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For delivery and customer success

Pick up where sales left off.

Everything said and promised during the sale, a prep for every check-in and steering committee, and follow-ups with clear action points. Risks and expansion chances land with the account manager.

Handover · from 6 meetings and their mailsNorthvale Insurance · group rollout
What was promised
Pilot with the 5 field sellers of the insurance team, from 1 December
Go or stop after 6 weeks
Cost per seller and payback in the proposal
An IT call for the mailbox access
Who’s who
MLMaria Lopez · Head of Sales Enablement · champion
PWPeter Walsh · CFO · decides on the budget
SPSam Patel · uman · delivery lead

The whole sales story, handed over.

Everything said and promised during the sale, in one place: the commitments, the people and the open points. No more asking sales what was agreed.

  • What was promised, from meetings and mails
  • Who’s who: champion, decision maker, your delivery lead
  • Open points, with owners
The sales story for delivery: the people at the table, the other stakeholders and the history of the account
uman: the meeting, its prep ready; the prep: who’s at the table, what happened so far, what to settle, the questions to ask
10:00 – 10:45· Google MeetPrep ready
Northvale InsuranceProject check-in
MLSPMaria Lopez, Sam PatelOpen prep

Every check-in and steering committee, prepped.

Before every project meeting, uman preps the account, the history, the people at the table and the questions to settle.

  • The history of the account, at a glance
  • Objectives and the questions to settle
  • The notetaker joins, or record on site

The follow-up, with action points.

After the meeting, the follow-up is written with who does what and by when. You check it and send.

  • Action points with owners and dates
  • In your tone, in their language
  • Nothing goes out without your OK
uman: the meeting ended and its follow-up is ready; the mail, written in your tone, with the business case and comparison made for this buyer
Meeting follow-up readyNorthvale Insurance · project check-in ended 10:45Open
AM
Sent to the account managerAlex Morgan · 2 new signals
Expansion · Northvale Insurance4 new account managers start in January, in the SME team.
Risk · Northvale InsuranceThe pilot start depends on IT approving the mailbox access.

Risks and chances reach the account manager.

What you hear in a project often matters for sales. uman passes risks and expansion chances to the account manager, with the context.

  • Expansion chances, as soon as you hear them
  • Risks to the rollout, early
  • The account manager gets the next step ready
“Our project leads used to start every kick-off by asking sales what was promised. Now it’s all there before the first meeting.”
Head of Delivery · IT services company
The Team licence

Notetaker, prep and follow-up for your own meetings, recording on site and AI chat. €49 per user per month, or €44 billed yearly.

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Private stays private

Private meetings stay private, and coaching is only shared with the person’s consent.

How we handle data

uman for the rest of your team

SalesEvery meeting prepped. Every follow-up written.Sales managementCoach on real conversations. Steer on real data.Product & marketingWhat you sell, current in every conversation.