See your sales process from the buyer's seat.

We pose as real prospects and go through your sales process end to end: the inquiry, the discovery call, the demo, the proposal and the follow-up. Then we show you exactly what a buyer experienced, scored and recorded, with the fixes that will win more deals.

Book a scoping call How an engagement works

Buyer scorecardExample, round 1

Time to first response26 hrs

Discovery questions asked3 of 10

Demo tailored to stated needsPartly

Pricing explained clearlyYes

Next step agreed on the callNo

Follow-ups in the next 14 days1

Top fix: book the next meeting before the demo ends.

What your buyers see that your dashboards do not.

CRM data tells you how many deals closed. It cannot tell you why a buyer went quiet after the demo, what a rep said about pricing, or how long a hot lead waited for a reply. We find out the only reliable way: by being the buyer.

Speed to lead

How fast inquiries from your site, phone and chat get a real response, and who picks them up.

Discovery

Whether reps learn the buyer's problem, budget, timeline and decision process before they pitch.

Pitch and demo

How well the story fits what the buyer said they needed, and how objections are handled.

Pricing and proposal

How clearly pricing is presented, how discounts are used and how fast a proposal shows up.

Follow-up

How many touches happen, how persistent and useful they are, and when the team gives up.

Consistency

How the experience changes across reps, regions, channels and times of day.

Every call, every demo, from the buyer's side.

Most B2B buying now happens over video. Our evaluators book the meetings, sit through the demos and take the calls exactly as your prospects do, then score what they saw.

A buyer watching a live software demo on a video call from a home office — **Live demos**Taken as a real buyer, with the agenda, relevance and next step scored.

A video meeting with four business participants on a laptop screen — **Discovery and group calls**Who joins, who leads, how well your team listens and qualifies.

An evaluator on a video call taking notes on a scorecard — **Scored and timestamped**Every interaction logged against criteria you agree to up front.

How an engagement works.

Every engagement is built around a believable buyer and the questions you most need answered.

Step 1

Scope

We agree on what to test, which teams and channels to include, and what a good outcome looks like.

Step 2

Build the buyer

We create a realistic prospect with a company, a need, a budget and a decision process that fits your market.

Step 3

Go through the process

Our team inquires, takes the calls, sits through the demo, requests pricing and tracks every follow-up.

Step 4

Report and coach

You get scorecards, call notes, timelines and a ranked list of fixes, walked through live with your team.

One round shows the gaps. The next rounds prove the fixes.

Most clients run several rounds. The first sets a baseline. After training or process changes, we shop again with fresh buyers and measure what actually improved, by rep and by stage.

Who we work with.

Sales and revenue leaders

See what really happens between the inquiry and the close, and coach to it with evidence instead of opinions.

CEOs and founders

Get an outside view of the first impression your company makes before you hire, restructure or raise prices.

Private equity and boards

Check the commercial engine at portfolio companies and track the impact of sales initiatives over time.

What you receive.

Buyer scorecards

Every interaction graded against the criteria we agreed on, by rep and by stage.

See an example Full timeline

Every email, call and voicemail logged with times, so response speed and follow-up gaps are plain to see.

See an example Call notes and recordings

Detailed notes on what was said, and recordings where the law allows.

See an example Ranked fixes

The changes most likely to win more deals, in order, with examples your team can train on.

See an example Readout session

A live walkthrough with your leadership or sales team, and a comparison to the last round.

See an example

Questions we hear.

Will my team know they are being shopped?

Only if you want them to. Most clients tell the team that buyer evaluations happen from time to time without saying when. Our buyers are built to be believable, and we wind each one down naturally.

What kinds of businesses do you shop?

Any business with a considered sale: software, services, healthcare, industrial and equipment, financial services, home services and more. If a buyer has to talk to someone before they buy, we can evaluate it.

How long does a round take?

Most rounds take two to four weeks from kickoff to readout. Longer sales cycles take longer, since we follow the process as far as a real buyer would.

Is this legal and ethical?

Yes. We follow call recording consent laws in every state we work in, never misuse anyone's personal information, and design each engagement so it does not waste meaningful time for your team.

Can you evaluate a specific rep, region or channel?

Yes. We can focus on a team, a location, a product line or one channel such as inbound web leads, phone or chat.

Insights.

Guide

Book a scoping call.

Tell us a little about your sales process and what you want to learn. We will come back within one business day with a few times to talk.