Meeting briefing
Goal, history, gaps, opener and the questions to ask next, based on what the deal still lacks. What the SDR agreed with the prospect is in it. Ready before the call.
For Account Executives and Account Managers
Sell more. Admin less. Improve every day.
Taskbase 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.
Skill progressOpen full page
Anya — Skill dashboard
Updated just now
Focus skillsChange focus
Problem impact & business caseFocus since 31 AugCoach now17
27/100
Discovery depth & question progressionFocus since 05 OctCoach now67
75/100
Challenge-led value propositionFocus since todayCoach now59
54/100
Top strengths
Follow-through & commitment reliability100/100
Account relevance & preparation84/100
Active listening & shared understanding73/100
Problem impact & business case progress
Problem impact & business caseDiscovery depth & question progressionChallenge-led value proposition
3 Aug17 Aug31 Aug14 Sept28 SeptToday
Meetings per week
CW 32CW 33CW 34CW 35CW 36CW 37CW 38CW 39CW 40CW 41
▸ How the score works
Choose up to three focus skills and watch them move after every coached call. All names are fictional.
Three jobs, one AI
Builds skills, takes work off your plate, keeps the playbook alive
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Skills
Builds skills
One focus skill at a time, coached on your own calls, with your playbook and the account history in mind.
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Time back
Takes work off your plate
Briefings, follow-up emails, CRM updates and call lists, done before you ask.
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Playbook
Keeps the playbook alive
What works in real calls comes back as a playbook suggestion, so every rep applies it.
The problem
Selling is only part of the job.
- Account research and meeting preparation eat the hours before every call.
- Follow-up emails, decks and business cases are written by hand.
- CRM updates come last and are never fully current.
- It is hard to see which deals are really at risk.
- Feedback is rare, so the same gaps repeat for weeks.
- Another new tool to learn on top of all that.
The impact
What changes with Taskbase
- 01
Selling time back
Taskbase completes the written and administrative work around customer conversations: hours of research, writing and CRM work.
- 02
A better next conversation
Taskbase uses deal history, the playbook, what the SDR learned and real evidence to prepare the goal, opener, questions, risks and next step.
- 03
Skill built through real work
Short, personal feedback and the exact wording to use next time, after real calls.
- 04
No extra tool
You work with Taskbase in your normal chat tool. It works across your systems behind the scenes.
- 05
Clean deals without extra admin
Customer evidence becomes current CRM data, qualification, commitments and next actions.
Taskbase in action
The work Taskbase takes on
Personal call coaching
One clear strength, one gap and “what I should say” for the next call.
Focus skills you control
Up to three skills in focus, changeable at any time by you or in a one-on-one. Reminded the next day and in the briefing before each meeting.
A priority list every morning
Open deals: what is still to do in each one, and which SPICED or MEDDICC letters still need work.
Deal risk board
See which deals have risks and which do not, and why, so you spend the day on the right ones.
Event prospector
Find good events, then the people at them who match your ICP. Email them and add them to the CRM from the list.
The whole CRM, from the chat
Update fields, keep records current and move deals through the pipeline without opening the CRM.
Post-meeting follow-up
Customer email draft, promised assets, commitments and your personal action list.
Decks, plans and business cases
Presentations, account plans, proposals and business cases built in Word, Excel, PowerPoint or pitch.com, or edited in your existing files and decks.
Digital sales rooms
The right content and next steps sent to the buyer’s sales room, without copying anything over.
Prepare, coach, automate, update
- 1Before the call: Taskbase prepares what matters
- 2During the deal: context, gaps, risks and next steps stay clear
- 3After the call: follow-up drafted, CRM updated
- 4Over time: the skills that win more deals improve
Deal risks
See which deals are at risk, and which are not
The Deal Risk Board scores every open deal from the evidence in your calls, emails and CRM, and shows why. You see where to act today and where a deal is healthy.
Pipeline health
Deal Risk Board
Live from HubSpot · your open Sales Pipeline deals · updated 07.10.2026, 18:12
8Open deals
43Avg score
0Blocked
Score 0–100. 75+ healthy · 50–74 watch · 30–49 at risk · <30 critical.
Solution/Value agreement1
Northwind – New deal
48
Process 0/31 · Risk criteria 48/67
No follow-up meeting booked
Open in HubSpotView details →
Power agreement1
Helio Logistics – Smart fleet
52
Process 0/31 · Risk criteria 52/67
No follow-up meeting booked
Open in HubSpotView details →
Deal Risk Board: pipeline health with the evidence behind every score. All names are fictional.
Events
Find the right events, and the right people at them
Taskbase suggests events that fit your ICP from the sales playbook, then lists the people likely to be there. Public emails and phone numbers cover smaller ICPs. For larger ones, data tools such as Prospeo, lemlist, FullEnrich and Clay fill the gaps. Email them straight away and add them to the CRM automatically.
Event prospector
SaaS Connect Zurich · 12 Nov
Matches your ICP: logistics, 50–500 employees · 12 people likely to attend
- MVMara VossHead of Sales, Northwind FreightPublic email Email In HubSpot
- JKJonas KellerVP Operations, Helio LogisticsProspeo Email In HubSpot
- PRPriya RaoRevenue Operations, Vega RetailClay Email In HubSpot
An event lead list: who to meet, where the contact data came from, and one click to email or add to the CRM. All names are fictional.
Feedback on your focus skill
Coached on the skill you chose, after every call
After a call Taskbase posts one short note in Slack about one of your focus skills: what went well, the biggest lever and the exact wording for next time.
TTaskbase16:20
✅ WHAT YOU DID WELL
📌 You got the buyer to name the cost of the problem
Skill: Discovery Depth & Question Progression
You asked what the slow follow-up process costs the team every week, and Tom named it himself: about two days of rep time. That gave you a number to work with.
⚡ BIGGEST LEVER · 🎯 one of your 3 focus areas
📌 Turn the cost into a business case the buyer owns
Skill: Problem Impact & Business Case
The moment in your call:
“So roughly two days a week get lost. Let me send you our pricing.”
How you could handle it better:
“Two days a week for a team of six is about twelve days a month. Before I send anything: what would it be worth to you to get half of that back, and who needs to see that number to approve this?”
Why it matters: Tom had just quantified the pain. Moving straight to pricing left the number with you instead of with him, so he has nothing to take to his finance lead. [Playbook: Business Case]
📈 PROGRESS SINCE LAST TIME
On 21 September, asking about the impact was your coaching lever and the score dropped to 12. Today you asked the impact question without being prompted. Since 31 August your Problem Impact & Business Case score has moved from 17 to 27.
🌟 Keep asking what the problem costs. At the next quantified pain, turn it into a number the buyer repeats back to you.
A coaching note in Slack after a call. All names 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.
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
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.
Meet Taskbase
See a briefing, a coached call and a ready follow-up on a real deal.