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Aug 19 at 12:30 PM

Caretta Demo | Marcus Feld & Dana Whitfield

Dana demoed real-time meeting assistance and the knowledge base. Marcus sees value for AML and compliance questions, and will assess internal interest before a Monday follow-up.

RepDana Whitfield
CompanyNNorthwind
Attendeesmarcus@northwind.io
Next steps (4)
1
Review tool and learnings with the team and AML expert to gauge interest.prospect · right now · 22:15
2
Send a follow-up email.seller · right now · 23:30
3
Send a calendar invitation for the follow-up meeting.seller · before Monday meeting · 23:30
4
Hold a follow-up meeting.both · 2026-08-24T11:00:00Z · 23:30
Insight adoption33%
EngagementHigh
Talk ratio58%
Objection resolution50%
Discovery4
Call Management
Agenda SetNo
Deferrals Count0
Filler Word Frequency5
Coaching Adoption
Insights Led To Engagement Count9/11
Insights Shown Count33
Insights Used11/33
Discovery
Discovery Questions Count4
Lead Source InquiryNo
Next Steps
Next Steps Count4
Org Custom
Security Review Readiness4.1/5
Pricing DiscussedYes
TranscriptVideo

Doing well. How's it going? Nice to meet you.

Sorry for coming in a couple of minutes late.

No problem at all, I only just sat down myself.

How are you doing today?

Doing well — business as usual. Could be less busy, but that's fine. How about yourself?

Good, thanks. Are you calling from Oslo? Nice.

I should apologise for the overly polished look — all of our meeting rooms are busy, so I'm in the podcasting studio and it looks a little pretentious.

I love it. I think it's great.

That's good, I'm glad you liked it. I'm interested to see the system properly.

I know you said it would be a hard sell internally, but I'm always open to feedback — we've been in the space for over a year now. To give you more context, we're a startup out of Europe, now based in San Francisco.

Ask CarettaCMD + I
talk
insights
objection
discovery
next step
button use
00:0004:0008:0012:0016:0020:0023:45
speakinglisteninginsightsobjectiondeferraldiscoverynext stepbutton usemonologue
Talk to sales

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Talk to sales

Build your own KPIs

Coaching
-3
Prompt adoption moments

Tracks whether coaching prompts were used and how the prospect reacted.

4
Average · 4 calls
Discovery
+1
Discovery depth score

Measures whether discovery questions explored pain, impact, and urgency.

3
Average · 2 calls
Next steps
+17%
Mutual next-step clarity

Checks if the call ends with clear owner, action, and deadline.

67%
Yes rate · 3 calls

Draw your own graphs

Discovery Completion %
Completion rate · %
30 days90 days

Analyse each call

talkinsightsobjectiondiscoverynext stepbutton
00:0012:0023:45
Insight adoption33%
EngagementHigh
Talk ratio58%

Track Caretta ROI

Coaching adoption
+0.7
In-call insights per-call

Average number of Caretta insights surfaced during each call.

4.8
Average · 68 calls
Coaching adoption
+9%
Insights echo rate

Share of in-call insights repeated or used by the seller.

72%
Yes rate · 68 calls