Resources / Coaching and training
Practice a sales conversation
Choose a customer and their objection to get a practice card: what the customer says and what the rep should achieve.
Options and help
Try a suggested pairing
Practice the call.
The assistant plays the customer on the card. Say what you would say on the phone; end the call for feedback on the same four standards a manager marks.
Your message and the current tool inputs and settings are sent to the assistant and not stored. Remove customer names and numbers from both. Check replies before acting.
Try an example
More about this customer
- What is your bottom line
- I am calling a few places
- Just give me a number
Example answers and coaching checklist
What good sounds like
- "That's fair, and I'd rather you be sure. So I know what to have ready for you, is it the plan itself, the timing, or the money side you want to sit with?"
- "Take the time you need. Let me hold Thursday at six for a short call either way, and if you decide against it, one text and I release it."
Feedback after the call
- You accepted the first 'let me think' without asking what was unresolved.
- You guessed at the reason instead of letting the customer name it.
- You offered to call back rather than offering a day and a clock time.
- You filled the pause yourself instead of letting the customer answer it.
- You ended the call with nothing held and no next contact agreed.
Signals this trains
How to use the card
Run one card a day, five minutes, before the phones get busy. The manager plays the customer and stays in character: opening line, the tells, then the objection when the rep gets close. The rep's only job is to reach the goal on the card. Feedback comes right after, in the order printed, and names what was said, not what the rep is like. Rotate customer types through the week so every rep meets the twelve at least once a month.
AI roleplay training in Pinpoint, a practice call against an AI customer followed by direct feedback, is a planned concept: it is not in the product and no date is set. The card works today.
Questions
How do you run a sales roleplay?
Pick one customer type and one objection, give the rep the customer's opening line and nothing else, let the rep take the call for two or three minutes, then give feedback on the specific moments: what was asked, what was offered, and whether the call ended with a next step. Keep it short and repeat it often.
What should the feedback after a roleplay cover?
The same things a manager marks on a real call: whether the rep asked for a day and a time, held it, handled the objection without giving a number over the phone, and left with a commitment. Name one thing to keep and one thing to change.
Can an AI play the customer?
On this page, yes: when the assistant is available, it plays the customer on the card and gives feedback on the same four standards a manager marks. In Pinpoint, AI roleplay training is a planned concept, not in the product and with no date set. Coaching from real conversations is what Pinpoint offers now.