Skills your reps actually build.
Taskbase reads the skills from your playbook, coaches one at a time in the chat your reps already use, and measures whether they improve and whether the outcomes follow.
Anya — Skill dashboard
Updated just now
Focus skillsChange focus
Top strengths
Problem impact & business case progress
3 Aug17 Aug31 Aug14 Sept28 SeptToday
Meetings per week
CW 32CW 33CW 34CW 35CW 36CW 37CW 38CW 39CW 40CW 41
▸ How the score works
The rep’s skill dashboard. All names and numbers are fictional.
From playbook to proven skill
- 1Skills from the playbookTaskbase extracts the skills your playbook asks for. No playbook yet? Choose from our library.
- 2Coaching after every callOne tactical thing to improve, delivered in Slack, Teams or Google Chat.
- 3Consumption measuredYou see who read it and who acted on it, not only who received it.
- 4Skills against outcomesSkill scores sit next to meetings, win rate and sales cycle.
Feedback that fits
Three things behind every piece of coaching
Generic call feedback gets ignored. Taskbase looks at the account, your playbook and the person before it says a word, and then keeps it to one thing.
- 01
The history of the account
What has already been discovered, who was in the room and what was agreed, so the feedback never repeats what the rep already knows.
- 02
Your playbook
The qualification method your team uses and how reps should behave in the call. When you switch method, the coaching follows.
- 03
The skill level of the rep
A rep who is already strong gets different feedback than someone new in the job. Each person is coached at their own level.
Skills
Skills from your playbook, or from ours
Methodologies change. The skills a rep needs mostly do not. Taskbase takes the skills from your playbook, and when the playbook changes, the coaching follows.
Skills
The skills Taskbase coaches at Vantro
9 of 22 skills selected. Change any of them, add your own.
- Call opening & permissionCold calls + meetingsEdit
- Account relevance & preparationCold calls + meetingsEdit
- Qualification & opportunity fitCold calls + meetingsEdit
- Objection handlingCold calls + meetingsEdit
- Next-step commitment & meeting closeCold calls + meetingsEdit
- Discovery depth & question progressionCustomer meetingsEdit
- Problem impact & business caseCustomer meetingsEdit
- Stakeholder coverage & multi-threadingCustomer meetingsEdit
- Negotiation & concession disciplineCustomer meetingsEdit
- 13 more in the library
Choosing the skills Taskbase coaches. The company is fictional.
- With a playbook: Taskbase extracts the skills from it.
- Without one: choose from our library of skills for cold calls and customer meetings.
- Adjust any skill on the spot, or add your own, and keep going.
After every call
What went well, and the one thing that matters most
After a call the rep gets what they did well and the biggest lever on one of their three focus skills. It is tactical: one thing to try on the next call.
✅ WHAT YOU DID WELL
📌 You ranked the incumbent vendor fairly
Skill: Competitive Positioning
You acknowledged the incumbent respectfully and explained the differences in usage, skill development and the living playbook. That strengthened your credibility with Marc.
⚡ BIGGEST LEVER · 🎯 one of your 3 focus areas
📌 Accept his priority before you open a new use case
Skill: Active Listening & Shared Understanding
The moment in your call:
“Okay, but we haven’t talked about the security use case.”
How you could handle it better:
“Understood. Before I open another use case: what is really top of mind in your first 90 days, and should I get back to you only after that?”
Why it matters: Marc had just made clear the topic is not top of mind. Changing the subject straight away made you sound pushier and stopped you from narrowing down his real first priority together. [Playbook: Qualification Framework]
📈 PROGRESS SINCE LAST TIME
On 6 October, picking up the customer’s answer precisely was already your coaching lever. Today the pattern showed again when, after Marc’s prioritisation, you opened a new use case straight away.
🌟 Keep your fair competitor positioning. At the next clear priority signal, first pause for a short reflection and one focusing question.
Feedback after a call, linked to the rep’s focus skills. Names are fictional.
- Connected to the three focus skills, not a list of twenty tips.
- Short enough to read between two calls.
- Grounded in the transcript, so the rep can check it.
Proactive
Coaching that arrives, in the chat reps already use
Taskbase reaches out first, in Slack, Microsoft Teams or Google Chat. Most call-feedback tools sit in a separate dashboard that nobody opens. Here, reps read it, and we can measure that they do.
TaskbaseAPPTaskbase APP 14:57
📞 Your discovery call with Daniel Moser from Northwind Freight
🕐 14:02 · 38 min
✅ What worked
📌 You found the real blocker, then shrank the ask to fit it
Daniel opened with budget worries. Instead of defending the price, you asked what the concern actually was: timing, not money. You moved the start to Q1 and kept the pilot scope, so the deal stopped depending on a decision he couldn’t make this quarter.
⚡ Highest-impact improvement
📌 The call ended without a date for the next step
The moment in your call
“Sounds good, let’s stay in touch.”
Instead
“Before we close: your ops lead signs off above 20k. Can we book 30 minutes with her next Tuesday?”
Why it matters
A next step without an owner and a date isn’t progress. [Playbook: Discovery — Plan agreement]
Next time
Close every discovery call by naming the next decision-maker and putting a date on that meeting.
📈 Progress since last time
Probing for the real blocker was the gap on your call on 22 Sep. Today you led with it. Trending up.
🌟 You turned a budget objection into a Q1 pilot in 38 minutes. Book the ops meeting and this deal is moving.
Works in Slack·Delivered by
A post-call review in Slack. The person and companies are fictional.
- 80%+ of reps consume the coaching.
- You see who received it, who read it and who improved.
- No new tool for reps to learn.
For every rep
A skill dashboard that shows real progress
Each rep sees their focus skills, their top strengths and how a skill developed over the weeks, next to the meetings behind it.
Anya — Skill dashboard
Updated just now
Focus skillsChange focus
Top strengths
Problem impact & business case progress
3 Aug17 Aug31 Aug14 Sept28 SeptToday
Meetings per week
CW 32CW 33CW 34CW 35CW 36CW 37CW 38CW 39CW 40CW 41
▸ How the score works
A rep’s skill dashboard. All names and numbers are fictional.
- Baseline, current score and the change in points.
- One skill in focus at a time, until it sticks.
- Change the focus whenever priorities change.
For managers
The one-to-one is prepared before you open it
Taskbase writes the coaching brief for every rep: the three gaps to work on with a quote from a real call, the deals at risk in the quarter and a 30-minute agenda.
Manager coaching brief
Alex – Coaching 1:1
What needs your help now. Updated 07 Oct 2026, 18:16.
Coach first
The three skills to work on
Asked generally about relief and more customer conversations; when the buyer named speed and quality, Alex did not follow up on what it costs.
Quarter
Close-plan focus
- Northwind Logistics€67K
- Brantec IT€9K
- Helio Metering€5K
- Vantro Group€1K
A manager’s one-to-one brief. Names, companies and amounts are fictional.
- The main need of the rep, in one line.
- The deals that carry the quarter, and the risk behind them.
- A suggested agenda for 30 minutes.
For leaders
Where the team is strong, and where not
See who is good at which skill, where the whole team is weak and how reps compare. Decide what to focus on, with the numbers in front of you.
Team skills
Where the team is strong, and where not
Average of 9 reps · 116 scored conversations in 30 days · vs. 90-day baseline
StrongIn the middleNeeds coaching
The team’s skills at a glance. Names and numbers are fictional.
- Team average against the 90-day baseline.
- Strongest and weakest skill, and the biggest gain.
- A comparison between team members, skill by skill.
Impact
Do better skills lead to better results?
We measure the skills, and we measure the outcomes. Taskbase puts them side by side, month by month, so you can see whether skill growth shows up in meetings, win rate and sales cycle.
Do better skills lead to better revenue results?
Six-month view. Prospecting skills map to meetings and pipeline. Closing skills map to win rate, sales cycle, deal size and won revenue.
Prospecting
Cold-call skill → meetings & pipeline
62 / 100 · latest month
38 scored calls · 4 reps
Six-month line
- May 264111 meetings · €85,500 pipeline
- Jun 264414 meetings · €92,100 pipeline
- Jul 264917 meetings · €96,800 pipeline
- Aug 265519 meetings · €101,300 pipeline
- Sep 265822 meetings · €98,400 pipeline
- Oct 266226 meetings · €103,200 pipeline
Closing
Customer-call skill → revenue outcomes
61 / 100 · latest month
57 scored calls · 5 reps
Six-month line
- May 264411.0% win · 74d cycle
- Jun 264713.2% win · 68d cycle
- Jul 265114.8% win · 61d cycle
- Aug 265517.1% win · 55d cycle
- Sep 265819.3% win · 50d cycle
- Oct 266121.0% win · 46d cycle
What the evidence says now
Use at least four months with skill evidence before showing a relationship. Use six or more months before treating it as a planning signal.
Example data, not customer results.
- Cold-call skills against meetings and pipeline.
- Customer-call skills against win rate and sales cycle.
- The link is tested again as each new month arrives.
Discover more products
Taskbase products work together, on the same playbook.
See skill development on your own playbook
We take your playbook, pick the skills with you and show you the coaching on real calls.