Avoma
Meeting assistant plus conversation intelligence — sell it as a sales call QA retainer
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What Avoma is
Avoma is an AI meeting assistant with a built-in scheduler and optional conversation- and revenue-intelligence add-ons. It records, transcribes, and summarizes calls, drafts follow-up emails, and pushes structured notes into the CRM. Plans start at $19/recorder seat/mo billed annually, and viewers are always free — useful when only a few people on a client's team actually run calls.
Key features
- Auto recording, real-time transcription, AI summary notes, and follow-up email drafts
- Built-in scheduler: 1:1 links on Startup, group and round-robin on Organization
- Conversation Intelligence add-on: auto call scoring, custom scorecards, coaching recommendations
- Revenue Intelligence add-on: deal risk alerts, win-loss analysis, forecasting, 2-way CRM updates
- CRM integration on every plan; API access on Organization and up
- Per-recorder-seat pricing — viewers and collaborators are always free
💰 Sell it as a service
The offer
Package a sales call QA program: deploy Avoma with the Conversation Intelligence add-on, build custom scorecards mapped to the client's sales process, and run a monthly coaching review.
What to charge
$2,000 setup + $500–$750/mo. Client tool spend is under $60/user/mo even with the add-on, so a 5-rep team pays more for your retainer than for the software — and gets graded calls every week.
How it gets delivered
Week 1: configure auto-recording, CRM sync, and scorecards. The ongoing retainer is reviewing auto-scored calls and shipping a monthly coaching memo; Avoma's 2-way CRM updates handle the data-hygiene piece for you.
This is one offer. AI Operator Academy is where operators build the full stack — packaging, pricing, fulfillment, and a peer group selling the same services. $999/yr.
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