Your Coach prepares the work, helps you handle the next conversation and completes the follow-up, all based on your company’s playbook and your real deals.
Top cold call list of the day
Update listAlpenwerk Security is a Swiss cybersecurity provider offering managed security services, advisory and technology consulting.
Score: 75
Account fit 0Role fit +15Lead status +10Partner referral +50
Why now: recommended directly by a partner contact, and opened your lemlist sequence three times this week.
Open in HubSpotBrantec IT provides managed services, SAP consulting, IT security and cloud solutions across industries in Switzerland.
Score: 75
Account fit 0Role fit +15Lead status +10Partner referral +50
Why now: recommended directly by a partner contact, and replied to your last lemlist email.
Open in HubSpotTop cold call list of the day, built from signals in your CRM and outreach tools. All names are fictional.
The problem
The impact
Taskbase completes the written and administrative work around customer conversations: hours of research, writing and CRM work.
The Coach uses deal history, the playbook and real evidence to prepare the goal, opener, questions, risks and next step.
Short, personal feedback and the exact wording to use next time, after real calls.
You work with the Coach in your normal chat tool. It works across your systems behind the scenes.
Customer evidence becomes current CRM data, qualification, commitments and next actions.
The Coach in action
Goal, history, gaps, opener, questions and coaching focus, ready before the call.
One clear strength, one gap and “what I should say” for the next call.
Customer email draft, promised assets, commitments and your personal action list.
The safest and most valuable contacts to call first, ranked from signals in your CRM and tools such as lemlist.
Clean, current deal fields instead of a growing log of call summaries.
Tailored customer decks, mutual action plans, proposals, business cases and security questionnaires from approved company content.
Prepare, coach, automate, update
Living Revenue Playbook
The Coach does not invent a different answer for every person. It works from the approved Revenue Playbook, live customer context and the person’s role. New evidence from real calls becomes a suggestion, and the accountable leader approves it before it becomes the standard.
A new objection, competitor or question shows up in real conversations.
Taskbase proposes a playbook change and shows the evidence.
The accountable leader reviews and approves it.
Coaching, answers and automated work follow the new standard.
Every briefing, answer and draft follows the same approved playbook as the rest of your team, so you never have to guess which version of the pitch is current.
Where Taskbase fits
Recording tools tell you what happened. Taskbase helps the person do the next thing better, completes the work around it, and checks whether the new behaviour sticks. Keep the recorder you already use.
Generic AI can create an answer. Taskbase adds your approved context, customer evidence, individual skill memory, connected workflows, governance and follow-through.
See a briefing, a coached call and a ready follow-up on a real deal.