Top performers have processes — they just don't write them down. ReccordSOP captures how your best reps work by recording their screen, then generates SOPs the whole team can follow. Drift detection shows when processes evolve.
Lead qualification
1.Research company and contact
2.Score against ICP criteria
3.Check for existing opportunities
4.Enrich contact data in CRM
5.Route to appropriate rep or sequence
Discovery call procedure
1.Review prospect research notes
2.Open with context and agenda
3.Ask qualification questions (BANT/MEDDIC)
4.Document pain points and timeline
5.Schedule next step before hanging up
Proposal generation
1.Select appropriate template
2.Customize pricing and scope
3.Add relevant case studies
4.Route for manager approval
5.Send via e-signature platform
CRM hygiene
1.Update deal stage after each interaction
2.Log call notes within 24 hours
3.Set next activity date
4.Flag stale opportunities weekly
5.Archive lost deals with reason
Stop writing SOPs manually
Record your screen while performing any process. AI generates the SOP. Drift detection keeps it accurate.