Anonymize this callTicked: STUDIO replaces the customer company and every buyer-side name with synthetic ones as the call is classified. Nothing else changes, so the score is identical to the real call. Your rep stays real, and the report and trends use the synthetic version.Unticked: the call is scored as-is, with the real customer details.You can change this before or after importing, but not once you Run.For the strictest privacy, scrub on your own device first with the Anonymize page; those calls are flagged and kept out of trends.
Runtime Status:Idle
Call Details
Class
Message Center
You are about to dive deep into your secret sauce
We'll analyze your transcript with our evidence-backed scoring system, then show you exactly what to replicate and what to fix. Click IMPORT to begin.
Anonymize this callTicked: STUDIO replaces the customer company and every buyer-side name with synthetic ones as the call is classified. Nothing else changes, so the score is identical to the real call. Your rep stays real, and the report and trends use the synthetic version.Unticked: the call is scored as-is, with the real customer details.You can change this before or after importing, but not once you Run.For the strictest privacy, scrub on your own device first with the Anonymize page; those calls are flagged and kept out of trends.
87/120
Above expected
82% coverage · High confidence
Setting Expectations4.4
Problem Development3.8
Objection Handling3.2
Active Listening4.1
Next Steps3.6
Quick Snapshot
Anonymize this callTicked: STUDIO replaces the customer company and every buyer-side name with synthetic ones as the call is classified. Nothing else changes, so the score is identical to the real call. Your rep stays real, and the report and trends use the synthetic version.Unticked: the call is scored as-is, with the real customer details.You can change this before or after importing, but not once you Run.
Runtime Status:Idle
Call Details
Class
Message Center
Reading this score
Setting the scorecardSet each skill's desired score: drag its marker left or right to the cell you want as the minimum. The score recalculates against it, and Restore original puts back the default scorecard.
?Why a trend line looks brokenEach mini trend line connects only the calls where this skill was actually scored. If a call had no evidence for the skill, that point is left out, so the line can start partway across or show gaps. A gap means the skill was not scored on that call, not that it scored zero. A real zero would sit on the bottom baseline.
How each rep’s overall score is trending across their last 24 months of scored calls. Scores only, no transcripts. Turn Trends off any time in Account.
Reports saved when Auto-save reports is on in Account. Open one to view it again and download the PDF. Scores and evidence only, no transcripts.
Compare up to five reps (tick them in Average Scores, then Compare) or two teams. Each column shows the average observed score per skill across all their scored calls, updating as new calls come in.
Set your own preferences for the minimum expected level and weight of each skill, per call type. Your settings apply automatically when a matching call is scored; any call type left as Default uses STUDIO’s system settings.
Call type
Coming Soon
Connect your notetaker and stack so calls are scored automatically and each rep's identity, trends, and teams stay accurate straight from the source. These integrations are on the way:
Unused calls never expire and are always refundable.
First, the reassurance: you may not need this. STUDIO never stores your transcript. Every call is processed in memory for a single scoring run and then discarded, we keep only the derived results your report is built from (scores, confidence, and short evidence excerpts), keyed to a one-way hash, for a short window. The full details are in our Trust Center.
Anonymizing before you upload is an optional extra layer, the highest-security practice for teams under strict privacy, legal, or compliance rules who prefer to keep confidential details on their own machine entirely. It's playing it safe by choice, not patching a gap.
It's also handy the other way round: anonymize your transcript here before you contact Support, so you can safely attach it.
Why use it
Your raw call never leaves your control. De-identify it on your own machine, or a private/offline model, before uploading. STUDIO only ever sees a synthetic copy.
The score is identical. Only buyer-side names change, every word, number, and behavioral gap stays exactly as spoken, so the synthetic transcript grades the same as the original.
The customer can't be traced. The buyer's company name and every buyer-side person's name are swapped for consistent synthetic identities, reused everywhere in the call.
Built for compliance-sensitive teams who can't share customer names or PII with third-party tools.
How to use it
Click Copy prompt below.
Open your preferred AI assistant, ChatGPT, Claude, Gemini, or a local/offline model for maximum privacy.
Paste the prompt, then paste your raw transcript beneath it, and run it.
Review the synthetic transcript it returns, skim once for anything real that slipped through.
Save it as a .txt file and import that synthetic version from Home or the Quick Snapshot page.
The anonymization prompt
Preferences
Enable Trends
Auto-save reports
Show Banner
Email recipients
AI-generated & advisory. Scores are produced by AI to support human judgment, the scores must not be the sole basis for employment, disciplinary, or compensation decisions. How we use AI →
Our privacy, security, and data-handling commitments, how we handle your calls and your data.
This guide walks you through STUDIO one piece at a time, what it is, when to
use it, and what every button does. Read it start to finish, or jump to the part you need.
Nothing here is urgent or complicated; if you ever feel stuck on the app, this page is meant
to get you unstuck.
What it is
STUDIO reads the transcript of a sales or customer call and gives it a score. The score
answers one question: how much of the standard the manager set did this call actually
meet?
It looks at eleven specific selling skills, things like how the rep opened the call, whether
they uncovered the real problem, how they handled pushback, and how they closed. For each one it
gives an actual score, compares it to the level you expect, and rolls everything up into a single
number with a short written explanation and a list of next steps.
It does not record calls or listen live. You give it a transcript that already
exists, and it gives you a read on that one call.
Why we use it
Reviewing calls by hand is slow, and two people often grade the same call differently. STUDIO
applies the same standard to every call, so a score means the same thing across
reps, managers, and weeks. That makes coaching fairer and the patterns easier to see.
It also makes the good stuff repeatable. When you can point to exactly which skills a call hit
or missed, with the lines from the transcript behind each one, you can teach the rest of the
team to do the same thing on purpose.
When to use it
Reach for it whenever you have a transcript and want a quick, even-handed read. Typically:
Right after an important call, while it's still fresh.
Before a one-to-one, to decide what to praise and what to work on.
When you want to compare how a skill is landing across several calls.
When a rep wants honest feedback on their own call before their manager sees it.
Who it helps
CROs & sales leaders
A consistent read on call quality across the whole team, so coaching and forecasts rest on the same yardstick instead of gut feel.
Enablement
See which skills are landing and which need training, based on real calls, not opinions, and measure whether training actually moved the number.
Front-line (Tier 1) managers
A second pair of eyes on each call before a one-to-one: what went well, what to fix, and the exact moments to point to.
Reps
A clear, specific read on your own call and a short list of what to do differently next time, no waiting, no guesswork.
The screen at a glance
Home is where you start: import a call and STUDIO reads and scores it while a
scanner animation plays, then hands you to Quick Snapshot,
the main working area where you'll spend almost all your time. From top to bottom you'll see:
Top menu, an Advanced toggle (see below), Quick Help (a short
in-app cheat sheet), Getting Started (this guide), and Support.
Left menu, switches between pages, in collapsible groups. It opens with
Home, then the diagnostic lenses on the one call you've imported:
Quick Snapshot (scoring, the page described here), Cross-Skill,
Buyer Signals, and MEDDPICC (deal qualification, shown as a signal, not scored).
Then a Workspace group: Teams, Scorecards, Anonymize, Account,
Integration (coming soon), and Billing & Plans. Finally Getting Started
(this guide), Support, and the Trust Center, with your account chip (photo, name, and a menu for Account or Sign out) at the bottom.
Each group header folds with its chevron, and the whole rail collapses to an icon strip with the
chevron at its top.
Toolbar, the main action buttons: Import, Run,
Stop, Clear, PDF, and Email, plus an Anonymize tick
box that swaps the customer company and buyer-side names for synthetic ones as the call comes in
(your rep is kept, and the score is unchanged); set it before you Run.
Advanced (top bar), off by default. Turn it on to reveal the
Message Center (progress and warnings) beside a short guide to reading the score,
with the Identified Lifecycle Stage, the customer journey as a row of stages with the
one for this call glowing gold, below it.
Call Details, the rep, role, business, call type, and call duration, filled
in for you after import.
Final Score, the big number, its meaning, and how much of the call had
evidence to score.
Performance Breakdown, each skill's actual result next to the expected minimum
(the black triangle you can drag to set the bar). Restore original
puts your edits back and restores the original score.
Your read on this score, beside the breakdown: rate the score, re-score at a
lower bar, score a different call, or dive deeper into Cross-Skill, Buyer Signals,
or MEDDPICC.
Coaching Summary, a plain-language write-up in collapsible sections: what worked,
areas to improve, this rep's trends, their last few calls as graphs, and where to go from here.
Step by step
Import a transcript
Click Import transcript and pick a file, or drag the file onto the notification box. Plain text works best (.txt, .vtt, .srt, .md, .log, .csv). The app reads the call, works out the call type, and loads a matching scorecard. To scrub customer details on the way in, tick Anonymize on import first, STUDIO keeps your rep real, replaces the buyer-side names and specifics, and scores the clean copy (see Anonymize your transcript).
Check the Call Details
The rep's name, role, business, and call type fill in automatically. These are read-only, they come from the transcript, so there's nothing to type. On calls with more than one rep on your side, the name and role shown are the call owner, the rep who actually drove the conversation and was scored, not whoever opened the call.
Rep's Role is shown only when the call gives enough evidence to determine it reliably. If it can't be determined, the role is left out (rather than guessed) and a note appears in the Message Center.
Run
Importing scores the call automatically; click Run to re-score after you change a setting. While it works, Home plays a scanner animation and runs a quick Sanity Check, a brief pre-flight pass that confirms the transcript looks like a real call before scoring begins. The first run on a new transcript takes a couple of minutes; after that, re-running is quick and free, until you change a setting, which scores again.
Read the score
The big circle shows the final number, with its meaning underneath (for example "Below expected") and how much of the call had evidence to score. Green means the call met or beat the standard, amber means it fell a little short, red means a serious gap. See Reading the score.
Read the coaching summary
Below the score, the Coaching Summary covers what worked, where the call fell short, this rep's trends and recent calls, and where to go from here, in collapsible sections. The deeper connected read, Score Analysis and Recommendations, now lives on the Cross-Skill page.
Download or email the report
Click PDF for a clean, one-page branded report you can save or share, or Email to send it to yourself.
Every button explained
Top menu
Button
What it does
Advanced
A toggle in the top menu, off by default. Turn it on to reveal the Message Center, the runtime monitor, and the Identified Lifecycle Stage on Quick Snapshot. Turn it off for the clean, essentials-only view.
Quick Help
Opens a short in-app cheat sheet, the essentials without leaving the page.
Getting Started
Opens this guide here in the workspace. It's also in the left menu.
Support
Opens the Support Center in the workspace, answers by topic, and how to reach us. It's also in the left menu.
Your account chip
At the bottom of the left menu, shows your photo and name. Click it for a small menu with Account (your profile, photo, preferences, and usage) and Sign out. Signing out ends your session; you'll sign in again next time with Google.
Toolbar
Button
What it does
Import transcript
Load a call transcript file. Importing scores it automatically.
Run
Score the call against the current scorecard.
Stop
Stop a run in progress and reset the screen. Re-import to start again.
PDF
Save a one-page branded report of the result.
Email
Email that one-page report to yourself.
Clear
Erase the current scores, notifications, and recommendations to start a new call from scratch. Enabled whenever there's something to clear.
Performance Breakdown
Button
What it does
Restore original
Revert your edits and restore the original score. Active only once you've changed something, and it lights up gold when you can use it. (Custom scorecards are saved on the Scorecards page.)
Copy
On the Coaching Summary box, copies it as plain text.
Expected minimum
This is the dial you control for each skill. It tells the app what "good" means for this kind of
call.
Expected minimum (the bar)
Click the segments to set the level you expect for a skill, from 1 to 5. The
score for that skill is measured against this bar: meet it and the skill is on target, fall below
it and it counts against the call.
Set the bar to 0 to make a skill optional. An optional skill
is never required, if the rep does it, it adds a small bonus; if they don't, there's no penalty.
Use this for skills that are nice-to-have on a given call type but not expected.
Reading the score
The final score is built around 100. 100 means the call met exactly the standard
you set. Above 100 means it beat the standard; below means it fell short. The scale runs up to 120.
Score
Meaning
Under 70
Serious execution gap
Red
70–84
Below expected
Amber
85–99
Close, but not enough
Amber
100
Met manager expectation
Green
101–120
Exceeded expectation
Green
Evidence coverage & confidence
Under the score you'll see something like "72% – Medium Confidence". Coverage is
how much of the scorecard the call actually gave evidence to score, not every skill comes up on
every call. Confidence follows from coverage: High at 85%+, Medium from 60–84%, Low
below 60%. A lower coverage doesn't mean a bad call; it means there was less to go on, so read the
score with that in mind.
When a score is capped
The app holds a score back in a few cases, so a high average can't hide a real problem:
A critical skill far below its bar, the score is capped at 74.
Two or more critical skills below target, capped at 79.
Low coverage (under 60%), capped at 79 and confidence set to Low.
A capped score shows in red as a flag that something needs a closer look.
Proving your enablement moves the needle
One of the hardest parts of enablement is showing that your work actually changes performance. When
you cannot point to proof, it is enablement that is at risk, not the rep. STUDIO gives you that proof,
because every call is scored against the same bar. A change in the number is a real change in the
selling, not a difference of opinion between two reviewers.
Here is the loop to run:
Score a call and find the gaps. Import the transcript and read the Performance
Breakdown. Any skill sitting below its expected bar is a gap, for example Setting Expectations coming
in under target.
Coach the gap, not the whole call. Build a short plan aimed at that one skill, and
put your effort where the misses actually are.
Score the next call and compare. Re-score the same rep's next call. If the score on
that skill climbs, your coaching is working. If it does not move, the plan needs to change.
Watch the trend, not one call. Repeat it over several calls. A steady rise on a
skill you coached is hard evidence that the coaching, and your enablement, moved the number.
As you score more reps and teams, the same comparison tells you where the real problem sits, so you
invest your effort in the right place:
If one rep keeps missing while their peers improve, it is an individual
issue, either a skill gap or coachability.
If everyone under one manager misses the same skill, it points to a
management issue.
If every team misses the same skill, it is an enablement issue, and
that one is yours to own.
Now you know where to spend your effort. Coach, re-score, and watch the numbers. Rising scores are the
clearest proof that enablement moved the needle. And if most coached reps improve while a few do not, you
have found the specific reps to look at more closely, not a broken program.
After any score where at least one skill is below target, a gold Coaching
signal slides in on Quick Snapshot to point you at the biggest gap and back to this loop. When
every skill meets or beats its target, there is nothing to coach, so it stays away.
The eleven skills
Every call is scored on these eleven. Each gets its own actual score, compared to your expected
minimum.
Skill
In plain terms
Setting Expectations
Did the rep agree the purpose, agenda, and outcome up front?
Call Prep
Did the rep recap earlier conversations and pick up where things left off?
Personalization
Did the rep tailor the conversation to this buyer's world, using their real context, not a generic pitch (behavior, not research)?
Problem Development
Did the rep uncover the real business reason behind the buyer's need?
Moneyball Gap Identifier
Did the rep surface the gap between where the buyer is and where they want to be?
A-Ha Moment
Did the buyer have a genuine realization, not just polite agreement?
Objection Handling
How well did the rep deal with pushback and concerns?
Competitive Proactivity
Did the rep get ahead of rivals, build-vs-buy, and the "do nothing" option?
Domain Expertise
Did the rep know the buyer's world and speak their language?
Active Listening
Did the rep prove they heard the buyer, reflecting and reacting, not just pitching?
Next Steps
Before agreeing next steps, did the rep wrap up, play back what they understood and invite the buyer to add anything, then land a clear next step both sides agreed to?
More on Next Steps, the closing wrap-up. Before agreeing next steps, a strong
rep wraps up the call: they play back, in their own words, what they understood, "let me see if
I got this right, you said…, you mentioned…, you clearly said you cannot accomplish…", and
invite the buyer to confirm or add anything. This repetition is deliberate: it
catches misunderstanding and gives the buyer a last chance to surface more before the conversation
moves on, so the rep advances with full ammunition and zero confusion, no money left on the table.
The skill scores both this wrap-up and the quality of the next step itself, so a call that jumps
straight to scheduling without the recap is capped even if the meeting gets booked. (Distinct from
Call Prep, which recaps previous meetings at the start, and Active
Listening, which is reflection throughout the call.)
The Cross-Skill Diagnostic
The eleven skills don't work in isolation, they lift and drag each other. Open the
Cross-Skill Diagnostic from the left menu (after you've
scored a call) to see, in one row: your Final Score, what moved the
score (every skill ranked by how far it landed above or below its target, or the same
story as grouped cards), and the Domino, the single root-cause skill to fix first.
On a weaker call it does something more useful than a list of low scores: it traces the result
back to a single root cause, the upstream skill whose weakness rippled downstream,
and names the one place to start, so the whole call improves with it. It's the difference between
"these five skills were low" and "fix this one thing first, and here's why it dragged the rest."
It reads the scores from your most recent run, so score a call first and the page
fills in automatically, there's nothing to configure.
Buyer Signals: the deal from the buyer's side
Every other diagnostic scores the seller. This one flips the lens: it reads what the
buyer revealed, and predicts whether the deal actually has momentum. It's built for
a CRO who needs to see past a rep's optimistic forecast, with no enablement team to interpret calls
for them.
It scores two independent things:
Belief, does the buyer believe? Did they affirm the solution
solves their problem, own their pain, share something candid? The scale runs Blocker to Potential
Mobilizer.
Commitment, is the buyer acting? Owned next steps, bringing in
stakeholders, planning the rollout, a real reason to move now. The scale runs Window Shopper to
Take My Money.
Those two axes place the deal on the Momentum Radar, in one of four quadrants:
Advancing, believes and is moving. Protect the next step.
Warm · Stalled, believes, but not moving. The gap is urgency, not trust.
False-Positive, moving on the mechanics (pricing, terms) but never bought in.
This is the deal that looks green in your CRM right before it slips, and the read you can't get
anywhere else.
At-Risk, neither convinced nor committed. The go-dark precursor.
Every finding is buyer-attributed: a line the seller said never moves the
score. The Evidence score tells you how much to trust the read, and states plainly how many
buyer statements it rested on and that zero seller statements counted.
Where it helps: deal visibility and forecasting, surgical deal forensics, 1:1
coaching prep, and onboarding (paired with simulations). It's the read a CRO can't get from a rep's
own forecast, with no enablement team needed to interpret the call.
Open Buyer Signals from the left menu (the One-Off Diagnostic group). It reads
the transcript you've already imported, no re-import needed, and the read appears automatically once
you Run the call on Quick Snapshot.
MEDDPICC qualification scan
Alongside the score, STUDIO runs a separate MEDDPICC qualification scan on the
transcript. MEDDPICC is the industry-standard checklist for how well an opportunity is qualified. The
scan reads the call and reports, for each of the eight elements, whether the call showed
strong evidence (buyer-validated, quantified, named, or mapped), weak
evidence (merely mentioned or assumed), or no evidence at all. Buyer-stated evidence
always counts for more than anything the rep merely asserts.
Element
What strong evidence looks like
Metrics
The buyer states specific, quantified value tied to their own goals.
Economic Buyer
The person who controls the budget is named and actually engaged.
Decision Criteria
The buyer confirms the explicit standards they'll judge a solution by.
Decision Process
The steps, owners, and dates to a decision are mapped and confirmed.
Paper Process
Legal, procurement, and security steps to signature are identified.
Identify Pain
The buyer describes the real problem in their own words, with stakes.
Champion
A powerful internal advocate takes action on the rep's behalf.
Competition
Named alternatives, including "do nothing", and the buyer's view of them.
Why the qualification scan does not change the score
This is the most important thing to understand about the scan: the MEDDPICC findings
never factor into the final score. They sit in their own box and leave the number
untouched, by design.
Qualification is not a one-time event, and it cannot be judged from a single
call or pinned to one lifecycle stage. Qualification is an ongoing process that
begins at lead generation and only ends with expansion. A discovery call legitimately won't have a
paper process yet; a renewal call legitimately won't be re-establishing pain from scratch. Scoring
one call against the full MEDDPICC checklist would therefore punish calls for things they were
never meant to cover, which is exactly why we keep it out of the score.
The right way to measure qualification is a breadcrumbs approach: collect
qualification evidence across every touch in the customer lifecycle, first touch,
discovery, validation, proposal, onboarding, QBRs, renewal, expansion, and compute a qualification
score that updates continuously as the relationship progresses, rather than from any one
conversation.
Project Moneyball can help you build that. STUDIO can be connected to your CRM
and the rest of your revenue stack to capture these qualification breadcrumbs automatically across
the lifecycle and maintain a living qualification score, turning a per-call snapshot into an
always-current view of how real, winnable, and durable each opportunity is. Reach out via the
Support page to set it up.
Scorecards
A scorecard is your definition of good for a call type, the expected minimum for each of the eleven skills. When you import a call, the app works out the call type and
loads the matching scorecard, so you rarely start from scratch.
There's one scorecard per call type, and it applies automatically
whenever a call of that type is scored. There's nothing to load each time and nothing to remember, set your standard once and every future Discovery call is held to it.
Setting your own
Open Scorecards from the left menu, pick a call type, set
the bars your team wants, and save. Any call type you leave as Default uses
STUDIO's system settings, and Revert to default undoes your changes.
On Quick Snapshot you can also nudge the bars for a single
re-score; Restore original reverts your edits and restores the original score. To
save a scorecard for a call type, use the Scorecards page above.
Your scorecards are private to your account, no one else can see them.
Replicate What Good Looks Like
Scoring one call tells you how that call went.
Replicate What Good Looks Like (the Cohort Diagnostic)
answers a bigger question: what do my best reps actually do differently?, and turns the
answer into coaching. You'll find it in the left menu under The CRO Lens.
You give it two cohorts of calls of the same call type: your top performers, and
the core (or struggling) reps you want to lift. STUDIO scores every call, averages each skill per
cohort, and shows the two side by side, sorted by the biggest gap. Then it writes a playbook off those
gaps, the handful of skills that separate the groups, what the top performers do on each, the single
thing most likely missing, and concrete actions to bridge it.
Pick the call type and scorecard
Both cohorts are judged against the same standard, that's what makes the comparison mean anything.
Upload two zips
One .zip per cohort, each holding 2 to 10 plain-text transcripts (.txt, .vtt, .srt, .md), aim for 5 to 10 a side. Keep the cohorts clean: mixing weaker calls into the top-performer zip is the fastest way to a playbook that says nothing.
Generate the playbook
Reckon on about 1.5 minutes per file, so a full set of 20 can take up to around 30 minutes. Keep the tab open, closing or reloading it stops the run. Download the result as a PDF when it's done.
Every transcript in both zips is a scored call, so a 20-file playbook uses 20 calls.
Calls you've already scored are cached, so re-running them is fast and free.
Finding what your top performers do differently
If you're comparing top performers against core reps, use the Cohort Diagnostic instead
The Cohort Diagnostic does everything below automatically, scoring
both cohorts, lining up the per-skill gaps, and writing the coaching playbook for you. Reach for
the manual route only when you want a lens the Cohort Diagnostic doesn't cover: comparing by product
line, segment, or across different call types.
STUDIO isn't only for grading one call, run it across a set of calls and it becomes a way to find
out what your best reps actually do that others don't, so you can teach it on purpose instead of
hoping it spreads.
Before you start, decide the lens you want to diagnose by: product line, segment, rep, or whatever
comparison actually matters to your team. The steps below assume you're comparing top
performers against reps who are struggling to hit their goals, but the same approach works
for any two groups you want to compare.
Set the bar once
Use the built-in defaults, they adapt automatically to the identified call type, or define your own desired state for each skill and save it as your scorecard for that call type. Either way, score every call in the comparison against the same standard, so the results actually line up against each other.
Score your top performers
Import their call transcripts one at a time and review the Actual Observed Performance for each. Download a PDF report for every call so you keep a record to compare later.
Score the comparison group
Do the same for the reps you're comparing them against, for example, the reps who are struggling to meet their goals.
Compare and act
Line up the two sets of results. The gap between them shows you exactly which skills separate your best reps from the rest, evidence you can turn straight into team coaching, one-to-one coaching, or an enablement playbook.
The CRO Lens: team analytics
Once Trends is switched on (Account → Preferences) and a
few calls are scored, the The CRO Lens group in the left menu turns your individual
runs into a team picture. It needs no extra work: every scored call feeds it automatically, and it is
available on any paid plan.
Reps here are the people on your calls, not your login users
A "rep" appears automatically the first time one of their calls is scored, identified from the
transcript. That is separate from the users who sign in to STUDIO. You group and manage these reps on
the Teams page.
Trends, the headline: what good looks like
and where the gaps are across your scored calls, per call type and over time. Per-skill
trend lines, a critical-gaps summary of what's improving and slipping, and a heatmap, all filterable by
team, region, or manager. Scores only, never transcripts.
Average Scores, every rep's overall score
across their last 24 months of scored calls: latest, average, last-scored date, and a sparkline of the
trend. Sort by any column, filter by one or more teams, and search by name. Tick two reps and click
Compare, or Remove a rep to hide them (their data is kept for 24 months, and
Show removed brings them back). Scores only, never transcripts.
Teams, group your reps by team,
region, and manager so you can slice and compare them. Create, rename, or delete each of those,
and assign one per rep from a dropdown. You can also correct a rep's name here (click it to edit); the
change sticks and keeps their history. These groupings power the Trends and Average Scores filters and
team comparisons.
Compare, a side-by-side, skill-by-skill
average of two reps or two teams, with the gap on each skill plus the final score. It recomputes each
time you open it, so it always reflects the latest scored calls. Clear resets it.
History, the reports saved when
Auto-save reports is on (Account → Preferences). Re-open any saved report and download the
PDF again. Scores and evidence only, no transcripts.
Above or below the minimum, and why a few early calls aren't charted
Trends can only show a skill above or below its minimum when it knows the
Scorecard minimum that applied when the call was scored. That minimum level is what you
set for each skill on the Scorecards page (its Expected
minimum bar, 1–5) — or simply the built-in defaults if you change nothing. Either way
it's recorded the moment a call is scored, and each call keeps its own snapshot, so editing a scorecard
later never rewrites past results.
A handful of calls scored before that recording began carry no minimum. Rather than
plot a line it can't judge, Trends leaves those calls out of the graphs and notes how
many under the filters as "not shown — no Scorecard minimum recorded." A new account never sees
this: a minimum is recorded from your very first scored call, defaults included.
Anonymize your transcript
STUDIO never stores your transcript, every call is processed in memory for a single run and then
discarded, and only the derived results are kept briefly (full details in the
Trust Center). For teams under strict privacy, legal, or
compliance rules that would rather confidential details never leave their own machine at all, the
Anonymize page (left menu) offers a self-serve prompt that
does exactly that. It's an optional extra layer, playing it safe by choice, not patching a gap.
There are two ways to anonymize, and both keep your own rep real, the rep is your
employee, and the person you're coaching, so we never hide them from you. Only the customer side is
scrubbed: the buyer's company, the buyer-side people, product names, quoted pains, and commercial
figures are swapped for consistent stand-ins, while the call's structure, timing, and every behavioral
gap are preserved, so the synthetic version scores the same as the original.
On import (easiest): tick Anonymize on import in the toolbar on the
Quick Snapshot page. STUDIO scrubs the customer details on the
way in, scores the clean copy, and flags it in the Message Center. Because we did the scrub and kept
the rep intact, the call still feeds that rep's trends.
Out of band (highest privacy): copy the prompt from the
Anonymize page, paste it into any AI assistant, ChatGPT,
Claude, Gemini, or a local/offline model, add your raw transcript, and import the synthetic copy it
hands back. STUDIO recognizes an externally-scrubbed transcript and notes it in the Message Center;
since it wasn't scored from a call we controlled end-to-end, it is not added to trends
(the score and report are unaffected).
If something looks off
A few things you might run into, and what they mean:
A skill shows a red box / "couldn't be scored"
A red box on a skill means that one skill couldn't be scored on this
run, usually a brief, temporary hiccup with the scoring engine, not a problem with your
call.
The app handles this for you. When a skill hits a temporary issue, STUDIO
automatically retries it a couple of times on its own, you'll see a "retrying automatically" note
and the red box reset and re-run. Most hiccups clear by themselves, with nothing for you to do.
If a skill is still red after those automatic retries, you can click Run once
more to try again (only the red skills re-run; the rest load instantly from the saved analysis). If
it keeps coming back red, then it's genuine: that skill simply didn't come up in the call, or the
transcript is too short or unclear for it. It's left out rather than guessed, and if many skills
drop out, coverage falls and you'll see a Low-confidence note, so try a fuller transcript.
The score is in red / capped
That's the safety gate doing its job: a critical skill missed badly, or there wasn't enough
evidence. It's a signal to look at the call more closely, not a glitch.
It says "AI unavailable" or a daily limit was reached
The scoring engine is briefly unreachable or has hit its limit for now. Nothing is broken on your
side, wait a little and Run again.
The run won't start
Run only lights up once a transcript is loaded. If it's greyed out, import a transcript
first. If a run is stuck, click Stop and re-import.
Still stuck? The Message Center at the top of the app
explains what's happening at each step, read the latest message there first. For anything else,
reach out via the Support page.
The latest improvements to STUDIO, newest first. Have an idea for what we
should build next? Tell us on the Support page.
Late July 2026
ImprovedCross-Skill shows what moved your score. The redesigned page points to the one skill dragging the score down and shows how that gap cascades into the others, so you fix the root cause instead of the symptom.
ImprovedScores you can trust. Scoring is steadier from run to run, and a real gap in a must-win skill pulls the score down in proportion to how far it missed, so a polished call with one serious weakness reads honestly.
NewKeep the momentum. A short prompt after a score points you to the next best step.
ImprovedPicks up where you left off. Refreshing the app returns you to the page you were on, rather than back to Home.
NewPlans, billing, and refunds. Clear Billing, Refund, and Cancellation pages, with transparent pricing and no surprises.
Mid July 2026
NewMEDDPICC deal qualification. A new lens showing how real and winnable a deal is, alongside the call score. Read it as a signal across the whole deal, not a grade on a single call.
NewBuyer Signals. The other half of the call: the buyer's intent, their commitment, and where momentum sits, read from the buyer's own words.
NewCoaching Summary. Turns each rep's scores into specific, evidence-based next steps, with the trend across their recent calls.
NewThe CRO Lens for managers. Roll scored calls up across the team with Average Scores, Teams, and Compare.
NewScorecards. Define what good looks like for each call type once, and the right scorecard applies automatically whenever a call of that type is scored.
ImprovedAnonymize on import. Swap the customer company and buyer-side names for synthetic ones as a call comes in. Your rep stays real and the score is identical to the real call.
ImprovedOne clean toolbar. Import, Anonymize, Run, Stop, Clear, and PDF now sit together in a single compact strip on every diagnostic lens.
Need a quick answer on something? Pick a topic and the relevant answers appear
underneath. For a step-by-step walkthrough of the app, see
Getting Started.
All answers
What is Project Moneyball?
Project Moneyball is the company behind STUDIO, founded by Avner Baruch. After
15+ years coaching revenue teams at scaling companies, he built a way to turn real calls into
objective, coachable signal instead of opinion.
The Moneyball methodology sits on top of every leading sales framework and applies whichever fits
each moment of a call, so you are not locked into one vendor's playbook. STUDIO is how that
methodology reaches your team: it reads a call and shows the rep exactly what to repeat and
what to fix. Learn more at projectmoneyball.com.
What is STUDIO?
It scores a real sales or customer call against the skills that make calls succeed.
You import a call transcript; the app works out the call type, then grades the rep on
eleven selling skills, opening, discovery, problem development, objection handling,
next steps, and more, against a standard you set. You get one clear score with a
written explanation and a list of next steps, instead of a gut-feel opinion.
It doesn't record calls or listen in live. You give it a transcript that already
exists, and it gives you a read on that one call.
Is there any heavy lifting required?
No. There is nothing to install, connect, or configure. You import a call transcript with a
single click and STUDIO does the rest: it works out the call type, scores the rep, and writes up
the result.
It runs alongside whatever notetaker or recorder you already use, and it is
100% self-service. No integration, no setup project, no admin.
What is the difference between STUDIO and Gong?
Gong is a call recorder that began as a conversation-intelligence platform and evolved into a
mega-platform, layering customer-success and outreach-style capabilities on top of its legacy call
recorder. Navigating all of that to extract what good looks like consumes effort, time and skills
most CROs, and even enablement teams, cannot afford.
STUDIO is not a call recorder, not a customer-success platform, and not an outreach platform. It
does not record or transcribe every call, and it does not generate data for the sake of generating
data. STUDIO complements Gong, enabling CROs, enablement and even reps to extract
what good looks like with the click of a button.
STUDIO has a different job — to enable CROs, enablement and reps to identify what good looks like
and replicate success. Different jobs, and they work well together.
I am using Gong, do I need to replace it?
No. Keep Gong. STUDIO is not a recorder and not a replacement for your conversation platform.
Export a transcript from Gong, import it into STUDIO with one click, and you get a full coaching
diagnosis on top of the call Gong already captured.
Think of STUDIO as the coaching layer that sits on your existing stack, not a
rip-and-replace.
Why doesn't STUDIO record calls?
By design. STUDIO is a lean, precision coaching tool — a surgical chisel, not another data
platform. Recording and storing every call would add exactly what most teams are trying to avoid:
another system for IT to run and another data-and-privacy surface for your security and CISO office
to review. STUDIO deliberately avoids all of that.
STUDIO does not host or store your calls or transcripts, and nothing you score is
retained or shared with third parties. It does not need to: producing what good looks like only takes
a small, regular sample of transcripts, not your entire call history — and that is what delivers the
highest-fidelity coaching at the lowest cost and the strongest security posture for our customers.
What is the difference between STUDIO and a Notetaker?
A notetaker (Fireflies, Fathom, Otter, and the like) joins your call and produces a transcript and
a summary. That transcript is the input STUDIO starts from.
STUDIO reads it and scores the selling: strengths to replicate, gaps to close,
and the next steps to coach. A notetaker tells you what happened on the call. STUDIO tells
you how good it was and what to do about it.
Won't STUDIO just add to my tech sprawl?
It's the opposite. The pressure most CROs and lean enablement teams feel today is too many tools
and too little time to run them — the goal is to consolidate, not to stand up another
complex platform to manage.
STUDIO is built for that reality: a single, complementary coaching layer that overlays the call
recorder or notetaker you already use. No new platform to administer, no added sophistication, no seat
tax and no unused licenses — you point it at a few transcripts and get what good looks like.
Who is it for?
Sales and customer-success leaders and managers who coach reps,
enablement teams measuring whether training moved the needle, and
reps who want objective feedback on real calls, not opinions.
Where do I start?
Start on Home: import a call and STUDIO scores it, then takes
you to Quick Snapshot. You can switch pages anytime from the
menu on the left:
Quick Snapshot, score one call. This is where most people
spend almost all their time.
Cohort Diagnostic, compare two cohorts of calls (your top
performers against your core reps) and turn the gaps into a coaching playbook.
If it's your first time, start with a single call on
Quick Snapshot.
What are all the pages in the left menu?
Page
What it's for
Home
Import a call to score.
Quick Snapshot
Score a single call across the eleven skills.
Buyer Signals
The call through the buyer's eyes: engagement and buying vs. risk signals.
Cross-Skill
How the skills lift and drag each other, and the one root cause to fix first.
Cohort Diagnostic
Compare two cohorts of calls and get a coaching playbook.
Teams
Create teams and assign your reps.
Average Scores
Every rep's score trend over 24 months.
History
Re-open and re-download your saved reports.
Compare
Two reps or two teams, side by side per skill.
Scorecards
Set your own expected minimum per call type.
Anonymize
An optional privacy tool for producing a synthetic transcript.
Account
Your account, users, teams, and preferences.
Integration
Roadmap, connecting your notetaker directly.
Billing & Plans
Your plan, calls, and usage.
Trust Center
Privacy notice, security brief, and data handling.
Support
This page.
Pages are grouped under One-Off Diagnostic and Workspace; each group folds with its
chevron, and the whole menu collapses to an icon strip with the chevron at its top.
Import a transcript, click Import a transcript on Home or the
toolbar and pick a file. Importing scores it automatically.
Check the setup, Call Details fill in automatically; review the
expected minimum for each skill.
Run, a quick Sanity Check runs first, then each skill lights up as
it's scored.
Read the result, the score and the coaching summary. PDF or
Email gives you a clean branded report to share.
What file can I import?
A plain-text transcript: .txt, .vtt, .srt, .md, .log, or .csv, up to
about 5 MB. Export the transcript from your call recorder or notetaker
and import the file here.
Word documents and PDFs won't work, and renaming one to .txt won't help, the
app checks the contents, not the extension. Export as text instead.
Is there a limit on how long a transcript can be?
200,000 characters, comfortably more than a long call. If a transcript
runs past that, it isn't rejected: the call is scored on the first 200,000 characters and
the rest is ignored. For a very long recording (an all-day workshop, several calls stitched
into one file), split it and score the parts separately so nothing meaningful is cut off.
How long does a run take?
The first run on a new transcript takes a couple of minutes. After that, re-running the
same transcript is quick and free, the saved analysis loads instantly, until you change a setting, which scores it again.
What's the Sanity Check at the start of a run?
A brief pre-flight pass that confirms the transcript actually looks like a real call
before scoring begins, so you don't spend a run on a meeting agenda, a support chat log,
or a file that came out garbled.
If it passes, scoring continues as normal. If it can't be scored you'll see
“Transcript not analyzable” with the reason, and the run stops. If the
transcript is usable but thin, you'll get a warning and scoring continues.
Why is the rep's role sometimes missing in Call Details?
We only show the rep's role when the call gives enough evidence to determine it
reliably. If it can't be determined, we leave it out rather than guess, and a note appears
in the Message Center explaining why.
On calls with more than one rep on your side, the name and role shown are the
call owner, the rep who actually drove the conversation and was scored,
not whoever opened the call.
Can I connect this directly to my notetaker (Gong, Fireflies, Fathom…)?
Not yet, it's on our roadmap. The Integration page in the left
menu is marked Roadmap; that's where it will live. Today you export the transcript
from your notetaker and import the file.
STUDIO is designed to sit on top of the recorder you already use, so there's nothing to
rip out. If you tell us which tool you're on, we'll factor it into what we build first.
What does the score mean, and what do the colors mean?
The score is built around 100: 100 means the call met exactly the
standard you set. Above means it beat that standard, below means it fell short. The scale
runs to 120.
Score
Meaning
Under 70
Serious execution gap
Red
70–84
Below expected
Amber
85–99
Close, but not enough
Amber
100
Met manager expectation
Green
101–120
Exceeded expectation
Green
What are Evidence Coverage and Confidence?
Under the score you'll see something like “72%, Medium Confidence”.
Coverage is how much of the scorecard the call actually gave evidence to
score, not every skill comes up on every call. Confidence follows from
coverage: High at 85%+, Medium from 60–84%, Low below 60%.
Low coverage doesn't mean a bad call. It means there was less to go on, so read the
score with that in mind.
Why is my score capped, or shown in red?
That's the safety gate doing its job, it stops a good average from papering over a real
problem. A score is held back when:
A critical skill lands far below its bar, capped at 74.
Two or more critical skills are below target, capped at 79.
Coverage is under 60%, capped at 79, with confidence set to Low.
A capped score shows in red as a flag that the call needs a closer look. It's a signal,
not a glitch.
Which eleven skills do you score?
Skill
In plain terms
Setting Expectations
Did the rep agree the purpose, agenda, and outcome up front?
Call Prep
Did the rep recap earlier conversations and pick up where things left off?
Personalization
Did the rep tailor the conversation to this buyer's world?
Problem Development
Did the rep uncover the real business reason behind the buyer's need?
Moneyball Gap Identifier
Did the rep surface the gap between where the buyer is and where they want to be?
A-Ha Moment
Did the buyer have a genuine realization, not just polite agreement?
Objection Handling
How well did the rep deal with pushback and concerns?
Competitive Proactivity
Did the rep get ahead of rivals, build-vs-buy, and the “do nothing” option?
Domain Expertise
Did the rep know the buyer's world and speak their language?
Active Listening
Did the rep prove they heard the buyer, reflecting and reacting, not just pitching?
Next Steps
Did the rep wrap up, play back what they understood, then land a next step both sides agreed to?
What's the Cross-Skill Diagnostic?
A separate page that shows how the eleven
skills connect, not just how each one scored. After you run a call it lays out
your Final Score, a ranked view of what moved the score (bars or cards), and
the Domino, the single root cause to fix first so the whole call improves with it,
instead of a flat list of low scores.
It reads your most recent run, so there's nothing to configure, score a call and the
page fills in.
What's the MEDDPICC scan, and why doesn't it change my score?
Alongside the score, STUDIO runs a separate MEDDPICC qualification scan
and reports, for each of the eight elements, whether the call showed strong, weak, or no
evidence. Buyer-stated evidence always counts for more than anything the rep merely
asserts.
It never factors into the final score, by design. Qualification isn't a
one-time event and can't be judged from a single call: a discovery call legitimately won't
have a paper process yet, and a renewal call won't re-establish pain from scratch. Scoring
one call against the full checklist would punish it for things it was never meant to
cover.
The right way to measure qualification is to collect evidence across every touch
in the lifecycle and keep a score that updates as the relationship progresses. That's
something Project Moneyball can help you build, get in touch using the contact details on
this page.
How do I share a result with someone?
PDF gives you a clean, one-page branded report you can save or send, and
Email sends it to yourself. The Copy button on the
Coaching Summary copies it as plain text, for pasting into your notes, a
one-to-one agenda, or an email.
What's a scorecard, and how do I set my own?
A scorecard is your definition of good for a given call type, the expected
minimum and weight for each of the eleven skills. Open
Scorecards, pick a call type, set your
preferences, and save.
From then on it applies automatically whenever a call of that type is
scored, there's nothing to load each time. Any call type you leave as Default
uses STUDIO's system settings, and Revert to default undoes your changes. You can
also save the current setup straight from the Diagnostic page.
What do “expected minimum” and “weight” actually do?
Expected minimum is the bar, from 1 to 5. The skill's
score is measured against it: meet it and the skill is on target, fall below and it counts
against the call. Set the bar to 0 to make a skill
optional, doing it adds a small bonus, skipping it costs nothing.
Weight
Counts as
Use it for
Standard
×1
A normal skill for this call.
Important
×1.5
A skill that matters more than usual here.
Critical
×2
A make-or-break skill for this call.
Critical does one extra thing: it acts as a safety gate. If a critical
skill badly misses its bar, the whole call's score is capped, so a strong call can't paper
over a critical failure.
Are my scorecards private?
Yes. Your scorecards are private to your account and aren't visible to
anyone else.
Which call types are supported?
The app identifies the call type from the transcript and loads the matching scorecard.
Fifteen are built in, spanning the whole lifecycle:
Discovery, Product Demo, Business Case / Value Review, Technical Validation (POC / POV / Security)
Follow-up (mid-cycle), Commercial / Negotiation
Customer Onboarding, Customer Adoption / Health Check, Business Review / QBR / Renewal, Expansion / Upsell, Escalation (support / business)
Default / Fallback, used when the call type can't be identified confidently
The Lifecycle Stage row highlights where the identified call sits, from
Prospecting through to Expansion.
How do I run a Cohort Diagnostic?
Four steps:
Choose the call type and the scorecard to judge against.
Upload a .zip of transcripts for Top performers.
Upload a second .zip for Core / struggling reps.
Click Generate playbook.
Each cohort takes 2 to 10 transcripts, aim for 5 to 10 a side for a
result worth acting on. Keep the cohorts clean: mixing weaker calls into the top-performer
zip is the fastest way to a playbook that says nothing.
What goes inside the zip?
One .zip per cohort, containing up to 10 plain-text
transcripts (.txt, .vtt, .srt, .md), all of the same call type. The upload
box takes a zip only, not loose files. Anything beyond the 10-transcript limit is left out,
and you'll see a note saying so.
How long does a playbook take, and does it use up my calls?
Roughly 1.5 minutes per file, so a full set of 20 can take up to about
30 minutes. Keep the tab open while it runs: closing or
reloading it stops the run.
And yes, every transcript in the two zips is a scored call, so a 20-file playbook uses
20 calls. Calls you've already scored are cached, so re-running them is fast and free.
Why don't I see The CRO Lens (or it's empty)?
Two things enable it. First, it's built from trend data, so Trends must be on
(Account → Preferences, on by default) and you need a few
scored calls. Second, it's available on any paid plan: on a free trial the pages show
an upgrade prompt. Add a call pack and score some calls with Trends on, and the pages fill in.
What are Average Scores?
Average Scores lists every rep with their latest score,
average, last-scored date, and a sparkline of their trend over ~24 months. You can:
Sort by rep, average, or last-scored (either direction).
Filter by one or more teams, and search reps by name.
Compare two reps, tick two and click Compare. A gold C marks
reps currently in the comparison.
Remove a rep to hide them from the view. Their data is kept for 24 months;
Show removed lists them again with a Restore option.
How do teams work, and how do I create and assign them?
On the Teams page you can create up to ten
teams, rename them (click the name), or delete them (deleting a team unassigns its reps but keeps
their data). Assign each rep to a team from the same page, and search reps by name to find them
quickly.
Teams drive the filter in Average Scores and let you run a team vs.
team comparison. A "rep" is a person on your calls (identified from the transcript), which
is separate from the users who sign in to STUDIO.
A rep's name is wrong, or one person shows up twice, can I fix it?
Yes. On the Teams page, click a rep's name to edit it. The
change is durable and keeps that rep's full history attached.
Why it happens: reps are identified by the name on their calls, so a name spelled
differently across calls can split into two entries, and two people with the same name can merge.
Editing the name is how you tidy that up. (Pulling rep identity straight from your CRM or notetaker is
on the roadmap, see the Integration page.)
What does Compare do?
Compare puts two reps or two teams side by side and shows
their average score per skill, with the gap on each skill and the final score. Start
a two-rep comparison from Average Scores (tick two reps → Compare), or pick two teams on the
Compare page. It recomputes every time you open it, so it always reflects the latest scored calls;
Clear resets it.
Where are my past reports? (History)
Turn on Auto-save reports (Account →
Preferences) and every report you download is saved to
History, where you (or a manager) can re-open it and download
the PDF again. It keeps scores and evidence only, never transcripts. Reports downloaded while the
setting was off aren't retroactively saved.
How do I sign in?
Click Sign in and choose Continue with Google. There's no
password to create, remember, or lose.
Sign-in is handled by Clerk, our identity provider. Signup is
self-service, and new accounts start with a few free calls so
you can try STUDIO right away. If you have any trouble signing in, email us.
Can I add my team?
Two different things go by "team" here. To add login users (people who sign in):
not self-serve yet, during early access we invite users by email address, one account per person,
so send us the addresses and we'll set them up. Shared accounts and seat management are on the
roadmap.
To organise the reps on your calls into named teams for filtering and comparison,
that's already live, see the Teams page under Workspace.
How do I sign out?
Click your account chip at the bottom of the left menu (your photo and name),
then choose Sign out. Next time, just sign in again with Google.
My account says it's paused or blocked, what happened?
Two different things:
Paused, an administrative hold. Nothing is deleted: your scorecards,
credits, and results are all intact, and resuming puts everything back exactly as it
was.
Blocked, this happens when a file you imported contained content our
input guard flags as malicious (for example, instructions hidden inside the transcript
designed to hijack the scoring engine). Imports stop at that point.
Either way, the way back is the same: email us and we'll look into it with you. If it was
a false positive on a legitimate transcript, we want to know, that's useful signal for
us.
How many calls do I get free?
Every account starts with 1 free diagnosed call. It's a real call, not a
trial timer, so you can take your time and use it on a call that's worth scoring.
What does it cost after the free call?
No per-seat fees, no setup or onboarding fees, you pay for the calls you choose to score:
Pack
Per call
25 calls
as low as $3.96
50 calls
as low as $3.50
100 calls
as low as $3.00
You'll see the pack total at checkout. Unused calls never expire and are always refundable.
How do I buy calls?
Open Billing & Plans from the menu and choose a
pack (25, 50 or 100 calls). Checkout is handled securely by Lemon Squeezy; you'll see the pack total
before you pay, and the calls are added to your account as soon as the payment clears.
One transcript scored, once. Re-running the same transcript without changing anything is
served from the saved analysis, fast, and it doesn't cost another call. Change a setting
and it scores again, which does.
The Cohort Diagnostic scores every transcript in both zips, so a 20-file
playbook uses 20 calls.
What is a seat tax?
A seat tax is the classic SaaS pricing model: a per-user license billed monthly or yearly. It is
how software vendors charged customers until the AI-disruption era, and many legacy platforms, and
even small apps, still bill this way. It gives the vendor a false sense of certainty and predictable
revenue, while customers increasingly want to pay only for what they actually consume.
STUDIO uses a consumption-based model: you pay only for what you use. No seat
tax, no onboarding tax, no monthly commitment, and no obligation to pay when you are not using the
platform. Unused calls never expire and are always refundable.
Is my data confidential? Do you store my transcripts?
We built the product around data minimization. We do
not store your full transcripts, each transcript is processed
in memory for a single scoring run and is never saved at rest or written to
logs. We keep only the derived analysis (scores, confidence, short evidence
excerpts, summaries, recommendations) so your results can be re-displayed without
reprocessing the call.
How is my data processed, and where is my information saved?
Your transcript is processed in memory by our Cloudflare Worker and sent
to a third-party AI model provider (US) to score the call; the results are assembled,
validated by an output gate, and returned to you. What we keep lives on
Cloudflare:
Derived analysis on Cloudflare, keyed to a one-way SHA-256 hash of
the transcript, kept until you delete it or close your account (no automatic expiry).
Your scorecards in Cloudflare D1, under your
account.
Usage counters against a hashed email.
Data is encrypted in transit (TLS) and at rest. Access is identity-gated
via Clerk. Hosting is on Cloudflare's US / global
edge. See the Security Brief.
What information do you keep, and where?
Data
Stored?
Where / how long
Full call transcript
No
Processed in memory only
Derived analysis (scores, confidence, short evidence excerpts, summaries, recommendations)
Yes
Cloudflare, keyed to a one-way hash, kept until you delete it or close your account (no auto-expiry)
Scorecards you create
Yes
Cloudflare D1, under your account, until you delete them
Usage counters
Yes
Cloudflare, against a hashed email, rolling short windows
Application logs
Yes
No transcript content or model output; limited operational retention
How do you use my information with third parties?
We use a small set of sub-processors to run the service, each under a
data-protection agreement. We don't sell your data and don't use it for
advertising.
Cloudflare, hosting, database, and storage.
A third-party AI model provider (US), AI scoring of the transcript. Transcript data
sent via its API is not used to train its models.
A transactional email provider, only if/when you use the
email-a-report feature.
We give notice before adding or replacing a sub-processor. Details in the
Data Handling Overview.
Can I anonymize a transcript before importing?
Yes, though you don't have to, since we never store your transcript in the first place.
If your team is under strict privacy or compliance rules, the
Anonymize page gives you a self-serve prompt: paste
it into any AI assistant, including a local/offline model for maximum privacy, add your
raw transcript, and it returns a synthetic copy with real names, quoted
pains, and figures swapped for consistent stand-ins, while the call's structure and every
behavioral gap are preserved, so it scores the same as the original. Import that copy
instead.
It's an optional extra layer for the extra-cautious, not a fix for a gap.
Can I get my data deleted?
Yes. Full transcripts aren't stored (processed in memory only), and the derived analysis is kept
only until you delete it or close your account. Scorecards and
account data are deleted on request or account closure, and you can request a fresh run that
ignores and overwrites the cache. Just email us.
Do you have a DPA / can you complete a security questionnaire?
Yes. A formal DPA is available for execution before any paid use, and
we're happy to complete security questionnaires and share our
sub-processors' compliance reports on
request.
The authoritative detail lives in the
Trust Center.
A skill went red / says it couldn't be scored
A red box on a skill means that one skill couldn't be scored on this
run, usually a brief, temporary hiccup with the scoring engine, not a problem with
your call.
The app handles this for you. It retries automatically a couple of
times, you'll see a “retrying automatically” note and the box reset and re-run. Most
hiccups clear by themselves.
If a skill is still red after those retries, click Run once more (only
the red skills re-run; the rest load instantly from the saved analysis). If it keeps coming
back red, it's genuine: that skill simply didn't come up in the call, or the transcript is
too short or unclear for it. It's left out rather than guessed, and if several drop out,
coverage falls and you'll see a Low-confidence note, so try a fuller transcript.
It says “AI unavailable”, or that a limit was reached
The scoring engine is briefly unreachable, or you've hit a throttle. Nothing is broken on
your side, wait a little and Run again.
There are two technical limits, well above normal use: 20 requests a
minute and 100 calls a day per account. They're there to keep the
service healthy for everyone, and they're separate from your credits. If you're legitimately
bumping into them, tell us, that's a conversation worth having.
The run won't start
Run only lights up once a transcript is loaded. If it's greyed out, import a
transcript first. If a run seems stuck, click Stop and re-import.
The Message Center at the top of the app explains what's happening at
each step, read the latest message there first; it usually says exactly what's missing.
My transcript was rejected as “not analyzable”
The Sanity Check decided the file isn't a call it can score, and it tells you why. The
usual causes are a file that isn't really a call transcript (an agenda, a chat log, notes), a
transcript too short or garbled to read, or an export where speaker turns were lost.
Re-export from your notetaker as plain text with speaker labels intact, and try again. If
it's genuinely a real call and still gets rejected, send us a note, we'd like to see that
one.
What's live now, and what's still coming?
Live now:
The full The CRO Lens group, Trends, Average Scores, Compare, Cohort Diagnostic, and History,
rolls your scored calls up across the team (on any paid plan). See the Teams & team
analytics topic above for how each works.
Buyer Signals, the call through the buyer's eyes: engagement, buying vs.
risk signals, and decision-readiness. Available as a lens on any imported call.
Rolling out:
Integration, connecting your notetaker (Gong, Fathom, Fireflies…) so
calls score automatically, instead of exporting and importing.
Self-serve billing, buying credits without emailing us.
Self-serve user invites, adding your own login users and managing seats
yourself.
Priority is shaped by what people actually ask for, so if one of these is blocking you,
say so, it counts.
Quick Help
Getting around
The left menu switches pages, in collapsible groups. Home is the
starting point. Below it are the diagnostic lenses on the call you've imported:
Quick Snapshot (the scoring page), Cross-Skill, Buyer Signals, and
MEDDPICC (deal qualification, shown as a signal, not scored). The
Workspace group holds Teams, Scorecards, Anonymize, Account,
Integration (coming soon), and Billing & Plans. At the bottom sit
Getting Started, Support, and Trust Center, with your
account chip (photo, name, and a menu for Account or Sign out) below.
Toolbar (on the diagnostic lenses): Import, an Anonymize tick box,
Run, Stop, Clear, and PDF. Anonymize swaps the customer
company and buyer-side names for synthetic ones as the call comes in (your rep stays real and
the score is unchanged); set it before you Run.
About scorecards
A scorecard is your definition of good for a call type, the
Scorecard (Desired State min) and Weight per skill. It
applies automatically when a call of that type is scored, so there's nothing
to load each time. On Quick Snapshot, Restore original reverts your edits and restores the
original score; create and save scorecards on the Scorecards page. Your scorecards are
private to your account.
Actual Observed Performance
What the rep actually did on each skill, scored 0–5 from the transcript.
Scorecard (Desired State min)
The minimum you expect for each skill (0–5) and its weight. The final score compares
Actual against the Scorecard, weighted per skill, meeting or beating the bar lifts the score,
falling short lowers it.
For detailed information, see
Getting Started. For answers by topic
and how to reach us, see Support.
You've used your free call
Your free call has been used. To keep scoring calls, add a call pack or a plan. Your account, saved reports, and trends stay exactly as they are.
