Kolby template Creation

Sell Kolby AI With Kolby AI

Every rep here uses the same system they sell. Kolby listens to your calls, surfaces the right questions, helps you handle objections, and guides the conversation while it’s happening. You’re not just pitching software — you’re demonstrating it live while you sell.

Role: Independent Sales Rep Model: Commission + Residual Location: Remote

Start onboarding → Learn how reps win

Digital Marketing Template Library

Follow the exact Kolby builder flow and copy what you want faster.

This version matches the actual structure inside the Kolby dashboard, so subscribers are not guessing where anything goes. Blue sections are for their own manual input. Orange sections give them a copy-paste head start.

Blue = fill in yourself

Orange = optional copy/paste starter

How this works: choose a category, then move section by section exactly like the Kolby template builder. The blue items are there so subscribers can see the full flow and complete those parts themselves. The orange items are starter copy they can paste, edit, shorten, or ignore.

Kolby AI Real-time AI sales guidance, post-call intelligence, and performance visibility for reps and teams.

Kolby AI Template

This version follows the actual Kolby template-builder structure so the customer can work top to bottom without translating anything.

Dashboard-Matched Flow

COMPANY DNA

Start with the same top section they see inside Kolby.

Company

Manual. Enter company name.

Kolby AI

Industry

Manual. This exists in the dashboard flow.

Sales Technology / Real-Time AI Sales Guidance / Sales Enablement

Business Model

Manual. Add how you sell.

B2B and B2C SaaS platform that helps individual reps and sales teams improve live-call execution through real-time AI guidance, post-call analysis, and repeatable sales systems.

Average Deal Size

Manual. Subscriber should enter their own numbers.

Solo plans may be $99 / $199 / $299. Enterprise pricing varies by organization, team size, and usage.

Sales Cycle

Manual. Short description.

Solo buyers often move fast when they understand the value. Team and enterprise buyers usually move through discovery, demo, ROI discussion, internal alignment, and pricing review.

Compliance Rules

Manual. Add compliance rules, disclosures, and restrictions here.

Do not promise guaranteed close rates, guaranteed income, guaranteed revenue growth, or guaranteed performance outcomes. Position Kolby as a tool that improves execution, control, consistency, and visibility — not as magic or a replacement for effort.

Unique Offers

Manual. Add package differences, bonuses, or differentiators.

Examples: real-time in-call guidance, post-call scoring, coaching visibility, live objection handling support, performance summaries, team-wide consistency, CRM-ready notes, training, power dialer, and practice tools.

BRAND VOICE

This heading stays in the flow, but the customer should build this around their own style.

Brand Voice

Manual. Add how the company should sound on live calls.

Example direction: confident, sharp, direct, revenue-focused, anti-fluff, modern, practical, high-performance, and clear. Strong language is fine, but it should still feel intelligent and controlled.

PRODUCTS/SERVICES

Only the orange fields below are built for copy-paste starter content.

Name

Manual. Product naming can vary by company package.

Kolby AI

Price Range

Manual. Enter your own pricing context.

Solo plans may start at $99/month. Small team and scale plans vary. Enterprise pricing is custom based on organization size, usage, and rollout scope.

Elevator Pitch

Optional starter copy.

Kolby AI is real-time sales guidance that lives inside your calls, feeds reps what to say while the conversation is still happening, and then scores, summarizes, and analyzes the call after it ends.

Problems Solved

Optional starter copy.

- Reps freezing when buyers push back
- Inconsistent messaging across calls and across reps
- Missed objections and weak live responses
- Managers not being able to hear every call
- Deals stalling because reps do not know what to say next
- Slow ramp time for new reps
- Weak post-call visibility into what actually happened
- Revenue leakage caused by poor execution in live selling moments
- Good leaders not being able to personally coach every rep on every call

Top Features

Optional starter copy.

- Real-time in-call guidance
- Live objection handling support
- Post-call analysis and scoring
- Call summaries with strengths and issues
- Structured coaching visibility for managers
- Training and template system
- CRM-ready notes and action items
- Practice and repetition support
- Team consistency and messaging standardization
- Performance visibility across reps and calls

Differentiation

Optional starter copy.

Most tools tell reps what they did wrong after the deal is already dead. Kolby helps the rep while the deal is still alive. It is not just analytics. It is live sales support plus post-call intelligence in one system.

Upsell Opportunities

Optional starter copy.

- Move solo users into small team plans
- Upgrade small teams into larger team or scale plans
- Expand from single-user deployment to whole-floor rollout
- Add enterprise implementation and custom pricing
- Deeper training / template creation packages
- Broader team adoption across departments
- Increased usage and additional feature adoption over time

DESIRED OUTCOME & DEAL BREAKDOWN

Keep the dashboard structure intact. Success is manual. Failure reasons get starter copy.

Success means

Manual. Define what a win looks like for your team.

Example: the buyer clearly understands that Kolby helps reps perform better in live conversations, sees how it protects revenue, believes the product is practical and usable now, and takes the next step toward trial, demo, or rollout.

Deal failures usually due to

Optional starter copy.

- Buyer does not understand what Kolby actually is
- Buyer confuses Kolby with generic call analytics or coaching software
- Buyer thinks training alone is enough
- Buyer underestimates how much revenue is leaking through poor call execution
- Buyer wants guaranteed results
- Internal hesitation around rollout, adoption, or pricing
- Prospect delays instead of connecting the product to current pain
- Team leader likes the concept but has not tied it to a real financial problem
- Solo rep likes the idea but does not yet believe it will materially change their results

BUYERS PERSONA

This is where the live-call guidance gets sharper.

Persona

Optional starter copy.

Solo closers, commission-driven reps, sales team leaders, VPs of Sales, founders, sales managers, enterprise leaders, and organizations that care about objection handling, consistency, conversion lift, rep ramp time, and revenue control.

Pain Points

Optional starter copy.

- Reps do not know what to say in key moments
- Good reps perform, weaker reps collapse under pressure
- Messaging drifts across the floor
- Managers cannot coach every call
- New reps take too long to ramp
- The team loses deals because responses are weak or late
- Leadership lacks visibility into what actually happened on calls
- Revenue leaks because execution is inconsistent
- Buyers push back and reps freeze, ramble, or lose control

Scripts & Phrases

Optional starter copy.

Opening / Framing
- Kolby lives inside the call and helps reps in real time, not after the damage is already done.
- This is not just call review software. This is live sales support.
- The problem for most sales teams is not effort. It is execution under pressure.
- Most reps do not lose because they worked too little. They lose because they did not know what to say when it mattered.

Value Framing
- Kolby feeds reps what to say while the deal is still alive.
- Managers cannot be on every call. Kolby can.
- Training is useful, but live execution is where revenue is won or lost.
- The goal is not to make one rep better. The goal is to raise the floor across the whole team.
- This helps tighten messaging, objection handling, deal control, and post-call visibility.

Clarifying Questions
- Where do your reps typically lose control — opening, discovery, objections, or close?
- How much visibility do you actually have into why deals are stalling?
- Are your best reps carrying the floor while everyone else stays inconsistent?
- What would even a small improvement in execution do to your revenue?
- Are you trying to improve one rep, or standardize performance across the team?

Next Step Language
- Let me show you exactly what Kolby does during a live call.
- If I could show you how this protects revenue in real time, would you be open to seeing it?
- The easiest way to understand Kolby is to see the live guidance and the post-call breakdown together.
- Worst case, you see how your team is currently leaking money. Best case, you close that gap.

Emotional Drivers

Optional starter copy.

Control, confidence, performance, dominance, consistency, revenue growth, certainty under pressure, team improvement, speed, and the desire to stop losing winnable deals.

Common Objections

Optional starter copy.

- We already train our reps
- We already have call recordings / call analytics
- My reps do not need this
- This sounds like another software tool
- How is this different from Gong / call review tools?
- What if my reps do not use it?
- I need to think about it
- We need to review pricing
- I am not sure this will actually change close rates
- I do not want to force reps to sound robotic

CALL STRATEGY

Keep the full flow visible, but only the orange fields need starter copy.

Call Goals

Manual. The subscriber should define what the rep is trying to accomplish.

Example: create urgency around lost revenue and weak live execution, clarify that Kolby works during the call and after the call, separate it from generic analytics tools, and move the buyer toward demo, trial, or rollout conversation.

Objection Response Length

Manual. Keep this company-specific.

Example: direct, sharp, and clear. Usually 1-3 strong sentences unless deeper explanation is needed.

Restricted Language

Manual. Add compliance-specific restrictions here.

Do not guarantee revenue lifts, guaranteed close rates, guaranteed commissions, guaranteed domination, or guaranteed results. Do not imply Kolby closes deals without the rep. Do not claim it replaces leadership, effort, or skill entirely.

Required Disclosures

Optional starter copy.

Results vary based on sales skill, adoption, leadership, industry, offer quality, market conditions, and consistency of usage. Kolby is designed to improve execution and visibility, but no revenue, close-rate, or income outcome should be guaranteed.

Forbidden Claims

Optional starter copy.

- Guaranteed close-rate increase
- Guaranteed income increase
- Guaranteed revenue growth
- Guaranteed team adoption
- Guaranteed domination of competitors
- Claims that reps no longer need skill or effort
- Claims that Kolby closes deals by itself
- Claims that it eliminates all mistakes
- Claims that every rep will immediately become elite
- Claims that one result shown is universal for all users