How to Use Hedy for Sales Calls

Get real-time coaching during sales calls and discovery meetings, then a full write-up afterward. This guide walks you through how to set up and get the most out of Hedy’s Sales Meeting session type. It is built for the person doing the selling, and it stays private to you.

Step 1: Select the Sales Meeting Session Type

Before your call, make sure Hedy is in the right mode:

Open Settings and go to the Sessions tab
Select Sales Meeting as your session type

This switches Hedy into sales mode. Every suggestion, summary, and the detailed notes will be tailored for selling.

New to Hedy? You can also pick Sales calls during onboarding, and Hedy starts you off in this session type.

Step 2: Set Up Your Session Context

This is the most important step. Before you start, tap Session Context and tell Hedy about the call. A few minutes here is worth more than anything else you can do, because it makes every suggestion sharper and more specific to your deal. You can save and reuse contexts for recurring accounts; see managing custom contexts.

Here is what to include:

What you sell

A short description of your product and the problem it solves. “We sell a scheduling tool that cuts no-shows for clinics” is much better than “software.”

Who you are meeting

The company, the person’s role, and anything you know about them. Whether they are the decision-maker, an evaluator, or a champion who has to sell it internally.

Your goal for the call

What a good outcome looks like. “Qualify the deal and book a demo with their ops lead” gives Hedy a target to coach toward.

Where the deal stands

Is this a first call or a follow-up? What has already happened, what they have told you, and what is still open.

What you sell against

Any competitors or existing tools they might be using, so Hedy can help you position when one comes up.

Example context: “We sell an AI scheduling tool that reduces patient no-shows for dental clinics. First discovery call with the office manager at a 4-location practice. She found us through a webinar. Goal: confirm the no-show problem is real and costly, find out who signs off on new software, and book a demo. They currently use a generic calendar tool. Typical plan is $300/month per location.”

Step 3: Start Your Call

Hit start and sell naturally. Hedy works in the background, so you do not need to do anything special.

Automatic suggestions appear on their own as the conversation unfolds. Glance down when you have a moment. They show up at the moments that matter most on a sales call:

Discovery gaps when you are moving toward a pitch without having confirmed the problem, the decision-maker, or the timeline
Unanswered objections when a concern was raised and the conversation moved on without addressing it
Buying signals when the prospect says something that shows real interest
Pricing moments when the number comes up and you need to frame it with confidence
Competitor mentions when they name an alternative and you can position against it
Talk-ratio nudges when you have been talking a while without asking a question
A next-step reminder as the call winds down if nothing concrete has been agreed

Quick Actions You Can Tap Anytime

When you want specific help during the call, tap a quick action. The full list is in the Sales Meeting Quick Prompts reference. There are six categories:

Run Discovery

Get the next open question that gets past surface facts to the real problem
Check whether you are talking too much and hand the floor back
See what you have not confirmed yet, and the hardest question you are avoiding

Quantify the Pain

Make the cost of the problem concrete
Get the prospect to describe the value of solving it in their own words
Find out whether there is any urgency to act now

Handle an Objection

Acknowledge the concern and explore it before you respond
Lower the tension when a conversation gets tense
Tell whether an objection is real or a polite brush-off

Talk Pricing

State the price once, confidently, anchored to value
Reframe a price pushback to total cost instead of discounting
Connect the price to the value the prospect described

Position vs a Competitor

Surface the one differentiator that matters to this prospect
Find what is not working with their current tool
Steer the comparison onto the ground where you are strongest

Lock the Next Step

Propose a specific, dated next step and get it on the calendar
Check whether a next step was actually agreed
Find out who else needs to be involved

The Methodologies Behind the Coaching

Hedy’s sales coaching is grounded in established selling craft, so the suggestions hold up. You never need to know any of these by name, because Hedy keeps the language plain and just helps you in the moment.

SPIN-style discovery shapes the questions Hedy suggests, moving from the situation to the problem, to its impact, to the value of solving it, so the prospect talks themselves into the change.
Qualification tracking keeps an eye on what you still need to confirm to know the deal is real: the impact of the problem, who the decision-maker is, how the decision gets made, and the timeline.
Objection handling follows listen, acknowledge, explore, then respond, plus labeling to lower tension, so you address the real concern instead of getting defensive or discounting on reflex.

Step 4: Review Your Results

After your call, Hedy generates two outputs tailored for selling:

Session Summary (Recap)

Summary of what happened, scaled to the length of the call
Key points tagged so you can scan them: the pain uncovered, what you qualified, objections raised, competitors mentioned, buying signals, and any risks
Action items to move the deal forward
Your to-dos, including the agreed next step, with a reminder to set one if the call ended without it

Detailed Notes

A complete record of the call with dedicated sections for:

Call Scorecard with your talk-to-listen ratio, your longest monologue, how many questions you asked, and whether a next step was set
Qualification covering what you confirmed and what is still open
Pain & Impact, the problem the prospect described and what it costs them
Objections & How Handled, each concern raised and how it was addressed
Buying Signals and Competitors mentioned on the call
Stakeholders, who is involved in the decision
Commitments & Next Steps, what was agreed and by when
Suggested Follow-up Email, a ready-to-send draft you can adapt and send

What Hedy Will Never Do

Grade you for a manager. Sales Meeting is your private coach, not a team dashboard or a monitoring tool. Your calls stay yours.
Need a CRM. There is nothing to connect or set up. Hedy works from your call and the context you give it.
Push you to discount. When price comes up, Hedy helps you frame value and hold your number, not cave on it.
Decide the deal for you. Hedy helps you ask, qualify, and position. The judgment is always yours.

Tips for Best Results

Context is everything. The more Hedy knows going in, the sharper every suggestion will be.
Group calls under a topic. When you keep all the calls for one deal or account together, Hedy surfaces trends across them, like recurring objections and what is still unconfirmed.
Use the scorecard to improve. The talk ratio, monologue length, and question count give you an honest read on your own calls over time.
Stay present. Hedy’s suggestions will be there when you glance down. Do not read during a critical moment. Stay engaged with the prospect.

Pro tip: Use the detailed notes and the follow-up email draft to send your recap while the call is fresh. A fast, specific follow-up that restates the agreed next step is one of the simplest ways to keep a deal moving.

How to Use Hedy for Sales Calls