asked

  • How to improve next time

Let the AI do the reviewing, while you focus on selling

Try this prompt:

‘Based on the transcript below, check if all 10 discovery questions were asked and answered. Summarise the missing elements and suggest follow-up questions. Also indicate when those questions should have been asked.’

You can try this prompt with ChatGPT or use it with Llama 3.1B from the IONOS AI Model Hub, if you want more data control and transparency.

Can you automate this process?

Yes you can, with tools like Zapier or Make you can build a lightweight flow where:

  • The call is recorded and transcribed

  • The transcript is sent automatically to an AI model

  • The model produces a call analysis

  • The report is shared with the rep or team leader

What are the benefits?

✅ Reps get actionable feedback faster than a manager could deliver it
✅ Managers know which calls need attention
✅ Your team improves week by week, call by call

The takeaway

This isn’t about replacing your sales process. It’s about amplifying what you already have and turning it into a repeatable system. If you don’t have a clear sales call checklist yet, this is the perfect reason to start.

Want to try it with your own data?
Explore models like Llama 3.1B and Mistral 7B Instruct on the IONOS AI Model Hub, which is free to use until the end of September 2025. Your AI co-pilot for better calls starts here.

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