From a conversation to a next step, without the admin
RichRep sits with you through the conversation and does the writing up afterwards. Here is the whole flow.
- 01
Start the conversation
Call from RichRep, record an in-person meeting, or keep your usual dialer open with the Live Coach browser extension. You choose which conversations are included.
- 02
Get help while you talk
As the conversation goes on, RichRep shows short prompts: the question worth asking, an answer to a concern, and how much of the talking you are doing.
- 03
Keep the notes without typing
When the conversation ends you get a summary, the concerns your contact raised, and a follow-up message you can edit before it goes anywhere.
- 04
Act on one clear next step
Each contact keeps a single next action with a date. Your day starts with the list of people who need you today, not a blank screen.
Sample Prospect
Sample Company • 04:12 on the call
They said
“We like it, but the budget is already committed this quarter.”
Say this next
Ask what would need to be true to start in the next quarter — then agree a date to revisit it.
42%
You talked
7
Questions asked
2
Concerns raised
Sample Prospect
Head of Ops • Sample Company
Call — 12 min
TodayBudget committed this quarter; revisit in 6 weeks.
Sent pricing summary and a short case example.
Call — 4 min
3 weeks agoWants fewer manual notes after each call.
Next step
Check back on 12 October with the quarterly budget question.
You stay in control
You decide what gets recorded
Recording and live help only start when you turn them on for that conversation, and you can stop at any time.
Your workspace is your own
Contacts, calls and notes belong to your workspace. Teammates see them only when they are members of that same workspace.
Nothing is sent for you
Follow-up messages are drafts. They stay drafts until you read them and choose to send.
More detail on what is stored and for how long is in our privacy policy.