For SDRs

Handle every question. Book more meetings.

Early conversations move quickly. Headsum brings the right knowledge into the moment, helping you respond clearly while building experience of your own.

Support for every SDR conversation

Every question is an opportunity to understand the customer and share something useful.

Questions you weren't ready for

A customer asks for detail held elsewhere in the company. Headsum helps bring that knowledge into the conversation while you are still together.

Product questions you can't answer

There's too much to memorise. When a technical question lands mid-call, the honest answer is "I'll follow up" — and follow-ups don't book meetings.

No feedback until it's too late

A structured reflection helps you recognise useful moments and carry what you learned into the next conversation.

Live support

The right response, the moment you need it

Headsum highlights questions, concerns, and changes in context during your call. When a moment needs support, a support card brings forward relevant context and a useful way to clarify or respond.

No tab-switching. No scrambling through notes. The answer is right there, grounded in your company's own playbooks and proof points.

  • Customer questions shown with relevant context
  • Responses grounded in your actual playbook
  • Competitive questions answered on the spot
  • Changes in context highlighted so you can respond thoughtfully
  • Works on cold calls, discovery, and demos

Live card · cold call

Concern raised

"We're not looking at anything new right now"

What they likely mean

This may be a timing or priority concern. Clarify what matters now and whether a later conversation would be more useful.

Suggested response

Acknowledge it, then pivot: "That's fair — most people I speak to aren't actively looking. Can I ask one quick question about how you're currently handling [pain point]?"

Question

"We already use something for that"

Headsum response

Ask what they're using and what's missing. Reference the Meridian case study — similar setup, moved to Headsum after identifying a critical gap.

Question

"Send me some information"

Headsum response

Ask what information would be most useful and whether a short follow-up conversation would help them evaluate it.

Question

"We don't have budget right now"

Headsum response

Budget questions early in discovery are usually priority questions. Ask: "If this solved [problem], would that change the conversation?"

Question support

Never be caught off guard again

Questions and concerns are useful context. Headsum brings forward a possible interpretation, relevant material from your playbook, and a clarifying question or response while the conversation is still live.

The more calls you do, the better Headsum gets at recognising the patterns that matter in your specific market.

  • Brings forward useful context for customer questions
  • Responses pulled from your question support guide
  • Keeps you in the conversation instead of accepting the no
  • Consistent handling across the whole team

Knowledge on demand

Stop saying "I'll follow up on that"

When a prospect asks a detailed product question, a technical question, or something about a competitor, you don't need to have it memorised. Headsum pulls the answer from your knowledge library instantly — pricing details, integration specs, competitive positioning, whatever your team has uploaded.

Answer confidently in the moment. Keep the conversation moving. Don't give the prospect a reason to disengage while they wait for a follow-up email.

  • Product and technical questions answered live
  • Competitive positioning at your fingertips
  • Pricing and packaging details surfaced instantly
  • Case studies matched to the prospect's situation

Knowledge library

📄 Cold Call Playbook.pdf
Playbook
⚔️ Competitive Battlecards.pptx
Competitive
💬 Customer Questions Guide.docx
Support
📋 Meridian Case Study.pdf
Case study
💰 Pricing & Packaging Guide.pdf
Commercial
🔧 Technical FAQ.pdf
Product

Used live during your calls

During the active meeting, Headsum finds relevant documents from your approved library.

Your reflection

Last 30 days

5

Conversation themes reviewed

Discovery
A consistent strength
Question support
Add product examples
Value articulation
Clear and relevant
Meeting structure
Well paced
Next steps
Clearly agreed

Development insights

See yourself getting better, call by call

After every meeting, Headsum organises a private reflection across discovery, customer questions, value articulation, meeting structure, and next steps.

Recognise progress week by week, notice useful patterns, and choose what you want to develop next. Use the meeting context to support constructive 1:1 conversations.

  • A private reflection after every call
  • See week-on-week improvement clearly
  • Choose which skills to develop next
  • No ranking against other people

Post-call reflection

Learn from every conversation

After each call, Headsum produces a structured reflection covering what went well, useful moments from the conversation, and one area you may choose to explore next.

Each reflection gives you context for your own development and for constructive conversations with your manager.

  • Specific moments captured with clear context
  • One optional development theme per call
  • Strengths recognised alongside opportunities
  • Useful context for your next 1:1

Post-call reflection

What went well

Opened clearly and asked a useful question about the current process at 2:14.

Where it shifted

Competitor question at 4:45 — you said "I'm not sure how we compare" and the energy dropped. They sensed uncertainty.

Focus for next call

Review the competitive battlecard before calls this week. One sharp answer to the competitor question changes that outcome.

What changes on your calls

The difference between a good call and a great one is usually one moment handled well.

A question requires a later follow-up

Confident response that keeps the conversation alive

"I'll follow up on that" killing your momentum

Answering product questions live, in the moment

Finishing a call with only partial notes

A useful reflection with clear meeting context

Memorising playbooks that don't stick

The right talk track surfaced when you actually need it

Waiting weeks for your manager to review a call

A private reflection available after every call

Reflecting without the meeting context

Clear themes that help you recognise progress

Start your next call ready

Download Headsum and have live support running before your next prospecting session.