University for sales
BuildBetter for sales,
in 20 minutes.
Record every customer call, prep in seconds, and follow up while the deal is warm.
The sales path
Your lessons, in order.
15 lessons, about 20 minutes. Lesson 01 first, then everything a sales team uses every week.
1 · Lesson 011 min 19 s
Welcome to BuildBetter
A quick map of the app, and where to go for what.
2 · Lesson 031 min 23 s
Record every call automatically
Calendar, recording rules and privacy.
3 · Lesson 061 min 19 s
Connect your CRM
HubSpot or Salesforce, people, companies and enrichment.
4 · Lesson 071 min 9 s
Review a call
Summary, transcript, signals and sharing.
5 · Lesson 421 min 15 s
Fix who said what
Assign speakers, fix one section, and correct misheard words.
6 · Lesson 551 min 14 s
Trim a recording, take it anywhere
Edit Clip, downloads, Notion and other workspaces.
7 · Lesson 631 min 12 s
How do I work on a call with my team?
Comments, notes, and the details around a recording.
8 · Lesson 081 min 13 s
Make summaries yours
Switch formats, or build a template with your own headings.
9 · Lesson 661 min 5 s
How do I walk into every call prepared?
Meeting details, account context, and open commitments.
10 · Lesson 141 min 19 s
What to ask BoB
Nine questions worth asking on your first day.
11 · Lesson 451 min 22 s
Pick a Loop for every team
Four starters, then Run now and Data access.
12 · Lesson 331 min 22 s
What can you do in Claude and ChatGPT?
Four everyday prompts that answer from your BuildBetter data.
13 · Lesson 401 min 18 s
Know which trials will convert
Scores, next actions, and what counts as a trial.
14 · Lesson 691 min 29 s
Who owns the next follow-up?
Customer commitments, task ownership and handoff context.
15 · Lesson 701 min 50 s
Where is the full customer context?
People, companies and the work attached to each record.
Jobs you can do today
What sales teams do in BuildBetter.
Each job is one step in a lesson: the exact clicks, a link to watch it, and a link that opens BuildBetter right there.
01
Record every customer call
Settings→Meeting Recorder→Your calendars
Lesson 03, step 1: Connect your calendar
02
Tie every call to the account in your CRM
Settings→Integrations→Customer data→HubSpot or Salesforce
Lesson 06, step 1: Pick your CRM
03
Get a sales-style summary after each meeting
Summary template→Sales→Customize
Lesson 08, step 4: Start from a preset
04
Prep for your next call in seconds
Ask about your data…→“Prep me for my next call. Who's in the room and what have we talked about before?”→Send
Lesson 14, step 3: Call prep
05
Find every call where pricing or a competitor came up
Ask about your data…→“Find every call where pricing came up, with quotes.”→Send
Lesson 14, step 6: Pricing
06
Follow up automatically when a call ends
Flows→New Workflow→Start from a template→Use
Lesson 18, step 1: Start from a template
Ask BoB
Ask BoB like a salesperson
Inside BuildBetter, BoB answers these from your own calls, tickets and chats. Here, the assistant shows you how to ask.
Why it matters
