Guides & How-tos

Playbooks for revenue teams.
Step by step.

How-tos, checklists, and plain definitions for coaching, forecasting, CRM hygiene, and AI agents.

More in this category
How do I onboard new sales reps faster?

How do I onboard new sales reps faster?

Ramp time gets treated as a scheduling problem. It's a sequencing problem. Here is the program, the drills, and the gates.

Read article ->
How to build talk tracks from top performers' sales calls

How to build talk tracks from top performers' sales calls

Your top performers already wrote your talk track. They did it live, on calls you recorded, and nobody transcribed the good bits.

Read article ->
Your champion has to sell your deal without you in the room

Your champion has to sell your deal without you in the room

The deal gets decided in a room you are not in. What your champion carries into it is the whole game.

Read article ->
How to hold your price (without losing the deal)

How to hold your price (without losing the deal)

Discounting is a reflex. The conversation record is the antidote.

Read article ->
How AI and conversation intelligence are fixing sales forecasting.

How AI and conversation intelligence are fixing sales forecasting.

Sales forecasting accuracy is stuck at a coin flip for most teams. Here's how conversation intelligence and better inputs are changing that.

Read article ->
Why most sales forecasts are wrong, and how to actually fix them.

Why most sales forecasts are wrong, and how to actually fix them.

The average B2B sales forecast misses by 25-40%, and the fix isn't a better spreadsheet. It's better data discipline, a smarter blend of inputs, and a review process that actually holds people accountable.

Read article ->
AI Agents for Enterprise Sales Teams: A Step-by-Step Tutorial

AI Agents for Enterprise Sales Teams: A Step-by-Step Tutorial

Most AI agent pilots fail because they start too broad. Here's a step-by-step tutorial for enterprise sales teams: pick one high-value job, ground it in real call and CRM data, and run a tight pilot before expanding.

Read article ->
How to Use AI to Coach Enterprise Sales Reps on Complex Deals

How to Use AI to Coach Enterprise Sales Reps on Complex Deals

Enterprise deals are too complex and too long to coach from memory. Here's a step-by-step approach to using AI conversation analysis to coach your reps on the calls that actually determine whether multi-stakeholder deals move forward.

Read article ->
The AI Sales Agents Worth Building, by Role

The AI Sales Agents Worth Building, by Role

Most sales teams start with the obvious agents, CRM summary bots and email drafters. The ones that drive real ROI look different. Here are the ten agents worth building, organized by who they serve.

Read article ->
How to Prioritize Feature Requests from Sales (Without Building the Wrong Things)

How to Prioritize Feature Requests from Sales (Without Building the Wrong Things)

This post breaks down how to evaluate feature requests: what data to collect, how to separate urgency from importance, and a decision framework for turning raw requests into defensible prioritization decisions.

Read article ->
What Is a Commercial Brain, And Does Your Revenue Team Need One?

What Is a Commercial Brain, And Does Your Revenue Team Need One?

That gap is what a commercial brain is designed to close. This post explains what the concept means, how it differs from existing tooling, and what it takes to build one.

Read article ->
What Are AI Sales Agents? (And How They Differ From Chatbots)

What Are AI Sales Agents? (And How They Differ From Chatbots)

Your reps don't need another chatbot. They need something that does the work. AI sales agents act on deals (drafting follow-ups, updating the CRM, prepping tomorrow's calls) without a human directing every step.

Read article ->
What Is Conversation Intelligence? (More Than Call Recording)

What Is Conversation Intelligence? (More Than Call Recording)

Your reps finish every call with critical intel in their heads, the real objection, the competitor mention, the budget signal. None of it makes it into the CRM. Conversation intelligence captures, analyzes, and acts on every conversation so your pipeline reflects what buyers actually said, not what reps remembered to type.

Read article ->
Sales Coaching Software That Analyzes Customer Conversations Automatically

Sales Coaching Software That Analyzes Customer Conversations Automatically

You find out about bad calls after the deal is lost. Coaching software that analyzes conversations automatically changes that, surfacing what went wrong on every call, not just the ones you happened to review.

Read article ->
What Is Deal Intelligence? A Guide for Revenue Leaders

What Is Deal Intelligence? A Guide for Revenue Leaders

Deal intelligence reads the real signals inside your pipeline (call activity, stakeholder gaps, stalled next steps) to tell you what's actually going to close. Here's a plain-English guide for revenue leaders who are tired of forecasts built on optimism.

Read article ->
How to Coach Sales Reps Using Call Recordings (Step by Step)

How to Coach Sales Reps Using Call Recordings (Step by Step)

You already have call recordings. Most managers never turn them into behavior change. Here is a step-by-step process that does, and how to stop spending hours finding the one call worth reviewing.

Read article ->
AI Agents for Deal Reviews: How Reps and Managers Use Them

AI Agents for Deal Reviews: How Reps and Managers Use Them

Weekly deal reviews waste an hour on status updates that should take five minutes. AI agents fix that by grounding every deal in what actually happened on calls, so the meeting can focus on decisions, not recitation.

Read article ->
How to Automatically Log Sales Calls to Salesforce and HubSpot

How to Automatically Log Sales Calls to Salesforce and HubSpot

Every call your reps don't log properly is a deal record that's already wrong. Here's a step-by-step guide to auto-logging sales calls in Salesforce and HubSpot: capture, field mapping, and two-way sync that turns a conversation into a fully updated record in minutes.

Read article ->
How AI Finds Coaching Moments in Every Sales Call

How AI Finds Coaching Moments in Every Sales Call

Your reps are losing deals in moments you never see. AI reviews every call, flags exactly what went wrong, and tells you which reps need help before the quarter slips away.

Read article ->
How AI Improves Sales Forecast Accuracy

How AI Improves Sales Forecast Accuracy

Your forecast is wrong because your inputs are wrong. AI fixes that by reading real conversations, not rep optimism, to grade deal health, score qualification, and keep your CRM current automatically.

Read article ->
How AI Agents Keep Your Pipeline Updated Automatically

How AI Agents Keep Your Pipeline Updated Automatically

Your CRM is out of date the moment you stop nagging reps to update it. AI agents fix that by syncing call summaries, next steps, and qualification scores automatically; here's how the sync works and why reps actually trust it.

Read article ->
Why good deals stall quietly (and how to avoid this)

Why good deals stall quietly (and how to avoid this)

Deals don't stall randomly. They stall predictably, and the signals are there if you know where to look.

Read article ->
What Is CRM Automation? A Practical Guide for Sales Teams

What Is CRM Automation? A Practical Guide for Sales Teams

Your reps spend 4-5 hours a week on CRM admin. Your pipeline still isn't accurate. That's what happens when automation handles workflows but not the data entry itself. Here's what modern CRM automation actually covers, and how to roll it out without breaking your pipeline.

Read article ->
How to Scale Sales Coaching With AI Conversation Analysis

How to Scale Sales Coaching With AI Conversation Analysis

You can't manually review every call. Your reps know it, and your numbers show it. AI conversation analysis gives you 100% call coverage, automatic scorecards, and coaching priorities, so every rep gets feedback, not just the ones you happened to listen to.

Read article ->
A CRM Hygiene Checklist for Revenue Teams in 2026

A CRM Hygiene Checklist for Revenue Teams in 2026

A field-by-field CRM hygiene checklist for revenue teams: what to keep accurate, how often to check it, and which steps AI can automate so the list stays short.

Read article ->
Do You Need to Code to Build Sales AI Agents? (No, Here's Why)

Do You Need to Code to Build Sales AI Agents? (No, Here's Why)

No. Modern platforms handle the hard engineering for you. Here's what you configure without writing a line, and the rare cases where a custom build earns its keep.

Read article ->
How AI Makes MEDDIC Execution Consistent Across the Team

How AI Makes MEDDIC Execution Consistent Across the Team

MEDDIC fails when reps fill the fields by hand and the data drifts. AI scores every call, writes the CRM, and coaches the rep, so the framework holds across the whole team.

Read article ->

Turn every conversation into action.

Airspeed is the commercial brain for revenue teams. See it on your pipeline in 30 minutes.

Book a call