Strategy execution view
The strategy pillars you set, measured in real calls, with the change since they were introduced.
For CEOs
Make your strategy real in every customer conversation, and hear how it lands.
Taskbase puts your strategy into the revenue playbook, brings every change to the field faster than anything else, and brings back what customers and reps say, so product, marketing and sales adjust together.
Strategy execution
Is the strategy being sold?
Measured in all customer calls, last 30 days · strategy set in the playbook on 15 Sep
31%
Sell Fleet Insights, our high-margin productPositioned in 31% of calls (12% before)
+19 pts since 15 Sep18%
Move up-market: talk to economic buyersAn economic buyer joined 18% of calls
+4 pts64%
Lead with the data-protection answerHandled as the playbook says in 64% of calls
+9 ptsBy teamDACH 42%EMEA 28%US 19%
2 of 9 reps have not positioned Fleet Insights in the last three weeks. Taskbase has coached them on it.
Strategy execution measured in real calls. Company, products and numbers are fictional.
The problem
The world changes every week. Your organisation hears about it months later.
- The strategy lives in slides, and sales keeps selling what it always sold.
- Nobody can tell whether the high-margin product is even mentioned in calls.
- Product hears the market second-hand, from a few loud accounts.
- New objections and competitors appear every day and stay hidden in calls.
- A new feature ships, and sales does not know what it is worth to a buyer.
- Change management means workshops, and workshops fade within weeks.
The impact
What changes with Taskbase
- 01
Know whether the strategy is executed
Taskbase measures in real calls whether the products and positioning you decided on are actually sold, by team and by rep, and coaches the ones who are not there yet.
- 02
Change reaches the field in days
A change of strategy, a new product or a new message goes into the revenue playbook, and from there into coaching, answers and daily work. Taskbase supports change management, it does not add another project.
- 03
Product hears the market
What customers ask for, which features they talk about, why you win and why you lose, aggregated from every call, so the product strategy can follow the evidence.
- 04
One source of truth
The revenue playbook holds the strategy, the product values, the use cases and the positioning. Sales, marketing, customer success and product work from the same answers.
- 05
Fast feedback on every launch
When a feature ships, Taskbase turns it into values and positioning, reps use it in calls, and you hear within days whether it lands.
- 06
Insights nobody has to enter
Objections, competitors, use cases and buyer language are counted from the conversations themselves, across the whole organisation.
Taskbase in action
The work Taskbase takes on
Revenue playbook with product values
Strategy, product values, use cases and positioning in one place, approved by you and always current.
Change rollout
A new feature or message becomes approved positioning, coaching and the first customer feedback.
Product insights
Features customers talk about, features reps pitch, win and loss reasons, and questions that point to a gap.
Competitor and objection watch
New competitors and objections spotted early, with the evidence and how reps handle them.
One view across the organisation
Sales, customer success, marketing and product signals, without another dashboard to maintain.
From a strategic decision to customer proof
- 1Decide the change in the playbook
- 2Reps are coached on it in their chat
- 3Calls show whether it is sold
- 4Customer feedback comes back to product and marketing
Change management
From a new feature to the first customer feedback in days
When something changes, Taskbase carries it through: values and positioning written and approved, reps coached in the chat they use, and the first calls tell you whether it lands.
Change, executed
Route Planner 2.0 goes live
From release notes to the first customer feedback in four days
- MonFeature releasedTaskbase reads the release notes and the product page.Done
- TueValues and positioning writtenThree values for buyers, one answer for the likely objection. The product owner approves.Approved
- WedReps coached14 reps get the new positioning in the chat they use, with a practice question.Delivered
- ThuFirst calls9 calls already mention the feature.Live
- FriWhat landedLands with operations managers. Finance asks about price per route.Feedback
A product launch carried to the field. Product and numbers are fictional.
Product insights
What customers ask for, and what reps push
Aggregated from every call: the features and use cases customers raise, the ones reps pitch, why you win and lose, objections nobody can handle and questions that point to something worth building.
Product insights
What the market says about the product
Aggregated from all calls, by customers and by reps.
30 days90 daysAll time
Features customers talk about
- Route Planner41 calls
- Driver App27 calls
- Fleet Insights12 calls
Features reps pitch
- Fleet Insights38 calls
- Route Planner33 calls
- Driver App15 calls
Fleet Insights is pitched far more than it is asked for.
Why we win
- Setup in two days22 deals
- Data stays in the EU17 deals
Why we lose
- No offline mode14 deals
- Price against incumbent9 deals
Objections reps cannot handle
- “Does it work offline?”14 calls
- “Can it plan multi-day routes?”8 calls
Questions that point to a gap
- Multi-day route planning11 calls
- Integration with fuel cards7 calls
Aggregated product insights. Products and numbers are fictional.
Your own dashboards
A product intelligence dashboard, built by talking to Taskbase
Ask for the view you need: what customers are asking for, week by week, with the calls behind every number. Taskbase builds it from your recordings and your CRM, and you change it by chatting.
Customer research / Sales + Customer Success
What customers are asking for.
Separate customer pull from seller positioning. Follow the jobs, friction and alternatives behind product decisions, with the original call evidence.
Rolling readable-call cohortVerified call coverage
100 / 100 calls
72 distinct identified accounts
29 Sept — 20 Oct
OverviewUse-case trendsObjectionsCompetitive patternsCall registerCoverage & sources
Demand over timeIndependent buyer asks · weekly rate within these 100 calls
Call-deduplicatedOffline modeMulti-day routesFuel card integration
Partial boundary weeks. Rates describe the selected readable-call sample, not all activity or market demand.
A dashboard built in Taskbase. Product, topics and numbers are fictional.
One view
The whole revenue picture, on one page
Pipeline, forecast, funnel and adoption in one view, built by talking to Taskbase, from the data you already have.
CRO Revenue Command Center
Where do we stand against the number? What is driving revenue? What do I do today?
Q4 2026 situation
Won vs targetOn track€520k37% of the €1.4M target
ForecastGap€1.21MEvidence-based. Manager view €1.28M
Pipeline coverageWatch2.4×38 open deals in the quarter
MomentumRiskDeterioratingNew pipeline is 18% below last quarter
Qualified funnel size, rolling 12 months
Total funnel Weighted funnel
NovJanMarMayJulSep
Meetings generated, rolling 12 months
Every new Sales Pipeline deal counts, whatever its starting stage.
NovJanMarMayJulSep
Do better skills lead to better revenue results?
Closing skill → Win rate+17 pts · +10.0 pp · moved in the same direction
Closing skill → Sales-cycle speed+17 pts · 28 days faster · moved in the same direction
Prospecting skill → Meetings generated+21 pts · +15 · moved in the same direction
Open deals that need attention
| Deal | Stage | Owner | Amount | Weighted |
|---|---|---|---|---|
| Northwind Logistics | Commercial agreement | Anna Weber | €84,600 | €67,680 |
| Helio Metering | Solution agreement | Luca Meier | €52,000 | €31,200 |
| Brantec IT | Problem agreement | Mira Keller | €41,500 | €16,600 |
| Alpenwerk Security | Problem agreement | Anna Weber | €38,000 | €15,200 |
| Vantro Group | Meeting booked | Luca Meier | €15,000 | €3,000 |
| Kestrel Foods | Meeting booked | Mira Keller | €15,000 | €3,000 |
Why we lose
- No priority at the moment42 deals · 34% of losses
- No strong use case or pain14 deals · 11% of losses
- Build internally6 deals · 5% of losses
Why we win
- Focused mid-size tech deals close6 of 20 wins were €20k+
- We win where a named pain is on the tableWins mirror the top loss reason
- We win on fit and speed, not priceOnly 4 losses went on price
A command centre. All names and numbers are fictional.
Living Revenue Playbook
One approved playbook behind every answer
Taskbase 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.
- 1
Evidence
A new objection, competitor or question shows up in real conversations.
- 2
Suggestion
Taskbase proposes a playbook change and shows the evidence.
- 3
Approval
The accountable leader reviews and approves it.
- 4
Updated work
Coaching, answers and automated work follow the new standard.
The playbook is where strategy becomes behaviour. Change it once, approve it once, and coaching, answers and daily work follow.
Where Taskbase fits
Not another recorder. Not another chatbot.
Not another call recorder
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.
Not another generic chatbot
Generic AI can create an answer. Taskbase adds your approved context, customer evidence, individual skill memory, connected workflows, governance and follow-through.
See how Taskbase works for CEOs
We walk through your strategy and show how it would reach, and come back from, every customer conversation.