For owners. The truth about every sit.
Close rate, PNS reasons and process compliance from the recordings, not from the dispatch report.
The reason on the CRM is the rep’s story. The recording has the sit’s.
Every sit ends with two reasons side by side, and the minute that proves the real one.
- 2:24:14Daniel:
Most kitchens like this run anywhere from forty to eighty thousand.
- 2:55:45Mike:
Fifty-eight. Wow. That’s a lot more than I thought.
- 3:02:44Jen asked about the warranty. Nobody answered her.
What you run the business on
Sample data
Sit review
Scored against your playbook, with the reported reason beside the real one.
Review queue
The sits worth hearing first, each with its reasons and a three-minute cut.
Insights
Close rate, PNS reasons reported and real, by rep and lead source.
Team
Live sits, notes at the exact moment, tasks, and shared wins.
Questions
Can we score against our own sales process?
Yes. A playbook holds your stages in your order, with weights, your own lines and each stage’s checks written as plain questions, and you can keep one per appointment type. Every sit is scored against the playbook for its appointment type, stage by stage, with each check answered yes, partly or no.
Who owns the recordings?
Your company does. Recordings, transcripts and notes belong to your organization; we store and process them to run TrueSit for you, and we never sell them. Org admins set retention, export data and delete sits; managers can listen and comment but cannot download, export or delete. When a rep leaves, their sits stay with the company.
How fast is the scorecard?
Within minutes of the sit ending. By default each sit is transcribed while it is being recorded, so only the scoring is left when the rep ends it; the rep gives their own score first, then sees ours. An organization that picks economy processing has its sits transcribed after they end, which takes longer.
Is recording legal where I work?
Recording law is set by state: some states need everyone in the conversation to agree, others need only one person, which can be the rep. Before every sit the phone shows the rule for that sit’s state, from your organization’s consent table, and the line the rep says; where everyone must agree, Start waits until the rep taps I said it, and the sit keeps which version of the line was used. This is not legal advice, so check your states with your own counsel.
Founding teams
Now onboarding a few founding teams in California. They shape the roadmap.