General Sales Assessment
Ten core competencies, from discovery and listening to closing and next-step control.
AI Sales Operating System
The AI Brain Behind Your Sales Operation.
Know who to call. Understand why they’d buy. Know what to say. Know how well you sold.
CallingProspect carries context from prospect discovery and research through outreach, conversations and follow-up, then into sales simulation, assessment and improvement — one connected intelligence layer.
AI does the thinking · You stay in control
Luxury MedSpa — Prospect analysis
Business
Luxury MedSpa
Researching signals…
Business intelligence
- Services & treatment menu
- Luxury positioning
- 412 reviews · 4.8 average
- Daily social activity
- Appointment-led business model
- Small front-desk team
0/ 100
Opportunity score
High priority
Why they'd buy
High inquiry volume + small team + appointment-heavy services.
Best sales angle
Capture missed inquiries without adding another full-time employee.
What to say
"Saw you're booking consults through DMs — with 6 staff and 400+ reviews, missed after-hours inquiries are likely costing you consults. Worth a 10-minute look?"
The problem
Most sales stacks lose the context between steps.
A lead database finds names. A spreadsheet holds notes. A writing tool drafts a message with no idea what you learned. A roleplay tool scores practice that has nothing to do with your real prospects. Every hand-off drops what you already knew.
- Lead databases
- Enrichment sheets
- Generic AI writers
- Inbox tools
- Roleplay apps
- Report builders
The CallingProspect intelligence loop
One intelligence layer. Not a pile of disconnected AI tools.
CallingProspect carries what it learns about each prospect from one stage to the next. AI does the thinking. You stay in control.
01
Discover
Find businesses that match who you sell to.
02
Research
Build an evidence-backed profile from public sources.
03
Understand
See the opportunity, the fit and what still needs validating.
04
Reach out
Draft outreach and a call strategy from that research.
05
Converse
Get help reading replies and preparing your response.
06
Follow up
Keep next actions tied to the prospect's context.
07
Simulate
Practice the conversation with an AI prospect first.
08
Assess
Turn performance into evidence-grounded assessments.
09
Improve
Coach the gaps, then practice again.
Research context informs outreach and call strategy.
Conversation context informs the follow-up.
Simulations expose weaknesses before a real prospect does.
Assessments turn performance into measurable, explainable intelligence.
Prospect intelligence
Don't just find a prospect. Understand the opportunity.
Give CallingProspect a website or public profile and it researches the business across the public sources it can reach, then organizes what it finds into one evidence-backed report.
How AI prospect research works- Multi-source research: website, social, business and owner intelligence where publicly available
- Opportunity analysis and product/service fit against what you sell
- Findings separated into fact, observation, inference and hypothesis
- Confidence levels and validation questions for anything uncertain
- Edit missing fields and add extra public links to enrich the report
- Personalized outreach context, professional reports and PDF export
Coverage depends on what each business publishes. When a source can't be reached, the report says so instead of guessing.
Browser Agent
Find a prospect anywhere on the web.
Open a business's page in your browser and the CallingProspect Browser Agent can detect the business, capture the context visible on the page and send it to the same research engine you use in the app.
- Detect the business on the page you're viewing
- Capture available business context when you ask it to
- See whether the prospect is already in your workspace
- Save the prospect and start research with one click
- No more copying URLs between tabs and tools
Works in Chromium-based browsers such as Chrome, Edge, Brave and Arc. It reads a page only when you use it — it does not browse on its own or collect your history.
Personalized outreach
Don't send another generic sales message.
Outreach is drafted from the prospect's researched context, not a template — so every message has a reason to exist.
Explore personalized outreach- Prospect-specific angles grounded in research
- AI call strategy: opening, discovery questions, likely objections and next steps
- Value positioning tied to what the business actually does
- Follow-up and conversation-aware recommendations
Gmail Copilot
Your AI copilot for Gmail.
When a prospect replies in Gmail, CallingProspect can read the conversation you connect, bring in the prospect context you already have, identify intent, stage and objections, and help you prepare a personalized response.
- Conversation context and prospect context together
- Intent, stage and objection analysis
- A suggested response you can edit or regenerate
- Tone and style controls
- Human approval on every reply — nothing is sent automatically
AI-assisted. Human-controlled.
Follow-up
Follow-up that remembers the whole conversation.
Follow-ups stay attached to the prospect's research, outreach and conversation history instead of becoming an isolated task list.
- Research
- Outreach
- Conversation
- Follow-up
- Statuses, due dates and next actions per prospect
- The AI Brain surfaces who needs attention and why
- Every suggestion shows the evidence behind it
Sales simulation
Practice the conversation before the real one.
Don't just practice talking. Practice selling — against an AI prospect modeled on a researched business, with objectives that match a real call.
How sales simulation works- Realistic simulations built from prospect research
- Difficulty levels and response-pace tracking
- Clear objectives and a performance evaluation
- Coaching feedback you can question
- Challenges and invitations for candidates or teammates
- Shareable results and visual scorecards
Professional assessments
Turn sales performance into evidence.
Completed simulations become professional assessments grounded in what the participant actually said and did — quotes, timestamps and competency scores, not impressions.
Hiring Assessment
Competencies, strengths, risks, evidence, coaching potential and a hiring recommendation.
Promotion Assessment
Strategic discovery, executive communication, deal control, business acumen, adaptability, leadership and readiness.
Training Assessment
Weak behaviors, coaching priorities and the recommended next simulation.
Certification / Exam
Score, pass/fail, competency results, critical failures and evidence against a configurable threshold.
Performance Evaluation
Trajectory built from the participant's actual previous assessments — never invented history.
The assessment brain
One assessment brain. Multiple sales decisions.
The same evaluation foundation interprets one performance for different decisions. Hiring and promotion use multi-factor rules, so a high average never hides a critical gap.
- Selling
- Hiring
- Promotion
- Training
- Certification
- Performance
Reports, scorecards & sharing
Turn AI intelligence into something your team or client can actually use.
- Research reports
- Assessment reports
- Professional scorecards
- PDF export
- Secure share links with expiry, password and revoke
- Visual scorecards and summary cards
- Agency white-label output on eligible plans
Client documents & basic signing
Move from sales intelligence to client-ready documents.
Create audits, proposals and simple contracts, edit every section, share a secure link, and collect a basic electronic signature with an audit trail and a signed PDF copy.
- Create
- Edit
- Share
- Sign
Basic signing is not a certified e-signature service.
Translation
Sell across language barriers.
Translate research, outreach, call strategy, reports, coaching and simulation content for reading — while the original stays intact, with its sources and confidence labels preserved.
Supported languages include:
- English
- Spanish
- French
- German
- Portuguese
- Arabic
- Urdu and Roman Urdu
- Hindi and Roman Hindi
- Chinese
- Japanese
- Korean
- Turkish
- Russian
- Bengali
Agency & white label
Your sales intelligence. Your brand.
- Agency logo
- Company name
- Custom “Generated by” text
- Contact information
- Footer
- Brand color
- White-label PDF and report output
- Professional client-facing deliverables
White-label output is available on eligible plans — see pricing.
Honest comparison
Where CallingProspect fits among sales tools.
Apollo is strong for prospect databases and outbound. Clay for enrichment and GTM workflows. Gong for conversation and revenue intelligence. CRMs for customer and revenue records. CallingProspect connects prospect intelligence, outreach, conversation help, simulation, assessment and deliverables.
Who CallingProspect is for
For anyone who sells products or services to other businesses.
Founders
Selling your own product or service without a full sales team.
Sales professionals
Preparing for calls with real context instead of guesswork.
SDRs
Researching, reaching out and following up faster.
Sales teams
Shared workspace, roles, permissions and one credit pool.
Agencies
Research, reports and documents under your own brand.
Recruiters
Evidence-grounded hiring assessments from real simulations.
Sales leaders
Promotion readiness and performance trajectory.
Training teams
Coaching priorities, certifications and repeatable practice.
Capabilities
Everything in the sales operating system
What each capability does, who it is for, the problem it solves and where it fits in the workflow.
Find and understand prospects
Prospect intelligence that starts from real, public business information.
AI Prospect Research
Researches a business from its website and the public sources you add, then organizes what it finds.
- For:
- SDRs, founders and agencies preparing for outreach.
- Solves:
- Hours of manual tab-hopping before every first contact.
- In the system:
- The research feeds every later step — outreach, call strategy, simulations and reports.
AI Sales Intelligence
Turns research into an opportunity view: likely needs, signals, priority and a suggested angle.
- For:
- Sales teams deciding where to spend limited time.
- Solves:
- Lists of businesses with no clear reason to call any of them.
- In the system:
- Gives the Brain the context it uses to suggest who needs attention next.
B2B Prospecting
Takes you from finding a business to a researched prospect with a clear next action.
- For:
- Teams building pipeline in specific industries or locations.
- Solves:
- Prospecting that stops at a list instead of a plan.
- In the system:
- The entry point of the operating system: Find → Research → Understand.
Business Intelligence
Summarizes a prospect’s services, positioning, audience and visible gaps, with sources noted.
- For:
- Anyone who needs to understand a business before pitching it.
- Solves:
- Generic pitches that ignore how the business actually operates.
- In the system:
- Shared context for outreach, conversations and client-facing reports.
Prospect Discovery (Find Prospects)
Searches public pages for businesses that may fit your request, flags ones already in your pipeline, and lets you choose which to research.
- For:
- Users who need new prospects in a niche or area.
- Solves:
- Starting from a blank list.
- In the system:
- Checks your existing CRM first, then suggests new candidates — you decide what to research.
Universal CSV Prospect Import
Imports prospect lists from common CRM and spreadsheet exports, mapping columns and keeping custom fields.
- For:
- Teams with existing lists in other tools.
- Solves:
- Re-typing prospects or losing fields when switching tools.
- In the system:
- Imported prospects can be researched, then flow into the rest of the workflow.
Reach out and converse
Personalized outreach and conversation intelligence, with you approving every word.
Personalized Outreach
Drafts messages for email and social channels grounded in the prospect’s research.
- For:
- SDRs and founders writing first-touch messages.
- Solves:
- Templates that sound like templates.
- In the system:
- Uses the research and angle from earlier steps; you edit and send it yourself.
AI Call Strategy
Builds a prospect-specific call plan: objective, opening, discovery questions, likely objections and next steps, each labeled by how well the evidence supports it.
- For:
- Anyone preparing for a sales call.
- Solves:
- Walking into calls with assumptions instead of evidence.
- In the system:
- Generated from completed research and editable before you use it.
Conversation Copilot
Analyzes the prospect’s reply — intent, objections, buying signals — and suggests a response you can refine.
- For:
- Reps managing live email or messaging threads.
- Solves:
- Losing momentum when you are unsure how to answer.
- In the system:
- Keeps the conversation tied to the prospect’s research and pipeline status.
Sales Follow-Up
Tracks statuses, follow-up dates and next actions for every prospect.
- For:
- Anyone juggling many open conversations.
- Solves:
- Deals that go quiet because nobody followed up.
- In the system:
- Feeds the Brain’s view of which prospects need attention now.
AI Sales Assistant / AI Sales Teammate
A personal assistant that reads your pipeline, plans your day and lets you talk a situation through with the Brain.
- For:
- Busy sellers who want a second opinion on what to do next.
- Solves:
- Knowing the data exists but not what it means for today.
- In the system:
- Answers from your own CRM data; it suggests, you decide. It never contacts prospects.
Practice and improve
Sales simulation and coaching that use real prospect context.
Sales Simulation
Practice a conversation with an AI prospect modeled on a researched business.
- For:
- Reps preparing for important calls and teams training together.
- Solves:
- Practicing on real prospects.
- In the system:
- Uses completed research, so the practice matches the real conversation.
Simulation Challenge
Send a structured sales conversation challenge and get a scorecard back.
- For:
- Hiring managers, trainers, sales schools and team leads.
- Solves:
- Judging sales skill from a CV or an interview answer.
- In the system:
- Challenge → AI Sales Conversation → Scorecard → Coaching.
AI Sales Coaching
Scorecards and coaching feedback after each simulation, plus a coach you can ask questions.
- For:
- Individuals and teams improving their technique.
- Solves:
- Feedback that is rare, vague or late.
- In the system:
- Closes the loop: what you learn here improves the next real conversation.
Deliver client-facing work
Turn prospect research into professional documents your prospects can read.
Client-Facing Reports
Create editable client documents from completed research, with your workspace branding.
- For:
- Agencies, consultants and service providers.
- Solves:
- Rebuilding the same audit or proposal by hand for every prospect.
- In the system:
- Internal scores and evidence labels stay private; only client-safe content is shown.
Business Audits
A structured review of a prospect’s business, positioning and opportunities.
- For:
- Consultants and agencies opening a conversation with value.
- Solves:
- Needing a credible reason to start the conversation.
- In the system:
- Drafted from research, then edited by you before sharing.
Website Audits
A client-ready review of a prospect’s website and what could be improved.
- For:
- Web, design and marketing agencies.
- Solves:
- Audits that take hours to assemble.
- In the system:
- Built from the same research that powers your outreach.
Growth Opportunity Reports
A focused report on growth opportunities you identified for the prospect.
- For:
- Growth consultants and agencies.
- Solves:
- Proposals that don’t show you understand the business.
- In the system:
- Shares a client-safe view of your research, with your recommended next step.
Start with one prospect.
Research a business, see the score, read the message CallingProspect writes for it — then decide.
Pricing
Plans for Every Stage of Your Sales Operation
Start free, then choose the plan that matches how much research, practice and client reporting you run each month.
AI credits refresh every month on every plan. Quarterly and annual billing change how often you pay, not how many credits you receive.
Free
Try the complete CallingProspect workflow on real prospects
$0forever
- 25 AI credits / month
- 1 seat
- 3 Sales Simulations / month
- 1 Client Report / month
See all 19 featuresHide features
- AI Prospect Research
- Business Intelligence
- Owner Intelligence
- Opportunity Analysis
- Product/Service Fit
- AI Call Strategy
- Personalized Outreach
- Follow-Up CRM
- AI Brain
- Ask the Brain
- Conversation Copilot
- Sales Simulation
- Sales Scorecards & Coaching
- Simulation Challenge
- Prospect Discovery
- CSV Prospect Import
- Client Reports
- Standard shareable client reports
- Sales Momentum & Goals
Starter
For sellers building their own pipeline
$49/month
$49/month · $125/quarter · $410/year
- 500 AI credits / month
- 1 seat
- 20 Sales Simulations / month
- 6 Client Reports / month
See all 20 featuresHide features
- AI Prospect Research
- Business Intelligence
- Owner Intelligence
- Opportunity Analysis
- Product/Service Fit
- AI Call Strategy
- Personalized Outreach
- Follow-Up CRM
- AI Brain
- Ask the Brain
- Conversation Copilot
- Sales Simulation
- Sales Scorecards & Coaching
- Simulation Challenge
- Prospect Discovery
- CSV Prospect Import
- Client Reports
- Standard shareable client reports
- Sales Momentum & Goals
- Credit top-ups
Starter Pro
For full-time prospecting
$79/month
$79/month · $199/quarter · $659/year
- 750 AI credits / month
- 1 seat
- 40 Sales Simulations / month
- 12 Client Reports / month
Everything in Starter
See all 20 featuresHide features
- AI Prospect Research
- Business Intelligence
- Owner Intelligence
- Opportunity Analysis
- Product/Service Fit
- AI Call Strategy
- Personalized Outreach
- Follow-Up CRM
- AI Brain
- Ask the Brain
- Conversation Copilot
- Sales Simulation
- Sales Scorecards & Coaching
- Simulation Challenge
- Prospect Discovery
- CSV Prospect Import
- Client Reports
- Standard shareable client reports
- Sales Momentum & Goals
- Credit top-ups
Growth
For sellers who want to improve conversion
$99/month
$99/month · $249/quarter · $829/year
- 1,000 AI credits / month
- 1 seat
- 75 Sales Simulations / month
- 20 Client Reports / month
Everything in Starter Pro
See all 20 featuresHide features
- AI Prospect Research
- Business Intelligence
- Owner Intelligence
- Opportunity Analysis
- Product/Service Fit
- AI Call Strategy
- Personalized Outreach
- Follow-Up CRM
- AI Brain
- Ask the Brain
- Conversation Copilot
- Sales Simulation
- Sales Scorecards & Coaching
- Simulation Challenge
- Prospect Discovery
- CSV Prospect Import
- Client Reports
- Standard shareable client reports
- Sales Momentum & Goals
- Credit top-ups
Growth Pro
For high-volume sales workflow
$149/month
$149/month · $379/quarter · $1,249/year
- 1,500 AI credits / month
- 1 seat
- 120 Sales Simulations / month
- 35 Client Reports / month
Everything in Growth
See all 20 featuresHide features
- AI Prospect Research
- Business Intelligence
- Owner Intelligence
- Opportunity Analysis
- Product/Service Fit
- AI Call Strategy
- Personalized Outreach
- Follow-Up CRM
- AI Brain
- Ask the Brain
- Conversation Copilot
- Sales Simulation
- Sales Scorecards & Coaching
- Simulation Challenge
- Prospect Discovery
- CSV Prospect Import
- Client Reports
- Standard shareable client reports
- Sales Momentum & Goals
- Credit top-ups
Agency
For teams and client-facing sales agencies
$199/month
$199/month · $499/quarter · $1,669/year
- 3,000 AI credits / month
- 5 seats
- 250 Sales Simulations / month
- 100 White-Label Client Reports / month
- Standard Client Reports included
Everything in Growth Pro, plus
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- White-Label Client Reports
- Agency Branding
- Agency Logo
- Custom Agency Name
- Custom Generated-By text
- Custom PDF Footer
- Custom Brand Color
- Client Shareable Reports
- Visual Share Cards
- Team Management
- Team Roles & Permissions
- Credit Allocation / Spending Limits
- Team Prospect Visibility Controls
- Simulation Challenge
- Sales Momentum & Goals
- Credit top-ups
Agency Pro
For agencies running sales operations at scale
$499/month
$499/month · $1,269/quarter · $4,199/year
- 10,000 AI credits / month
- 15 seats
- 500 Sales Simulations / month
- 500 White-Label Client Reports / month
- Standard Client Reports included
Everything in Agency
See all 31 featuresHide features
- AI Prospect Research
- Business Intelligence
- Owner Intelligence
- Opportunity Analysis
- Product/Service Fit
- AI Call Strategy
- Personalized Outreach
- Follow-Up CRM
- AI Brain
- Ask the Brain
- Conversation Copilot
- Sales Simulation
- Sales Scorecards & Coaching
- Simulation Challenge
- Prospect Discovery
- CSV Prospect Import
- Client Reports
- White-Label Client Reports
- Agency Branding
- Agency Logo
- Custom Generated-By text
- Custom PDF Footer
- Custom Brand Color
- Client Shareable Reports
- Visual Share Cards
- Team Management
- Team Roles & Permissions
- Credit Allocation / Spending Limits
- Team Prospect Visibility Controls
- Sales Momentum & Goals
- Credit top-ups
Enterprise
For organizations running CallingProspect across larger sales operations
Custom
- Custom AI credit allocation
- Custom seats
- Custom Sales Simulation capacity
- Custom Client Report capacity
- Custom White-Label Report capacity
- Custom commercial terms
Everything in Agency Pro, including
See all 30 featuresHide features
- AI Prospect Research
- Business Intelligence
- Owner Intelligence
- Opportunity Analysis
- Product/Service Fit
- AI Call Strategy
- Personalized Outreach
- Follow-Up CRM
- AI Brain
- Ask the Brain
- Conversation Copilot
- Sales Simulation
- Sales Scorecards & Coaching
- Simulation Challenge
- Prospect Discovery
- CSV Prospect Import
- Client Reports
- White-Label Client Reports
- Agency Branding
- Agency Logo
- Custom Generated-By text
- Custom PDF Footer
- Custom Brand Color
- Client Shareable Reports
- Visual Share Cards
- Team Management
- Team Roles & Permissions
- Credit Allocation / Spending Limits
- Team Prospect Visibility Controls
- Sales Momentum & Goals
Prices in USD. Credit top-ups: 50 credits for $5, 100 credits for $10, 500 credits for $50. Enterprise is arranged with our team.
FAQ
Questions about CallingProspect
CallingProspect (CP) is an AI Sales Operating System at callingprospect.com. It connects prospect discovery and research, personalized outreach, conversation help, follow-up, sales simulation, professional assessments, coaching and client-facing reports in one intelligence layer.
It is one connected system for the sales workflow rather than a set of separate AI tools. Context gathered in one step — such as research on a prospect — is reused in the next, from outreach to simulation to follow-up.
It reads a business’s public website and any public sources you add, then organizes services, positioning, likely needs and buying signals, noting where each finding came from. You can edit or enrich the result.
You can discover businesses that may fit, import existing lists by CSV, research them, see which deserve attention and why, and move each one to a clear next action — while you stay in control of every contact.
A prospect-specific call plan created from completed research: objective, natural opening, discovery questions, likely objections, value positioning and next steps. Items are labeled as confirmed, indicated or needing confirmation.
A practice conversation with an AI prospect based on a researched business. When it ends you get a scorecard and coaching, and you can ask the coach follow-up questions.
A structured sales conversation challenge you can send to someone — for example a candidate or a trainee. They complete an AI sales conversation and the result comes back as a scorecard with coaching, which can then be turned into a professional assessment.
Yes. The Agency plan supports a shared workspace with roles (Owner, Admin, Manager, SDR), feature permissions, data visibility rules and credit limits from one shared credit pool.
Yes. You can turn completed research into business audits, website audits, sales and lead generation audits, growth opportunity reports and service proposals, then edit, share by private link or export as PDF.
Yes. The CSV import handles common CRM and spreadsheet exports, lets you map columns and keeps extra fields as custom data.
Anyone who sells products or services to other businesses: founders, sales professionals, SDRs, sales teams, agencies, recruiters, sales leaders and training teams.
Apollo is primarily a B2B contact database with outbound sequencing. CallingProspect is research-first: it explains a specific business and opportunity, then carries that context into outreach, conversations, simulation and assessment. It is not a bulk contact database.
Clay is primarily for building custom enrichment and GTM workflows. CallingProspect returns a ready-to-use, evidence-backed view of each prospect and connects it to outreach, conversation help, practice and assessments.
A browser extension for Chromium-based browsers such as Chrome, Edge, Brave and Arc. On a business's page it can detect the business, capture visible context when you ask, show whether it is already in your workspace, save it and start research with the same research engine. It does not browse on its own.
When a prospect replies in Gmail, the Copilot reads the conversation you connect, uses available prospect context, identifies intent, stage and objections, and suggests a response you can edit, regenerate or restyle. You approve everything; it never sends automatically.
Yes. Completed simulations can become General Sales, Hiring, Promotion, Training, Certification / Exam or Performance Evaluation assessments, grounded in evidence from the actual conversation.
Yes. Hiring assessments cover competencies, strengths, risks, evidence, coaching potential and a recommendation. Training assessments identify weak behaviors, coaching priorities and the recommended next simulation. They support your decision rather than replace it.
Yes, on eligible plans. Agencies can add their logo, company name, custom “Generated by” text, contact information, footer and brand color to PDFs and client-facing reports.
It supports basic signing: share a document by secure link and collect an electronic signature with an audit trail and a signed PDF copy. It is not a certified e-signature service.
Yes. You can translate research, outreach, call strategy, reports, coaching and simulation content into supported languages including Spanish, French, German, Arabic, Urdu, Hindi, Chinese, Japanese and more, while the original content is preserved.